CUSIP: G8988C105 | 239 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 5,725,000 | $10.3K | 0.0% | N/A | N/A | New York, NY | 2014-08-14 | |
| 3,465,573 | $6.2K | 0.0% | N/A | N/A | Zurich, Switzerland | 2014-08-11 | |
| 2,974,235 | $5.4K | 0.0% | Index | Low | Austin, TX | 2014-08-08 | |
| 2,763,073 | $5.0K | 0.0% | Yield | Low | Irvine, CA | 2014-08-11 | |
| 1,987,474 | $3.6K | 0.0% | Core | Low | New York, NY | 2014-08-12 | |
| 1,927,760 | $3.5K | 0.0% | Core | High | Toronto, Australia | 2014-08-11 | |
| 1,826,862 | $3.3K | 0.0% | N/A | N/A | New York, NY | 2014-08-14 | |
| 1,629,644 | $2.9K | 0.0% | Deep Value | Medium | Chicago, IL | 2014-08-06 | |
| 1,616,656 | $2.9K | 0.0% | N/A | N/A | Valley Forge, PA | 2014-08-11 | |
| 1,524,197 | $2.7K | 0.0% | Value | Very High | San Francisco, CA | 2014-08-14 | |
| 1,040,888 | $1.9K | 0.0% | Deep Value | Very High | New York, NY | 2014-08-14 | |
| 984,266 | $1.8K | 0.0% | Core | Low | Harrisburg, PA | 2014-08-14 | |
| 643,378 | $1.2K | 0.0% | N/A | N/A | Bryn Mawr, PA | 2014-08-13 | |
| 626,500 | $1.1K | 0.0% | Growth | Low | Sacramento, CA | 2014-08-14 | |
| 586,114 | $1.1K | 0.0% | Index | Very Low | Chicago, IL | 2014-08-14 | |
| 541,337 | $974 | 0.0% | Core | N/A | Oslo, Norway | 2015-08-11 | |
| 484,109 | $871 | 0.0% | Growth | Low | Atlanta, GA | 2014-08-14 | |
| 378,356 | $681 | 0.0% | Core | High | New York, NY | 2014-08-13 | |
| 359,157 | $646 | 0.0% | Growth | High | New York, NY | 2014-08-13 | |
| 328,440 | $591 | 0.0% | Deep Value | Very High | Chicago, IL | 2014-08-13 | |
| 322,065 | $579 | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2014-08-15 | |
| 300,000 | $540 | 0.4% | N/A | N/A | Sausalito, CA | 2014-08-15 | |
| 265,029 | $477 | 0.0% | Momentum | Very High | Rye, NY | 2014-08-06 | |
| 224,694 | $404 | 0.0% | N/A | N/A | New York, NY | 2014-08-14 | |
| 201,080 | $406 | 0.0% | Value | Very High | Oxford, United Kingdom | 2016-06-02 | |
| 192,913 | $347 | 0.0% | Index | Very Low | Boston, MA | 2014-08-13 | |
| 189,661 | $341 | 0.0% | Yield | Very High | New York, NY | 2014-08-14 | |
| 182,137 | $328 | 0.0% | Core | Medium | New York, NY | 2014-08-14 | |
| 167,983 | $302 | 0.0% | Value | Very High | Chicago, IL | 2014-08-12 | |
| 155,500 | $280 | 0.0% | Deep Value | Very High | New York, NY | 2014-08-14 | |
| 150,464 | $271 | 0.0% | N/A | N/A | San Francisco, CA | 2014-08-06 | |
| 129,618 | $233 | 0.0% | Value | Low | Reno, NV | 2014-08-14 | |
| 97,666 | $176 | 0.0% | Core | Very High | New York, NY | 2014-08-14 | |
| 86,000 | $155 | 0.0% | Core | Very High | New York, NY | 2014-08-14 | |
| 84,663 | $152 | 0.0% | N/A | N/A | New York, NY | 2014-08-14 | |
| 81,525 | $147 | 0.0% | Growth | Medium | Baltimore, MD | 2014-09-24 | |
| 61,255 | $110 | 0.0% | Growth | High | Bala Cynwyd, PA | 2014-08-14 | |
| 60,406 | $109 | 0.0% | Index | Very Low | Boston, MA | 2014-08-12 | |
| 52,999 | $95 | 0.0% | Core | Low | Chicago, IL | 2014-08-14 | |
| 51,368 | $92 | 0.0% | Core | Low | New York, NY | 2016-04-01 | |
| 36,704 | $66 | 0.0% | Growth | Medium | New York, NY | 2014-09-03 | |
| 35,000 | $63 | 0.0% | ETF | Medium | Lake St. Louis, MO | 2014-07-16 | |
| 31,016 | $56 | 0.0% | Value | High | New York, NY | 2016-02-09 | |
| 31,016 | $56 | 0.0% | Value | High | New York, NY | 2016-02-09 | |
| 26,189 | $47 | 0.0% | N/A | N/A | Stamford, CT | 2014-08-14 | |
| 25,979 | $47 | 0.0% | N/A | N/A | Jersey City, NJ | 2014-08-14 | |
| 25,581 | $46 | 0.1% | N/A | N/A | Princeton, NJ | 2014-07-28 | |
| 22,500 | $41 | 0.0% | Value | Low | Rye, NY | 2014-08-06 | |
| 21,668 | $39 | 0.0% | Core | Very High | New York, NY | 2014-08-14 | |
| 21,134 | $38 | 0.0% | Core | Very Low | Seattle, WA | 2014-08-14 | |
| 15,756 | $28 | 0.0% | Value | High | Greenwich, CT | 2014-08-14 | |
| 14,073 | $25 | 0.0% | Core | High | Stamford, CT | 2014-08-14 | |
| 13,521 | $24 | 0.0% | ETF | Very Low | Columbus, OH | 2014-08-11 | |
| 12,800 | $23 | 0.0% | ETF | Low | Austin, TX | 2014-07-21 | |
| 12,300 | $22 | 0.0% | ETF | Low | Newport Beach, CA | 2014-07-30 | |
| 11,444 | $21 | 0.0% | Index | Very Low | San Francisco, CA | 2014-07-30 | |
| 11,000 | $20 | 0.0% | Growth | High | Tokyo, Mexico | 2014-08-13 | |
| 10,276 | $18 | 0.0% | Core | Very High | Miami, FL | 2015-06-26 | |
| 10,197 | $18 | 0.0% | N/A | N/A | Newtown Square, PA | 2014-08-14 | |
| 10,180 | $18 | 0.0% | N/A | N/A | Wilmington, DE | 2014-08-06 | |
| 9,595 | $17 | 0.0% | N/A | N/A | Princeton, NJ | 2014-08-06 | |
| 9,439 | $17 | 0.0% | Core | Medium | New York, NY | 2014-08-14 | |
| 9,400 | $17 | 0.0% | ETF | Low | Lansing, MI | 2014-08-04 | |
| 5,551 | $10 | 0.0% | Index | Very Low | Overland Park, KS | 2014-08-20 | |
| 2,379 | $4 | 0.0% | GARP | Very High | New York, NY | 2014-08-14 | |
| 2,266 | $4 | 0.0% | Core | Low | New York, NY | 2014-08-15 | |
| 2,117 | $3 | 0.0% | Core | Low | Charlotte, NC | 2014-08-14 | |
| 2,000 | $4 | 0.0% | N/A | N/A | Miami, FL | 2014-08-14 | |
| 1,851 | $3 | 0.0% | Core | Medium | Minneapolis, MN | 2014-08-13 | |
| 1,530 | $3 | 0.0% | Core | Low | Toronto, Australia | 2014-08-14 | |
| 960 | $2 | 0.0% | Index | Low | Birmingham, AL | 2014-07-29 | |
| 797 | $1 | 0.0% | Agg Growth | Very High | Folly Beach, SC | 2015-02-05 | |
| 663 | $1 | 0.0% | Index | Low | Minneapolis, MN | 2014-08-14 | |
| 452 | $0 | 0.0% | Growth | Very Low | Pittsburgh, PA | 2014-08-08 | |
| 432 | $1 | 0.0% | GARP | Medium | Toronto, Australia | 2014-09-15 | |
| 354 | $1 | 0.0% | N/A | N/A | New York, NY | 2014-08-13 | |
| 227 | $0 | 0.0% | Core | Medium | London, United Kingdom | 2014-08-14 | |
| 20 | $36 | 0.0% | Agg Growth | Very Low | New York, NY | 2014-08-08 | |
| 1 | $0 | 0.0% | Core | Low | San Francisco, CA | 2014-08-29 |