CUSIP: 72201J104 | US | Financial Services · Asset Management | Small Cap | 432 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 313,823 | $2.0M | 0.7% | Yield | High | Arlington, VA | 2026-10-14 | |
| 260,940 | $1.6M | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 255,770 | $1.6M | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 184,414 | $1.2M | 0.0% | ETF | Low | Summit, NJ | 2026-10-23 | |
| 178,659 | $1.1M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 160,079 | $998.9K | 0.1% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 154,948 | $966.9K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 153,000 | $954 | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 130,441 | $814.0K | 0.1% | ETF | Medium | Salem, OR | 2026-10-16 | |
| 115,943 | $723.5K | 0.2% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 101,033 | $637.7K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 84,299 | $526 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 83,338 | $520.0K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 81,937 | $511.3K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 65,544 | $409.0K | 0.2% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 56,183 | $350.6K | 0.2% | ETF | Medium | Gainesville, FL | 2026-10-06 | |
| 55,750 | $347.9K | 0.1% | ETF | Very Low | Newport Beach, CA | 2026-10-19 | |
| 52,517 | $327.7K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 47,197 | $294.5K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 47,157 | $294.3K | 0.0% | Core | Low | Palm Beach, FL | 2026-11-03 | |
| 43,945 | $274.2K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 41,300 | $257.7K | 0.1% | ETF | Low | Highland Park, IL | 2026-10-29 | |
| 41,170 | $256.9K | 0.0% | Core | Low | New York, NY | 2026-10-20 | |
| 40,760 | $254.3K | 0.1% | Core | Low | Dallas, TX | 2026-10-21 | |
| 36,620 | $247.9K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 36,163 | $225.7K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 30,000 | $187.2K | 0.1% | Growth | Medium | Denver, CO | 2026-10-16 | |
| 29,233 | $182.4K | 0.1% | Growth | Medium | Alpharetta, GA | 2026-10-07 | |
| 28,104 | $175.1K | 0.0% | Core | Very Low | Lakeland, FL | 2026-10-22 | |
| 24,284 | $151.5K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 21,129 | $131.8K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 17,700 | $110.4K | 0.1% | Core | Very Low | Omaha, NE | 2026-10-28 | |
| 15,873 | $99 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 14,650 | $91.4K | 0.0% | ETF | Medium | Phoenix, AZ | 2026-10-16 | |
| 13,920 | $86.9K | 0.0% | Core | Low | Brookings, SD | 2026-10-19 | |
| 13,238 | $83.4K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 12,000 | $74.9K | 0.0% | Core | Low | Wichita, KS | 2026-10-14 | |
| 11,907 | $74.3K | 0.0% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 11,011 | $68.7K | 0.0% | Growth | Low | Encino, CA | 2026-10-28 | |
| 11,000 | $68.6K | 0.0% | ETF | Low | Blue Bell, PA | 2026-10-20 | |
| 7,736 | $48.3K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 4,737 | $29.6K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 3,906 | $24.4K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 3,648 | $22.8K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 3,000 | $18.7K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 2,971 | $18.5K | 0.0% | ETF | Medium | Bloomington, MN | 2026-11-03 | |
| 1,450 | $9.0K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 1,200 | $7 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 1,000 | $6.2K | 0.0% | Core | Very Low | Eagan, MN | 2026-11-05 | |
| 885 | $5.5K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 500 | $3.1K | 0.0% | Growth | Low | Englewood, CO | 2026-10-27 | |
| 150 | $936 | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 |