CUSIP: 896442308 | NYSE | Financial Services · Asset Management | Small Cap | 351 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,131,116 | $19.4M | 0.9% | Yield | Medium | Ft Lauderdale, FL | 2026-10-09 | |
| 297,707 | $5.2M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 171,820 | $3.0M | 11.4% | Yield | Medium | Fort Worth, TX | 2026-10-29 | |
| 125,614 | $2.2M | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 112,790 | $2.0M | 0.4% | Core | Medium | Little Rock, AR | 2026-10-21 | |
| 97,614 | $1.6M | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 93,820 | $1.6M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 90,352 | $1.6M | 0.1% | ETF | Low | Phoenix, AZ | 2026-10-16 | |
| 70,337 | $1.2M | 0.0% | ETF | Very Low | San Juan, PR | 2026-11-02 | |
| 53,795 | $944.1K | 0.5% | ETF | Low | Plymouth, MN | 2026-10-13 | |
| 53,460 | $938.2K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 48,702 | $854.7K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 45,676 | $801.6K | 0.0% | ETF | Very Low | St. Peters, MO | 2026-11-04 | |
| 44,124 | $774.4K | 0.8% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 43,955 | $771.4K | 0.2% | Value | Low | Providence, RI | 2026-10-23 | |
| 42,623 | $748.0K | 0.1% | Core | Low | Hamilton, OH | 2026-10-01 | |
| 42,517 | $746.2K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 40,182 | $705 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 40,000 | $702.0K | 0.0% | ETF | Low | Lombard, IL | 2026-10-16 | |
| 37,438 | $639.1K | 0.1% | Growth | Medium | Atlanta, GA | 2026-10-13 | |
| 30,020 | $526.9K | 0.0% | Core | Low | Houston, TX | 2026-11-02 | |
| 20,564 | $360.9K | 0.0% | Core | Medium | Galveston, TX | 2026-10-06 | |
| 20,233 | $355.1K | 0.0% | ETF | Medium | Phoenix, AZ | 2026-10-16 | |
| 18,790 | $329.8K | 0.2% | Core | Medium | Johnson City, TN | 2026-10-23 | |
| 18,553 | $325.6K | 0.0% | ETF | Low | Santa Monica, CA | 2026-10-26 | |
| 18,002 | $315.9K | 0.1% | ETF | Very Low | Chico, CA | 2026-10-16 | |
| 16,204 | $284.4K | 0.1% | Growth | Low | Frisco, TX | 2026-11-03 | |
| 15,827 | $277.8K | 0.0% | Core | Medium | Toronto Ontario, Australia | 2026-11-02 | |
| 14,236 | $249.8K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 14,076 | $247.0K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 13,428 | $235.7K | 0.0% | ETF | Medium | Wheaton, IL | 2026-10-22 | |
| 13,286 | $233.2K | 0.1% | ETF | Low | Waverly, IA | 2026-10-13 | |
| 12,365 | $212.2K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 12,280 | $215.5K | 0.1% | Value | Low | Scottsdale, AZ | 2026-10-08 | |
| 12,137 | $213.0K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 11,771 | $206.6K | 0.0% | ETF | Low | O'Fallon, IL | 2026-11-04 | |
| 11,734 | $205.9K | 0.0% | Growth | High | Victor, NY | 2026-10-19 | |
| 11,714 | $205.6K | 0.0% | Growth | Low | Buffalo, NY | 2026-10-19 | |
| 11,590 | $203.4K | 0.0% | ETF | Medium | St. Charles, IL | 2026-10-26 | |
| 10,917 | $191.6K | 0.0% | ETF | Very Low | Mountain View, CA | 2026-11-03 | |
| 9,816 | $172.3K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 7,027 | $123.3K | 0.0% | Growth | Medium | Sioux Falls, SD | 2026-10-07 | |
| 6,548 | $114.9K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 5,973 | $16.5M | 0.2% | Growth | Medium | Geneva 1, Switzerland | 2026-11-04 | |
| 4,750 | $83.4K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 3,687 | $64 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 3,402 | $59.7K | 0.0% | Core | Very High | New York, NY | 2026-11-05 | |
| 1,800 | $31.6K | 0.0% | ETF | Very Low | Tulsa, OK | 2026-11-05 | |
| 1,685 | $29.6K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 1,400 | $24.6K | 0.0% | Core | Very Low | Brattleboro, VT | 2026-10-21 | |
| 1,000 | $17.6K | 0.0% | ETF | Medium | Fort Myers, FL | 2026-10-28 | |
| 860 | $15.1K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 800 | $14.0K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 599 | $10.5K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 | |
| 361 | $6.3K | 0.0% | ETF | Medium | Hendersonville, Tn 37075, TN | 2026-11-03 | |
| 209 | $3.7K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 148 | $2.6K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 91 | $1.6K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 0 | $0 | 0.0% | ETF | Low | New York, NY | 2026-10-28 |