CUSIP: 13005U101 | 110 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 817,934 | $17.6M | 6.1% | Deep Value | Medium | Greenwich, CT | 2024-08-14 | |
| 809,863 | $17.4M | 0.0% | Growth | Medium | Nashville, TN | 2024-08-14 | |
| 659,297 | $14.2M | 1.7% | Deep Value | Low | Chicago, IL | 2024-08-14 | |
| 395,582 | $8.5M | 0.0% | N/A | N/A | Valley Forge, PA | 2024-08-13 | |
| 366,851 | $7.9M | 0.0% | Index | Very Low | New York, NY | 2024-08-13 | |
| 352,690 | $7.6M | 2.4% | Deep Value | High | St Louis, MO | 2024-08-14 | |
| 332,749 | $7.2M | 0.0% | GARP | Medium | Toronto, Australia | 2024-08-14 | |
| 232,886 | $5.0M | 0.1% | Core | Medium | Chicago, IL | 2024-08-13 | |
| 163,790 | $3.5M | 0.0% | Index | Very Low | Boston, MA | 2024-08-09 | |
| 136,520 | $2.9M | 0.8% | Core | Very High | Chadds Ford, PA | 2024-08-12 | |
| 78,910 | $1.7M | 0.0% | Index | Very Low | Boston, MA | 2024-08-14 | |
| 73,171 | $1.6M | 0.0% | Growth | Low | Stockholm, Sweden | 2024-08-13 | |
| 69,563 | $1.5M | 1.3% | Deep Value | Low | New York, NY | 2024-08-13 | |
| 56,093 | $1.2M | 0.0% | Deep Value | Medium | Houston, TX | 2024-08-14 | |
| 53,360 | $1.1M | 0.0% | Index | Low | Austin, TX | 2024-08-09 | |
| 52,573 | $1.1M | 0.0% | Value | High | St Louis, MO | 2024-08-14 | |
| 44,760 | $962.3K | 0.0% | Core | High | New York, NY | 2024-08-09 | |
| 44,750 | $962.1K | 0.0% | Growth | Low | San Francisco, CA | 2024-08-08 | |
| 34,075 | $732.6K | 0.0% | Index | Very Low | Independence, OH | 2024-08-12 | |
| 33,698 | $724.5K | 0.0% | ETF | Medium | San Francisco, CA | 2024-08-13 | |
| 33,506 | $720.4K | 0.0% | Deep Value | High | Chicago, IL | 2024-08-14 | |
| 26,250 | $564.4K | 0.2% | ETF | High | Palm Desert, CA | 2024-07-12 | |
| 26,250 | $564.4K | 0.0% | Core | Very Low | Walnut Creek, CA | 2024-07-25 | |
| 25,908 | $557.0K | 0.0% | Core | Low | St. Louis, MO | 2024-08-13 | |
| 24,598 | $528.9K | 0.0% | Core | Low | New York, NY | 2025-05-14 | |
| 23,031 | $495.2K | 0.0% | Index | Low | New York, NY | 2024-08-13 | |
| 22,034 | $473.7K | 0.0% | Core | Low | New York, NY | 2024-07-25 | |
| 20,095 | $432.0K | 0.0% | Core | Very High | Miami, FL | 2024-08-14 | |
| 19,216 | $413.1K | 0.0% | Growth | Very Low | St. Petersburg, FL | 2024-07-19 | |
| 19,213 | $413.1K | 0.0% | Core | Medium | New York, NY | 2024-08-13 | |
| 17,897 | $384.8K | 0.0% | Growth | Low | Atlanta, GA | 2024-08-13 | |
| 16,747 | $360.1K | 0.0% | Index | Very Low | Chicago, IL | 2024-08-14 | |
| 15,374 | $330.5K | 0.1% | Growth | Very Low | Lafayette, CA | 2024-08-14 | |
| 14,100 | $414.7K | 0.1% | Deep Value | Very High | Vancouver, UAE | 2024-08-14 | |
| 12,182 | $261.9K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-23 | |
| 10,363 | $222.8K | 0.1% | Core | Low | New York, NY | 2024-08-14 | |
| 10,197 | $219.2K | 0.0% | Growth | Low | Chicago, IL | 2024-08-09 | |
| 9,997 | $5.7M | 3.2% | GARP | Medium | Key Largo, FL | 2024-08-30 | |
| 7,961 | $171.2K | 0.0% | Index | Very Low | Boston, MA | 2024-08-01 | |
| 6,385 | $137.3K | 0.0% | Core | Low | Charlotte, NC | 2024-08-14 | |
| 5,607 | $120.6K | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 5,563 | $119.6K | 0.0% | Index | Low | San Francisco, CA | 2024-08-08 | |
| 4,800 | $103.2K | 0.0% | Index | Low | Albany, NY | 2025-10-08 | |
| 4,163 | $89.5K | 0.0% | Deep Value | Very Low | Houston, TX | 2024-08-14 | |
| 3,827 | $83.0K | 0.0% | Core | Low | Toronto, Australia | 2024-11-06 | |
| 3,400 | $73.1K | 0.0% | Core | Low | San Francisco, CA | 2024-08-13 | |
| 3,256 | $70.0K | 0.0% | Value | Low | Sausalito, CA | 2024-07-23 | |
| 3,210 | $69.0K | 0.0% | Yield | Medium | Boston, MA | 2024-08-07 | |
| 2,904 | $62 | 0.0% | GARP | Medium | Boston, MA | 2024-08-06 | |
| 2,857 | $61.4K | 0.0% | Core | Medium | Zurich, Switzerland | 2024-08-14 | |
| 2,797 | $60.1K | 0.0% | Value | Very High | London, United Kingdom | 2024-08-14 | |
| 1,979 | $42.5K | 0.0% | Core | Low | Whippany, NJ | 2024-08-13 | |
| 1,736 | $37.3K | 0.0% | Core | Medium | New York, NY | 2024-08-12 | |
| 1,575 | $33.8K | 0.0% | N/A | N/A | Atlanta, 2Q | 2024-08-09 | |
| 1,200 | $25.8K | 0.0% | Core | Medium | Columbus, OH | 2024-08-05 | |
| 758 | $16.3K | 0.0% | Core | Low | Lincoln, NE | 2024-08-13 | |
| 666 | $14.3K | 0.0% | Index | Very Low | London, United Kingdom | 2025-05-29 | |
| 561 | $12.1K | 0.0% | Index | Very Low | West Sacramento, CA | 2025-04-08 | |
| 309 | $6.6K | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 268 | $6 | 0.0% | Core | Very Low | New York, NY | 2024-08-12 | |
| 100 | $2.2K | 0.0% | ETF | Very Low | Salt Lake City, UT | 2024-07-29 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-07-23 |