CUSIP: 19249Q103 | US | Financial Services · Asset Management | Micro Cap | 118 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 174,689 | $2.4M | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 141,142 | $2.0M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 89,664 | $1.2M | 0.1% | ETF | Low | Overland Park, KS | 2026-10-19 | |
| 83,500 | $1.2M | 0.1% | ETF | Medium | Dayton, OH | 2026-10-13 | |
| 67,955 | $941.2K | 1.0% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 61,113 | $846.4K | 0.1% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 41,681 | $577.3K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 34,819 | $482.2K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 28,770 | $398.5K | 0.3% | Yield | Medium | Grand Rapids, MI | 2026-11-05 | |
| 28,500 | $394.7K | 0.0% | Core | Low | Shawnee Mission, KS | 2026-11-03 | |
| 27,847 | $385.7K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 25,384 | $351.6K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 14,661 | $203.1K | 0.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 12,900 | $179.0K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 7,456 | $103.3K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 6,451 | $89.3K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 2,724 | $37.7K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 2,338 | $32.4K | 0.0% | Core | Medium | Carmel, IN | 2026-11-05 | |
| 2,231 | $30.9K | 0.0% | Growth | Low | Denver, CO | 2026-10-09 | |
| 1,930 | $26.7K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 1,320 | $18.3K | 0.0% | Core | Low | Greenville, SC | 2026-10-28 | |
| 1,030 | $14.3K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 826 | $11.4K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 416 | $5.8K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 150 | $2.4K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 | |
| 24 | $332 | 0.0% | ETF | Low | Concord, CA | 2026-10-21 |