Profesionally Managed Portfo (CSMD): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow CSMD for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 42

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$36.49

+18.8% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CSMD (all 13F filers)

Hantz Financial Services6.1 MType not verified−118 K
Morgan Stanley1.7 MBank or trading desk+126 K
Glenview Trust1.3 MWealth adviser+42 K
Rockefeller Capital Management1.0 MWealth adviser+135 K
Envestnet Asset Management953 KWealth adviser+131 K
HighTower Advisors426 KWealth adviser+239 K
Osaic Holdings359 KWealth adviser−23 K
Stifel Financial261 KWealth adviser+54 K
Beacon Bank & Trust213 KWealth adviser+32 K
Nuveen157 KInvestment firm+157 K

Filer	Type
Hantz Financial Services	Type not verified	6.1 M	−118 K	$223M
Morgan Stanley	Bank or trading desk	1.7 M	+126 K	$62.2M
Glenview Trust	Wealth adviser	1.3 M	+42 K	$45.8M
Rockefeller Capital Management	Wealth adviser	1.0 M	+135 K	$37.7M
Envestnet Asset Management	Wealth adviser	953 K	+131 K	$34.8M
HighTower Advisors	Wealth adviser	426 K	+239 K	$15.5M
Osaic Holdings	Wealth adviser	359 K	−23 K	$13.1M
Stifel Financial	Wealth adviser	261 K	+54 K	$9.5M
Beacon Bank & Trust	Wealth adviser	213 K	+32 K	$7.8M
Nuveen	Investment firm	157 K	+157 K	$5.7M

Hantz Financial Services
Shares
6.1 M
Change
−118 K
See more
Type
Type not verified
Value
$223M
Morgan Stanley
Shares
1.7 M
Change
+126 K
See more
Type
Bank or trading desk
Value
$62.2M
Glenview Trust
Shares
1.3 M
Change
+42 K
See more
Type
Wealth adviser
Value
$45.8M
Rockefeller Capital Management
Shares
1.0 M
Change
+135 K
See more
Type
Wealth adviser
Value
$37.7M
Envestnet Asset Management
Shares
953 K
Change
+131 K
See more
Type
Wealth adviser
Value
$34.8M
HighTower Advisors
Shares
426 K
Change
+239 K
See more
Type
Wealth adviser
Value
$15.5M
Osaic Holdings
Shares
359 K
Change
−23 K
See more
Type
Wealth adviser
Value
$13.1M
Stifel Financial
Shares
261 K
Change
+54 K
See more
Type
Wealth adviser
Value
$9.5M
Beacon Bank & Trust
Shares
213 K
Change
+32 K
See more
Type
Wealth adviser
Value
$7.8M
Nuveen
Shares
157 K
Change
+157 K
See more
Type
Investment firm
Value
$5.7M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗