CIK: 0001757128 | CHARLOTTE, NC
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 737 | $1.1B | 2026-10-27 | SEC ↗ | |
| 13F-HR | 200 | $1.0B | 2026-07-17 | SEC ↗ | |
| 13F-HR | 192 | $1.0B | 2026-05-13 | SEC ↗ | |
| 13F-HR | 703 | $756.3M | 2026-01-30 | SEC ↗ | |
| 13F-HR | 164 | $715.4M | 2025-11-12 | SEC ↗ | |
Q2 2025Amended | 13F-HR/A | 698 | $7.0M | 2025-08-12 | SEC ↗ |
| 13F-HR | 696 | $638.7M | 2025-04-15 | SEC ↗ | |
| 13F-HR | 734 | $639.9M | 2025-01-14 | SEC ↗ | |
| 13F-HR | 699 | $627.6M | 2024-11-05 | SEC ↗ | |
| 13F-HR | 651 | $576.4M | 2024-07-31 | SEC ↗ | |
| 13F-HR | 637 | $586.5M | 2024-05-13 | SEC ↗ | |
| 13F-HR | 578 | $527.1M | 2024-02-13 | SEC ↗ | |
| 13F-HR | 593 | $472.8M | 2023-11-14 | SEC ↗ | |
| 13F-HR | 588 | $499.3M | 2023-08-15 | SEC ↗ | |
| 13F-HR | 595 | $472.9M | 2023-05-08 | SEC ↗ | |
| 13F-HR | 573 | $442.2M | 2023-02-07 | SEC ↗ | |
| 13F-HR | 535 | $29.8M | 2022-11-15 | SEC ↗ | |
| 13F-HR | 626 | $18.6M | 2022-08-12 | SEC ↗ | |
| 13F-HR | 705 | $14.5M | 2022-05-02 | SEC ↗ | |
| 13F-HR | 695 | $14.5M | 2022-02-01 | SEC ↗ | |
| 13F-HR | 691 | $12.2M | 2021-11-12 | SEC ↗ | |
| 13F-HR | 758 | $13.8M | 2021-08-02 | SEC ↗ | |
| 13F-HR | 655 | $12.3M | 2021-05-04 | SEC ↗ | |
| 13F-HR | 584 | $11.7M | 2021-02-04 | SEC ↗ | |
Q3 2020Amended | 13F-HR/A | 551 | $8.4M | 2020-11-10 | SEC ↗ |
Q2 2020Amended | 13F-HR/A | 535 | $8.7M | 2020-08-06 | SEC ↗ |
Q1 2020Amended | 13F-HR/A | 546 | $6.3M | 2020-04-30 | SEC ↗ |
Q4 2019Amended | 13F-HR/A | 547 | $8.0M | 2020-01-31 | SEC ↗ |
Q3 2019Amended | 13F-HR/A | 533 | $7.6M | 2019-11-13 | SEC ↗ |
Q2 2019Amended | 13F-HR/A | 514 | $7.7M | 2019-08-07 | SEC ↗ |
Q1 2019Amended | 13F-HR/A | 487 | $7.6M | 2019-05-09 | SEC ↗ |
Q4 2018Amended | 13F-HR/A | 498 | $6.7M | 2019-02-08 | SEC ↗ |