CSMD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +30.0% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -1 | 5.08M | $185.20M | +2 | −3 |
| Q1 2026 | 17 | +5 | 4.25M | $130.36M | +7 | −2 |
| Q4 2025 | 12 | +2 | 3.13M | $99.10M | +2 | — |
| Q3 2025 | 1 | — | 504.34K | $16.80M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.26M | +150.6% | $39.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 686.31K | — | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 632.72K | — | $20.01M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 349.44K | — | $11.05M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 349.44K | — | $11.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 106.78K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 106.78K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 106.78K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 39.96K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 39.96K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 17.22K | — | $544,496 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 16.83K | — | $532,070 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 10.12K | New | $320,153 | 0.0% | New | 1 | SEC ↗ |
| 14 | Quantinno Capital Management LP | 9.31K | — | $294,351 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 919 | New | $29,059 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 493 | — | $15,589 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $320,153 | 0.0% |
| JPMorgan Chase | $29,059 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 13.15M shares, $212.66M 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.