CUSIP: 12504G118 | 85 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 6,015,612 | $186 | 0.0% | Yield | Low | Minneapolis, MN | 2023-05-11 | |
| 4,754,116 | $146.9K | 0.1% | Value | Medium | New York, NY | 2023-05-15 | |
| 3,413,656 | $105.8K | 0.0% | Core | Medium | Zurich, Switzerland | 2023-05-12 | |
| 3,300,573 | $100.7K | 0.0% | Yield | Medium | London, United Kingdom | 2023-05-12 | |
| 2,852,876 | $88.2K | 0.0% | GARP | Very High | New York, NY | 2023-05-15 | |
| 2,771,616 | $83.1K | 0.0% | Core | Low | Charlotte, NC | 2023-05-12 | |
| 2,357,803 | $72.9K | 0.0% | Yield | Very High | Westport, CT | 2023-05-12 | |
| 1,734,542 | $53.6K | 0.0% | Core | Low | New York, NY | 2023-05-15 | |
| 1,328,682 | $41.1K | 0.0% | Core | Low | San Francisco, CA | 2023-05-12 | |
| 561,012 | $17.3K | 0.0% | Value | High | Boston, MA | 2023-05-15 | |
| 326,405 | $10.0K | 0.0% | Index | Low | Scottsdale, AZ | 2023-05-12 | |
| 320,000 | $9.9K | 0.0% | Yield | High | West Palm Beach, FL | 2023-05-15 | |
| 292,771 | $9.1K | 0.0% | Core | Medium | Minneapolis, MN | 2023-05-22 | |
| 261,390 | $8.1K | 0.0% | Core | Low | Wayne, PA | 2023-05-03 | |
| 250,000 | $7.7K | 0.0% | Yield | Very High | New York, NY | 2023-11-21 | |
| 239,935 | $7.4K | 0.0% | Index | Very Low | Fort Mill, SC | 2023-05-10 | |
| 212,395 | $6.0K | 0.0% | Core | Low | Toronto, Australia | 2023-05-15 | |
| 183,855 | $5.7K | 0.0% | Yield | Medium | Chappaqua, NY | 2023-05-09 | |
| 176,680 | $5 | 0.0% | Growth | Medium | Anaheim, CA | 2023-05-18 | |
| 175,690 | $5.4K | 0.0% | Growth | Medium | Irvine, CA | 2023-05-11 | |
| 161,675 | $5.0K | 0.0% | ETF | Medium | Santa Barbara, CA | 2023-05-02 | |
| 156,905 | $4.8K | 0.0% | Core | Low | Little Rock, AR | 2023-05-15 | |
| 152,645 | $4 | 0.0% | ETF | Low | Waltham, MA | 2023-05-11 | |
| 125,840 | $3.9K | 0.0% | N/A | N/A | St Petersburg, FL | 2023-04-14 | |
| 116,990 | $3.6K | 0.0% | N/A | N/A | El Segundo, CA | 2023-05-15 | |
| 114,765 | $4 | 0.0% | ETF | Low | Fairfield, IA | 2023-05-11 | |
| 112,280 | $3.5K | 0.0% | Growth | Very Low | St. Petersburg, FL | 2023-04-14 | |
| 99,635 | $3.1K | 0.0% | N/A | N/A | San Francisco, CA | 2023-05-12 | |
| 88,800 | $2.7K | 0.0% | Core | Low | St. Louis, MO | 2023-05-12 | |
| 85,087 | $3 | 0.0% | GARP | Very High | New York, NY | 2023-05-01 | |
| 75,555 | $11.7K | 0.0% | Deep Value | High | Chicago, IL | 2023-05-15 | |
| 65,190 | $2.0K | 0.0% | Growth | High | New York, NY | 2023-05-15 | |
| 64,780 | $2 | 0.0% | Core | Low | New York, NY | 2023-05-16 | |
| 62,510 | $2 | 0.0% | Core | Low | Philadelphia, PA | 2023-04-28 | |
| 55,495 | $1.7K | 0.0% | N/A | N/A | Olympia, WA | 2023-05-11 | |
| 54,890 | $1.7K | 0.0% | Value | Low | Wilmington, NC | 2023-05-08 | |
| 53,655 | $2 | 0.0% | Growth | Very Low | Chicago, IL | 2023-05-09 | |
| 36,890 | $1.1K | 0.0% | ETF | Low | Phoenix, AZ | 2023-04-11 | |
| 35,050 | $1.1K | 0.0% | GARP | Medium | Reston, VA | 2023-05-10 | |
| 31,610 | $977 | 0.0% | Core | Low | New York, NY | 2023-06-07 | |
| 30,040 | $932 | 0.0% | Growth | Very Low | Pittsburgh, PA | 2023-05-15 | |
| 28,965 | $895 | 0.0% | ETF | Low | Montclair, NJ | 2023-05-15 | |
| 28,170 | $871 | 0.0% | ETF | Low | Newport Beach, CA | 2023-05-12 | |
| 28,060 | $867 | 0.0% | Core | Low | Carlsbad, CA | 2023-05-03 | |
| 27,600 | $852 | 0.0% | ETF | Medium | Chicago, IL | 2023-05-15 | |
| 26,055 | $805 | 0.0% | ETF | Low | New York, NY | 2023-05-15 | |
| 24,670 | $762 | 0.0% | Growth | Medium | Scottsdale, AZ | 2023-05-12 | |
| 24,237 | $749 | 0.0% | Growth | Very High | New York, NY | 2023-05-11 | |
| 22,090 | $683 | 0.0% | Core | Low | Great Falls, MT | 2023-04-25 | |
| 20,925 | $647 | 0.0% | GARP | Low | Houston, TX | 2023-05-12 | |
| 20,625 | $637 | 0.0% | Core | Low | Stamford, CT | 2023-05-15 | |
| 19,100 | $590 | 0.0% | GARP | Low | Lafayette, CA | 2023-05-05 | |
| 18,700 | $578 | 0.0% | Growth | Very Low | Irving, TX | 2023-04-28 | |
| 18,165 | $562 | 0.0% | ETF | Low | Palm Beach Gardens, FL | 2023-04-17 | |
| 18,000 | $0 | 0.0% | Growth | Low | Overland Park, KS | 2023-05-15 | |
| 17,855 | $553 | 0.0% | ETF | Medium | Morristown, NJ | 2023-05-10 | |
| 16,970 | $524 | 0.0% | Core | Medium | Richmond, VA | 2023-04-27 | |
| 15,990 | $494 | 0.0% | Core | Low | Milwaukee, WI | 2023-05-15 | |
| 15,850 | $476 | 0.0% | ETF | Low | Irving, TX | 2023-08-15 | |
| 14,440 | $447 | 0.0% | Growth | Low | Indianapolis, IN | 2023-05-04 | |
| 14,415 | $0 | 0.0% | Index | Very Low | Denver, CO | 2023-05-16 | |
| 14,250 | $440 | 0.0% | Growth | Very Low | Wyomissing, PA | 2023-05-08 | |
| 12,920 | $401 | 0.0% | Core | Low | New Orleans, LA | 2023-05-12 | |
| 12,350 | $379 | 0.0% | ETF | Medium | Boston, MA | 2023-04-12 | |
| 11,905 | $368 | 0.0% | Index | Very Low | Overland Park, KS | 2023-05-15 | |
| 11,020 | $341 | 0.0% | Growth | Low | Memphis, TN | 2023-05-17 | |
| 10,845 | $0 | 0.0% | Index | Low | Springfield, MA | 2023-05-12 | |
| 10,147 | $314 | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-05-16 | |
| 8,240 | $256 | 0.0% | Growth | Very Low | Denver, CO | 2023-05-12 | |
| 4,970 | $154 | 0.0% | Growth | Low | Cincinnati, OH | 2023-04-24 | |
| 4,000 | $124 | 0.0% | ETF | Low | White Plains, NY | 2023-05-09 | |
| 3,005 | $93 | 0.0% | Value | Medium | Berkeley, CA | 2024-05-02 | |
| 2,890 | $0 | 0.0% | Growth | Very Low | Omaha, NE | 2023-05-01 | |
| 2,205 | $68 | 0.0% | Growth | Medium | Orlando, FL | 2023-04-19 | |
| 1,500 | $0 | 0.0% | ETF | Low | Lake Forest, IL | 2023-04-21 | |
| 1,400 | $43 | 0.0% | Core | Low | Newtown Square, PA | 2023-05-12 | |
| 1,200 | $38 | 0.0% | N/A | N/A | Jacksonville, FL | 2023-05-09 | |
| 1,200 | $37 | 0.0% | N/A | N/A | Lafayette, LA | 2023-04-24 | |
| 1,130 | $35 | 0.0% | Growth | Medium | New York, NY | 2023-05-18 | |
| 1,000 | $0 | 0.0% | Core | Very Low | Wheeling, WV | 2023-04-27 | |
| 1,000 | $0 | 0.0% | N/A | N/A | St. Louis, MO | 2023-04-27 | |
| 885 | $28 | 0.0% | ETF | Low | Folsom, CA | 2023-04-18 | |
| 600 | $19 | 0.0% | ETF | Low | Tampa, FL | 2023-04-25 | |
| 185 | $6 | 0.0% | ETF | Very Low | Middlebury, VT | 2023-05-09 |