CUSIP: 15673X101 | 73 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 4,000,598 | $1.9M | 1.0% | GARP | High | San Francisco, CA | 2023-08-14 | |
| 1,984,132 | $962.3K | 0.0% | N/A | N/A | Valley Forge, PA | 2023-08-14 | |
| 1,397,846 | $678.0K | 0.0% | Core | Very High | Stamford, CT | 2023-08-14 | |
| 361,631 | $175.4K | 0.0% | Core | Very High | New York, NY | 2023-08-14 | |
| 320,194 | $155.3K | 0.0% | N/A | N/A | New York, NY | 2023-08-11 | |
| 304,000 | $147.4K | 0.1% | GARP | High | New York, NY | 2023-08-11 | |
| 284,986 | $138.2K | 0.0% | Index | Very Low | Boston, MA | 2023-08-11 | |
| 226,866 | $110.0K | 0.0% | Value | Very High | Hong Kong, South Korea | 2023-08-14 | |
| 173,346 | $84.1K | 0.0% | Value | High | Stamford, CT | 2023-08-14 | |
| 152,790 | $74.1K | 0.0% | Core | Medium | New York, NY | 2024-05-14 | |
| 144,000 | $69.8K | 0.0% | ETF | Very Low | Greenwood Village, CO | 2023-08-10 | |
| 136,200 | $66.0K | 0.0% | Core | Low | Toronto, Australia | 2023-08-14 | |
| 128,683 | $62.4K | 0.0% | Index | Very Low | Boston, MA | 2023-08-14 | |
| 101,601 | $49.3K | 0.0% | Growth | High | Tokyo, Mexico | 2023-08-14 | |
| 86,752 | $42.1K | 0.0% | GARP | Very High | New York, NY | 2023-08-14 | |
| 80,451 | $39 | 0.0% | GARP | Very High | New York, NY | 2023-08-11 | |
| 78,170 | $37.9K | 0.0% | Core | Very High | New York, NY | 2023-08-14 | |
| 70,366 | $34.1K | 0.0% | Value | Very High | London, United Kingdom | 2023-08-14 | |
| 56,156 | $27 | 0.0% | Core | High | New York, NY | 2023-08-11 | |
| 53,850 | $26.1K | 0.0% | ETF | Very High | Chicago, IL | 2023-08-09 | |
| 43,356 | $21.0K | 0.0% | Index | Very Low | Chicago, IL | 2023-08-11 | |
| 39,429 | $19.1K | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-08-11 | |
| 37,500 | $18.2K | 0.0% | N/A | N/A | New York, NY | 2023-08-14 | |
| 36,739 | $17.8K | 0.0% | Growth | Low | Burlingame, CA | 2023-07-12 | |
| 22,060 | $10.7K | 0.0% | GARP | Very High | New York, NY | 2023-08-14 | |
| 18,488 | $9.0K | 0.0% | ETF | Low | Verona, WI | 2023-07-21 | |
| 17,372 | $8.4K | 0.0% | Index | Low | Scottsdale, AZ | 2023-08-21 | |
| 15,822 | $7.7K | 0.0% | Agg Growth | Very High | Folly Beach, SC | 2023-08-15 | |
| 13,572 | $6.6K | 0.0% | Index | Very Low | Boston, MA | 2023-08-08 | |
| 12,169 | $5.9K | 0.0% | Core | Low | New York, NY | 2023-08-14 | |
| 7,866 | $3.8K | 0.0% | N/A | N/A | Stamford, CT | 2023-08-14 | |
| 4,500 | $2.2K | 0.0% | Core | Medium | New York, NY | 2026-01-05 | |
| 3,060 | $1.5K | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 1,034 | $502 | 0.0% | Core | Low | Charlotte, NC | 2023-08-14 | |
| 948 | $460 | 0.0% | Core | Medium | New York, NY | 2023-08-10 | |
| 700 | $340 | 0.0% | Growth | Medium | New York, NY | 2023-08-11 | |
| 420 | $204 | 0.0% | Index | Low | Albany, NY | 2025-10-08 | |
| 181 | $88 | 0.0% | Core | Low | San Francisco, CA | 2023-08-15 | |
| 10 | $0 | 0.0% | Core | Medium | Toronto, Ontario, Australia | 2024-02-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-08-10 |