PROFESSIONALLY MANAGED PORTFOLIOS - CSMD

Sector: Funds · Industry: Investment Company

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$404M

QoQ value delta ($000)

-$5.714M (-1.39%)

Implied price effect (QoQ)

-2.96%

Total shares

13,156,864

QoQ shares delta

+208,919 (+1.61%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 37 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.	190,950	6,217,860	2.91%
MORGAN STANLEY	48,490	1,578,980	0.0%
Glenview Trust Co	37,225	1,212,165	0.58%
Rockefeller Capital Management L.P.	27,592	898,477	0.05%
ENVESTNET ASSET MANAGEMENT INC	25,251	822,259	0.01%
MGO ONE SEVEN LLC	14,301	465,709	0.29%
OSAIC HOLDINGS, INC.	11,720	381,639	0.02%
STIFEL FINANCIAL CORP	6,341	206,501	0.01%
HighTower Advisors, LLC	5,749	187,221	0.01%
Beacon Bank & Trust	5,586	181,903	1.15%
Integrated Wealth Concepts LLC	4,351	141,706	0.03%
Brooklyn Investment Group	4,349	141,620	0.14%
Clarendon Private LLC	4,268	138,990	3.28%
CONGRESS ASSET MANAGEMENT CO	3,355	109,277	0.02%
JONES FINANCIAL COMPANIES LLLP	2,642	86,787	0.0%
Portside Wealth Group, LLC	2,605	84,856	0.35%
Gibbs Wealth Management	1,900	61,885	0.25%
JANE STREET GROUP, LLC	1,179	38,411	0.0%
Apollon Wealth Management, LLC	1,069	34,828	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	1,047	33,122	0.02%
Revisor Wealth Management LLC	505	16,447	0.14%
NORDEN GROUP LLC	496	16,183	0.05%
Orion Porfolio Solutions, LLC	456	14,863	0.0%
NATIXIS ADVISORS, LLC	419	13,660	0.0%
GOLDMAN SACHS GROUP INC	400	13,044	0.0%