Exchange Place Advisors Trust - ORSIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CSM Advisors, LLC | History | Reduced | 2,702,801 | 43,785 | 1.19% | 1.27% | 1 | -138,167 | -4.86% | Q4 2025 | Feb 11, 2026 |