CUSIP: 128118106 | US | Financial Services · Asset Management | Micro Cap | 143 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 213,587 | $2.8M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 185,151 | $2.4M | 0.8% | Yield | High | Arlington, VA | 2026-10-14 | |
| 55,711 | $718.7K | 0.2% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 50,534 | $651.9K | 0.0% | ETF | Low | Madison, WI | 2026-11-09 | |
| 49,354 | $636.7K | 0.0% | ETF | Medium | Wheaton, IL | 2026-10-22 | |
| 46,842 | $604.3K | 0.6% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 24,121 | $311.2K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 22,043 | $284.4K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 19,500 | $251.6K | 0.1% | Growth | Very Low | Little Rock, AR | 2026-10-28 | |
| 11,263 | $145.3K | 0.0% | ETF | Very Low | Leawood, KS | 2026-10-19 | |
| 11,161 | $144.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 5,908 | $76.2K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 5,643 | $72.8K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 4,275 | $55.1K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 4,239 | $54.7K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 2,500 | $34.2K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 | |
| 800 | $10.3K | 0.0% | Core | Low | Jefferson City, MO | 2026-11-05 | |
| 230 | $3.0K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 57 | $745 | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 56 | $722 | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 0 | $1.5M | 0.3% | Core | Very Low | Omaha, NE | 2026-10-29 |