CUSIP: 72201H108 | US | Financial Services · Asset Management | Small Cap | 296 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 548,253 | $3.8M | 1.3% | Yield | High | Arlington, VA | 2026-10-14 | |
| 466,636 | $3.2M | 0.1% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 340,656 | $2.4M | 1.5% | Yield | Medium | New York, NY | 2026-10-29 | |
| 279,307 | $1.9M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 201,126 | $1.4M | 0.1% | Core | High | Seattle, WA | 2026-11-04 | |
| 114,935 | $1.2M | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 90,179 | $622.2K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 85,375 | $589 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 72,813 | $502.4K | 0.0% | Core | Low | Palm Beach, FL | 2026-11-03 | |
| 54,228 | $374.2K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 49,038 | $342.2K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 45,819 | $319.9K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 43,665 | $301.6K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 42,847 | $295.6K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 40,072 | $276.5K | 0.1% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 37,462 | $258.5K | 0.1% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 19,252 | $132.8K | 0.1% | Growth | Medium | Alpharetta, GA | 2026-10-07 | |
| 17,530 | $121.0K | 0.0% | Momentum | Medium | Bellevue, WA | 2026-11-05 | |
| 16,878 | $116.5K | 0.0% | ETF | Low | Raleigh, NC | 2026-10-27 | |
| 13,128 | $90.6K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 12,808 | $88.4K | 0.0% | ETF | Medium | Urbandale, IA | 2026-10-29 | |
| 12,489 | $86.2K | 0.0% | Core | Low | North Little Rock, AR | 2026-10-23 | |
| 11,200 | $77.3K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 11,008 | $76.0K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 10,000 | $69.0K | 0.0% | ETF | Low | Littleton, CO | 2026-10-09 | |
| 4,454 | $30.7K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 1,750 | $12.1K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 1,278 | $8.8K | 0.0% | Core | Low | Feasterville, PA | 2026-10-30 | |
| 730 | $5.0K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 500 | $3 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 149 | $1.0K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |