Who Owns PROFESIONALLY MANAGED PORTFO (CSMD)? -- Institutional Holders (2026-03-31)
43 institutions reported holding $403.9M of PROFESIONALLY MANAGED PORTFO (CSMD) in SEC 13F filings for 2026-03-31. Largest institutional holders: HANTZ FINANCIAL SERVICES, INC. ($190.9M), MORGAN STANLEY ($48.5M), Glenview Trust Co ($37.2M), Rockefeller Capital Management L.P. ($27.6M), ENVESTNET ASSET MANAGEMENT INC ($25.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | $190.9M | 6.2M | Trimmed |
| 2 | MORGAN STANLEY | $48.5M | 1.6M | Added |
| 3 | Glenview Trust Co | $37.2M | 1.2M | Added |
| 4 | Rockefeller Capital Management L.P. | $27.6M | 898,477 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $25.3M | 822,259 | Added |
| 6 | MGO ONE SEVEN LLC | $14.3M | 465,709 | Added |
| 7 | OSAIC HOLDINGS, INC. | $11.7M | 381,639 | Added |
| 8 | STIFEL FINANCIAL CORP | $6.3M | 206,501 | Added |
| 9 | HighTower Advisors, LLC | $5.7M | 187,221 | New |
| 10 | Beacon Bank & Trust | $5.6M | 181,903 | Added |
| 11 | Integrated Wealth Concepts LLC | $4.4M | 141,706 | Added |
| 12 | Brooklyn Investment Group | $4.3M | 141,620 | Trimmed |
| 13 | Clarendon Private LLC | $4.3M | 138,990 | Added |
| 14 | CONGRESS ASSET MANAGEMENT CO | $3.4M | 109,277 | Added |
| 15 | JONES FINANCIAL COMPANIES LLLP | $2.6M | 86,787 | Added |
| 16 | Portside Wealth Group, LLC | $2.6M | 84,856 | Added |
| 17 | Gibbs Wealth Management | $1.9M | 61,885 | Trimmed |
| 18 | JANE STREET GROUP, LLC | $1.2M | 38,411 | Added |
| 19 | Apollon Wealth Management, LLC | $1.1M | 34,828 | Added |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.0M | 33,122 | Added |
| 21 | Revisor Wealth Management LLC | $505,088 | 16,447 | Trimmed |
| 22 | NORDEN GROUP LLC | $496,980 | 16,183 | Trimmed |
| 23 | Orion Porfolio Solutions, LLC | $456,442 | 14,863 | Added |
| 24 | NATIXIS ADVISORS, LLC | $419,000 | 13,660 | Added |
| 25 | GOLDMAN SACHS GROUP INC | $400,581 | 13,044 | New |
Source: SEC Form 13F filings · as of 2026-03-31