Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
4 tracked funds added or opened CSB while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 56 tracked filers holding CSB, 25 increased or opened the position and 31 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 2026-Q1 and 2026-Q2 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.
Full exits 2
- CWM, LLC$6M
- CITADEL ADVISORS LLC$2M
Largest adds
- GOLDMAN SACHS GROUP INC$1M
- BANK OF AMERICA CORP /DE/$541K
- Nvest Financial, LLC$432K
- Rockefeller Capital Management L.P.$326K
Largest trims
- LPL Financial LLC$921K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$910K
- Investors Research Corp$295K
- Allworth Financial LP$285K
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 | 223,148 | $15M | 15.4% | 2026-Q2 |
| UBS Group AG trimmed | 115,226 | $8M | 7.9% | 2026-Q2 |
| Nvest Financial, LLC added | 111,105 | $7M | 7.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 84,594 | $6M | 5.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 83,717 | $5M | 5.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 73,692 | $5M | 5.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 54,918 | $4M | 3.8% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 51,901 | $3M | 3.6% | 2026-Q2 |
| Eagle Strategies LLC trimmed | 45,382 | $3M | 3.1% | 2026-Q2 |
| Cetera Investment Advisers added | 36,473 | $2M | 2.5% | 2026-Q2 |
| CoreCap Advisors, LLC added | 23,574 | $2M | 1.6% | 2026-Q2 |
| Allworth Financial LP trimmed | 22,985 | $2M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 22,352 | $1M | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 21,680 | $1M | 1.5% | 2026-Q2 |
| Investors Research Corp trimmed | 20,294 | $1M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,356 | $942K | 1.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 13,700 | $899K | 0.9% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 12,844 | $842K | 0.9% | 2026-Q2 |
| Accel Wealth Management trimmed | 11,713 | $768K | 0.8% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 10,635 | $698K | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 10,607 | $696K | 0.7% | 2026-Q2 |
| Huntleigh Advisors, Inc. added | 8,996 | $590K | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 8,676 | $569K | 0.6% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 8,325 | $564K | 0.6% | 2026-Q2 |
| VICUS CAPITAL added | 8,160 | $535K | 0.6% | 2026-Q2 |
| Investment Planning Advisors, Inc. added | 8,044 | $528K | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,944 | $521K | 0.5% | 2026-Q2 |
| one8zero8, LLC added | 7,236 | $475K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,174 | $471K | 0.5% | 2026-Q2 |
| Mariner, LLC added | 7,010 | $460K | 0.5% | 2026-Q2 |
| StoneX Group Inc. trimmed | 6,360 | $410K | 0.4% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 5,415 | $355K | 0.4% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 5,257 | $345K | 0.4% | 2026-Q2 |
| Western Wealth Management, LLC added | 5,227 | $343K | 0.4% | 2026-Q2 |
| Intentional Wealth Strategies, LLC trimmed | 5,198 | $341K | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 4,900 | $321K | 0.3% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 4,402 | $294K | 0.3% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 4,402 | $294K | 0.3% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 3,374 | $221K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,240 | $213K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,163 | $208K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 2,464 | $162K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,355 | $89K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,241 | $81K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,150 | $75K | 0.1% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 540 | $35K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 488 | $32K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 445 | $29K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 350 | $23K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 189 | $12K | 0.0% | 2026-Q2 |
| FMR LLC added | 165 | $11K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 151 | $10K | 0.0% | 2026-Q2 |
| Robinswood Financial LLC | 117 | $8K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 50 | $3K | 0.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 25 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $18 | 0.0% | 2026-Q2 |
| CWM, LLC trimmed | 89,922 | $6M | 5.8% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 30,909 | $2M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| MERCER GLOBAL ADVISORS INC /ADV new | 5,325 | $329K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 4,382 | $271K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| RETIREMITTEN FINANCIAL LLC new | 795 | $49K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 453 | $28K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 323 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 316 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisory Group Advisory Services, LLC trimmed | 12,004 | $704K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| PFG Advisors trimmed | 11,116 | $652K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| BENJAMIN EDWARDS INC trimmed | 9,439 | $553K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC new | 4,415 | $259K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Nemes Rush Group LLC new | 457 | $27K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| REAP Financial Group, LLC new | 353 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 135 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ASSETMARK, INC new | 5 | $293 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 14,751 | $872K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| D. E. Shaw & Co., Inc. trimmed | 6,206 | $367K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| COMMERCE BANK new | 4,991 | $295K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Integrity Financial Corp /WA trimmed | 727 | $43K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SALEM INVESTMENT COUNSELORS INC | 200 | $12K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC | 157 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC added | 31,268 | $2M | 1.8% | 2025-Q2 stale (4 quarters behind) |
| Atria Investments, Inc added | 24,173 | $1M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| Oxinas Partners Wealth Management LLC added | 24,140 | $1M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| Kingsview Wealth Management, LLC added | 3,765 | $209K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group | 55 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Aptus Capital Advisors, LLC trimmed | 1 | $67 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.