CUSIP: 72201B101 | US | Financial Services · Asset Management | Mid Cap | 680 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,801,376 | $19.8M | 1.4% | ETF | Low | Bethesda, MD | 2026-10-29 | |
| 670,821 | $7.4M | 0.3% | Core | Low | Carlsbad, CA | 2026-10-21 | |
| 548,409 | $6.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 464,191 | $5.1M | 1.1% | ETF | Low | Waverly, IA | 2026-10-13 | |
| 456,739 | $5.0M | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 456,344 | $5.0M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 389,691 | $4.3M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 370,125 | $4.1M | 0.2% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 363,339 | $4.0M | 1.8% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 236,741 | $2.6M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 165,436 | $1.8M | 1.5% | Yield | Low | Chiefland, FL | 2026-10-16 | |
| 161,417 | $1.8M | 0.7% | Growth | High | Tampa, FL | 2026-10-15 | |
| 157,718 | $1.7M | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 146,171 | $1.6K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 121,425 | $1.3M | 0.2% | Agg Growth | Medium | Chester, NJ | 2026-10-14 | |
| 116,063 | $1.3M | 0.1% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 107,431 | $1.2M | 0.4% | Growth | Very Low | Scranton, PA | 2026-10-20 | |
| 107,165 | $1.2M | 0.4% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 106,987 | $1.2M | 0.1% | ETF | Medium | Lake St. Louis, MO | 2026-10-08 | |
| 105,560 | $1.2M | 0.9% | Core | Low | Scottsdale, AZ | 2026-10-20 | |
| 69,917 | $769.8K | 0.0% | ETF | Very Low | St. Peters, MO | 2026-11-04 | |
| 69,685 | $767.2K | 0.2% | ETF | Medium | Glen Allen, VA | 2026-10-28 | |
| 64,483 | $710.0K | 0.1% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 61,435 | $662.3K | 0.0% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 58,785 | $647.2K | 0.1% | Agg Growth | Very Low | Indianapolis, IN | 2026-10-19 | |
| 57,537 | $633.5K | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 | |
| 55,650 | $612.7K | 0.5% | Core | Low | Newport Beach, CA | 2026-10-09 | |
| 52,097 | $573.6K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 50,589 | $557.0K | 0.0% | ETF | Low | Denver, CO | 2026-11-03 | |
| 48,489 | $533.9K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 41,831 | $460.6K | 0.3% | ETF | Low | Aliso Viejo, CA | 2026-11-02 | |
| 41,399 | $455.8K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 39,417 | $436.6K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 39,033 | $429.8K | 0.0% | ETF | Low | Phoenix, AZ | 2026-10-13 | |
| 35,248 | $388.1K | 0.3% | Growth | Medium | Alpharetta, GA | 2026-10-07 | |
| 34,304 | $371.2K | 0.0% | Growth | Medium | Sandy, UT | 2026-10-20 | |
| 34,304 | $371.2K | 0.0% | Growth | Low | Sandy, UT | 2026-10-20 | |
| 34,000 | $378.4K | 0.0% | Growth | Low | New York, NY | 2026-10-28 | |
| 33,923 | $373.5K | 0.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 32,152 | $354.0K | 0.1% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 29,700 | $327.0K | 0.2% | ETF | Medium | Westlake Village, CA | 2026-10-09 | |
| 27,527 | $303.1K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 27,185 | $299.3K | 0.0% | ETF | Medium | Omaha, NE | 2026-10-13 | |
| 27,153 | $299.0K | 0.0% | Core | Very Low | Seattle, WA | 2026-11-03 | |
| 26,150 | $287.9K | 0.2% | Core | Low | Los Angeles, CA | 2026-10-23 | |
| 25,598 | $281.8K | 0.2% | ETF | Medium | Denver, CO | 2026-10-28 | |
| 25,219 | $277.7K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 22,523 | $248.0K | 0.0% | ETF | Very Low | Winona Lake, IN | 2026-10-26 | |
| 21,299 | $234.5K | 0.2% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 21,220 | $233.6K | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 | |
| 20,184 | $222.2K | 0.1% | ETF | Very Low | Troy, MI | 2026-10-09 | |
| 19,400 | $213.6K | 0.0% | Growth | Medium | Chicago, IL | 2026-10-27 | |
| 18,143 | $199.8K | 0.1% | ETF | Very Low | Northfield, IL | 2026-10-16 | |
| 17,880 | $196.9K | 0.0% | Core | Low | Chattanooga, TN | 2026-10-26 | |
| 17,204 | $183.7K | 0.0% | ETF | Very High | Platteville, WI | 2026-10-26 | |
| 17,104 | $188.3K | 0.0% | Growth | Low | Scottsdale, AZ | 2026-11-03 | |
| 16,745 | $184.4K | 0.0% | Growth | Low | Bethesda, MD | 2026-11-03 | |
| 16,189 | $178.2K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 16,185 | $178.2K | 0.0% | Core | Low | Wichita, KS | 2026-10-14 | |
| 15,316 | $168.6K | 0.0% | ETF | Low | Philadelphia, PA | 2026-10-21 | |
| 14,774 | $162.7K | 0.0% | ETF | Low | Cleveland, OH | 2026-10-16 | |
| 14,427 | $158.8K | 0.0% | Growth | Low | Boston, MA | 2026-10-23 | |
| 14,119 | $155.4K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 13,186 | $145 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 12,789 | $140.8K | 0.1% | ETF | Low | Tampa, FL | 2026-10-20 | |
| 12,682 | $139.6K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 12,500 | $137.6K | 0.0% | Core | Low | Cincinnati, OH | 2026-11-04 | |
| 12,072 | $132.9K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 11,835 | $130.3K | 0.1% | ETF | Medium | Houston, TX | 2026-10-07 | |
| 10,213 | $112.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 10,000 | $110.1K | 0.1% | ETF | Medium | Cincinnati, OH | 2026-10-15 | |
| 9,900 | $109.0K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 9,807 | $108.0K | 0.0% | ETF | Medium | Hendersonville, Tn 37075, TN | 2026-11-03 | |
| 7,242 | $79.7K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 6,109 | $67.3K | 0.0% | Growth | Low | Lutherville, MD | 2026-10-13 | |
| 5,602 | $61.7K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 5,500 | $60.6K | 0.0% | Growth | Low | Englewood, CO | 2026-10-27 | |
| 3,783 | $41.7K | 0.0% | ETF | Low | Mcdonough, GA | 2026-10-13 | |
| 3,354 | $36.9K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 3,239 | $35.7K | 0.0% | Core | Medium | Saline, MI | 2026-10-27 | |
| 3,200 | $35 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 2,500 | $27.5K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 | |
| 1,800 | $19.8K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 1,711 | $18.8K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 1,650 | $18.2K | 0.0% | ETF | Low | Walnut Creek, CA | 2026-10-07 | |
| 1,500 | $16.5K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 1,500 | $16.5K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,417 | $15.6K | 0.0% | Growth | Low | Princeton, NJ | 2026-10-21 | |
| 750 | $8.3K | 0.0% | ETF | Very Low | Hermantown, MN | 2026-10-16 | |
| 745 | $8.2K | 0.0% | ETF | Very Low | Orlando, FL | 2026-10-15 | |
| 560 | $6.2K | 0.0% | Growth | Low | Denver, CO | 2026-10-09 | |
| 300 | $3.3K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 300 | $3.3K | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 | |
| 100 | $1.1K | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 100 | $1.1K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 72 | $793 | 0.0% | ETF | Very Low | East Dundee, IL | 2026-10-16 | |
| 4 | $44 | 0.0% | ETF | Medium | Peoria, AZ | 2026-11-04 | |
| 2 | $22 | 0.0% | Core | Low | Springfield, MA | 2026-10-05 |