CUSIP: 72941H400 | 66 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,092,953 | $317.0K | 0.0% | N/A | N/A | Valley Forge, PA | 2023-07-14 | |
| 264,310 | $77 | 0.0% | Core | High | New York, NY | 2023-05-12 | |
| 255,148 | $74.0K | 0.0% | Index | Very Low | Boston, MA | 2023-05-15 | |
| 104,427 | $30.3K | 0.0% | N/A | N/A | New York, NY | 2023-05-12 | |
| 69,669 | $20 | 0.0% | Core | Very High | New York, NY | 2023-05-15 | |
| 57,581 | $16.7K | 0.0% | Index | Very Low | Chicago, IL | 2023-05-15 | |
| 34,414 | $10.0K | 0.0% | Index | Very Low | Boston, MA | 2023-05-15 | |
| 33,600 | $9.7K | 0.0% | ETF | Low | Wilmington, DE | 2023-05-03 | |
| 33,540 | $9.7K | 0.0% | Index | Very Low | Overland Park, KS | 2023-05-15 | |
| 32,100 | $9.3K | 0.0% | Growth | High | New York, NY | 2023-05-15 | |
| 23,449 | $6.8K | 0.0% | Value | Very High | New York, NY | 2023-05-15 | |
| 12,230 | $3.5K | 0.0% | Core | Medium | Scottsdale, AZ | 2024-04-23 | |
| 9,056 | $3 | 0.0% | GARP | Very High | New York, NY | 2023-05-09 | |
| 2,003 | $580 | 0.0% | Index | Low | Scottsdale, AZ | 2023-05-12 | |
| 2,000 | $580 | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 234 | $68 | 0.0% | Core | Low | San Francisco, CA | 2023-05-12 | |
| 54 | $16 | 0.0% | Core | Low | Kansas City, MO | 2023-04-11 | |
| 21 | $6 | 0.0% | Value | Very High | Chicago, IL | 2023-05-12 | |
| 13 | $4 | 0.0% | Core | Medium | Zurich, Switzerland | 2023-05-12 | |
| 10 | $3 | 0.0% | Core | Low | New York, NY | 2023-05-15 | |
| 1 | $0 | 0.0% | Core | Low | Toronto, Australia | 2023-05-15 | |
| 1 | $0 | 0.0% | Growth | Very Low | Minneapolis, MN | 2024-01-10 | |
| 1 | $1 | 0.0% | ETF | Low | Folsom, CA | 2023-04-18 | |
| 1 | $0 | 0.0% | Growth | Very Low | Scottsdale, AZ | 2023-04-13 | |
| 1 | $0 | 0.0% | Growth | Medium | London, United Kingdom | 2026-03-30 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-05-15 |