CUSIP: 12811L107 | US | Financial Services · Asset Management | Small Cap | 352 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 491,862 | $4.0M | 1.3% | Yield | High | Arlington, VA | 2026-10-14 | |
| 328,901 | $2.7M | 3.9% | Yield | High | New York, NY | 2026-11-04 | |
| 202,129 | $1.6M | 0.2% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 163,480 | $1.3M | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 128,720 | $1.0M | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 95,262 | $768.8K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 75,225 | $607.1K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 73,427 | $592.6K | 0.0% | ETF | Medium | Wheaton, IL | 2026-10-22 | |
| 72,750 | $587.1K | 0.2% | ETF | Medium | St. Louis, MO | 2026-10-15 | |
| 72,576 | $584.2K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 65,242 | $526.5K | 0.5% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 62,213 | $502.1K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 41,720 | $336.7K | 0.3% | Growth | N/A | Fitchburg, MA | 2026-11-05 | |
| 39,799 | $306.9K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 36,535 | $294.8K | 0.1% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 34,809 | $280.9K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 34,683 | $279.9K | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 32,600 | $263.1K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 29,915 | $241.4K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 28,607 | $230.9K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 23,123 | $187.0K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 21,595 | $167.4K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 20,823 | $168.0K | 0.2% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 20,448 | $165.0K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 19,750 | $159.4K | 0.1% | ETF | Medium | Parsippany, NJ | 2026-10-07 | |
| 19,373 | $156.3K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 18,944 | $152.9K | 0.0% | Core | Medium | San Luis Obispo, CA | 2026-10-27 | |
| 18,050 | $145.7K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 17,200 | $138.8K | 0.0% | ETF | Low | Bethesda, MD | 2026-10-29 | |
| 15,861 | $128.0K | 0.0% | ETF | Very Low | Leawood, KS | 2026-10-19 | |
| 15,576 | $125.7K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 15,265 | $123.2K | 0.0% | ETF | Low | Carmel, IN | 2026-10-08 | |
| 13,059 | $105.4K | 0.0% | ETF | Medium | Birmingham, AL | 2026-11-03 | |
| 10,680 | $86.2K | 0.1% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 10,649 | $85.9K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 4,660 | $37.6K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 3,250 | $26.2K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 2,994 | $24.2K | 0.0% | ETF | Medium | Fort Myers, FL | 2026-10-28 | |
| 2,500 | $20.2K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 1,651 | $13.3K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 1,650 | $13.3K | 0.0% | Core | Low | Cleveland, OH | 2026-11-03 | |
| 490 | $4.0K | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 | |
| 350 | $2.8K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 328 | $2.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 175 | $1.4K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 0 | $116.2K | 0.0% | Core | Very Low | Omaha, NE | 2026-10-29 |