CUSIP: 89147L886 | US | Financial Services · Asset Management | Small Cap | 383 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 156,999 | $6.0M | 2.1% | GARP | Very Low | Columbia, MO | 2026-10-20 | |
| 131,269 | $5.0M | 0.5% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 88,747 | $3.4K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 85,973 | $3.3M | 1.8% | Yield | Medium | Show Low, AZ | 2026-11-03 | |
| 85,000 | $3.3M | 0.2% | GARP | Low | North Palm Beach, FL | 2026-11-02 | |
| 84,499 | $3.3M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 70,830 | $2.7M | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 58,362 | $2.2M | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 43,406 | $1.7M | 1.7% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 40,968 | $1.6M | 0.2% | Core | Low | Federal Way, WA | 2026-11-03 | |
| 31,486 | $1.2M | 0.8% | Core | Medium | Torrance, CA | 2026-10-30 | |
| 29,685 | $1.1M | 0.3% | Growth | Medium | San Antonio, TX | 2026-10-19 | |
| 25,093 | $960.8K | 0.0% | ETF | Medium | Omaha, NE | 2026-10-13 | |
| 24,433 | $935.5K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 20,690 | $792.2K | 0.3% | Core | Low | Lemont, PA | 2026-10-19 | |
| 20,021 | $766.6K | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 19,445 | $744.6K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 19,089 | $730.9K | 0.5% | Value | Low | Plymouth, MA | 2026-11-04 | |
| 17,912 | $685.8K | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 | |
| 16,326 | $625.1K | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 15,000 | $574.4K | 0.0% | Core | Low | Houston, TX | 2026-10-26 | |
| 14,983 | $573.7K | 0.1% | Core | Low | Corning, NY | 2026-11-04 | |
| 14,662 | $561.4K | 0.2% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 11,731 | $449.2K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 11,706 | $448.2K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 11,469 | $439.1K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 10,678 | $408.9K | 0.3% | Core | Medium | Lemont, PA | 2026-10-16 | |
| 10,012 | $383.4K | 0.3% | Core | Medium | State College, PA | 2026-10-23 | |
| 9,942 | $380.7K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 9,100 | $348.4K | 0.0% | Growth | Low | State College, PA | 2026-10-26 | |
| 8,724 | $334.0K | 0.0% | Growth | Low | Center Valley, PA | 2026-11-04 | |
| 8,258 | $316.2K | 0.0% | Core | Medium | Greenville, SC | 2026-10-13 | |
| 7,884 | $301.9K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 7,619 | $291.7K | 0.0% | Growth | Low | Atlanta, GA | 2026-10-21 | |
| 7,409 | $283.7K | 0.1% | GARP | Low | Portland, ME | 2026-10-23 | |
| 7,235 | $277 | 0.0% | Core | Medium | Auburn, IN | 2026-10-02 | |
| 6,363 | $243.6K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 5,716 | $218.9K | 0.1% | ETF | Low | Washington, DC | 2026-10-28 | |
| 5,280 | $202.2K | 0.1% | ETF | Low | Hermitage, PA | 2026-10-29 | |
| 4,250 | $162.7K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 3,694 | $141.4K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 1,304 | $49.9K | 0.0% | Core | Low | Atlanta, GA | 2026-10-29 | |
| 1,000 | $38.3K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 909 | $34.8K | 0.0% | Core | Low | West Hartford, CT | 2026-10-21 | |
| 862 | $33.0K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 550 | $21.1K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 543 | $20.8K | 0.0% | Growth | Low | Englewood, CO | 2026-10-27 | |
| 443 | $17.0K | 0.0% | ETF | Low | Kennett Square, PA | 2026-10-23 | |
| 302 | $12 | 0.0% | Core | Very Low | Sioux Falls, SD | 2026-10-13 | |
| 300 | $11.5K | 0.0% | Growth | Medium | Indianapolis, IN | 2026-10-14 | |
| 298 | $11.4K | 0.0% | ETF | Low | Arlington, VA | 2026-11-05 | |
| 271 | $10.4K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 192 | $7.4K | 0.0% | ETF | Low | Coldwater, MI | 2026-10-19 | |
| 181 | $6.9K | 0.0% | ETF | Very Low | Franklin, TN | 2026-10-26 | |
| 155 | $5.9K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 134 | $5.1K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 76 | $2.9K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 72 | $2.8K | 0.0% | Growth | N/A | Kansas City, MO | 2026-10-19 | |
| 42 | $1.6K | 0.0% | ETF | Medium | Austin, TX | 2026-10-23 | |
| 37 | $1 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 37 | $1.4K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 37 | $1.4K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 10 | $383 | 0.0% | ETF | Medium | Fairfax, VA | 2026-10-20 | |
| 2 | $89 | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 0 | $0 | 0.0% | ETF | Low | New York, NY | 2026-10-28 | |
| 0 | $3.5M | 0.7% | Core | Very Low | Omaha, NE | 2026-10-29 |