CUSIP: G1355U113 | 185 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 528,253 | $5.5M | 0.4% | Yield | High | Greenwich, CT | 2023-11-14 | |
| 378,832 | $3.9M | 0.0% | Growth | Very High | Stamford, CT | 2023-12-07 | |
| 353,460 | $3.7M | 4.2% | N/A | N/A | Miami, FL | 2023-11-14 | |
| 347,705 | $3.6M | 0.8% | N/A | N/A | Chicago, IL | 2023-11-14 | |
| 342,095 | $3.5M | 0.0% | GARP | High | New York, NY | 2023-11-14 | |
| 274,872 | $2.8M | 0.1% | Core | High | New York, NY | 2023-11-14 | |
| 250,000 | $2.6M | 0.1% | Deep Value | Very High | Valhalla, NY | 2023-11-08 | |
| 226,383 | $2.3M | 0.4% | GARP | Very High | Boca Raton, FL | 2023-11-13 | |
| 141,968 | $1.5M | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2023-11-24 | |
| 106,876 | $1.1M | 0.0% | Index | Very Low | Boston, MA | 2023-11-13 | |
| 100,000 | $1.0M | 0.1% | GARP | High | Toronto, Australia | 2023-11-06 | |
| 100,000 | $1.0M | 0.0% | Core | Low | Harrisburg, PA | 2023-11-09 | |
| 99,844 | $1.0K | 0.0% | GARP | Very High | New York, NY | 2023-11-13 | |
| 98,538 | $1.0M | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-11-14 | |
| 64,269 | $666 | 0.0% | Growth | Low | Shrewsbury, NJ | 2023-11-17 | |
| 58,161 | $602.5K | 0.0% | N/A | N/A | New York, NY | 2023-11-09 | |
| 41,908 | $434.2K | 0.2% | Yield | Medium | Grosse Pointe Farms, MI | 2023-11-13 | |
| 33,130 | $343.2K | 0.0% | Core | Very High | New York, NY | 2023-11-21 | |
| 28,533 | $295.6K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-26 | |
| 25,000 | $259.0K | 0.0% | Growth | Medium | New York, NY | 2023-11-14 | |
| 25,000 | $259.0K | 0.0% | GARP | High | New York, NY | 2023-11-14 | |
| 20,162 | $208.9K | 0.0% | Growth | Very Low | New York, NY | 2023-11-09 | |
| 18,832 | $195 | 0.0% | Deep Value | Very High | New York, NY | 2023-11-14 | |
| 14,780 | $153 | 0.0% | GARP | High | Toronto, Australia | 2023-11-06 | |
| 10,000 | $102.7K | 0.2% | Yield | High | Washington, DC | 2023-10-16 | |
| 9,440 | $97.8K | 0.0% | Agg Growth | Very High | Chicago, IL | 2023-10-27 | |
| 7,173 | $74.3K | 0.0% | Agg Growth | Low | New York, NY | 2025-05-15 | |
| 6,581 | $68.2K | 0.0% | Core | Low | New York, NY | 2023-11-15 | |
| 4,361 | $45.2K | 0.0% | N/A | N/A | New York, NY | 2023-11-13 | |
| 1,623 | $16.8K | 0.0% | Core | Medium | Zurich, Switzerland | 2023-11-09 | |
| 360 | $3 | 0.0% | Core | Very High | Chicago, IL | 2023-11-01 | |
| 236 | $2 | 0.0% | N/A | N/A | San Francisco, CA | 2023-11-07 | |
| 98 | $1.0K | 0.0% | Core | Low | Toronto, Australia | 2023-11-14 | |
| 89 | $922 | 0.0% | Value | Very High | London, United Kingdom | 2023-11-13 | |
| 1 | $0 | 0.0% | ETF | Very Low | Sewickley, PA | 2023-11-01 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-10-30 |