CUSIP: 746853100 | US | Financial Services · Asset Management | Small Cap | 468 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 |
|---|---|---|---|---|---|
| 13G/ASIT Investment Associates Inc | 29,575,920 | 30.9% | New 5%+ stake | Sep 29, 2026 | 91d ahead of 13F (28,618,942 sh) · +956,978 |
| 13D/ASit Fixed Income Advisors II, LLC | 28,756,835 | 30.1% | +966,789 | Jul 27, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,375,269 | $4.5M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 404,850 | $1.3M | 0.0% | Growth | Low | Minneapolis, MN | 2026-11-05 | |
| 264,282 | $866.8K | 0.3% | Core | Low | Davenport, IA | 2026-10-16 | |
| 142,762 | $468.3K | 0.3% | Growth | Low | Denver, CO | 2026-10-09 | |
| 127,004 | $416.6K | 0.0% | Growth | Medium | Pleasanton, CA | 2026-10-09 | |
| 113,256 | $371 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 83,334 | $273.3K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 82,114 | $269.3K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 78,786 | $258.4K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 77,314 | $253.6K | 0.1% | Growth | Low | Tinton Falls, NJ | 2026-10-14 | |
| 61,596 | $202.0K | 0.1% | Growth | Very Low | Venetia, PA | 2026-10-26 | |
| 57,039 | $187.1K | 0.0% | ETF | Low | Phoenix, AZ | 2026-10-13 | |
| 52,294 | $171.5K | 0.0% | ETF | Medium | Silverdale, WA | 2026-10-28 | |
| 39,222 | $128.6K | 0.1% | Growth | High | Las Vegas, NV | 2026-10-08 | |
| 30,854 | $101.2K | 0.0% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 27,622 | $90.6K | 0.0% | GARP | Low | Atlanta, GA | 2026-10-23 | |
| 25,000 | $82.0K | 0.0% | Yield | Medium | New Canaan, CT | 2026-10-13 | |
| 23,917 | $78.4K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 23,857 | $78.3K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 23,588 | $77.4K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 22,436 | $73.6K | 0.0% | Growth | Low | Burbank, CA | 2026-10-20 | |
| 22,309 | $73.2K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 20,051 | $65.8K | 0.1% | Growth | Medium | Evanston, IL | 2026-10-20 | |
| 18,710 | $61.4K | 0.1% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 15,490 | $50.3K | 0.0% | GARP | Low | Houston, TX | 2026-10-14 | |
| 7,562 | $24.8K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 5,000 | $16.4K | 0.0% | ETF | Low | Providence, RI | 2026-10-22 | |
| 2,777 | $9.1K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 1,211 | $4.0K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,028 | $3.4K | 0.0% | Growth | Low | Morristown, NJ | 2026-10-13 | |
| 832 | $2.7K | 0.0% | ETF | Very Low | Meridian, ID | 2026-10-29 | |
| 758 | $2.5K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 550 | $1.8K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 337 | $1.1K | 0.0% | Core | Low | Feasterville, PA | 2026-10-30 | |
| 300 | $984 | 0.0% | ETF | Low | Mcdonough, GA | 2026-10-13 | |
| 37 | $121 | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 |