CUSIP: 76881Y109 | US | Financial Services · Asset Management | Small Cap | 162 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 600,990 | $6.2M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 245,750 | $2.5M | 0.2% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 134,814 | $1.4M | 0.1% | Core | Medium | Minnetonka, MN | 2026-11-05 | |
| 107,480 | $1.1M | 0.1% | ETF | Low | Knoxville, TN | 2026-11-03 | |
| 98,919 | $1.0M | 0.2% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 85,394 | $883.0K | 0.0% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 72,606 | $750.7K | 0.0% | ETF | Medium | Chicago, IL | 2026-11-03 | |
| 71,753 | $741.9K | 0.2% | ETF | Low | Jericho, NY | 2026-10-16 | |
| 66,047 | $770.1K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 | |
| 55,306 | $571.9K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 40,227 | $415.9K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 39,634 | $409.8K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 34,475 | $356.5K | 0.3% | Core | Medium | Ponte Vedra Beach, FL | 2026-10-23 | |
| 33,274 | $344.1K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 29,138 | $301.3K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 27,422 | $283.5K | 0.1% | Growth | Medium | Boston, MA | 2026-10-19 | |
| 25,194 | $260.5K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 23,356 | $242 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 23,248 | $240.4K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 23,000 | $237.8K | 0.2% | ETF | Very Low | Cedar Rapids, IA | 2026-10-30 | |
| 18,920 | $195.6K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 16,388 | $169.5K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 15,000 | $155.1K | 0.0% | Growth | Low | Santa Monica, CA | 2026-11-02 | |
| 13,367 | $138.2K | 0.1% | GARP | Medium | Destin, FL | 2026-10-22 | |
| 2,000 | $20.7K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 964 | $10.0K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 500 | $5.2K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 180 | $1.9K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |