CUSIP: 128117108 | US | Financial Services · Asset Management | Small Cap | 468 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,113,916 | $12.7M | 0.1% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 583,629 | $6.7M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 298,799 | $3.4M | 1.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 298,591 | $3.4M | 2.0% | ETF | Very Low | Pittsburgh, PA | 2026-10-20 | |
| 291,248 | $3.3M | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 228,194 | $2.6M | 1.0% | ETF | Very Low | Petaluma, CA | 2026-11-04 | |
| 145,881 | $1.7M | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 137,103 | $1.6M | 1.5% | Growth | Medium | Beaverton, OR | 2026-10-20 | |
| 100,512 | $1.1M | 1.1% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 99,023 | $1.1M | 0.2% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 88,655 | $988.5K | 0.1% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 77,082 | $881.0K | 0.7% | Core | Medium | Ponte Vedra Beach, FL | 2026-10-23 | |
| 56,214 | $642.5K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 52,833 | $603.9K | 0.2% | Growth | Low | Ridgeland, MS | 2026-10-30 | |
| 48,498 | $554.3K | 0.1% | ETF | Low | Tysons, VA | 2026-10-07 | |
| 45,195 | $516.6K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 41,133 | $470.2K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 34,602 | $395.5K | 0.1% | ETF | Very Low | Houston, TX | 2026-10-13 | |
| 33,975 | $388.3K | 0.0% | Core | Low | Jefferson City, MO | 2026-11-05 | |
| 33,760 | $385.9K | 0.0% | Core | Very Low | Lincoln, NE | 2026-10-30 | |
| 32,835 | $375.3K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 31,888 | $364.5K | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 | |
| 29,246 | $334.3K | 0.1% | Core | Low | Chattanooga, TN | 2026-10-26 | |
| 29,167 | $342.7K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 28,568 | $326.5K | 0.0% | ETF | Medium | Boston, MA | 2026-10-26 | |
| 27,540 | $314.8K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 24,830 | $282.3K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 24,786 | $283.3K | 0.1% | Core | Very Low | Princeton, NJ | 2026-10-28 | |
| 18,542 | $211.9K | 0.1% | Growth | Low | Boston, MA | 2026-10-23 | |
| 17,745 | $202.8K | 0.1% | Growth | Medium | St. Louis, MO | 2026-10-22 | |
| 17,050 | $195.0K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 16,577 | $189.5K | 0.0% | ETF | Medium | Rochester, NY | 2026-10-19 | |
| 16,170 | $184.8K | 0.0% | Core | Low | Houston, TX | 2026-10-20 | |
| 16,118 | $173 | 0.0% | ETF | High | Portland, OR | 2026-11-03 | |
| 15,840 | $181.1K | 0.0% | Core | Low | New York, NY | 2026-10-20 | |
| 15,650 | $178.9K | 0.0% | ETF | Low | Long Beach, CA | 2026-10-16 | |
| 13,776 | $157.5K | 0.0% | Core | Low | Carlsbad, CA | 2026-10-21 | |
| 13,555 | $154.9K | 0.0% | Core | Medium | San Luis Obispo, CA | 2026-10-27 | |
| 13,250 | $151.4K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 13,060 | $149.3K | 0.1% | Growth | Low | Upland, CA | 2026-10-27 | |
| 13,000 | $148.6K | 0.0% | ETF | Medium | Troy, MI | 2026-11-03 | |
| 11,997 | $137.1K | 0.2% | GARP | Low | Newport Beach, CA | 2026-10-14 | |
| 11,545 | $132.0K | 0.0% | ETF | Medium | Wheaton, IL | 2026-10-22 | |
| 10,843 | $123.9K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 8,140 | $93.0K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 7,750 | $88.6K | 0.0% | ETF | Low | Providence, RI | 2026-10-22 | |
| 4,413 | $50.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 4,300 | $49.1K | 0.0% | ETF | Very Low | O'Fallon, IL | 2026-10-19 | |
| 4,000 | $45.7K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 2,400 | $27.4K | 0.0% | Core | Very Low | Denver, CO | 2026-10-15 | |
| 2,339 | $26.7K | 0.0% | Core | Low | Feasterville, PA | 2026-10-30 | |
| 2,000 | $22.9K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 1,617 | $18 | 0.0% | Core | Medium | Auburn, IN | 2026-10-02 | |
| 1,534 | $17.5K | 0.0% | Growth | Low | Venice, FL | 2026-10-30 | |
| 1,300 | $14.9K | 0.0% | Core | Low | Zeeland, MI | 2026-11-04 | |
| 1,121 | $12.8K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 1,094 | $12.5K | 0.0% | ETF | Low | Southfied, MI | 2026-10-26 | |
| 1,000 | $11.4K | 0.0% | Growth | Medium | Indianapolis, IN | 2026-10-14 | |
| 500 | $5.7K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 402 | $4.6K | 0.0% | ETF | Low | Mcdonough, GA | 2026-10-13 | |
| 225 | $2.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 88 | $1.0K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 0 | $4 | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 |