13F Insight
DOSSIER · 13F Holders · Q1 2026
CSMD

PROFESIONALLY MANAGED PORTFO

43 institutions still hold PROFESIONALLY MANAGED PORTFO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74316P645·43 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$402M
visible holders
Holders
43
filers reporting
Concentration
47.49%
HANTZ FINANCIAL SERVICES, INC. #1
top holder share
AI Holders Summary · Q1 2026

43 institutions reported CSMD in Q1 2026. HANTZ FINANCIAL SERVICES, INC. leads at 47.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$191M6.2M2.91%Q1 202602
MORGAN STANLEY
CIK 0000895421
$48M1.6M0.00%Q1 202603
Glenview Trust Co
CIK 0001691827
$37M1.2M0.58%Q1 202604
Rockefeller Capital Management L.P.
CIK 0001739439
$28M898K0.05%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$25M822K0.01%Q1 202606
MGO ONE SEVEN LLC
CIK 0001731444
$14M466K0.29%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M382K0.02%Q1 202608
Beacon Bank & Trust
CIK 0001831984
$8M213K1.50%Q2 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$6M207K0.01%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$6M187K0.01%Q1 202611
Clarendon Private LLC
CIK 0001961628
$5M132K3.09%Q2 202612
Integrated Wealth Concepts LLC
CIK 0001737109
$4M142K0.03%Q1 202613
Brooklyn Investment Group
CIK 0001795705
$4M142K0.14%Q1 202614
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378
$4M108K0.02%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M87K0.00%Q1 202616
Gibbs Wealth Management
CIK 0002081110
$2M62K0.25%Q1 202617
Apollon Wealth Management, LLC
CIK 0001764387
$2M42K0.02%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M38K0.00%Q1 202619
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$1M33K0.02%Q1 202620
Portside Wealth Group, LLC
CIK 0001978608
$902K25K0.11%Q2 2026
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