Security record · archived quarter
CSB
name pending profile ingest
22Tracked holders
-1Δ holders
725.48KShares held
$47.59MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow -8.5% ·
net new positions -4.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -1 | 725.48K | $47.59M | +1 | −2 |
| Q1 2026 | 24 | +1 | 883.05K | $54.53M | +3 | −2 |
| Q4 2025 | 23 | 0 | 832.69K | $48.80M | +1 | −1 |
| Q3 2025 | 7 | 0 | 61.04K | $3.61M | +1 | −1 |
| Q2 2025 | 4 | 0 | 43.60K | $2.42M | — | — |
| Q1 2025 | 3 | 0 | 48.66K | $2.79M | — | — |
| Q4 2024 | 3 | 0 | 32.38K | $1.92M | — | — |
| Q3 2024 | 3 | 0 | 41.81K | $2.46M | — | — |
| Q2 2024 | 3 | — | 27.07K | $1.45M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 223.15K | -2.2% | $14.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 223.15K | -2.2% | $14.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 223.15K | -2.2% | $14.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | UBS Group AG | 115.23K | -3.8% | $7.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 115.23K | -3.8% | $7.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 84.59K | +20.5% | $5.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 83.72K | +0.1% | $5.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 83.72K | +0.1% | $5.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 73.69K | -20.9% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 36.47K | +3.4% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 22.35K | -19.1% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 22.35K | -19.1% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 21.68K | -42.6% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 21.68K | -42.6% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 14.36K | -1.8% | $941,635 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 13.70K | -0.7% | $898,617 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 7.94K | +66.2% | $521,067 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 7.17K | +0.1% | $470,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mariner, LLC | 7.01K | 0.0% | $459,814 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 4.90K | 0.0% | $321,403 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 3.24K | -42.4% | $212,553 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 3.24K | -42.4% | $212,553 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 3.24K | -42.4% | $212,553 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 3.16K | New | $208,316 | 0.0% | New | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.35K | +62.9% | $88,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 1.35K | +62.9% | $88,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.24K | -10.9% | $81,455 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.24K | -10.9% | $81,455 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 323 | 0.0% | $21,209 | 0.0% | Held | 4 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 165 | +66.7% | $10,794 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Allspring Global Investments… | 25 | -50.0% | $1,642 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 0 | -100.0% | $18 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wealth Enhancement Advisory… | $208,316 | 0.0% |
Exited
| Citadel Advisors | $1.91M | was 0.0% |
| Mercer Global Advisors Inc… | $328,833 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 1.36M shares, $83.55M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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