CUSIP: 14067D508 | 104 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,800,000 | $1.3M | 0.6% | GARP | Very High | Baltimore, MD | 2023-11-13 | |
| 565,827 | $401.2K | 0.0% | N/A | N/A | Valley Forge, PA | 2023-12-18 | |
| 443,235 | $314.3K | 0.2% | Yield | High | Fort Lee, NJ | 2023-11-15 | |
| 354,564 | $251.4K | 0.0% | N/A | N/A | New York, NY | 2023-11-13 | |
| 142,649 | $101.2K | 0.0% | Index | Very Low | Boston, MA | 2023-11-13 | |
| 57,000 | $40.4K | 0.0% | Core | Low | Bethesda, MD | 2023-11-13 | |
| 55,369 | $39.3K | 0.0% | Index | Very Low | Boston, MA | 2023-11-14 | |
| 31,507 | $22 | 0.0% | GARP | Very High | New York, NY | 2023-11-15 | |
| 27,566 | $19.5K | 0.0% | Index | Very Low | Chicago, IL | 2023-11-13 | |
| 27,476 | $19.5K | 0.0% | Deep Value | Low | Atlanta, GA | 2023-11-13 | |
| 19,983 | $14.2K | 0.0% | Index | Very Low | San Francisco, CA | 2023-11-08 | |
| 19,324 | $13.7K | 0.0% | Value | Very High | London, United Kingdom | 2023-11-13 | |
| 17,432 | $12.4K | 0.0% | Core | Medium | Zurich, Switzerland | 2023-11-09 | |
| 11,615 | $8.2K | 0.0% | Core | Very High | New York, NY | 2023-11-15 | |
| 4,577 | $3.2K | 0.0% | Core | Low | New York, NY | 2023-11-15 | |
| 4,398 | $3.1K | 0.0% | GARP | Very High | New York, NY | 2023-11-14 | |
| 3,007 | $2 | 0.0% | GARP | Very High | Chicago, IL | 2023-11-01 | |
| 1,600 | $1.1K | 0.0% | ETF | Medium | Kokomo, IN | 2023-11-14 | |
| 893 | $631 | 0.0% | Index | Low | Scottsdale, AZ | 2023-11-13 | |
| 192 | $136 | 0.0% | Core | Low | Charlotte, NC | 2023-11-14 | |
| 156 | $111 | 0.0% | Growth | Medium | New York, NY | 2023-11-14 | |
| 142 | $101 | 0.0% | Core | Low | San Francisco, CA | 2023-11-13 | |
| 110 | $0 | 0.0% | Core | Low | Toronto, Australia | 2023-11-14 | |
| 99 | $70 | 0.0% | Value | Very High | Chicago, IL | 2023-11-09 | |
| 15 | $11 | 0.0% | ETF | High | Westwood, NJ | 2023-12-01 | |
| 10 | $7 | 0.0% | ETF | Low | Clearwater, FL | 2023-11-14 | |
| 3 | $2 | 0.0% | Core | Low | New Orleans, LA | 2023-11-14 | |
| 1 | $1 | 0.0% | N/A | N/A | Tampa, FL | 2023-11-08 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-10-30 |