CUSIP: 89386L100 | UV | 81 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 24,411,968 | $119.9M | 3.1% | Yield | Very Low | New York, NY | 2024-05-15 | |
| 4,722,304 | $23.2M | 0.0% | Core | Medium | Minneapolis, MN | 2024-05-15 | |
| 2,466,977 | $12.1M | 0.5% | Deep Value | Very High | Palm Beach, FL | 2024-05-09 | |
| 1,760,478 | $8.6M | 0.0% | N/A | N/A | New York, NY | 2024-05-10 | |
| 1,500,305 | $7.4M | 0.0% | N/A | N/A | Valley Forge, PA | 2024-05-10 | |
| 959,567 | $4.7M | 0.2% | Value | Very High | New York, NY | 2024-05-10 | |
| 613,216 | $3.0M | 0.0% | Value | Very High | London, United Kingdom | 2024-05-14 | |
| 580,941 | $2.9M | 0.0% | Index | Very Low | Boston, MA | 2024-05-13 | |
| 513,852 | $2.5M | 0.0% | Core | High | Paris, India | 2024-05-14 | |
| 447,807 | $2.2M | 0.0% | Index | Very Low | Boston, MA | 2024-05-15 | |
| 395,971 | $1.9M | 0.0% | Growth | Low | Stockholm, Sweden | 2024-05-13 | |
| 331,654 | $1.6M | 0.0% | Core | Medium | Zurich, Switzerland | 2024-05-13 | |
| 328,593 | $1.6M | 0.0% | Core | Very High | New York, NY | 2024-05-15 | |
| 304,300 | $1.5M | 0.0% | GARP | High | London, United Kingdom | 2024-05-15 | |
| 284,200 | $1.4M | 0.0% | Value | Low | Rye, NY | 2024-05-14 | |
| 234,475 | $1.2M | 0.0% | Index | Very Low | Chicago, IL | 2024-05-14 | |
| 233,600 | $1.1M | 0.2% | Momentum | Very High | Rye, NY | 2024-05-14 | |
| 145,000 | $964.4K | 0.3% | Deep Value | Very High | Vancouver, UAE | 2024-05-15 | |
| 79,273 | $389.2K | 0.0% | Core | Low | New York, NY | 2024-04-25 | |
| 78,073 | $383.3K | 0.0% | Index | Very Low | San Francisco, CA | 2024-05-09 | |
| 75,272 | $369.6K | 0.0% | Deep Value | High | Chicago, IL | 2024-05-15 | |
| 63,923 | $313.9K | 0.2% | Deep Value | Very High | Milwaukee, WI | 2024-05-15 | |
| 54,913 | $269.6K | 0.0% | Core | Low | New York, NY | 2024-10-17 | |
| 54,417 | $267.2K | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 48,157 | $236.5K | 0.0% | Deep Value | Very High | New York, NY | 2024-11-14 | |
| 47,284 | $232.2K | 0.0% | Core | Low | Chicago, IL | 2024-05-14 | |
| 43,286 | $212.5K | 0.0% | Core | Very High | Miami, FL | 2024-05-15 | |
| 38,700 | $190 | 0.0% | Core | Medium | Columbus, OH | 2024-05-13 | |
| 31,663 | $155.5K | 0.0% | Index | Very Low | Boston, MA | 2024-05-09 | |
| 30,360 | $149.1K | 0.0% | Growth | Low | Chicago, IL | 2024-05-13 | |
| 24,243 | $119.0K | 0.0% | Deep Value | Very High | New York, NY | 2024-05-15 | |
| 21,528 | $105.7K | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2025-06-02 | |
| 20,957 | $102.9K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-24 | |
| 17,064 | $84 | 0.0% | GARP | Very High | New York, NY | 2024-05-20 | |
| 17,053 | $83.7K | 0.0% | Core | Low | Whippany, NJ | 2024-05-14 | |
| 15,539 | $76.1K | 0.0% | GARP | Very High | London, United Kingdom | 2024-05-14 | |
| 14,773 | $72.5K | 0.0% | Agg Growth | Very Low | New York, NY | 2024-05-13 | |
| 12,200 | $59.9K | 0.0% | Value | Low | Greenwich, CT | 2024-05-14 | |
| 10,203 | $50.1K | 0.0% | ETF | Low | Beachwood, OH | 2024-04-16 | |
| 8,900 | $43.7K | 0.0% | Core | Low | San Francisco, CA | 2024-05-10 | |
| 6,440 | $31.6K | 0.0% | Index | Low | Albany, NY | 2025-10-08 | |
| 4,945 | $24.3K | 0.0% | Core | Medium | New York, NY | 2024-05-10 | |
| 3,217 | $15.8K | 0.0% | GARP | Very High | New York, NY | 2024-05-15 | |
| 3,172 | $15.6K | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 3,129 | $15.4K | 0.0% | Index | Very Low | London, United Kingdom | 2025-05-29 | |
| 3,014 | $14.8K | 0.0% | Index | Very Low | West Sacramento, CA | 2024-05-16 | |
| 2,156 | $10.0K | 0.0% | Core | Low | Toronto, Australia | 2024-11-05 | |
| 1,811 | $8.9K | 0.0% | ETF | Very Low | New York, NY | 2024-05-14 | |
| 1,608 | $7.9K | 0.0% | Core | Low | Lincoln, NE | 2024-05-13 | |
| 744 | $4 | 0.0% | Core | Very Low | New York, NY | 2024-04-23 | |
| 649 | $3 | 0.0% | Growth | Very Low | Omaha, NE | 2024-04-05 | |
| 269 | $1.3K | 0.0% | Core | Low | Seattle, WA | 2024-05-08 | |
| 100 | $491 | 0.0% | Core | Low | New Orleans, LA | 2024-05-14 | |
| 56 | $275 | 0.0% | Index | Very Low | St. Louis, MO | 2024-05-02 | |
| 3 | $14 | 0.0% | ETF | Medium | Omaha, NE | 2024-04-30 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-05-01 |