CSMD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +19.6% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 ✦ | 1.70M | +8.0% | $62.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 1.03M | +15.0% | $37.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 1.03M | +15.0% | $37.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 953.00K | +15.9% | $34.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 425.79K | +127.4% | $15.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 358.83K | -6.0% | $13.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 358.83K | -6.0% | $13.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 260.88K | +26.3% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 260.88K | +26.3% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 260.88K | +26.3% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Nuveen, LLC | 156.84K | New | $5.72M | 0.0% | New | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 131.58K | +51.6% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 131.58K | +51.6% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 16.26K | +135.8% | $593,218 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 10.60K | -6.3% | $386,721 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 6.25K | -8.6% | $228,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 6.25K | -8.6% | $228,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 5.87K | New | $214,123 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fifth Third Bancorp | 5.57K | -0.1% | $203,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 5.16K | +1190.0% | $188,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 5.16K | +1190.0% | $188,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 3.54K | +284.7% | $126,518 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 214 | -9.7% | $7,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $5.72M | 0.0% |
| Quantinno Capital Management… | $214,123 | 0.0% |
Exited
| Jane Street Group, Llc | $1.18M | was 0.0% |
| Goldman Sachs Group | $400,581 | was 0.0% |
| UBS AM, a distinct business… | $7,278 | 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.