CSMD institutional holders

PROFESIONALLY MANAGED PORTFO · 13F, 2026Q2

Managers holding41
Shares held13,382,437
Reported value$488.1m
Quarter flows9 new, 16 added, 14 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
HANTZ FINANCIAL SERVICES, INC.6,100,013$222.6m3.0%
MORGAN STANLEY1,704,599$62.2m0.0%
Glenview Trust Co1,253,954$45.8m0.6%
Rockefeller Capital Management L.P.1,033,641$37.7m0.1%
ENVESTNET ASSET MANAGEMENT INC952,997$34.8m0.0%
HighTower Advisors, LLC425,791$15.5m0.0%
OSAIC HOLDINGS, INC.358,829$13.1m0.0%
STIFEL FINANCIAL CORP260,875$9.5m0.0%
Beacon Bank & Trust213,409$7.8m1.5%
Integrated Wealth Concepts LLC194,293$7.1m0.0%
Nuveen, LLC156,838$5.7m0.0%
Clarendon Private LLC131,970$4.8m3.1%
JONES FINANCIAL COMPANIES LLLP131,581$4.7m0.0%
CONGRESS ASSET MANAGEMENT CO108,255$4.0m0.0%
MGO ONE SEVEN LLC74,298$2.7m0.0%
Apollon Wealth Management, LLC42,376$1.5m0.0%
Portside Wealth Group, LLC24,711$901,7040.1%
Diversify Advisory Services, LLC23,787$809,5420.0%
DIVERSIFY WEALTH MANAGEMENT, LLC23,787$809,5420.0%
GK Wealth Management LLC19,965$728,5240.4%
SUSQUEHANNA INTERNATIONAL GROUP, LLP16,257$593,2180.0%
NORDEN GROUP LLC16,238$592,5240.0%
NATIXIS ADVISORS, LLC14,927$544,0000.0%
Orion Porfolio Solutions, LLC14,579$531,9880.0%
Aptus Capital Advisors, LLC12,309$449,1550.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CSMD"). CSMD price history · All 13F data

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