Security record · archived quarter
CSM
name pending profile ingest
32Tracked holders
0Δ holders
2.23MShares held
$166.76MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | 0 | 2.19M | $186.55M | +2 | −2 |
| Q1 2026 | 32 | 0 | 2.23M | $166.76M | +3 | −3 |
| Q4 2025 | 32 | 0 | 2.25M | $179.20M | — | — |
| Q3 2025 | 4 | +1 | 825.93K | $63.24M | +1 | — |
| Q2 2025 | 1 | — | 9.61K | $677,068 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 824.70K | +3.1% | $61.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 824.70K | +3.1% | $61.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Kayne Anderson Rudnick Investment… | 380.92K | +0.1% | $28.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 292.10K | -0.3% | $21.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Stifel Financial Corp | 102.15K | -16.0% | $7.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 99.70K | +0.8% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 70.25K | +7.4% | $5.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 70.25K | +7.4% | $5.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 65.37K | -6.3% | $4.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 65.37K | -6.3% | $4.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 65.37K | -6.3% | $4.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 62.40K | -18.8% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 62.40K | -18.8% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 62.40K | -18.8% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 48.41K | +2.1% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 48.41K | +2.1% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 41.41K | 0.0% | $3.10M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 36.54K | -24.5% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 36.54K | -24.5% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 34.06K | -0.4% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 33.26K | +1.3% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 29.74K | -0.8% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 15.16K | +20.2% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 15.16K | +20.2% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 15.16K | +20.2% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 12.59K | -0.3% | $941,955 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 9.33K | +202.4% | $697,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 8.07K | -32.3% | $603,916 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 7.69K | +0.1% | $575,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 7.41K | -1.2% | $554,288 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 7.10K | -46.2% | $531,222 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Empower Advisory Group, LLC | 7.03K | 0.0% | $525,760 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 5.61K | 0.0% | $419,740 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 5.43K | +0.2% | $406,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 4.40K | 0.0% | $328,909 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Mariner, LLC | 4.00K | 0.0% | $299,085 | 0.0% | Held | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 3.49K | +846.1% | $254,937 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 3.49K | +846.1% | $254,937 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 3.49K | +846.1% | $254,937 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 2.85K | +818.1% | $212,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jane Street Group, Llc | 2.78K | New | $208,299 | 0.0% | New | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 2.14K | 0.0% | $160,414 | 0.0% | Held | 2 | SEC ↗ |
| 43 | UBS Group AG | 897 | New | $67,114 | 0.0% | New | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 709 | New | $53,047 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $208,299 | 0.0% |
| UBS Group AG | $67,114 | 0.0% |
| Us Bancorp \De\ | $53,047 | 0.0% |
Exited
| Hrt Financial Lp | $472,000 | was 0.0% |
| Wealth Enhancement Advisory… | $234,084 | was 0.0% |
| First Trust Advisors Lp | $230,951 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 3.39M shares, $249.36M 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: Q1 2026 ·
Methodology ·
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