CUSIP: 896438306 | 235 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,625,900 | $700 | 0.0% | Core | Low | Pittsburgh, PA | 2024-01-31 | |
| 1,512,975 | $649 | 0.0% | Yield | High | New York, NY | 2024-02-14 | |
| 1,353,898 | $581 | 0.0% | Core | High | New York, NY | 2024-02-13 | |
| 684,882 | $292 | 0.0% | GARP | Medium | Boston, MA | 2024-02-13 | |
| 409,517 | $175.7K | 0.1% | Yield | Medium | New York, NY | 2024-02-14 | |
| 111,400 | $48 | 0.0% | ETF | Low | Fairfield, IA | 2024-02-09 | |
| 90,000 | $38.6K | 0.0% | Core | Low | Portland, OR | 2024-02-14 | |
| 32,513 | $13.9K | 0.0% | Core | Very High | Miami, FL | 2024-02-14 | |
| 30,200 | $13.0K | 0.0% | N/A | N/A | Arroyo Grande, CA | 2024-01-16 | |
| 28,057 | $12.0K | 0.0% | Value | High | Louisville, KY | 2024-02-13 | |
| 27,062 | $11.6K | 0.0% | Core | Low | Trenton, NJ | 2024-02-02 | |
| 22,035 | $9.5K | 0.0% | Growth | Very Low | Miami, FL | 2024-02-09 | |
| 19,037 | $8.2K | 0.0% | Value | Very High | New York, NY | 2024-02-14 | |
| 15,466 | $6.6K | 0.0% | Core | Very High | New York, NY | 2024-02-14 | |
| 14,552 | $6.2K | 0.0% | Core | Low | New York, NY | 2024-08-16 | |
| 14,150 | $6.1K | 0.0% | Growth | Very Low | Medford, NJ | 2024-01-25 | |
| 10,000 | $4.3K | 0.0% | ETF | Medium | Westlake Village, CA | 2024-01-26 | |
| 10,000 | $5.3K | 0.0% | ETF | Low | Phoenix, AZ | 2024-01-10 | |
| 1,860 | $797 | 0.0% | Index | Very Low | Boston, MA | 2024-02-08 | |
| 1,500 | $644 | 0.0% | ETF | Low | Lake Oswego, OR | 2024-01-12 | |
| 1,204 | $516 | 0.0% | Core | Low | Charlotte, NC | 2024-02-14 | |
| 972 | $417 | 0.0% | Index | Low | Minneapolis, MN | 2024-02-09 | |
| 488 | $0 | 0.0% | Core | Very High | Chicago, IL | 2024-02-02 | |
| 100 | $43 | 0.0% | Core | Very Low | Kansas City, MO | 2024-01-12 | |
| 17 | $7 | 0.0% | Core | Medium | Zurich, Switzerland | 2024-02-09 | |
| 4 | $2 | 0.0% | Core | Medium | New York, NY | 2024-02-09 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-02-07 |