CUSIP: 18469P209 | US | Financial Services · Asset Management | Small Cap | 278 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 78,029 | $3.9M | 0.3% | Core | Very Low | Bethesda, MD | 2026-11-03 | |
| 49,204 | $2.5M | 0.3% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 38,748 | $1.9M | 1.1% | ETF | Low | Atlanta, GA | 2026-10-29 | |
| 26,486 | $1.3M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 23,518 | $1.2M | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 23,462 | $1.2M | 1.2% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 20,323 | $1.0M | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 20,051 | $1.0M | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 15,623 | $783.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 14,989 | $751.2K | 0.0% | Growth | Low | San Diego, CA | 2026-10-23 | |
| 14,835 | $743.5K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 13,235 | $663.3K | 0.4% | ETF | Medium | Cincinnati, OH | 2026-10-15 | |
| 12,354 | $619.2K | 0.0% | Growth | Medium | Clearwater, FL | 2026-10-26 | |
| 10,877 | $545.2K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 10,267 | $514.6K | 0.0% | ETF | Low | Bethesda, MD | 2026-10-29 | |
| 9,990 | $500.7K | 0.3% | Core | Very Low | Decatur, IL | 2026-10-01 | |
| 9,066 | $454.4K | 0.1% | Growth | Low | Cincinnati, OH | 2026-10-28 | |
| 9,027 | $452.4K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 7,654 | $383.6K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 6,624 | $342.6K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 6,357 | $318.6K | 0.0% | ETF | Low | Overland Park, KS | 2026-10-19 | |
| 5,477 | $274.5K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 4,750 | $238.1K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 4,509 | $226.0K | 0.0% | Core | Low | Philadelphia, PA | 2026-11-04 | |
| 4,257 | $213.4K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 4,022 | $201.6K | 0.1% | GARP | Low | Atlanta, GA | 2026-10-23 | |
| 4,001 | $200.5K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 3,581 | $179.5K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 1,884 | $94.4K | 0.0% | Growth | Low | Lutherville, MD | 2026-10-13 | |
| 1,723 | $86.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 1,474 | $73.9K | 0.0% | ETF | Low | Aventura, FL | 2026-10-15 | |
| 1,332 | $66.8K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 772 | $38.7K | 0.0% | Growth | Low | Dubuque, IA | 2026-10-07 | |
| 668 | $33.5K | 0.0% | Value | Medium | Madison, WI | 2026-10-14 | |
| 380 | $19 | 0.0% | Core | Medium | Auburn, IN | 2026-10-02 | |
| 355 | $17.8K | 0.0% | Growth | Low | San Antonio, TX | 2026-10-28 | |
| 330 | $16.5K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 238 | $11.9K | 0.0% | Core | Very Low | Portsmouth, NH | 2026-10-21 | |
| 217 | $10.9K | 0.0% | Growth | Very Low | Amherst, MA | 2026-10-20 | |
| 150 | $7.5K | 0.0% | ETF | Very Low | Southfield, MI | 2026-11-04 | |
| 100 | $5.0K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 40 | $2.0K | 0.0% | ETF | N/A | Tampa, FL | 2026-10-30 | |
| 10 | $501 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |