CUSIP: 12811V105 | US | Financial Services · Asset Management | Small Cap | 252 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 629,458 | $14.2M | 0.1% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 120,259 | $2.7M | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 88,903 | $2.0M | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 67,504 | $1.5M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 59,411 | $1.3M | 1.2% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 59,160 | $1.3M | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 43,422 | $982.2K | 0.2% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 39,017 | $882.6K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 37,436 | $846.8K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 35,409 | $801.0K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 34,508 | $780.6K | 0.2% | Core | Low | New York, NY | 2026-10-19 | |
| 23,133 | $523.3K | 0.2% | Growth | Medium | Schaumburg, IL | 2026-10-14 | |
| 17,373 | $393.0K | 0.1% | Growth | Very Low | Little Rock, AR | 2026-10-28 | |
| 17,159 | $388.1K | 0.1% | Core | Low | Davenport, IA | 2026-10-16 | |
| 16,406 | $371.1K | 0.1% | Yield | High | Arlington, VA | 2026-10-14 | |
| 13,719 | $310.3K | 0.1% | ETF | Medium | Irvine, CA | 2026-10-14 | |
| 13,532 | $304.2K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 13,150 | $297.5K | 0.0% | Core | Low | Cincinnati, OH | 2026-11-04 | |
| 13,111 | $296.6K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 12,266 | $275.7K | 0.1% | ETF | Medium | Dallas, TX | 2026-10-08 | |
| 11,675 | $264.0K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 11,228 | $254.0K | 0.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 11,178 | $252.9K | 0.2% | Yield | Medium | Irvine, CA | 2026-10-29 | |
| 10,000 | $226.2K | 0.0% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 7,540 | $170.6K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 2,460 | $55.6K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 2,420 | $54.7K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 2,015 | $45.6K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 1,667 | $37.7K | 0.0% | Growth | Low | Santa Monica, CA | 2026-11-02 | |
| 1,500 | $33.9K | 0.0% | GARP | Medium | Paramus, NJ | 2026-10-09 | |
| 900 | $20.4K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 805 | $18.2K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 500 | $11.3K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 429 | $9.7K | 0.0% | ETF | Low | Bethlehem, PA | 2026-10-23 | |
| 109 | $2.5K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 61 | $1.4K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 |