CSHI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +30.0% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 685.49K | +64.0% | $34.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 531.01K | +230.5% | $26.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 409.85K | +4.0% | $20.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 202.93K | +37.4% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 104.36K | +13.3% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 34.99K | -0.4% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 31.68K | +83.6% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 17.61K | New | $877,997 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 15.46K | +54.3% | $769,956 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 15.02K | -3.7% | $748,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 6.56K | -36.9% | $326,701 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mariner, LLC | 4.89K | -40.6% | $243,418 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 105 | 0.0% | $5,000 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 33 | New | $1,642 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1 | -99.9% | $63 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1 | 0.0% | $38 | 0.0% | Held | 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… | $877,997 | 0.0% |
| Jones Financial Companies Lllp | $1,642 | 0.0% |
Exited
| HighTower Advisors, LLC | $2.05M | was 0.0% |
| Citadel Advisors | $1.75M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 112 holders, 7.73M shares, $384.12M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.