Security record · archived quarter
CSM
name pending profile ingest
32Tracked holders
0Δ holders
2.19MShares held
$186.55MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.7% · net new positions 0.0% — formula
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 | 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 835.85K | +1.4% | $71.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 835.85K | +1.4% | $71.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Kayne Anderson Rudnick Investment… | 382.41K | +0.4% | $32.57M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 254.98K | -12.7% | $21.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 95.56K | -4.2% | $8.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 93.07K | -8.9% | $7.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 70.16K | -0.1% | $5.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 70.16K | -0.1% | $5.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 63.27K | -3.2% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 63.27K | -3.2% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 63.27K | -3.2% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 61.73K | -1.1% | $5.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 61.73K | -1.1% | $5.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 61.73K | -1.1% | $5.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 48.30K | -0.2% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 48.30K | -0.2% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 42.37K | +16.0% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 42.37K | +16.0% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 33.14K | -2.7% | $2.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 32.59K | -2.0% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 29.66K | -0.3% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 21.52K | -48.0% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 18.71K | +100.6% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Hrt Financial Lp | 14.47K | New | $1.23M | 0.0% | New | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 12.51K | -0.6% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 12.43K | -18.0% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 12.43K | -18.0% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 12.43K | -18.0% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 7.41K | 0.0% | $631,299 | 0.0% | Held | 5 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 7.28K | -9.8% | $620,698 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Empower Advisory Group, LLC | 7.03K | 0.0% | $598,808 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 6.84K | +26.0% | $583,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 6.74K | -12.4% | $574,122 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 6.68K | +91.4% | $564,847 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 6.68K | +91.4% | $564,847 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.61K | 0.0% | $478,056 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Mariner, LLC | 5.20K | +30.0% | $442,898 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 4.40K | 0.0% | $374,606 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 2.85K | 0.0% | $242,523 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 2.46K | New | $213,102 | 0.0% | New | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 2.14K | 0.0% | $182,702 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 1.75K | +146.1% | $148,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | UBS Group AG | 265 | -70.5% | $22,582 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $1.23M | 0.0% |
| Wealth Enhancement Advisory… | $213,102 | 0.0% |
Exited
| Two Sigma Investments | $531,222 | was 0.0% |
| Jane Street Group, Llc | $208,299 | 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: Q2 2026 ·
Methodology ·
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