CUSIP: 12811P108 | US | 494 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 439,823 | $5.2M | 2.8% | ETF | Medium | Santa Barbara, CA | 2026-11-02 | |
| 298,755 | $3.5M | 0.4% | Value | Very Low | Columbus, GA | 2026-10-28 | |
| 211,579 | $2.5M | 0.6% | Core | Very Low | Princeton, NJ | 2026-10-28 | |
| 161,930 | $1.9K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 159,858 | $1.9M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 114,376 | $1.3M | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 104,439 | $1.2M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 92,462 | $1.1M | 1.0% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 75,850 | $888.2K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 73,112 | $856.1K | 0.2% | ETF | High | Tulsa, OK | 2026-10-09 | |
| 66,325 | $776.7K | 0.1% | Growth | Very Low | Dewitt, NY | 2026-10-20 | |
| 58,894 | $689.7K | 0.2% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 55,669 | $651.9K | 0.2% | Yield | High | Arlington, VA | 2026-10-14 | |
| 54,230 | $635.0K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 49,047 | $574.3K | 0.2% | Growth | Low | Ridgeland, MS | 2026-10-30 | |
| 38,271 | $448.2K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 36,671 | $429.4K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 34,709 | $422.1K | 0.0% | Growth | Medium | Atlanta, GA | 2026-10-13 | |
| 33,027 | $386.8K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 30,950 | $362.4K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 30,000 | $351.3K | 0.1% | Core | Medium | Dallas, TX | 2026-10-26 | |
| 26,681 | $312.4K | 0.0% | Core | Low | Winston-Salem, NC | 2026-10-16 | |
| 24,476 | $272.1K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 23,828 | $279.0K | 0.0% | ETF | Very Low | Harrisonburg, VA | 2026-10-09 | |
| 21,913 | $256.6K | 0.1% | ETF | Medium | Winter Garden, FL | 2026-10-21 | |
| 21,889 | $256.3K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 21,142 | $247.6K | 0.0% | Growth | Low | Lexington, KY | 2026-11-05 | |
| 21,099 | $234.0K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 20,620 | $241.5K | 0.0% | Core | Low | Chattanooga, TN | 2026-10-26 | |
| 20,521 | $240.3K | 0.0% | Growth | Medium | Pleasanton, CA | 2026-10-09 | |
| 19,688 | $234.3K | 0.1% | ETF | Low | Carlsbad, CA | 2026-10-20 | |
| 18,651 | $218.4K | 0.0% | ETF | Low | Dallas, TX | 2026-10-15 | |
| 17,031 | $218.2K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 16,489 | $193.1K | 0.0% | ETF | Low | Columbus, OH | 2026-10-14 | |
| 15,547 | $180.5K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 14,179 | $166.0K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 13,406 | $157.0K | 0.0% | ETF | Low | Overland Park, KS | 2026-10-20 | |
| 13,065 | $153.0K | 0.1% | ETF | Low | Bordentown, NJ | 2026-10-16 | |
| 12,837 | $150.3K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 12,175 | $142.6K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 12,174 | $142.6K | 0.0% | Core | Low | Palm Beach, FL | 2026-11-03 | |
| 11,891 | $139.2K | 0.0% | Growth | Low | Scottsdale, AZ | 2026-11-03 | |
| 11,550 | $135.3K | 0.0% | Momentum | High | Naperville, IL | 2026-10-28 | |
| 11,069 | $150.8K | 0.0% | ETF | Medium | Albany, NY | 2026-10-26 | |
| 10,197 | $119.4K | 0.0% | ETF | Low | Greenwood Village, CO | 2026-11-05 | |
| 10,000 | $117.1K | 0.1% | ETF | High | Hauppauge, NY | 2026-11-04 | |
| 6,500 | $74.0K | 0.1% | Growth | Low | Buda, TX | 2026-10-26 | |
| 5,787 | $67.8K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 5,613 | $65.7K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 5,407 | $63.3K | 0.0% | Core | Very Low | Denver, CO | 2026-10-15 | |
| 5,300 | $62.1K | 0.0% | ETF | Very Low | Tulsa, OK | 2026-11-05 | |
| 3,500 | $41.0K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 2,765 | $32.1K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 2,100 | $25 | 0.0% | Core | Very Low | Wheeling, WV | 2026-11-04 | |
| 1,000 | $11.7K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 637 | $7.5K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 480 | $5.6K | 0.0% | Growth | Low | Los Angeles, CA | 2026-10-23 | |
| 220 | $2.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 200 | $2.3K | 0.0% | Value | Medium | Denver, CO | 2026-10-28 | |
| 166 | $2 | 0.0% | Core | Medium | Auburn, IN | 2026-10-02 | |
| 116 | $1.4K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 |