Who owns CSM
Which tracked institutional funds hold CSM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CSM 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
The tracked-fund tape on CSM is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 20 trimmed or exited — on balance reducing.
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
CSM’s largest tracked holder by dollar value, MORGAN STANLEY, 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 CSM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CSM 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 101 tracked filers holding CSM, 32 increased or opened the position and 45 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 CSM 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.
Largest adds
- Waterfront Wealth Inc.$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$452K
- CreativeOne Wealth, LLC$253K
Largest trims
- STIFEL FINANCIAL CORP$2M
- MORGAN STANLEY$2M
- B. Riley Wealth Advisors, Inc.$2M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$2M
- LPL Financial LLC$2M
- Bank of New York Mellon Corp$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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 824,698 | $62M | 22.8% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 380,918 | $29M | 10.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 292,100 | $22M | 8.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 164,537 | $12M | 4.4% | 2026-Q1 |
| Waterfront Wealth Inc. added | 134,277 | $10M | 3.7% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 115,061 | $9M | 3.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 102,149 | $8M | 2.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 99,703 | $7M | 2.8% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 86,640 | $7M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 70,250 | $5M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 65,373 | $5M | 1.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 62,403 | $5M | 1.7% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 53,870 | $4M | 1.5% | 2026-Q1 |
| Mutual Advisors, LLC | 52,338 | $4M | 1.4% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 49,013 | $4M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 48,408 | $4M | 1.3% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC trimmed | 45,057 | $3M | 1.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV | 41,414 | $3M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 36,536 | $3M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 35,545 | $3M | 1.0% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 34,064 | $3M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 33,259 | $2M | 0.9% | 2026-Q1 |
| MANCHESTER FINANCIAL INC added | 31,488 | $2M | 0.9% | 2026-Q1 |
| Cerity Partners LLC trimmed | 29,741 | $2M | 0.8% | 2026-Q1 |
| Duncan Williams Asset Management, LLC trimmed | 29,266 | $2M | 0.8% | 2026-Q1 |
| HCR Wealth Advisors | 25,714 | $2M | 0.7% | 2026-Q1 |
| Patten Group, Inc. trimmed | 22,953 | $2M | 0.6% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 19,714 | $1M | 0.5% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 19,368 | $1M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 19,329 | $1M | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 17,259 | $1M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 15,157 | $1M | 0.4% | 2026-Q1 |
| Elmwood Wealth Management, Inc. | 13,881 | $1M | 0.4% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 13,742 | $1M | 0.4% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 13,552 | $1M | 0.4% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 12,786 | $957K | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 12,589 | $942K | 0.3% | 2026-Q1 |
| SeaCrest Wealth Management, LLC | 10,667 | $798K | 0.3% | 2026-Q1 |
| Navis Wealth Advisors, LLC added | 10,342 | $774K | 0.3% | 2026-Q1 |
| Prosperity Financial Group, Inc. added | 9,880 | $739K | 0.3% | 2026-Q1 |
| QTR Family Wealth, LLC trimmed | 9,022 | $722K | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 9,403 | $704K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 9,327 | $698K | 0.3% | 2026-Q1 |
| MAI Capital Management | 8,670 | $649K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 8,072 | $604K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 8,070 | $604K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,691 | $575K | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 7,408 | $554K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 7,316 | $547K | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 7,100 | $531K | 0.2% | 2026-Q1 |
| Empower Advisory Group, LLC | 7,027 | $526K | 0.2% | 2026-Q1 |
| Bienville Capital Management, LLC | 6,600 | $494K | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 6,355 | $475K | 0.2% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 6,136 | $459K | 0.2% | 2026-Q1 |
| Soundwatch Capital LLC | 5,796 | $434K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 5,610 | $420K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 5,430 | $406K | 0.2% | 2026-Q1 |
| Commonwealth Financial Services, LLC | 5,335 | $399K | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC | 5,001 | $374K | 0.1% | 2026-Q1 |
| Kelman-Lazarov, Inc. | 4,800 | $359K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC | 4,745 | $355K | 0.1% | 2026-Q1 |
| Intrua Financial, LLC trimmed | 4,487 | $336K | 0.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. | 4,396 | $329K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 4,219 | $316K | 0.1% | 2026-Q1 |
| EVERMAY WEALTH MANAGEMENT LLC trimmed | 4,140 | $310K | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 4,118 | $308K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 4,044 | $303K | 0.1% | 2026-Q1 |
| Mariner, LLC | 3,997 | $299K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 3,975 | $297K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. | 3,382 | $269K | 0.1% | 2026-Q1 |
| Pacific Sun Financial Corp added | 3,590 | $269K | 0.1% | 2026-Q1 |
| Werba Rubin Papier Wealth Management | 3,464 | $259K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,491 | $255K | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 3,364 | $252K | 0.1% | 2026-Q1 |
| CALDWELL SUTTER CAPITAL, INC. | 3,330 | $249K | 0.1% | 2026-Q1 |
| WEALTH EFFECTS LLC | 3,203 | $240K | 0.1% | 2026-Q1 |
| JBR Co Financial Management Inc | 2,780 | $222K | 0.1% | 2026-Q1 |
| Palisades Hudson Asset Management, L.P. new | 2,883 | $216K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 2,881 | $216K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,846 | $213K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 2,784 | $208K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 2,574 | $193K | 0.1% | 2026-Q1 |
| Apexium Financial, LP trimmed | 91,122 | $7M | 2.6% | 2025-Q3 stale |
| Freedom Investment Management, Inc. trimmed | 41,436 | $3M | 1.1% | 2025-Q2 stale |
| CWM, LLC | 17,292 | $1M | 0.5% | 2025-Q2 stale |
| Capital Market Strategies LLC trimmed | 17,275 | $1M | 0.4% | 2025-Q2 stale |
| Silvercrest Asset Management Group LLC | 16,375 | $1M | 0.4% | 2025-Q2 stale |
| ATLAS CAPITAL ADVISORS INC. | 13,880 | $978K | 0.4% | 2025-Q2 stale |
| GWN SECURITIES INC. new | 10,569 | $713K | 0.3% | 2025-Q1 stale |
| Willow Creek Wealth Management Inc. new | 7,389 | $566K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 5,936 | $472K | 0.2% | 2025-Q4 stale |
| Diversified Trust Co | 4,800 | $338K | 0.1% | 2025-Q2 stale |
| LeClair Wealth Partners LLC trimmed | 3,426 | $273K | 0.1% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. new | 3,049 | $243K | 0.1% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,896 | $234K | 0.1% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP added | 2,898 | $231K | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 2,846 | $227K | 0.1% | 2025-Q4 stale |
| Focus Financial Network, Inc. trimmed | 2,737 | $218K | 0.1% | 2025-Q4 stale |
| Sequent Planning LLC new | 2,662 | $212K | 0.1% | 2025-Q4 stale |
| RDA Financial Network trimmed | 2,586 | $206K | 0.1% | 2025-Q4 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.