CUSIP: 19247L106 | US | Financial Services · Asset Management | Small Cap | 733 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13GMorgan Stanley with Morgan Stanley Smith Barney LLC | 7,565,769 | 5.6% | New 5%+ stake | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 833,385 | $9.1M | 0.8% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 642,825 | $7.0M | 0.8% | Growth | Low | Chicago, IL | 2026-10-22 | |
| 329,950 | $3.6M | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 301,622 | $3.3M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 289,168 | $3.2M | 0.1% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 262,140 | $2.9M | 0.6% | ETF | Low | Zionsville, IN | 2026-10-20 | |
| 258,407 | $2.8M | 1.0% | Core | Low | Davenport, IA | 2026-10-16 | |
| 241,179 | $2.6M | 0.1% | Core | Medium | St. Petersburg, FL | 2026-10-16 | |
| 182,908 | $2.0M | 0.8% | Value | Low | Beachwood, OH | 2026-11-04 | |
| 165,498 | $1.8M | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 139,734 | $1.5M | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 124,469 | $1.4M | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 119,806 | $1.3M | 0.1% | Growth | Medium | Clearwater, FL | 2026-10-26 | |
| 110,342 | $1.2M | 0.2% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 108,774 | $1.2M | 0.1% | Growth | Medium | Irvine, CA | 2026-10-07 | |
| 94,138 | $1.0M | 0.3% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 93,083 | $1.0M | 0.1% | ETF | Medium | Simi Valley, CA | 2026-10-15 | |
| 93,000 | $1.0M | 0.1% | ETF | Medium | Dayton, OH | 2026-10-13 | |
| 89,488 | $1.0M | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 81,345 | $886.7K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 76,000 | $828.4K | 0.1% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 73,291 | $798.9K | 0.0% | Core | Low | North Little Rock, AR | 2026-10-23 | |
| 71,918 | $783.9K | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 67,016 | $730.5K | 0.2% | ETF | Very Low | Chico, CA | 2026-10-16 | |
| 65,914 | $718.5K | 0.1% | ETF | Low | El Segundo, CA | 2026-10-23 | |
| 63,211 | $689.0K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 61,196 | $667.0K | 0.2% | Yield | High | Arlington, VA | 2026-10-14 | |
| 56,583 | $629.2K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 52,315 | $570.2K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 51,396 | $560.2K | 0.1% | Growth | Low | Tinton Falls, NJ | 2026-10-14 | |
| 50,819 | $579 | 0.0% | ETF | High | Portland, OR | 2026-11-03 | |
| 48,415 | $527.7K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 47,584 | $518.7K | 0.0% | ETF | Medium | Omaha, NE | 2026-10-13 | |
| 41,940 | $457.1K | 0.3% | ETF | Medium | Madison, MS | 2026-10-30 | |
| 40,552 | $442.0K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 39,329 | $428.7K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 39,185 | $427.1K | 0.1% | Core | Very Low | Harrison, NY | 2026-10-20 | |
| 38,809 | $423.0K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 38,552 | $420.2K | 0.2% | ETF | Medium | Poughkeepsie, NY | 2026-10-28 | |
| 35,000 | $381.5K | 0.2% | ETF | Very Low | Athens, GA | 2026-10-29 | |
| 33,600 | $366.2K | 0.3% | Growth | Medium | Denver, CO | 2026-10-16 | |
| 33,500 | $446.1K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 32,988 | $359.6K | 0.1% | GARP | Low | Houston, TX | 2026-10-01 | |
| 28,474 | $310.4K | 0.0% | Core | High | Denver, CO | 2026-11-05 | |
| 28,293 | $308.4K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 27,023 | $294.6K | 0.1% | Growth | Low | New York, NY | 2026-10-13 | |
| 25,282 | $275.6K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 25,190 | $274.6K | 0.2% | Yield | Medium | Grand Rapids, MI | 2026-11-05 | |
| 24,087 | $262.5K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 23,930 | $260.8K | 0.0% | Growth | Low | Venice, FL | 2026-10-30 | |
| 23,300 | $254.0K | 0.1% | Core | Medium | Bountiful, UT | 2026-10-28 | |
| 22,500 | $245.3K | 0.0% | ETF | Low | Minneapolis, MN | 2026-10-14 | |
| 21,511 | $234.5K | 0.2% | ETF | N/A | Honolulu, HI | 2026-10-21 | |
| 21,335 | $232.6K | 0.1% | Growth | Low | Boston, MA | 2026-10-23 | |
| 20,566 | $224.2K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 18,985 | $206.9K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 18,286 | $199.3K | 0.0% | ETF | Low | Westerville, OH | 2026-10-16 | |
| 17,847 | $194.5K | 0.0% | ETF | Low | Paramus, NJ | 2026-10-09 | |
| 17,641 | $192.3K | 0.0% | Core | Medium | Mount Dora, FL | 2026-10-21 | |
| 17,639 | $192.3K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 16,230 | $176.9K | 0.1% | ETF | Low | Washington, Dc, DC | 2026-10-27 | |
| 15,851 | $172.8K | 0.7% | Yield | Medium | Fort Worth, TX | 2026-10-29 | |
| 15,820 | $172.4K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 15,643 | $170.5K | 0.1% | ETF | Low | Stockton, NJ | 2026-10-20 | |
| 15,419 | $168.1K | 0.0% | ETF | Low | Newtown, PA | 2026-10-15 | |
| 15,256 | $165.5K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 15,192 | $165.6K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 15,165 | $165.3K | 0.0% | ETF | Low | Dallas, TX | 2026-10-15 | |
| 15,000 | $163.5K | 0.0% | Growth | Very Low | Winston-Salem, NC | 2026-10-13 | |
| 14,172 | $174.5K | 0.0% | ETF | Medium | Albany, NY | 2026-10-26 | |
| 13,800 | $150.0K | 0.2% | Core | Low | Red Bank, NJ | 2026-10-16 | |
| 13,175 | $143.6K | 0.1% | ETF | Very Low | Gloucester, MA | 2026-10-20 | |
| 13,138 | $143.2K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 12,592 | $137.3K | 0.0% | Core | Low | Sylvania, OH | 2026-10-07 | |
| 12,170 | $132.7K | 0.1% | Growth | Low | University Park, FL | 2026-10-09 | |
| 12,152 | $132.5K | 0.0% | Core | Very Low | Madison, CT | 2026-11-02 | |
| 11,615 | $126.6K | 0.0% | ETF | Low | Atlanta, GA | 2026-10-07 | |
| 11,223 | $122.3K | 0.0% | Core | Low | Federal Way, WA | 2026-11-03 | |
| 11,064 | $120.6K | 0.0% | GARP | Medium | Reston, VA | 2026-10-15 | |
| 11,044 | $120.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 10,999 | $119.9K | 0.0% | ETF | Low | O'Fallon, IL | 2026-11-04 | |
| 10,925 | $119.1K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 10,744 | $117.1K | 0.0% | ETF | Medium | Silverdale, WA | 2026-10-28 | |
| 10,700 | $116.6K | 0.0% | GARP | Low | Atlanta, GA | 2026-10-23 | |
| 10,509 | $114.6K | 0.0% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 10,116 | $110.3K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 10,061 | $109.7K | 0.0% | ETF | Medium | Clearwater, FL | 2026-11-04 | |
| 8,858 | $96.6K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 7,485 | $81.6K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 6,742 | $73.5K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 5,884 | $64.1K | 0.0% | ETF | Medium | Hendersonville, Tn 37075, TN | 2026-11-03 | |
| 5,333 | $58.1K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 5,000 | $54.5K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 4,871 | $53.1K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 3,830 | $41.7K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 2,977 | $32.3K | 0.0% | Growth | Low | Newport, VT | 2026-10-15 | |
| 2,500 | $27.3K | 0.0% | ETF | Low | Birmingham, AL | 2026-10-26 | |
| 2,123 | $23.1K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 2,000 | $21.8K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 1,928 | $21.0K | 0.0% | Core | Low | Spokane, WA | 2026-10-14 | |
| 1,796 | $19.6K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 1,461 | $15.9K | 0.0% | Growth | Very Low | Miami, FL | 2026-11-04 | |
| 1,077 | $11.7K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 1,000 | $10.9K | 0.0% | ETF | Very Low | Orlando, FL | 2026-10-15 | |
| 775 | $8.4K | 0.0% | ETF | Very High | Bellingham, WA | 2026-10-23 | |
| 645 | $7.0K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 456 | $5.0K | 0.0% | Core | Very Low | Beatrice, NE | 2026-10-21 | |
| 300 | $3.3K | 0.0% | Growth | Low | St. Louis, MO | 2026-10-27 | |
| 274 | $3.0K | 0.0% | ETF | N/A | Ocean City, MD | 2026-11-03 | |
| 229 | $2.5K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |