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

PROFESIONALLY MANAGED PORTFO

40 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 74316P645·40 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.0%
vs prior quarter
13F value held
$210M
64.0% inst. owned
of float
Holders
40
+2 QoQ
filers reporting
Activity
+18 / −49
+789 added · −786 reduced
this quarter
Concentration
23.14%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported CSMD in Q1 2026. MORGAN STANLEY leads at 23.1% of the visible book. +2 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$48M1.6M0.00%Q1 202602
Glenview Trust Co
CIK 0001691827
$37M1.2M0.58%Q1 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$28M898K0.05%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$25M822K0.01%Q1 202605
MGO ONE SEVEN LLC
CIK 0001731444
$14M466K0.29%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M382K0.02%Q1 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$6M207K0.01%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$6M187K0.01%Q1 202609
Beacon Bank & Trust
CIK 0001831984
$6M182K1.15%Q1 202610
Integrated Wealth Concepts LLC
CIK 0001737109
$4M142K0.03%Q1 202611
Brooklyn Investment Group
CIK 0001795705
$4M142K0.14%Q1 202612
Clarendon Private LLC
CIK 0001961628
$4M139K3.28%Q1 202613
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378
$3M109K0.02%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M87K0.00%Q1 202615
Portside Wealth Group, LLC
CIK 0001978608
$3M85K0.35%Q1 202616
Gibbs Wealth Management
CIK 0002081110
$2M62K0.25%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M38K0.00%Q1 202618
Apollon Wealth Management, LLC
CIK 0001764387
$1M35K0.02%Q1 202619
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$1M33K0.02%Q1 202620
Revisor Wealth Management LLC
CIK 0001887409
$505,08816K0.14%Q1 2026
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