CSMD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.58M | +24.9% | $48.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 898.48K | +30.9% | $27.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 822.26K | +30.0% | $25.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 381.64K | +9.2% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Stifel Financial Corp | 206.50K | +93.4% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 187.22K | New | $5.75M | 0.0% | New | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 86.79K | +117.2% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 38.41K | +123.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 13.04K | New | $400,581 | 0.0% | New | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 11.31K | New | $347,330 | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 6.89K | -59.0% | $211,684 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 6.84K | New | $210,210 | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Fifth Third Bancorp | 5.57K | New | $171,147 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 919 | 0.0% | $27,276 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 400 | New | $12,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS AM, a distinct business unit of… | 237 | New | $7,278 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 237 | -51.9% | $7,278 | 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
| HighTower Advisors, LLC | $5.75M | 0.0% |
| Goldman Sachs Group | $400,581 | 0.0% |
| LPL Financial LLC | $347,330 | 0.0% |
| Raymond James Financial Inc | $210,210 | 0.0% |
| Fifth Third Bancorp | $171,147 | 0.0% |
| Royal Bank Of Canada | $12,000 | 0.0% |
| UBS AM, a distinct business… | $7,278 | 0.0% |
Exited
| Citadel Advisors | $320,153 | was 0.0% |
| Quantinno Capital Management… | $294,351 | was 0.0% |
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.