CUSIP: G8726T105 | 299 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 5,487,034 | $78.2M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 4,011,236 | $58.6M | 0.1% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 194,820 | $2.8M | 0.9% | GARP | Low | Newport Beach, CA | 2026-10-16 | |
| 145,460 | $2.1M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 91,656 | $1.3M | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 73,871 | $1.1M | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 73,700 | $1.1M | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 | |
| 65,488 | $933.2K | 0.0% | Index | Low | New York, NY | 2026-11-05 | |
| 58,598 | $835.0K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 52,160 | $743.3K | 0.1% | GARP | Medium | San Antonio, TX | 2026-10-22 | |
| 41,100 | $585.7K | 0.0% | Yield | Low | Denver, CO | 2026-11-03 | |
| 31,835 | $453.6K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 29,987 | $427.3K | 0.0% | Core | Low | New York, NY | 2026-11-03 | |
| 28,197 | $411.1K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 23,184 | $330.4K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 19,555 | $278.7K | 0.0% | ETF | Very Low | Stratham, NH | 2026-10-19 | |
| 18,532 | $264.1K | 0.0% | Growth | Medium | Oklahoma City, OK | 2026-10-28 | |
| 18,186 | $259.1K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 17,029 | $242.7K | 0.0% | GARP | Medium | Bellevue, WA | 2026-10-23 | |
| 16,134 | $230 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 13,254 | $188 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 6,395 | $91.1K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 4,518 | $64.4K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 | |
| 4,493 | $64.0K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 4,338 | $61.8K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 3,688 | $52.6K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 | |
| 3,505 | $49.9K | 0.0% | ETF | Very High | Ada, MI | 2026-10-16 | |
| 3,428 | $48.8K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 3,154 | $45 | 0.0% | Value | High | Chicago, IL | 2026-10-22 | |
| 2,154 | $30.7K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 2,133 | $30.4K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 1,619 | $23.1K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 1,110 | $15.8K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 803 | $11.4K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 605 | $8.6K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 476 | $6.8K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 316 | $4.5K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 307 | $4.4K | 0.0% | Growth | Low | San Antonio, TX | 2026-10-28 | |
| 148 | $2.1K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 122 | $1.7K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 104 | $1.5K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 75 | $1.1K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 73 | $1.0K | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 | |
| 64 | $912 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 52 | $741 | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 19 | $283 | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 | |
| 6 | $86 | 0.0% | ETF | Low | Ketchum, ID | 2026-10-28 | |
| 5 | $72 | 0.0% | Core | Very Low | Denver, CO | 2026-10-15 | |
| 4 | $57 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |