PROFESSIONALLY MANAGED PORTFOLIOS - CSMD

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$409.8M
QoQ value delta ($000)
+$57.93M (+16.47%)
Implied price effect (QoQ)
-4.97%
Shares
Total shares
12,947,945
QoQ shares delta
+2,383,344 (+22.56%)
Total shares held by funds (by quarter)

Market chart (CSMD)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
HANTZ FINANCIAL SERVICES, INC. 236,810 7,489,237 3.49%
MORGAN STANLEY 39,964 1,263,909 0.0%
Glenview Trust Co 31,498 996,148 0.49%
Rockefeller Capital Management L.P. 21,701 686,314 0.04%
ENVESTNET ASSET MANAGEMENT INC 20,006 632,721 0.01%
MGO ONE SEVEN LLC 14,573 460,897 0.3%
OSAIC HOLDINGS, INC. 11,049 349,441 0.02%
Brooklyn Investment Group 5,414 168,198 0.25%
Integrated Wealth Concepts LLC 3,874 122,535 0.05%
STIFEL FINANCIAL CORP 3,376 106,775 0.0%
Beacon Bank & Trust 3,302 104,448 0.67%
Clarendon Private LLC 2,596 82,107 2.2%
CONGRESS ASSET MANAGEMENT CO 2,596 82,107 0.02%
Gibbs Wealth Management 2,105 63,121 0.51%
Portside Wealth Group, LLC 1,823 57,679 0.25%
JONES FINANCIAL COMPANIES LLLP 1,263 39,964 0.0%
Apollon Wealth Management, LLC 1,002 31,696 0.02%
Diversify Advisory Services, LLC 888 25,784 0.03%
GK Wealth Management LLC 846 26,762 0.56%
Revisor Wealth Management LLC 706 20,973 0.19%
NORDEN GROUP LLC 700 22,167 0.07%
DIVERSIFY WEALTH MANAGEMENT, LLC 556 16,536 0.03%
JANE STREET GROUP, LLC 544 17,220 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 532 16,827 0.0%
NATIXIS ADVISORS, LLC 362 11,461 0.0%