CUSIP: 155123102 | US | Financial Services · Asset Management | Small Cap | 262 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 431,278 | $23.9M | 2.8% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 107,574 | $6.0M | 4.6% | GARP | Very Low | Venice, FL | 2026-10-19 | |
| 79,373 | $4.4M | 1.5% | Yield | High | Arlington, VA | 2026-10-14 | |
| 65,000 | $3.6M | 1.4% | Value | Medium | Portland, OR | 2026-10-29 | |
| 50,277 | $2.8M | 1.9% | ETF | N/A | Rapid City, SD | 2026-11-02 | |
| 30,855 | $1.7M | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 27,725 | $1.5M | 0.3% | Value | Very Low | Janesville, WI | 2026-10-20 | |
| 23,968 | $1.3M | 0.3% | ETF | N/A | Dallas, TX | 2026-10-27 | |
| 16,000 | $888.2K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 15,655 | $869.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 11,840 | $657.3K | 0.7% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 11,232 | $589.1K | 0.1% | Core | Low | Cincinnati, OH | 2026-11-03 | |
| 9,175 | $509.3K | 0.1% | GARP | Low | Lafayette, CA | 2026-10-14 | |
| 9,000 | $500 | 0.0% | Growth | Low | New York, NY | 2026-10-05 | |
| 8,748 | $485.6K | 0.1% | ETF | Low | Waverly, IA | 2026-10-13 | |
| 8,375 | $464.9K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 7,550 | $419.1K | 0.0% | Core | Very Low | Madison, CT | 2026-11-02 | |
| 6,241 | $346.4K | 0.2% | Core | Very Low | Englewood Cliffs, NJ | 2026-11-04 | |
| 5,653 | $313.8K | 0.0% | ETF | N/A | Mclean, VA | 2026-10-23 | |
| 5,623 | $312.0K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 5,009 | $278.0K | 0.1% | ETF | High | Hauppauge, NY | 2026-11-04 | |
| 4,967 | $275.7K | 0.2% | ETF | Low | Vestavia, AL | 2026-10-22 | |
| 4,875 | $270.6K | 0.1% | ETF | Low | Highland Park, IL | 2026-10-29 | |
| 4,620 | $256.5K | 0.0% | Core | Low | New York, NY | 2026-10-20 | |
| 4,602 | $255.5K | 0.0% | ETF | Low | Glastonbury, CT | 2026-10-27 | |
| 4,477 | $249.0K | 0.1% | Value | Medium | Tulsa, OK | 2026-10-13 | |
| 4,376 | $242.9K | 0.0% | Growth | Low | New York, NY | 2026-11-05 | |
| 4,200 | $233.1K | 0.0% | Core | Medium | Raleigh, NC | 2026-10-30 | |
| 2,009 | $111.5K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 1,435 | $79.7K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 1,119 | $62.1K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 1,000 | $55.5K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 796 | $44.2K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 674 | $37.4K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 546 | $30.3K | 0.0% | Core | Very Low | Brattleboro, VT | 2026-10-21 | |
| 543 | $30.2K | 0.0% | ETF | High | Needham, MA | 2026-10-09 | |
| 515 | $28.6K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 432 | $24.0K | 0.0% | Growth | Low | Lutherville, MD | 2026-10-13 | |
| 95 | $5.3K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 0 | $0 | 0.0% | Growth | Medium | New London, NH | 2026-11-04 |