CUSIP: G8465L123 | 70 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 350,000 | $3.7M | 0.0% | GARP | High | Toronto, Australia | 2023-05-12 | |
| 198,716 | $2.1M | 0.1% | Yield | High | West Palm Beach, FL | 2023-05-15 | |
| 30,920 | $322.8K | 0.5% | GARP | High | West Harrison, NY | 2023-04-25 | |
| 28,400 | $296.5K | 0.0% | Growth | Low | Birmingham, MI | 2023-04-28 | |
| 19,751 | $206.4K | 0.0% | Core | Very High | Miami, FL | 2023-05-15 | |
| 12,250 | $128.0K | 0.0% | GARP | Very High | Boca Raton, FL | 2023-05-15 | |
| 10,511 | $110 | 0.0% | GARP | Very High | New York, NY | 2023-05-01 | |
| 10,200 | $106.5K | 0.0% | ETF | Low | Atlanta, GA | 2023-04-25 | |
| 3,114 | $32.5K | 0.0% | Agg Growth | Low | New York, NY | 2025-05-15 | |
| 2,020 | $21 | 0.0% | Deep Value | Very High | New York, NY | 2023-05-15 | |
| 51 | $534 | 0.0% | Agg Growth | Very Low | Toronto, Ontario, South Africa | 2023-05-15 | |
| 31 | $0 | 0.0% | GARP | Very High | New York, NY | 2023-05-09 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-05-15 |