Funds Holding CSM

On this page, we present all of the funds holding CSM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CSM, with a link to that fund's top holdings. The next columns indicate the amount of CSM stock held by each of the funds holding CSM, followed by the CSM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 74 funds holding CSM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding CSM), click the fund name in the "Holder" column of the funds-holding-CSM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,267,432$53,550 09/30/2022
     CSM1,267,432$53,550 09/30/2022
Kayne Anderson Rudnick Investment Management LLC836,898$35,337 09/30/2022
     CSM836,898$35,337 09/30/2022
LPL Financial LLC516,100$21,806 09/30/2022
     CSM516,100$21,806 09/30/2022
National Asset Management Inc.388,017$16,395 09/30/2022
     CSM388,017$16,395 09/30/2022
Portfolio Strategies Inc.291,593$12,299 09/30/2022
     CSM291,593$12,299 09/30/2022
Envestnet Asset Management Inc.291,063$12,298 09/30/2022
     CSM291,063$12,298 09/30/2022
Wells Fargo & Company MN226,957$9,589 09/30/2022
     CSM226,957$9,589 09/30/2022
Bank of New York Mellon Corp170,478$7,203 09/30/2022
     CSM170,478$7,203 09/30/2022
Apexium Financial LP167,025$7,057 09/30/2022
     CSM167,025$7,057 09/30/2022
UBS Group AG149,944$6,336 09/30/2022
     CSM149,944$6,336 09/30/2022
Mutual Advisors LLC113,531$5,099 12/31/2022
     CSM113,531$5,099 12/31/2022
Legacy Private Trust Co.106,296$4,774 12/31/2022
     CSM106,296$4,774 12/31/2022
Waterfront Wealth Inc.101,671$4,666 09/30/2022
     CSM101,671$4,666 09/30/2022
96,502$4,334 12/31/2022
     CSM96,502$4,334 12/31/2022
Cambridge Investment Research Advisors Inc.101,229$4,277 09/30/2022
     CSM101,229$4,277 09/30/2022
Bank of America Corp DE100,039$4,227 09/30/2022
     CSM100,039$4,227 09/30/2022
Advisor Group Holdings Inc.96,939$4,096 09/30/2022
     CSM96,939$4,096 09/30/2022
Eqis Capital Management Inc.50,898$2,150 09/30/2022
     CSM50,898$2,150 09/30/2022
AE Wealth Management LLC47,628$2,012 09/30/2022
     CSM47,628$2,012 09/30/2022
Susquehanna International Group LLP36,239$1,531 09/30/2022
     CSM36,239$1,531 09/30/2022
Baird Financial Group Inc.35,869$1,516 09/30/2022
     CSM35,869$1,516 09/30/2022
Stifel Financial Corp33,354$1,409 09/30/2022
     CSM33,354$1,409 09/30/2022
AJ Wealth Strategies LLC30,382$1,364 12/31/2022
     CSM30,382$1,364 12/31/2022
Wedbush Securities Inc.31,740$1,341 09/30/2022
     CSM31,740$1,341 09/30/2022
Raymond James Financial Services Advisors Inc.28,632$1,210 09/30/2022
     CSM28,632$1,210 09/30/2022
Leavell Investment Management Inc.26,458$1,188 12/31/2022
     CSM26,458$1,188 12/31/2022
Truist Financial Corp27,972$1,182 09/30/2022
     CSM27,972$1,182 09/30/2022
Capital Market Strategies LLC24,494$1,100 12/31/2022
     CSM24,494$1,100 12/31/2022
Royal Bank of Canada24,236$1,023 09/30/2022
     CSM24,236$1,023 09/30/2022
Commonwealth Equity Services LLC21,458$906 09/30/2022
     CSM21,458$906 09/30/2022
Thoroughbred Financial Services LLC20,809$879 09/30/2022
     CSM20,809$879 09/30/2022
Regis Management CO LLC19,560$878 12/31/2022
     CSM19,560$878 12/31/2022
Merit Financial Group LLC17,498$786 12/31/2022
     CSM17,498$786 12/31/2022
CWM LLC17,292$731 09/30/2022
     CSM17,292$731 09/30/2022
Atlas Capital Advisors LLC15,114$639 09/30/2022
     CSM15,114$639 09/30/2022
SeaCrest Wealth Management LLC14,827$626 09/30/2022
     CSM14,827$626 09/30/2022
Kestra Advisory Services LLC14,369$607 09/30/2022
     CSM14,369$607 09/30/2022
Raymond James & Associates13,778$582 09/30/2022
     CSM13,778$582 09/30/2022
Evergreen Capital Management LLC13,552$573 09/30/2022
     CSM13,552$573 09/30/2022
WealthPlan Investment Management LLC10,347$480 09/30/2022
     CSM10,347$480 09/30/2022
Patten Group Inc.10,784$464 09/30/2022
     CSM10,784$464 09/30/2022
Capital Asset Advisory Services LLC10,034$424 09/30/2022
     CSM10,034$424 09/30/2022
MAI Capital Management9,140$386 09/30/2022
     CSM9,140$386 09/30/2022
Cetera Advisor Networks LLC8,177$345 09/30/2022
     CSM8,177$345 09/30/2022
FMR LLC8,097$342 09/30/2022
     CSM8,097$342 09/30/2022
Bienville Capital Management LLC6,600$279 09/30/2022
     CSM6,600$279 09/30/2022
Private Trust Co. NA5,784$260 12/31/2022
     CSM5,784$260 12/31/2022
Perennial Investment Advisors LLC6,008$254 09/30/2022
     CSM6,008$254 09/30/2022
Benjamin F. Edwards & Company Inc.5,743$243 09/30/2022
     CSM5,743$243 09/30/2022
Rockefeller Capital Management L.P.5,676$239 09/30/2022
     CSM5,676$239 09/30/2022
J.W. Cole Advisors Inc.5,516$233 09/30/2022
     CSM5,516$233 09/30/2022
RDA Financial Network5,014$225 12/31/2022
     CSM5,014$225 12/31/2022
MML Investors Services LLC5,253$222 09/30/2022
     CSM5,253$222 09/30/2022
Mainstay Capital Management LLC ADV5,080$215 09/30/2022
     CSM5,080$215 09/30/2022
Evermay Wealth Management LLC4,732$213 12/31/2022
     CSM4,732$213 12/31/2022
Northwestern Mutual Wealth Management Co.4,745$200 09/30/2022
     CSM4,745$200 09/30/2022
Global Retirement Partners LLC3,470$160 09/30/2022
     CSM3,470$160 09/30/2022
Steward Partners Investment Advisory LLC3,100$131 09/30/2022
     CSM3,100$131 09/30/2022
Bank of Montreal Can2,144$101 09/30/2022
     CSM2,144$101 09/30/2022
Asset Dedication LLC1,946$87 12/31/2022
     CSM1,946$87 12/31/2022
Endurance Wealth Management Inc.1,462$62 09/30/2022
     CSM1,462$62 09/30/2022
Evoke Wealth LLC1,268$54 09/30/2022
     CSM1,268$54 09/30/2022
HHM Wealth Advisors LLC1,170$53 12/31/2022
     CSM1,170$53 12/31/2022
JNBA Financial Advisors1,030$44 09/30/2022
     CSM1,030$44 09/30/2022
Toth Financial Advisory Corp832$37 12/31/2022
     CSM832$37 12/31/2022
IFP Advisors Inc698$35 09/30/2022
     CSM698$35 09/30/2022
Allworth Financial LP400$18 12/31/2022
     CSM400$18 12/31/2022
Stonebridge Capital Advisors LLC400$17 09/30/2022
     CSM400$17 09/30/2022
Sargent Bickham Lagudis LLC346$16 12/31/2022
     CSM346$16 12/31/2022
West Branch Capital LLC321$14 12/31/2022
     CSM321$14 12/31/2022
US Bancorp DE224$9 09/30/2022
     CSM224$9 09/30/2022
Larson Financial Group LLC200$8 09/30/2022
     CSM200$8 09/30/2022
Newbridge Financial Services Group Inc.34$2 12/31/2022
     CSM34$2 12/31/2022
Transamerica Financial Advisors Inc.1$1 09/30/2022
     CSM1$1 09/30/2022
Proequities Inc.0$0 12/31/2022
     CSM0$0 12/31/2022

See Summary: Institutional Holders of CSM
See Details: Top 10 Hedge Funds Holding CSM
Also See: CSM Holdings Changes

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