Who owns CSMD?
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41 institutions reported holding CSMD, worth $488.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CSMD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Southfield, MI | $222.6M | 6,100,013 | −117,847 shares |
| Morgan Stanley | New York, NY | $62.2M | 1,704,599 | +125,619 shares |
| Glenview Trust Co | Louisville, KY | $45.8M | 1,253,954 | +41,789 shares |
| Rockefeller Capital Management L.P. | New York, NY | $37.7M | 1,033,641 | +135,164 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $34.8M | 952,997 | +130,738 shares |
| HighTower Advisors, LLC | Chicago, IL | $15.5M | 425,791 | +238,570 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $13.1M | 358,829 | −22,810 shares |
| Stifel Financial Corp. | St. Louis, MO | $9.5M | 260,875 | +54,374 shares |
| Beacon Bank & Trust | Boston, MA | $7.8M | 213,409 | +31,506 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $7.1M | 194,293 | +52,587 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CSMD?
41 institutional managers reported holding CSMD in Form 13F filings for June 30, 2026, worth $488.1M in total. The largest reported position was held by Hantz Financial Services, Inc., at $222.6M.
Did institutions buy or sell CSMD last quarter?
Reported 13F value rose 22.8% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CSMD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.