CUSIP: 74348T102 | NYSE | Financial Services · Asset Management | Small Cap | 1183 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13D/ABarry John F with John & Daria Barry Foundation | 134,685,809 | 25.2% | +4,075,193 | Oct 16, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 21,857,191 | $45.5M | 1.3% | Yield | Low | Irvine, CA | 2026-11-04 | |
| 2,286,356 | $4.8M | 0.1% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 1,111,550 | $2.3M | 1.5% | Yield | Medium | New York, NY | 2026-10-29 | |
| 690,788 | $1.4M | 0.1% | Core | Low | Federal Way, WA | 2026-11-03 | |
| 676,292 | $1.4M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 561,704 | $1.2M | 0.3% | ETF | High | Jacksonville, FL | 2026-10-08 | |
| 432,294 | $899 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 318,674 | $662.8K | 0.2% | Growth | Medium | Laguna Niguel, CA | 2026-10-20 | |
| 284,104 | $590.9K | 0.2% | ETF | Low | Matthews, NC | 2026-10-20 | |
| 207,700 | $432.0K | 0.0% | Core | Low | Boston, MA | 2026-11-02 | |
| 161,256 | $330.6K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 160,800 | $334 | 0.0% | Core | Medium | Kobenhavn, Greece | 2026-10-22 | |
| 153,940 | $320.2K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 148,515 | $308.9K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 130,083 | $270.6K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 123,083 | $256.0K | 0.0% | Core | Low | Irvine, CA | 2026-10-30 | |
| 121,136 | $220.5K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 102,939 | $214.1K | 0.0% | Core | Medium | Basel, Switzerland | 2026-10-26 | |
| 101,234 | $233.9K | 0.0% | Core | Low | Prague, Bahrain | 2026-10-15 | |
| 98,395 | $204.7K | 0.0% | ETF | Medium | Clearwater, FL | 2026-11-04 | |
| 83,636 | $174.0K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 78,112 | $165.2K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 75,000 | $156 | 0.0% | Core | Medium | Bountiful, UT | 2026-10-28 | |
| 72,865 | $151.6K | 0.0% | Core | Medium | Arden Hills, MN | 2026-10-08 | |
| 69,462 | $144.5K | 0.0% | ETF | Low | Wayne, PA | 2026-10-20 | |
| 69,081 | $143.7K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 | |
| 66,261 | $137.8K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 | |
| 62,299 | $129.6K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 60,270 | $97.0K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 59,335 | $123.4K | 0.1% | ETF | Medium | Gilbert, AZ | 2026-10-21 | |
| 55,306 | $115.0K | 0.1% | Core | Medium | Baton Rouge, LA | 2026-10-28 | |
| 51,952 | $108.1K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 48,226 | $100.3K | 0.0% | ETF | Low | Bethesda, MD | 2026-10-29 | |
| 37,286 | $77.6K | 0.0% | Value | High | Cheyenne, WY | 2026-10-28 | |
| 36,797 | $76.5K | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 | |
| 32,662 | $67.9K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 32,275 | $67.1K | 0.0% | ETF | Low | Providence, RI | 2026-10-22 | |
| 31,741 | $66.0K | 0.0% | Growth | Low | Englewood, CO | 2026-10-14 | |
| 28,789 | $59.9K | 0.0% | ETF | Low | Mountain View, CA | 2026-10-28 | |
| 28,594 | $59.5K | 0.0% | ETF | Very Low | Leawood, KS | 2026-10-19 | |
| 27,950 | $64.6K | 0.0% | ETF | Low | Knoxville, TN | 2026-10-28 | |
| 24,473 | $50.9K | 0.0% | Growth | Medium | Boston, MA | 2026-10-19 | |
| 23,133 | $48.1K | 0.0% | Core | Very Low | Harrison, NY | 2026-10-20 | |
| 21,467 | $44 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 20,000 | $41.6K | 0.0% | Core | Medium | Cookeville, TN | 2026-10-16 | |
| 19,643 | $36.1K | 0.0% | ETF | Very Low | West Hartford, CT | 2026-10-08 | |
| 19,337 | $40.2K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 19,000 | $39.5K | 0.0% | ETF | Medium | Franklin, TN | 2026-10-20 | |
| 18,676 | $38.8K | 0.0% | ETF | Very Low | Scottsdale, AZ | 2026-10-20 | |
| 18,676 | $38.8K | 0.0% | ETF | Low | San Francisco, CA | 2026-11-03 | |
| 18,405 | $38.3K | 0.0% | Core | Medium | Naples, FL | 2026-10-19 | |
| 18,274 | $38.0K | 0.0% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 17,111 | $35.6K | 0.0% | Core | Low | St. Petersburg, FL | 2026-10-16 | |
| 16,499 | $34.3K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 16,221 | $33.7K | 0.0% | ETF | Low | Williston, VT | 2026-10-21 | |
| 15,820 | $32.9K | 0.0% | ETF | Medium | Tarrytown, NY | 2026-10-16 | |
| 15,300 | $31.8K | 0.0% | Core | Medium | Mount Dora, FL | 2026-10-21 | |
| 14,320 | $29.8K | 0.0% | ETF | Low | Philadelphia, PA | 2026-10-21 | |
| 14,017 | $29.2K | 0.0% | ETF | Low | West Chester, PA | 2026-10-21 | |
| 13,962 | $29.0K | 0.0% | ETF | Medium | Dallas, TX | 2026-10-29 | |
| 13,158 | $27.4K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 12,440 | $25.9K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 12,370 | $25.7K | 0.0% | Core | Medium | Raleigh, NC | 2026-10-30 | |
| 12,149 | $25.3K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 11,525 | $24.0K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 10,740 | $22.3K | 0.0% | Growth | Low | Malvern, PA | 2026-10-29 | |
| 10,585 | $22.0K | 0.0% | Core | N/A | Colorado Springs, CO | 2026-10-21 | |
| 10,523 | $22.1K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 10,000 | $20.8K | 0.0% | Core | Very Low | Media, PA | 2026-10-20 | |
| 7,157 | $14.9K | 0.0% | Agg Growth | Medium | Boca Raton, FL | 2026-10-15 | |
| 6,922 | $14.4K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 5,629 | $11 | 0.0% | ETF | Low | The Woodlands, TX | 2026-11-04 | |
| 5,014 | $10.4K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 4,200 | $8.7K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 3,121 | $6.5K | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 2,500 | $5.2K | 0.0% | Growth | Low | Orange Village, OH | 2026-10-07 | |
| 2,169 | $4.5K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 1,722 | $3.6K | 0.0% | Growth | Very Low | Amherst, MA | 2026-10-20 | |
| 1,200 | $2.5K | 0.0% | Growth | Very Low | Miami, FL | 2026-11-04 | |
| 1,075 | $2.2K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 750 | $1.6K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 750 | $1.6K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 595 | $1.2K | 0.0% | ETF | Medium | Burien, WA | 2026-10-21 | |
| 559 | $1.2K | 0.0% | ETF | Low | Mcdonough, GA | 2026-10-13 | |
| 500 | $1.0K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 380 | $790 | 0.0% | Core | Low | Casper, WY | 2026-10-14 | |
| 250 | $513 | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 204 | $425 | 0.0% | ETF | Low | Ketchum, ID | 2026-10-28 | |
| 147 | $306 | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 50 | $76 | 0.0% | ETF | Very High | Platteville, WI | 2026-10-26 | |
| 5 | $12 | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 3 | $6 | 0.0% | Core | Medium | Saline, MI | 2026-10-27 | |
| 1 | $2 | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 |