Who owns CSB (CSB)
Which tracked institutional funds hold CSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CSB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
10 tracked funds added or opened CSB while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CSB’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CSB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CSB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 58 tracked filers holding CSB, 27 increased or opened the position and 33 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CSB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Fifth Third Securities, Inc.$728K
Full exits 3
- Capital Advisory Group Advisory Services, LLC$704K
- PFG Advisors$652K
- BENJAMIN EDWARDS INC$553K
Largest adds
- Nvest Financial, LLC$6M
- GOLDMAN SACHS GROUP INC$2M
- CITADEL ADVISORS LLC$1M
- UBS Group AG$381K
- LPL Financial LLC$381K
- Rockefeller Capital Management L.P.$333K
Largest trims
- BANK OF AMERICA CORP /DE/$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 228,259 | $14M | 15.1% | 2026-Q1 |
| UBS Group AG added | 119,800 | $7M | 7.9% | 2026-Q1 |
| Nvest Financial, LLC added | 111,016 | $7M | 7.3% | 2026-Q1 |
| LPL Financial LLC added | 93,184 | $6M | 6.2% | 2026-Q1 |
| CWM, LLC trimmed | 89,922 | $6M | 6.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 83,645 | $5M | 5.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 70,204 | $4M | 4.6% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 55,021 | $3M | 3.6% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 51,513 | $3M | 3.4% | 2026-Q1 |
| Eagle Strategies LLC added | 47,045 | $3M | 3.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 37,771 | $2M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers added | 35,288 | $2M | 2.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 30,909 | $2M | 2.0% | 2026-Q1 |
| Allworth Financial LP trimmed | 29,022 | $2M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 27,647 | $2M | 1.8% | 2026-Q1 |
| Investors Research Corp trimmed | 26,334 | $2M | 1.7% | 2026-Q1 |
| CoreCap Advisors, LLC added | 23,495 | $1M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,621 | $903K | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 13,800 | $852K | 0.9% | 2026-Q1 |
| Accel Wealth Management trimmed | 12,397 | $766K | 0.8% | 2026-Q1 |
| Fifth Third Securities, Inc. new | 11,785 | $728K | 0.8% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 10,710 | $661K | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 9,896 | $611K | 0.7% | 2026-Q1 |
| Huntleigh Advisors, Inc. added | 8,881 | $548K | 0.6% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 8,361 | $543K | 0.6% | 2026-Q1 |
| VICUS CAPITAL trimmed | 7,950 | $491K | 0.5% | 2026-Q1 |
| Investment Planning Advisors, Inc. added | 7,743 | $478K | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,163 | $442K | 0.5% | 2026-Q1 |
| one8zero8, LLC trimmed | 7,106 | $439K | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 7,009 | $433K | 0.5% | 2026-Q1 |
| HB Wealth Management, LLC | 6,657 | $411K | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 5,944 | $367K | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,628 | $348K | 0.4% | 2026-Q1 |
| Intentional Wealth Strategies, LLC new | 5,505 | $340K | 0.4% | 2026-Q1 |
| Medallion Wealth Advisors, LLC trimmed | 5,415 | $334K | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 5,325 | $329K | 0.4% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 5,225 | $323K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 4,900 | $303K | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,779 | $295K | 0.3% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 4,405 | $282K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 4,382 | $271K | 0.3% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 3,450 | $213K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 2,481 | $154K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,393 | $85K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 832 | $51K | 0.1% | 2026-Q1 |
| RETIREMITTEN FINANCIAL LLC new | 795 | $49K | 0.1% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC new | 540 | $33K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 495 | $31K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 453 | $28K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 445 | $27K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC | 350 | $22K | 0.0% | 2026-Q1 |
| BlackRock, Inc. | 323 | $20K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 316 | $20K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 189 | $12K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 150 | $9K | 0.0% | 2026-Q1 |
| FMR LLC | 99 | $6K | 0.0% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC new | 50 | $3K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 50 | $3K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 31,268 | $2M | 1.9% | 2025-Q2 stale |
| Atria Investments, Inc added | 24,173 | $1M | 1.4% | 2025-Q2 stale |
| Oxinas Partners Wealth Management LLC added | 24,140 | $1M | 1.4% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 14,751 | $872K | 0.9% | 2025-Q3 stale |
| Capital Advisory Group Advisory Services, LLC trimmed | 12,004 | $704K | 0.8% | 2025-Q4 stale |
| PFG Advisors trimmed | 11,116 | $652K | 0.7% | 2025-Q4 stale |
| BENJAMIN EDWARDS INC trimmed | 9,439 | $553K | 0.6% | 2025-Q4 stale |
| StoneX Group Inc. added | 7,229 | $424K | 0.5% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. trimmed | 6,206 | $367K | 0.4% | 2025-Q3 stale |
| COMMERCE BANK new | 4,991 | $295K | 0.3% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC new | 4,415 | $259K | 0.3% | 2025-Q4 stale |
| Diversify Advisory Services, LLC new | 4,219 | $259K | 0.3% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 3,763 | $221K | 0.2% | 2025-Q3 stale |
| Kingsview Wealth Management, LLC added | 3,765 | $209K | 0.2% | 2025-Q2 stale |
| Integrity Financial Corp /WA trimmed | 727 | $43K | 0.0% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 651 | $38K | 0.0% | 2025-Q4 stale |
| Nemes Rush Group LLC new | 457 | $27K | 0.0% | 2025-Q4 stale |
| SouthState Corp new | 381 | $22K | 0.0% | 2025-Q1 stale |
| REAP Financial Group, LLC new | 353 | $21K | 0.0% | 2025-Q4 stale |
| Hurley Capital, LLC | 253 | $15K | 0.0% | 2025-Q1 stale |
| SALEM INVESTMENT COUNSELORS INC | 200 | $12K | 0.0% | 2025-Q3 stale |
| GPS Wealth Strategies Group, LLC | 157 | $9K | 0.0% | 2025-Q3 stale |
| ROYAL BANK OF CANADA trimmed | 135 | $8K | 0.0% | 2025-Q4 stale |
| Brooklyn Investment Group | 55 | $3K | 0.0% | 2025-Q2 stale |
| LIBERTY WEALTH MANAGEMENT LLC new | 73,026 | $1K | 0.0% | 2025-Q1 stale |
| ASSETMARK, INC new | 5 | $293 | 0.0% | 2025-Q4 stale |
| Aptus Capital Advisors, LLC trimmed | 1 | $67 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.