PROFESSIONALLY MANAGED PORTFOLIOS - CSMD

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$492.4M
QoQ value delta ($000)
+$88.55M (+21.93%)
Implied price effect (QoQ)
+18.48%
Shares
Total shares
13,533,201
QoQ shares delta
+382,394 (+2.91%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 41 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
HANTZ FINANCIAL SERVICES, INC. 222,589 6,100,013 3.01%
MORGAN STANLEY 62,200 1,704,599 0.0%
Glenview Trust Co 45,756 1,253,954 0.63%
Rockefeller Capital Management L.P. 37,717 1,033,641 0.06%
ENVESTNET ASSET MANAGEMENT INC 34,774 952,997 0.01%
HighTower Advisors, LLC 15,537 425,791 0.02%
OSAIC HOLDINGS, INC. 13,093 358,829 0.02%
STIFEL FINANCIAL CORP 9,519 260,875 0.01%
Beacon Bank & Trust 7,787 213,409 1.48%
Nuveen, LLC 5,723 156,838 0.0%
Integrated Wealth Concepts LLC 5,165 141,552 0.03%
Clarendon Private LLC 4,815 131,970 3.09%
JONES FINANCIAL COMPANIES LLLP 4,688 131,581 0.0%
Brooklyn Investment Group 4,349 141,620 0.14%
CONGRESS ASSET MANAGEMENT CO 3,950 108,255 0.02%
MGO ONE SEVEN LLC 2,711 74,298 0.04%
Gibbs Wealth Management 1,900 61,885 0.25%
Apollon Wealth Management, LLC 1,546 42,376 0.02%
Portside Wealth Group, LLC 901 24,711 0.1%
DIVERSIFY WEALTH MANAGEMENT, LLC 809 23,787 0.01%
Diversify Advisory Services, LLC 809 23,787 0.01%
GK Wealth Management LLC 728 19,965 0.38%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 593 16,257 0.0%
NORDEN GROUP LLC 592 16,238 0.05%
NATIXIS ADVISORS, LLC 544 14,927 0.0%