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Institutional Ownership · SEC Form 13F

Who owns CSMD (CSMD)


Which tracked institutional funds hold CSMD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CSMD 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.

37
Institutional holders
13,150,807
Shares held (tracked funds)

How the tape is positioned

15 tracked funds added or opened CSMD while 6 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

CSMD’s largest tracked holder by dollar value, HANTZ FINANCIAL SERVICES, INC., sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CSMD 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 37 tracked filers holding CSMD, 28 increased or opened the position and 14 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 CSMD 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 1

  • HighTower Advisors, LLC$6M

Full exits 2

  • Diversify Advisory Services, LLC$889K
  • GK Wealth Management LLC$846K

Largest adds

  • MORGAN STANLEY$9M
  • Glenview Trust Co$6M
  • Rockefeller Capital Management L.P.$6M
  • ENVESTNET ASSET MANAGEMENT INC$5M
  • STIFEL FINANCIAL CORP$3M
  • Beacon Bank & Trust$2M

Largest trims

  • HANTZ FINANCIAL SERVICES, INC.$46M
  • Brooklyn Investment Group$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$320K
  • MGO ONE SEVEN LLC$272K

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
HANTZ FINANCIAL SERVICES, INC. trimmed6,217,860$191M45.9%2026-Q1
MORGAN STANLEY added1,578,980$48M11.7%2026-Q1
Glenview Trust Co added1,212,165$37M9.0%2026-Q1
Rockefeller Capital Management L.P. added898,477$28M6.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added822,259$25M6.1%2026-Q1
MGO ONE SEVEN LLC added465,709$14M3.4%2026-Q1
OSAIC HOLDINGS, INC. added381,639$12M2.8%2026-Q1
STIFEL FINANCIAL CORP added206,501$6M1.5%2026-Q1
HighTower Advisors, LLC new187,221$6M1.4%2026-Q1
Beacon Bank & Trust added181,903$6M1.3%2026-Q1
Integrated Wealth Concepts LLC added141,706$4M1.0%2026-Q1
Brooklyn Investment Group trimmed141,620$4M1.0%2026-Q1
Clarendon Private LLC added138,990$4M1.0%2026-Q1
CONGRESS ASSET MANAGEMENT CO added109,277$3M0.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added86,787$3M0.6%2026-Q1
Portside Wealth Group, LLC added84,856$3M0.6%2026-Q1
Gibbs Wealth Management trimmed61,885$2M0.5%2026-Q1
JANE STREET GROUP, LLC added38,411$1M0.3%2026-Q1
Apollon Wealth Management, LLC added34,828$1M0.3%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC added33,122$1M0.3%2026-Q1
Revisor Wealth Management LLC trimmed16,447$505K0.1%2026-Q1
NORDEN GROUP LLC trimmed16,183$497K0.1%2026-Q1
Orion Porfolio Solutions, LLC added14,863$456K0.1%2026-Q1
NATIXIS ADVISORS, LLC added13,660$419K0.1%2026-Q1
GOLDMAN SACHS GROUP INC added13,044$401K0.1%2026-Q1
LPL Financial LLC new11,310$347K0.1%2026-Q1
Aptus Capital Advisors, LLC added9,796$301K0.1%2026-Q1
Financial Network Wealth Advisors LLC trimmed7,079$217K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed6,893$212K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added6,845$210K0.1%2026-Q1
FIFTH THIRD BANCORP new5,573$171K0.0%2026-Q1
HARBOR INVESTMENT ADVISORY, LLC added2,665$82K0.0%2026-Q1
JPMORGAN CHASE & CO919$27K0.0%2026-Q1
ST GERMAIN D J CO INC new460$14K0.0%2026-Q1
ROYAL BANK OF CANADA new400$12K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new237$7K0.0%2026-Q1
UBS Group AG trimmed237$7K0.0%2026-Q1
CW Advisors, LLC added272,040$8M2.0%2025-Q2 stale
Diversify Advisory Services, LLC trimmed25,784$889K0.2%2025-Q4 stale
GK Wealth Management LLC added26,762$846K0.2%2025-Q4 stale
TOWNSQUARE CAPITAL LLC trimmed22,850$712K0.2%2025-Q2 stale
CITADEL ADVISORS LLC new10,125$320K0.1%2025-Q4 stale
Quantinno Capital Management LP trimmed9,309$294K0.1%2025-Q4 stale
PFG Advisors added8,510$283K0.1%2025-Q3 stale
COMERICA BANK added6,057$192K0.0%2025-Q4 stale
CIBC Private Wealth Group LLC new495$15K0.0%2025-Q2 stale
CWM, LLC new309$10K0.0%2025-Q3 stale
AE Wealth Management LLC new269$9K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC. new141$5K0.0%2025-Q3 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.

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