CUSIP: 746823103 | US | Financial Services · Asset Management | Micro Cap | 370 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,184,453 | $6.4M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 101,416 | $551.7K | 0.1% | ETF | Very Low | Columbus, OH | 2026-10-23 | |
| 62,400 | $339.5K | 0.1% | ETF | Medium | Salem, OR | 2026-10-16 | |
| 60,191 | $327.4K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 58,126 | $316.2K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 54,997 | $299.2K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 53,413 | $290.6K | 0.0% | ETF | Low | Bethesda, MD | 2026-10-29 | |
| 52,926 | $287.9K | 0.1% | ETF | Low | Dallas, TX | 2026-10-30 | |
| 41,778 | $227.3K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 38,500 | $209.4K | 0.0% | ETF | Low | Westerville, OH | 2026-10-16 | |
| 37,489 | $204 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 33,476 | $182.1K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 31,984 | $174.0K | 0.0% | ETF | Low | Denver, CO | 2026-10-13 | |
| 29,293 | $159.4K | 0.1% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 28,020 | $152.4K | 0.0% | ETF | Medium | Silverdale, WA | 2026-10-28 | |
| 27,700 | $150.7K | 0.0% | Core | Low | Wheeling, WV | 2026-11-04 | |
| 23,990 | $130.5K | 0.0% | ETF | Very Low | Yorktown Heights, NY | 2026-10-30 | |
| 21,429 | $116.6K | 0.0% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 16,358 | $89.0K | 0.1% | Core | N/A | Corinth, MS | 2026-11-04 | |
| 15,964 | $86.8K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 15,000 | $81.6K | 0.0% | Core | High | Seattle, WA | 2026-11-04 | |
| 14,291 | $77.7K | 0.0% | Growth | Low | Lexington, KY | 2026-11-05 | |
| 12,803 | $69.6K | 0.0% | Core | Very Low | Shelton, CT | 2026-10-21 | |
| 12,412 | $68 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 12,135 | $66.0K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 12,018 | $65.4K | 0.0% | ETF | Low | West Chester, PA | 2026-10-21 | |
| 10,260 | $55.8K | 0.0% | ETF | Low | Portsmouth, RI | 2026-11-05 | |
| 10,020 | $54.5K | 0.0% | Value | Very Low | Dallas, TX | 2026-11-02 | |
| 9,000 | $49.0K | 0.0% | ETF | Very Low | Red Bank, NJ | 2026-10-30 | |
| 7,000 | $38.1K | 0.0% | Growth | Low | St. Louis, MO | 2026-10-27 | |
| 2,749 | $15.0K | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 1,554 | $8.5K | 0.0% | Growth | Low | Abingdon, VA | 2026-11-02 | |
| 1,499 | $8.2K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 1,420 | $7.7K | 0.0% | Core | Low | Casper, WY | 2026-10-14 | |
| 1,000 | $5.4K | 0.0% | Growth | Low | Lutherville, MD | 2026-10-13 | |
| 661 | $3.6K | 0.0% | ETF | Medium | Denver, CO | 2026-10-28 | |
| 570 | $3.2K | 0.0% | Growth | Low | Newport, VT | 2026-10-15 | |
| 445 | $2.4K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 100 | $544 | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 |