CUSIP: 72202B100 | 181 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 716,612 | $17.6K | 0.0% | Core | Low | New York, NY | 2021-11-15 | |
| 251,579 | $6.2K | 0.0% | Yield | Medium | New York, NY | 2021-11-15 | |
| 211,881 | $5.2K | 0.0% | ETF | Low | Waltham, MA | 2021-10-29 | |
| 157,819 | $3.9K | 0.0% | Growth | Low | Atlanta, GA | 2021-11-15 | |
| 143,030 | $3.5K | 0.8% | ETF | Low | Greenville, SC | 2021-11-15 | |
| 127,597 | $3.1K | 0.0% | Growth | Medium | Ann Arbor, MI | 2021-10-28 | |
| 119,891 | $2.9K | 0.0% | Core | Low | Charlotte, NC | 2021-11-15 | |
| 107,144 | $2.6K | 0.0% | Index | Low | Scottsdale, AZ | 2021-11-05 | |
| 72,865 | $1.8K | 0.0% | Core | Medium | Zurich, Switzerland | 2021-11-15 | |
| 67,452 | $1.7K | 0.0% | Core | Low | Toronto, Australia | 2021-11-15 | |
| 65,861 | $1.6K | 0.0% | Agg Growth | Low | New York, NY | 2021-11-15 | |
| 56,851 | $1.4K | 0.0% | N/A | N/A | Minnetonka, MN | 2021-11-15 | |
| 49,042 | $1.2K | 0.0% | Growth | Low | Newport Beach, CA | 2021-11-04 | |
| 31,049 | $761 | 0.0% | N/A | N/A | Pittsburgh, PA | 2021-11-12 | |
| 28,988 | $711 | 0.0% | Index | Very Low | Milwaukee, WI | 2021-11-15 | |
| 25,490 | $625 | 0.0% | Index | Very Low | Fort Mill, SC | 2021-11-15 | |
| 24,815 | $608 | 0.0% | Core | Low | San Francisco, CA | 2021-11-15 | |
| 22,200 | $544 | 0.0% | ETF | Medium | Towson, MD | 2021-11-15 | |
| 21,181 | $519 | 0.0% | Growth | Medium | Mclean, VA | 2021-10-22 | |
| 20,227 | $496 | 0.0% | Index | Low | Springfield, MA | 2021-11-15 | |
| 20,001 | $490 | 0.0% | Core | Low | Austin, TX | 2022-07-25 | |
| 16,670 | $409 | 0.0% | Core | Low | Philadelphia, PA | 2021-10-29 | |
| 16,117 | $392 | 0.0% | Yield | High | West Palm Beach, FL | 2021-11-15 | |
| 16,089 | $394 | 0.0% | ETF | Low | Fairfield, IA | 2021-11-02 | |
| 15,880 | $389 | 0.0% | ETF | Low | Berwyn, PA | 2021-10-07 | |
| 13,192 | $326 | 0.0% | Core | Low | Lincroft, NJ | 2021-11-12 | |
| 12,572 | $308 | 0.0% | Index | Very Low | Schaumburg, IL | 2021-11-16 | |
| 12,500 | $316 | 0.1% | ETF | Medium | Newtown, PA | 2021-11-12 | |
| 12,479 | $306 | 0.0% | Growth | Very Low | Wyomissing, PA | 2021-10-29 | |
| 12,069 | $296 | 0.0% | Growth | Very Low | St. Petersburg, FL | 2021-11-02 | |
| 11,581 | $284 | 0.0% | ETF | Medium | Parsippany, NJ | 2021-10-28 | |
| 11,099 | $272 | 0.0% | N/A | N/A | Boston, MA | 2021-11-15 | |
| 10,888 | $266.9K | 0.0% | N/A | N/A | Holbrook, NY | 2023-03-22 | |
| 10,602 | $260 | 0.0% | ETF | Medium | Chicago, IL | 2021-11-15 | |
| 9,650 | $236 | 0.0% | Core | Low | New York, NY | 2021-11-12 | |
| 9,572 | $235 | 0.0% | ETF | Low | Phoenix, AZ | 2021-10-28 | |
| 6,683 | $164 | 0.0% | Core | Medium | Reno, NV | 2021-11-15 | |
| 5,244 | $129 | 0.0% | ETF | Low | Englewood, CO | 2021-11-09 | |
| 4,936 | $121 | 0.0% | Core | Low | Pittston, PA | 2021-11-15 | |
| 4,500 | $110 | 0.0% | Growth | Very High | New York, NY | 2021-10-13 | |
| 3,746 | $92 | 0.0% | Growth | Very Low | Pittsburgh, PA | 2021-11-05 | |
| 2,730 | $67 | 0.0% | ETF | Very Low | Honolulu, HI | 2021-11-12 | |
| 2,666 | $65 | 0.0% | ETF | Very Low | Harrisonburg, VA | 2021-11-15 | |
| 1,640 | $40.2K | 0.0% | ETF | Low | Decatur, IL | 2021-10-12 | |
| 1,500 | $37 | 0.0% | Core | Low | Chicago, IL | 2021-10-20 | |
| 1,499 | $37 | 0.0% | ETF | Very Low | West Des Moines, IA | 2021-11-02 | |
| 1,000 | $25 | 0.0% | Growth | Low | Walpole, MA | 2021-11-24 | |
| 777 | $19 | 0.0% | Core | Medium | New York, NY | 2021-11-10 | |
| 500 | $12 | 0.0% | N/A | N/A | Houston, TX | 2021-10-15 | |
| 338 | $8 | 0.0% | N/A | N/A | Los Angeles, CA | 2021-11-15 | |
| 300 | $7 | 0.0% | N/A | N/A | La Mesa, CA | 2021-10-19 | |
| 100 | $2 | 0.0% | GARP | Very High | New York, NY | 2021-11-15 | |
| 80 | $1 | 0.0% | Core | Low | Atlanta, GA | 2021-10-19 | |
| 1 | $0 | 0.0% | Growth | Medium | Boston, MA | 2022-02-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2021-11-09 |