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

PROFESIONALLY MANAGED PORTFO

45 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 74316P645·45 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$455M
visible holders
Holders
45
filers reporting
Concentration
41.98%
HANTZ FINANCIAL SERVICES, INC. #1
top holder share
AI Holders Summary · Q1 2026

45 institutions reported CSMD in Q1 2026. HANTZ FINANCIAL SERVICES, INC. leads at 42.0% 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
$62M1.7M0.00%Q2 202603
Glenview Trust Co
CIK 0001691827
$46M1.3M0.63%Q2 202604
Rockefeller Capital Management L.P.
CIK 0001739439
$38M1.0M0.06%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$35M953K0.01%Q2 202606
HighTower Advisors, LLC
CIK 0001462245
$16M426K0.01%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M359K0.02%Q2 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$10M261K0.01%Q2 202609
Beacon Bank & Trust
CIK 0001831984
$8M213K1.48%Q2 202610
Nuveen, LLC
CIK 0001871926
$6M157K0.00%Q2 202611
Integrated Wealth Concepts LLC
CIK 0001737109
$5M142K0.03%Q2 202612
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378
$5M145K0.03%Q3 202613
Clarendon Private LLC
CIK 0001961628
$5M132K3.09%Q2 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M132K0.00%Q2 202615
Brooklyn Investment Group
CIK 0001795705
$4M142K0.14%Q1 202616
MGO ONE SEVEN LLC
CIK 0001731444
$3M74K0.04%Q2 202617
Gibbs Wealth Management
CIK 0002081110
$2M48K0.17%Q3 202618
Apollon Wealth Management, LLC
CIK 0001764387
$2M42K0.02%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M38K0.00%Q1 202620
Diversify Advisory Services, LLC
CIK 0002021232
$827K24K0.01%Q3 2026
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