Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
15 tracked funds added or opened CSMD while 9 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
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 2026-Q1 and 2026-Q2, across 37 tracked filers holding CSMD, 22 increased or opened the position and 22 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 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.
New buyers 3
- Nuveen, LLC$6M
- Diversify Advisory Services, LLC$810K
- GK Wealth Management LLC$729K
Full exits 6
- HANTZ FINANCIAL SERVICES, INC.$191M
- HighTower Advisors, LLC$6M
- Integrated Wealth Concepts LLC$4M
- Brooklyn Investment Group$4M
- Gibbs Wealth Management$2M
- JANE STREET GROUP, LLC$1M
Largest adds
- MORGAN STANLEY$14M
- Rockefeller Capital Management L.P.$10M
- ENVESTNET ASSET MANAGEMENT INC$10M
- Glenview Trust Co$9M
- STIFEL FINANCIAL CORP$3M
- Beacon Bank & Trust$2M
Largest trims
- MGO ONE SEVEN LLC$12M
- Portside Wealth Group, LLC$2M
- Revisor Wealth Management LLC$260K
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 | 1,704,599 | $62M | 13.5% | 2026-Q2 |
| Glenview Trust Co added | 1,253,954 | $46M | 9.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,033,641 | $38M | 8.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 952,997 | $35M | 7.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 358,829 | $13M | 2.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 260,875 | $10M | 2.1% | 2026-Q2 |
| Beacon Bank & Trust added | 213,409 | $8M | 1.7% | 2026-Q2 |
| Nuveen, LLC new | 156,838 | $6M | 1.2% | 2026-Q2 |
| Clarendon Private LLC trimmed | 131,970 | $5M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 131,581 | $5M | 1.0% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 108,255 | $4M | 0.9% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 74,298 | $3M | 0.6% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 42,376 | $2M | 0.3% | 2026-Q2 |
| Portside Wealth Group, LLC trimmed | 24,711 | $902K | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 23,787 | $810K | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 23,787 | $810K | 0.2% | 2026-Q2 |
| GK Wealth Management LLC trimmed | 19,965 | $729K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,257 | $593K | 0.1% | 2026-Q2 |
| NORDEN GROUP LLC added | 16,238 | $593K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 14,579 | $532K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 12,309 | $449K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 10,598 | $387K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 7,300 | $266K | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC trimmed | 6,706 | $245K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,254 | $228K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC trimmed | 6,039 | $220K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 5,868 | $214K | 0.0% | 2026-Q2 |
| Copley Financial Group, Inc. new | 5,815 | $212K | 0.0% | 2026-Q2 |
| Waverly Advisors, LLC new | 5,705 | $208K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 5,570 | $203K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 5,160 | $188K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,535 | $127K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 2,665 | $97K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 460 | $17K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 214 | $8K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 167 | $6K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 102 | $4K | 0.0% | 2026-Q2 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 6,217,860 | $191M | 41.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 187,221 | $6M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 141,706 | $4M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group trimmed | 141,620 | $4M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Gibbs Wealth Management trimmed | 61,885 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 38,411 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 13,660 | $419K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 13,044 | $401K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 237 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 10,125 | $320K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 6,057 | $192K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AE Wealth Management LLC new | 269 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PFG Advisors added | 8,510 | $283K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC new | 309 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 141 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC added | 272,040 | $8M | 1.8% | 2025-Q2 stale (4 quarters behind) |
| TOWNSQUARE CAPITAL LLC trimmed | 22,850 | $712K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CIBC Private Wealth Group LLC new | 495 | $15K | 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.