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Institutional Ownership · SEC Form 13F

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.

58
Institutional holders
1,358,073
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed228,259$14M15.1%2026-Q1
UBS Group AG added119,800$7M7.9%2026-Q1
Nvest Financial, LLC added111,016$7M7.3%2026-Q1
LPL Financial LLC added93,184$6M6.2%2026-Q1
CWM, LLC trimmed89,922$6M6.0%2026-Q1
Rockefeller Capital Management L.P. added83,645$5M5.5%2026-Q1
GOLDMAN SACHS GROUP INC added70,204$4M4.6%2026-Q1
Dynamic Advisor Solutions LLC trimmed55,021$3M3.6%2026-Q1
IAG Wealth Partners, LLC added51,513$3M3.4%2026-Q1
Eagle Strategies LLC added47,045$3M3.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed37,771$2M2.5%2026-Q1
Cetera Investment Advisers added35,288$2M2.3%2026-Q1
CITADEL ADVISORS LLC added30,909$2M2.0%2026-Q1
Allworth Financial LP trimmed29,022$2M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added27,647$2M1.8%2026-Q1
Investors Research Corp trimmed26,334$2M1.7%2026-Q1
CoreCap Advisors, LLC added23,495$1M1.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed14,621$903K1.0%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed13,800$852K0.9%2026-Q1
Accel Wealth Management trimmed12,397$766K0.8%2026-Q1
Fifth Third Securities, Inc. new11,785$728K0.8%2026-Q1
Pacific Sun Financial Corp trimmed10,710$661K0.7%2026-Q1
Kestra Advisory Services, LLC added9,896$611K0.7%2026-Q1
Huntleigh Advisors, Inc. added8,881$548K0.6%2026-Q1
Sovran Advisors, LLC trimmed8,361$543K0.6%2026-Q1
VICUS CAPITAL trimmed7,950$491K0.5%2026-Q1
Investment Planning Advisors, Inc. added7,743$478K0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed7,163$442K0.5%2026-Q1
one8zero8, LLC trimmed7,106$439K0.5%2026-Q1
Mariner, LLC trimmed7,009$433K0.5%2026-Q1
HB Wealth Management, LLC6,657$411K0.4%2026-Q1
Private Advisor Group, LLC trimmed5,944$367K0.4%2026-Q1
MORGAN STANLEY trimmed5,628$348K0.4%2026-Q1
Intentional Wealth Strategies, LLC new5,505$340K0.4%2026-Q1
Medallion Wealth Advisors, LLC trimmed5,415$334K0.4%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV new5,325$329K0.4%2026-Q1
Western Wealth Management, LLC trimmed5,225$323K0.3%2026-Q1
STIFEL FINANCIAL CORP trimmed4,900$303K0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added4,779$295K0.3%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new4,405$282K0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed4,382$271K0.3%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC trimmed3,450$213K0.2%2026-Q1
Farther Finance Advisors, LLC added2,481$154K0.2%2026-Q1
JPMORGAN CHASE & CO added1,393$85K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed832$51K0.1%2026-Q1
RETIREMITTEN FINANCIAL LLC new795$49K0.1%2026-Q1
Cassaday & Co Wealth Management LLC new540$33K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added495$31K0.0%2026-Q1
Sound Income Strategies, LLC453$28K0.0%2026-Q1
Steward Partners Investment Advisory, LLC445$27K0.0%2026-Q1
Parallel Advisors, LLC350$22K0.0%2026-Q1
BlackRock, Inc.323$20K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC new316$20K0.0%2026-Q1
PRIVATE TRUST CO NA189$12K0.0%2026-Q1
AdvisorNet Financial, Inc150$9K0.0%2026-Q1
FMR LLC99$6K0.0%2026-Q1
Allspring Global Investments Holdings, LLC new50$3K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV50$3K0.0%2026-Q1
JANE STREET GROUP, LLC added31,268$2M1.9%2025-Q2 stale
Atria Investments, Inc added24,173$1M1.4%2025-Q2 stale
Oxinas Partners Wealth Management LLC added24,140$1M1.4%2025-Q2 stale
HRT FINANCIAL LP added14,751$872K0.9%2025-Q3 stale
Capital Advisory Group Advisory Services, LLC trimmed12,004$704K0.8%2025-Q4 stale
PFG Advisors trimmed11,116$652K0.7%2025-Q4 stale
BENJAMIN EDWARDS INC trimmed9,439$553K0.6%2025-Q4 stale
StoneX Group Inc. added7,229$424K0.5%2025-Q4 stale
D. E. Shaw & Co., Inc. trimmed6,206$367K0.4%2025-Q3 stale
COMMERCE BANK new4,991$295K0.3%2025-Q3 stale
FLOW TRADERS U.S. LLC new4,415$259K0.3%2025-Q4 stale
Diversify Advisory Services, LLC new4,219$259K0.3%2025-Q4 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added3,763$221K0.2%2025-Q3 stale
Kingsview Wealth Management, LLC added3,765$209K0.2%2025-Q2 stale
Integrity Financial Corp /WA trimmed727$43K0.0%2025-Q3 stale
NewEdge Advisors, LLC trimmed651$38K0.0%2025-Q4 stale
Nemes Rush Group LLC new457$27K0.0%2025-Q4 stale
SouthState Corp new381$22K0.0%2025-Q1 stale
REAP Financial Group, LLC new353$21K0.0%2025-Q4 stale
Hurley Capital, LLC253$15K0.0%2025-Q1 stale
SALEM INVESTMENT COUNSELORS INC200$12K0.0%2025-Q3 stale
GPS Wealth Strategies Group, LLC157$9K0.0%2025-Q3 stale
ROYAL BANK OF CANADA trimmed135$8K0.0%2025-Q4 stale
Brooklyn Investment Group55$3K0.0%2025-Q2 stale
LIBERTY WEALTH MANAGEMENT LLC new73,026$1K0.0%2025-Q1 stale
ASSETMARK, INC new5$2930.0%2025-Q4 stale
Aptus Capital Advisors, LLC trimmed1$670.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership