PROFESIONALLY MANAGED PORTFO

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CSMD·74316P645·US·ETF

CSMD (PROFESIONALLY MANAGED PORTFO) is held by 23 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($62.2M), Rockefeller Capital Management L.P. ($37.7M), ENVESTNET ASSET MANAGEMENT INC ($34.8M). Net institutional sentiment: Mixed.

23

Holders

(1 Elite)

$195.8M

Total Value

58% (26)

Consensus

15 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)84

Insider (Form 4)75

Activist (13D/13G)31

Congressional (STOCK Act)76

Holder Quality

50

★★★★★

Elite

76

★★★★

Strong

58

★★★

Solid

16

★★

Below

13

★

Weak

Held by 23 funds

1 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CSMD.

Top Holders

Top Holders (23)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.7M(+8.0%)	$62.2M	0.0%	+6.42%	32
Rockefeller Capital Management L.P.	Increased	1M(+15.0%)	$37.7M	0.1%	+5.96%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	952,997(+15.9%)	$34.8M	0.0%	+10.37%	33
HighTower Advisors, LLC	Increased	425,791(+127.4%)	$15.5M	0.0%	-0.97%	45
OSAIC HOLDINGS, INC.	Decreased	358,829(-6.0%)	$13.1M	0.0%	+4.89%	0
STIFEL FINANCIAL CORP	Increased	260,875(+26.3%)	$9.5M	0.0%	+3.48%	34
Nuveen, LLC	New	156,838	$5.7M	0.0%	-4.96%	37
IWIntegrated Wealth Concepts LLC	Decreased	141,552(-0.1%)	$5.2M	0.0%	+5.02%	0
JONES FINANCIAL COMPANIES LLLP	Increased	131,581(+51.6%)	$4.7M	0.0%	+1.98%	37
CONGRESS ASSET MANAGEMENT CO	Decreased	108,255(-0.9%)	$4M	0.0%	+16.72%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	16,257(+135.8%)	$593,218	0.0%	+0.27%	27
OPOrion Porfolio Solutions, LLC	Decreased	14,579(-1.9%)	$531,988	0.0%	+6.25%	0
Aptus Capital Advisors, LLC	Increased	12,309(+25.6%)	$449,155	0.0%	+6.28%	30
LPL Financial LLC	Decreased	10,598(-6.3%)	$386,721	0.0%	+4.62%	0
Farther Finance Advisors, LLC	New	7,300	$266,377	0.0%	0.00%	32
RAYMOND JAMES FINANCIAL INC	Decreased	6,254(-8.6%)	$228,208	0.0%	+4.62%	0
Quantinno Capital Management LP	New	5,868	$214,123	0.0%	-4.96%	32
WAWaverly Advisors, LLC	New	5,705	$208,175	0.0%	-4.96%	32
FIFTH THIRD BANCORP	Decreased	5,570(-0.1%)	$203,249	0.0%	+4.62%	0
ROYAL BANK OF CANADA	Increased	5,160(+1190.0%)	$188,000	0.0%	-4.28%	25

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer