CUSIP: 72201Y101 | US | Financial Services · Asset Management | Mid Cap | 929 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,647,767 | $23.1K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 1,392,511 | $19.8M | 0.1% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 949,054 | $13.3M | 0.6% | Core | Medium | St. Petersburg, FL | 2026-10-16 | |
| 580,408 | $8.1M | 0.1% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 563,064 | $7.9M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 559,535 | $7.9M | 0.4% | Growth | Low | Scottsdale, AZ | 2026-11-03 | |
| 524,175 | $7.4M | 3.3% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 470,757 | $6.6M | 0.2% | ETF | Medium | Omaha, NE | 2026-10-13 | |
| 447,143 | $6.3M | 0.1% | ETF | Low | West Chester, PA | 2026-10-21 | |
| 401,708 | $5.6M | 1.0% | ETF | Low | Greenville, SC | 2026-10-21 | |
| 394,201 | $5.5M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 385,275 | $5.6M | 0.6% | ETF | Medium | Tavares, FL | 2026-11-05 | |
| 321,310 | $4.5M | 0.1% | ETF | Medium | Birmingham, AL | 2026-11-03 | |
| 317,815 | $4.5M | 1.8% | ETF | Very Low | Middleton, WI | 2026-10-20 | |
| 245,495 | $3.4M | 0.2% | Core | Medium | Raleigh, NC | 2026-10-30 | |
| 226,400 | $3.2M | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 | |
| 207,017 | $2.9M | 1.1% | ETF | Very Low | St Paul, MN | 2026-11-04 | |
| 189,156 | $2.7M | 0.9% | Yield | High | Arlington, VA | 2026-10-14 | |
| 175,627 | $2.5M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 159,036 | $2.2M | 1.8% | Yield | Low | Chiefland, FL | 2026-10-16 | |
| 146,125 | $2.1M | 0.1% | ETF | Low | Minneapolis, MN | 2026-10-14 | |
| 132,656 | $1.9M | 0.7% | ETF | Low | Woburn, MA | 2026-11-05 | |
| 131,946 | $1.9M | 0.2% | ETF | Low | Knoxville, TN | 2026-11-03 | |
| 124,862 | $1.8M | 0.5% | ETF | Low | Denver, CO | 2026-10-13 | |
| 113,980 | $1.6M | 1.1% | Growth | Medium | Alpharetta, GA | 2026-10-07 | |
| 108,353 | $1.5M | 0.1% | Growth | Very Low | Bangor, ME | 2026-11-03 | |
| 107,970 | $1.5M | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 107,760 | $1.5M | 1.6% | Growth | Medium | Garden City, NY | 2026-10-08 | |
| 107,034 | $1.5M | 0.4% | ETF | Medium | Plano, TX | 2026-10-19 | |
| 105,783 | $1.5K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 104,804 | $1.5M | 0.1% | ETF | Medium | Cornelius, NC | 2026-10-16 | |
| 100,739 | $1.4M | 0.5% | ETF | Medium | Parsippany, NJ | 2026-10-07 | |
| 99,056 | $1.4M | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 90,690 | $1.3M | 0.0% | GARP | Medium | Bellevue, WA | 2026-10-23 | |
| 89,787 | $1.3M | 0.6% | ETF | Very Low | Austin, TX | 2026-10-13 | |
| 84,946 | $1.2M | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 84,917 | $1.2M | 0.2% | Growth | Low | Mendham, NJ | 2026-10-16 | |
| 81,420 | $1.1M | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 80,477 | $1.1M | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 74,937 | $1.1M | 0.3% | Value | Low | Annapolis, MD | 2026-10-09 | |
| 66,320 | $930.5K | 0.6% | Growth | Low | Englewood, CO | 2026-10-27 | |
| 62,742 | $897.9K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 62,616 | $878.5K | 0.1% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 61,600 | $864.2K | 0.7% | ETF | Very Low | Wilmington, DE | 2026-10-16 | |
| 60,143 | $843.8K | 0.3% | Growth | Medium | Schaumburg, IL | 2026-10-14 | |
| 59,910 | $840.5K | 0.0% | Growth | Low | New York, NY | 2026-11-05 | |
| 56,833 | $797.4K | 0.4% | Value | Low | Nashville, TN | 2026-11-03 | |
| 54,960 | $771.1K | 0.1% | ETF | N/A | Leawood, KS | 2026-10-19 | |
| 54,559 | $765.5K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 54,242 | $761.0K | 0.1% | Growth | Low | Lutherville, MD | 2026-10-13 | |
| 53,935 | $756.7K | 0.1% | ETF | Medium | Lake St. Louis, MO | 2026-10-08 | |
| 53,256 | $747.2K | 0.2% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 52,875 | $741.8K | 0.0% | Core | Medium | Houston, TX | 2026-10-28 | |
| 52,792 | $740.7K | 0.0% | ETF | Low | Farmington, CT | 2026-10-13 | |
| 52,149 | $770.5K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 46,099 | $646.8K | 0.0% | Growth | Low | Malvern, PA | 2026-10-29 | |
| 45,427 | $641.4K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 44,399 | $636.2K | 0.0% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 43,977 | $617.0K | 0.5% | Core | N/A | West Chester, OH | 2026-10-13 | |
| 42,227 | $607.2K | 0.0% | Growth | Medium | Sandy, UT | 2026-10-20 | |
| 42,227 | $607.2K | 0.0% | Growth | Low | Sandy, UT | 2026-10-20 | |
| 40,402 | $566.8K | 0.2% | ETF | Very Low | Petaluma, CA | 2026-11-04 | |
| 40,290 | $565.3K | 0.0% | ETF | Low | Summit, NJ | 2026-10-23 | |
| 39,331 | $551.8K | 0.0% | ETF | Medium | Wheaton, IL | 2026-10-22 | |
| 39,105 | $548.6K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 38,901 | $545.8K | 0.2% | ETF | Medium | Campbell, CA | 2026-10-09 | |
| 38,628 | $542.0K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 37,771 | $529.9K | 0.1% | Core | Low | Sioux Falls, SD | 2026-10-13 | |
| 37,014 | $519.3K | 0.1% | ETF | Low | Cleveland, OH | 2026-10-16 | |
| 36,993 | $529.4K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 36,638 | $514.0K | 0.0% | ETF | Low | Altamonte Springs, FL | 2026-10-29 | |
| 36,546 | $512.7K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 33,382 | $472.4K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 31,854 | $446.9K | 0.3% | ETF | High | Brookfield, WI | 2026-10-20 | |
| 31,707 | $444.8K | 0.1% | ETF | Very Low | Houston, TX | 2026-10-13 | |
| 30,220 | $424.0K | 0.0% | ETF | Low | Carmel, IN | 2026-10-08 | |
| 29,604 | $415.3K | 0.3% | Yield | Medium | Irvine, CA | 2026-10-29 | |
| 28,716 | $402.9K | 0.1% | Core | Low | New York, NY | 2026-10-19 | |
| 28,672 | $402.3K | 0.2% | ETF | Medium | Cincinnati, OH | 2026-10-15 | |
| 28,414 | $398.6K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 27,735 | $389.1K | 0.1% | ETF | Medium | Maplewood, NJ | 2026-10-16 | |
| 26,119 | $366.5K | 0.0% | ETF | Low | Lafayette, LA | 2026-10-15 | |
| 25,632 | $359.6K | 0.0% | ETF | Medium | Simi Valley, CA | 2026-10-15 | |
| 25,143 | $352.8K | 0.0% | Core | Medium | Greenville, SC | 2026-10-13 | |
| 24,829 | $348.4K | 0.2% | Growth | Low | Denver, CO | 2026-10-09 | |
| 23,205 | $329.8K | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 | |
| 22,951 | $322.0K | 0.0% | Core | Low | Sylvania, OH | 2026-10-07 | |
| 22,787 | $319.7K | 0.1% | ETF | Very Low | Tucson, AZ | 2026-10-09 | |
| 22,572 | $316.7K | 0.0% | ETF | Very Low | Atlanta, GA | 2026-10-30 | |
| 22,507 | $315.8K | 0.0% | ETF | Medium | Dallas, TX | 2026-10-29 | |
| 22,136 | $310.6K | 0.0% | ETF | Low | Decatur, IL | 2026-10-29 | |
| 21,714 | $304.6K | 0.0% | ETF | Low | Edina, MN | 2026-11-03 | |
| 21,449 | $300.9K | 0.0% | ETF | Very Low | St. Peters, MO | 2026-11-04 | |
| 21,007 | $294.7K | 0.0% | ETF | Medium | Phoenix, AZ | 2026-10-16 | |
| 20,967 | $294.2K | 0.2% | Growth | High | San Francisco, CA | 2026-11-03 | |
| 20,131 | $282.4K | 0.0% | Core | Low | Naples, FL | 2026-10-29 | |
| 19,874 | $278.8K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 19,828 | $278.2K | 0.0% | Core | Low | Cincinnati, OH | 2026-11-04 | |
| 19,412 | $272.4K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 19,194 | $269.3K | 0.0% | ETF | Low | Houston, TX | 2026-10-08 | |
| 18,827 | $264.1K | 0.0% | Growth | Medium | Chicago, IL | 2026-10-27 | |
| 18,437 | $258.7K | 0.0% | ETF | Low | Cincinnati, OH | 2026-11-03 | |
| 18,125 | $254.3K | 0.0% | ETF | Low | Spencer, IA | 2026-10-30 | |
| 18,001 | $253 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 17,937 | $251.7K | 0.0% | Core | Medium | Arden Hills, MN | 2026-10-08 | |
| 17,042 | $239.1K | 0.2% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 16,457 | $230.9K | 0.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 16,095 | $225.8K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 15,893 | $223.0K | 0.1% | ETF | Low | Highland Park, IL | 2026-10-29 | |
| 15,839 | $222.2K | 0.1% | ETF | Medium | Hicksville, NY | 2026-11-03 | |
| 15,792 | $221.6K | 0.2% | ETF | Medium | Gainesville, FL | 2026-10-06 | |
| 15,271 | $214.3K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 15,001 | $210.5K | 0.0% | ETF | Medium | Rochester, NY | 2026-10-19 | |
| 15,000 | $210.5K | 0.0% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 14,967 | $210.0K | 0.1% | ETF | Very Low | Shelton, CT | 2026-10-27 | |
| 14,873 | $208.7K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 14,523 | $203.8K | 0.1% | GARP | Low | Lake Oswego, OR | 2026-10-15 | |
| 14,475 | $203.1K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 13,904 | $195.1K | 0.0% | ETF | Very Low | Johnson City, TN | 2026-11-03 | |
| 13,824 | $193.9K | 0.0% | Value | Medium | Beverly Hills, CA | 2026-11-04 | |
| 13,355 | $187.4K | 0.0% | ETF | Medium | Newtown Square, PA | 2026-11-03 | |
| 13,348 | $187.3K | 0.0% | ETF | Very Low | West Des Moines, IA | 2026-11-02 | |
| 13,030 | $182.8K | 0.0% | Core | Low | Manchester, VT | 2026-10-22 | |
| 13,021 | $182.7K | 0.1% | ETF | Very Low | Muskego, WI | 2026-10-16 | |
| 12,848 | $180.3K | 0.1% | ETF | Very Low | Northfield, IL | 2026-10-16 | |
| 12,621 | $179.7K | 0.0% | Core | High | Denver, CO | 2026-11-05 | |
| 12,593 | $180.5K | 0.0% | Yield | Medium | Ft Lauderdale, FL | 2026-10-09 | |
| 12,376 | $173.6K | 0.1% | ETF | Very Low | Mickleton, NJ | 2026-10-19 | |
| 12,333 | $173.0K | 0.0% | Growth | Low | Abingdon, VA | 2026-11-02 | |
| 12,210 | $171.3K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 12,210 | $171.3K | 0.1% | ETF | Low | Augusta, GA | 2026-10-14 | |
| 12,204 | $171.2K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 12,171 | $170.8K | 0.0% | ETF | Medium | Los Angeles, CA | 2026-10-13 | |
| 11,421 | $160.2K | 0.0% | Value | Medium | Fairfield, NJ | 2026-10-19 | |
| 10,823 | $151.9K | 0.0% | ETF | Medium | Westlake, OH | 2026-10-14 | |
| 10,701 | $150.1K | 0.0% | ETF | Low | Atlanta, GA | 2026-10-22 | |
| 10,291 | $149 | 0.0% | ETF | High | Portland, OR | 2026-11-03 | |
| 10,084 | $141.5K | 0.0% | ETF | Low | Sonoma, CA | 2026-10-13 | |
| 10,015 | $140.5K | 0.2% | ETF | Medium | Canton, CT | 2026-10-16 | |
| 7,877 | $110.5K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 6,253 | $87.7K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 | |
| 5,800 | $81.4K | 0.1% | ETF | Low | Woodbine, MD | 2026-10-26 | |
| 5,624 | $78.9K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 5,622 | $79.4K | 0.1% | Growth | Low | Buda, TX | 2026-10-26 | |
| 5,600 | $78 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 4,784 | $67.1K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 3,453 | $48.4K | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 3,274 | $46 | 0.0% | Core | Medium | Auburn, IN | 2026-10-02 | |
| 3,000 | $42.1K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 2,730 | $38.3K | 0.0% | ETF | Low | Waltham, MA | 2026-10-16 | |
| 1,840 | $25.8K | 0.0% | ETF | Very Low | Orlando, FL | 2026-10-15 | |
| 1,628 | $22.8K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 1,610 | $22.6K | 0.0% | Growth | Low | Venice, FL | 2026-10-30 | |
| 1,376 | $19.3K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 1,375 | $19.3K | 0.0% | ETF | Very Low | Mine Hill, NJ | 2026-10-21 | |
| 1,345 | $18.9K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 1,309 | $18.4K | 0.0% | Core | Low | Greenville, SC | 2026-10-28 | |
| 1,141 | $16.3K | 0.0% | ETF | Medium | Austin, TX | 2026-10-23 | |
| 1,081 | $15.2K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 1,078 | $15.1K | 0.0% | ETF | Medium | Columbia, MO | 2026-10-20 | |
| 911 | $12 | 0.0% | ETF | Low | The Woodlands, TX | 2026-11-04 | |
| 900 | $12.6K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 829 | $11.6K | 0.0% | ETF | Low | Chester, NJ | 2026-11-05 | |
| 575 | $8.1K | 0.0% | ETF | Low | Newport Beach, CA | 2026-10-16 | |
| 352 | $4.9K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 275 | $3.9K | 0.0% | Growth | Very Low | Miami, FL | 2026-11-04 | |
| 130 | $1.8K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 | |
| 100 | $1.4K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 81 | $1.1K | 0.0% | ETF | N/A | Tampa, FL | 2026-10-30 | |
| 74 | $1.0K | 0.0% | ETF | Low | Kennett Square, PA | 2026-10-23 | |
| 21 | $301 | 0.0% | ETF | Medium | Fairfax, VA | 2026-10-20 | |
| 4 | $56 | 0.0% | Core | Low | Springfield, MA | 2026-10-05 |