CUSIP: 72203T100 | US | Financial Services · Asset Management | Small Cap | 152 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 152,936 | $2.0M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 147,286 | $1.9M | 0.9% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 44,500 | $588.7K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 43,751 | $579 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 39,750 | $525.9K | 0.1% | ETF | Medium | Springfield, IL | 2026-10-07 | |
| 37,201 | $492.2K | 0.0% | ETF | Low | Buffalo, NY | 2026-10-19 | |
| 34,995 | $464.9K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 30,586 | $404.7K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 26,490 | $339.9K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 26,162 | $346.1K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 21,342 | $282.4K | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 | |
| 18,008 | $238.2K | 0.1% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 12,330 | $163.1K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 10,500 | $140.5K | 0.0% | ETF | Low | Minneapolis, MN | 2026-10-14 | |
| 10,295 | $136 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 1,100 | $14 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 400 | $5.3K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 290 | $3.8K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 |