CUSIP: 895436103 | US | Financial Services · Asset Management | Small Cap | 504 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 423,593 | $14.5M | 1.7% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 416,728 | $14.3M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 159,167 | $5.5M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 158,731 | $5.5M | 1.2% | Value | Very Low | Janesville, WI | 2026-10-20 | |
| 92,543 | $3.2M | 2.0% | Value | Low | Plymouth, MA | 2026-11-04 | |
| 91,686 | $3.2M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 86,983 | $3.0M | 1.0% | Yield | High | Arlington, VA | 2026-10-14 | |
| 86,458 | $3.0M | 4.3% | Yield | High | New York, NY | 2026-11-04 | |
| 68,034 | $2.3M | 0.4% | Core | Very Low | Locust Valley, NY | 2026-11-02 | |
| 63,449 | $2.2K | 0.0% | Value | Medium | Tulsa, OK | 2026-10-13 | |
| 60,507 | $2.1M | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 52,800 | $1.8M | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 43,888 | $1.5K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 38,406 | $1.3M | 0.2% | Growth | Low | Center Valley, PA | 2026-11-04 | |
| 30,452 | $1.0M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 30,184 | $1.0M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 29,889 | $1.0K | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 29,059 | $997.9K | 0.1% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 29,014 | $996.3K | 0.4% | ETF | Low | Colorado Springs, CO | 2026-10-20 | |
| 28,852 | $990.8K | 0.1% | Growth | Low | Salt Lake City, UT | 2026-10-21 | |
| 28,121 | $965.7K | 0.2% | Core | Very Low | Rocky Mount, NC | 2026-10-15 | |
| 27,877 | $957.3K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 22,142 | $760.4K | 0.0% | Core | Very Low | Shelton, CT | 2026-10-21 | |
| 19,882 | $682.7K | 0.1% | GARP | Low | Columbus, IN | 2026-10-20 | |
| 15,492 | $532.0K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 14,641 | $500.8K | 0.2% | Core | Very Low | Clearwater, FL | 2026-10-09 | |
| 12,719 | $436.8K | 0.1% | Core | Low | Scottsdale, AZ | 2026-11-03 | |
| 12,165 | $417.7K | 0.1% | ETF | Low | Marlton, NJ | 2026-11-02 | |
| 11,065 | $380.0K | 0.2% | Core | Low | Woodcliff Lake, NJ | 2026-10-22 | |
| 11,006 | $378.0K | 0.0% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 10,326 | $354.6K | 0.2% | ETF | Low | Scottsdale, AZ | 2026-11-03 | |
| 10,199 | $350.2K | 0.0% | ETF | Low | Decatur, IL | 2026-10-29 | |
| 10,054 | $345.3K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 9,755 | $335.0K | 0.1% | GARP | Low | Lafayette, CA | 2026-10-14 | |
| 9,266 | $318.2K | 0.0% | Core | Low | Portland, OR | 2026-10-05 | |
| 9,144 | $314.0K | 0.1% | ETF | N/A | Lincoln, NE | 2026-10-15 | |
| 8,044 | $276.2K | 0.3% | ETF | Medium | Clearwater, FL | 2026-11-03 | |
| 6,877 | $236.2K | 0.0% | Core | Low | Stamford, CT | 2026-11-05 | |
| 6,703 | $230.2K | 0.1% | ETF | High | Dallas, TX | 2026-10-07 | |
| 6,496 | $223.1K | 0.0% | Growth | Low | Tinton Falls, NJ | 2026-10-14 | |
| 6,272 | $215.4K | 0.2% | ETF | Very Low | Lynchburg, VA | 2026-10-27 | |
| 6,000 | $206.0K | 0.0% | Core | Low | New York, NY | 2026-10-20 | |
| 5,993 | $205.8K | 0.1% | ETF | Low | Clinton, MS | 2026-10-23 | |
| 5,433 | $186.6K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 5,150 | $176.9K | 0.0% | Core | Very Low | Providence, RI | 2026-10-16 | |
| 3,295 | $113.2K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 2,767 | $95.0K | 0.0% | Core | Very Low | Denver, CO | 2026-10-15 | |
| 2,726 | $93.6K | 0.0% | Core | Very Low | Kansas City, MO | 2026-10-08 | |
| 2,040 | $70.1K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 1,673 | $57.4K | 0.0% | ETF | Low | Woodbine, MD | 2026-10-26 | |
| 1,375 | $47.2K | 0.0% | Core | Low | Feasterville, PA | 2026-10-30 | |
| 1,350 | $46.4K | 0.0% | Growth | Medium | Dallas, TX | 2026-10-27 | |
| 1,178 | $40.5K | 0.0% | ETF | High | Needham, MA | 2026-10-09 | |
| 1,043 | $35.8K | 0.0% | ETF | High | Hauppauge, NY | 2026-11-04 | |
| 992 | $34.1K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 941 | $32.3K | 0.0% | ETF | Low | San Francisco, CA | 2026-11-03 | |
| 929 | $32 | 0.0% | Core | Very Low | Burlington, VT | 2026-10-16 | |
| 796 | $27 | 0.0% | Core | Medium | Auburn, IN | 2026-10-02 | |
| 370 | $12.7K | 0.0% | Core | Low | Casper, WY | 2026-10-14 | |
| 300 | $10.3K | 0.0% | Value | Medium | Denver, CO | 2026-10-28 | |
| 239 | $8.2K | 0.0% | Growth | Very Low | Amherst, MA | 2026-10-20 | |
| 231 | $7.9K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 220 | $7.5K | 0.0% | ETF | Low | Vancouver, WA | 2026-10-14 | |
| 196 | $6.7K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 180 | $6.2K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 25 | $858 | 0.0% | ETF | Low | Southfied, MI | 2026-10-26 |