CUSIP: 15117F807 | X1 | 82 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,721,838 | $542.4K | 0.0% | N/A | N/A | Valley Forge, PA | 2025-05-09 | |
| 920,352 | $289.9K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-05-13 | |
| 443,424 | $139.8K | 0.0% | Index | Very Low | Boston, MA | 2025-05-13 | |
| 370,865 | $116.9K | 0.0% | GARP | Very High | New York, NY | 2025-08-27 | |
| 343,258 | $108.2K | 0.0% | Core | Very High | Miami, FL | 2025-05-15 | |
| 230,814 | $72.8K | 0.0% | Index | Very Low | New York, NY | 2025-05-02 | |
| 173,129 | $54 | 0.0% | Core | Very High | Chicago, IL | 2025-05-12 | |
| 172,940 | $43.1K | 0.0% | Core | High | Unterschleissheim, Hong Kong | 2025-05-08 | |
| 128,114 | $40.4K | 0.0% | Index | Very Low | Boston, MA | 2025-05-15 | |
| 104,323 | $32.9K | 0.0% | Value | Very High | London, United Kingdom | 2025-05-08 | |
| 83,099 | $26.2K | 0.0% | Value | High | New York, NY | 2025-05-15 | |
| 77,988 | $24.6K | 0.0% | Index | Very Low | Chicago, IL | 2025-05-13 | |
| 46,236 | $14 | 0.0% | GARP | Very High | New York, NY | 2025-05-15 | |
| 43,000 | $13.6K | 0.0% | ETF | Low | Rochester, MI | 2025-04-25 | |
| 40,228 | $12.7K | 0.0% | Value | High | Austin, TX | 2025-05-15 | |
| 20,000 | $6.3K | 0.0% | Core | Low | Radnor, PA | 2025-05-12 | |
| 17,587 | $5.5K | 0.0% | Index | Very Low | Oakland, CA | 2025-05-14 | |
| 15,305 | $4.8K | 0.0% | Core | Low | New York, NY | 2025-05-15 | |
| 12,500 | $3.9K | 0.0% | Core | Low | New York, NY | 2025-04-23 | |
| 12,051 | $4 | 0.0% | ETF | Low | Waltham, MA | 2025-05-09 | |
| 10,807 | $3.4K | 0.0% | Core | Medium | New York, NY | 2025-06-27 | |
| 10,000 | $3.2K | 0.0% | Index | Low | Kansas City, MO | 2025-05-08 | |
| 1,646 | $519 | 0.0% | Core | Medium | Birmingham, AL | 2025-05-13 | |
| 1,398 | $441 | 0.0% | Value | Very High | Chicago, IL | 2025-05-14 | |
| 921 | $293 | 0.0% | Index | Low | Scottsdale, AZ | 2025-05-12 | |
| 400 | $126 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2025-05-02 | |
| 347 | $109 | 0.0% | Core | Low | Charlotte, NC | 2025-05-15 | |
| 100 | $32 | 0.0% | Index | Low | Minneapolis, MN | 2025-05-08 | |
| 76 | $24 | 0.0% | Growth | Medium | New York, NY | 2025-05-12 | |
| 50 | $16 | 0.0% | ETF | Low | Madison, WI | 2025-05-08 | |
| 18 | $6 | 0.0% | Growth | Very Low | Albany, NY | 2025-05-06 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2025-05-14 |