HoldingsChannel.com
Funds Holding CSM
HolderAmountPosition Size
($ in 1000's)
 As of
Merit Financial Group LLC2,745,067$193,395 06/30/2019
     CSM2,745,067$193,395 06/30/2019
Morgan Stanley1,336,253$94,142 06/30/2019
     CSM1,336,253$94,142 06/30/2019
Kayne Anderson Rudnick Investment Management LLC983,226$69,264 06/30/2019
     CSM983,226$69,264 06/30/2019
LPL Financial LLC317,011$22,334 06/30/2019
     CSM317,011$22,334 06/30/2019
Envestnet Asset Management Inc.308,085$21,851 09/30/2019
     CSM308,085$21,851 09/30/2019
Legacy Private Trust Co.298,755$21,190 09/30/2019
     CSM298,755$21,190 09/30/2019
Wells Fargo & Company MN182,547$12,861 06/30/2019
     CSM182,547$12,861 06/30/2019
B. Riley Wealth Management Inc.168,043$11,839 06/30/2019
     CSM168,043$11,839 06/30/2019
Bank of America Corp DE153,745$10,832 06/30/2019
     CSM153,745$10,832 06/30/2019
Mutual Advisors LLC125,447$8,838 06/30/2019
     CSM125,447$8,838 06/30/2019
Bank of New York Mellon Corp116,500$8,208 06/30/2019
     CSM116,500$8,208 06/30/2019
Comerica Securities Inc.104,739$7,457 09/30/2019
     CSM104,739$7,457 09/30/2019
UBS Group AG101,261$7,135 06/30/2019
     CSM101,261$7,135 06/30/2019
Eqis Capital Management Inc.82,322$5,800 06/30/2019
     CSM82,322$5,800 06/30/2019
Cambridge Investment Research Advisors Inc.81,930$5,772 06/30/2019
     CSM81,930$5,772 06/30/2019
Mainstay Capital Management LLC ADV39,910$2,830 09/30/2019
     CSM39,910$2,830 09/30/2019
Royal Bank of Canada34,844$2,455 06/30/2019
     CSM34,844$2,455 06/30/2019
MML Investors Services LLC24,933$1,757 06/30/2019
     CSM24,933$1,757 06/30/2019
National Asset Management Inc.22,947$1,617 06/30/2019
     CSM22,947$1,617 06/30/2019
Evergreen Capital Management LLC22,940$1,616 06/30/2019
     CSM22,940$1,616 06/30/2019
Leavell Investment Management Inc.21,932$1,552 06/30/2019
     CSM21,932$1,552 06/30/2019
Level Four Advisory Services LLC21,261$1,500 06/30/2019
     CSM21,261$1,500 06/30/2019
AJ Wealth Strategies LLC21,069$1,484 06/30/2019
     CSM21,069$1,484 06/30/2019
Jane Street Group LLC19,638$1,384 06/30/2019
     CSM19,638$1,384 06/30/2019
Atlas Capital Advisors LLC19,618$1,382 06/30/2019
     CSM19,618$1,382 06/30/2019
US Bancorp DE18,557$1,308 06/30/2019
     CSM18,557$1,308 06/30/2019
Thoroughbred Financial Services LLC20,728$1,296 06/30/2019
     CSM20,728$1,296 06/30/2019
Toth Financial Advisory Corp17,583$1,247 09/30/2019
     CSM17,583$1,247 09/30/2019
Wedbush Securities Inc.16,793$1,191 09/30/2019
     CSM16,793$1,191 09/30/2019
Raymond James Financial Services Advisors Inc.16,841$1,186 06/30/2019
     CSM16,841$1,186 06/30/2019
Ladenburg Thalmann Financial Services Inc.16,254$1,145 06/30/2019
     CSM16,254$1,145 06/30/2019
Baird Financial Group Inc.15,930$1,122 06/30/2019
     CSM15,930$1,122 06/30/2019
Stifel Financial Corp15,607$1,099 06/30/2019
     CSM15,607$1,099 06/30/2019
Raymond James & Associates15,106$1,064 06/30/2019
     CSM15,106$1,064 06/30/2019
IHT Wealth Management LLC13,784$971 06/30/2019
     CSM13,784$971 06/30/2019
Centaurus Financial Inc.13,623$960 06/30/2019
     CSM13,623$960 06/30/2019
Comerica Bank11,123$794 06/30/2019
     CSM11,123$794 06/30/2019
Portfolio Strategies Inc.10,533$747 09/30/2019
     CSM10,533$747 09/30/2019
Commonwealth Equity Services LLC10,060$708 06/30/2019
     CSM10,060$708 06/30/2019
Regis Management CO LLC9,780$689 06/30/2019
     CSM9,780$689 06/30/2019
Advisor Group Inc.9,363$660 06/30/2019
     CSM9,363$660 06/30/2019
Cresset Asset Management LLC9,044$637 06/30/2019
     CSM9,044$637 06/30/2019
SeaCrest Wealth Management LLC8,584$609 09/30/2019
     CSM8,584$609 09/30/2019
Pacific Financial Group Inc.7,733$545 09/30/2019
     CSM7,733$545 09/30/2019
Wealthsource Partners LLC7,337$517 06/30/2019
     CSM7,337$517 06/30/2019
American Financial Network Advisory Services LLC7,337$513 06/30/2019
     CSM7,337$513 06/30/2019
Bienville Capital Management LLC5,800$410 06/30/2019
     CSM5,800$410 06/30/2019
AlphaStar Capital Management LLC5,666$399 06/30/2019
     CSM5,666$399 06/30/2019
JPMorgan Chase & Co.4,481$314 06/30/2019
     CSM4,481$314 06/30/2019
First Allied Advisory Services Inc.4,408$311 06/30/2019
     CSM4,408$311 06/30/2019
Waldron Private Wealth LLC3,900$275 06/30/2019
     CSM3,900$275 06/30/2019
HighTower Advisors LLC3,849$271 06/30/2019
     CSM3,849$271 06/30/2019
Maple Capital Management Inc.3,595$253 06/30/2019
     CSM3,595$253 06/30/2019
Mid Atlantic Financial Management Inc. ADV3,537$249 06/30/2019
     CSM3,537$249 06/30/2019
Cetera Advisor Networks LLC3,552$249 06/30/2019
     CSM3,552$249 06/30/2019
Evermay Wealth Management LLC3,196$225 06/30/2019
     CSM3,196$225 06/30/2019
Susquehanna International Group LLP3,115$219 06/30/2019
     CSM3,115$219 06/30/2019
Benjamin F. Edwards & Company Inc.2,737$193 06/30/2019
     CSM2,737$193 06/30/2019
CWM LLC2,238$158 06/30/2019
     CSM2,238$158 06/30/2019
Plante Moran Financial Advisors LLC2,020$142 06/30/2019
     CSM2,020$142 06/30/2019
Golden State Wealth Management LLC1,359$95 06/30/2019
     CSM1,359$95 06/30/2019
Citigroup Inc.1,089$77 06/30/2019
     CSM1,089$77 06/30/2019
Bank of Montreal Can1,072$76 06/30/2019
     CSM1,072$76 06/30/2019
Steward Partners Investment Advisory LLC950$66 06/30/2019
     CSM950$66 06/30/2019
Asset Dedication LLC741$52 09/30/2019
     CSM741$52 09/30/2019
Endurance Wealth Management Inc.731$52 09/30/2019
     CSM731$52 09/30/2019
JNBA Financial Advisors520$37 06/30/2019
     CSM520$37 06/30/2019
Financial Architects Inc492$35 06/30/2019
     CSM492$35 06/30/2019
Advisory Services Network LLC423$30 06/30/2019
     CSM423$30 06/30/2019
Providence Capital Advisors LLC408$29 06/30/2019
     CSM408$29 06/30/2019
Wealthcare Advisory Partners LLC297$21 09/30/2019
     CSM297$21 09/30/2019
Allworth Financial LP200$14 09/30/2019
     CSM200$14 09/30/2019
Stonebridge Capital Advisors LLC200$14 06/30/2019
     CSM200$14 06/30/2019
Liberty Wealth Management LLC200$14 06/30/2019
     CSM200$14 06/30/2019
NEXT Financial Group Inc114$8 09/30/2019
     CSM114$8 09/30/2019
Newfound Research LLC118$8 06/30/2019
     CSM118$8 06/30/2019
Synovus Financial Corp101$7 06/30/2019
     CSM101$7 06/30/2019
PNC Financial Services Group Inc.46$3 06/30/2019
     CSM46$3 06/30/2019
Sound Income Strategies LLC29$2 09/30/2019
     CSM29$2 09/30/2019
FMR LLC37$2 06/30/2019
     CSM37$2 06/30/2019
Doyle Wealth Management30$2 06/30/2019
     CSM30$2 06/30/2019
Transamerica Financial Advisors Inc.1$1 06/30/2019
     CSM1$1 06/30/2019
Proequities Inc.0$0 06/30/2019
     CSM0$0 06/30/2019
Parallax Volatility Advisers L.P.2$0 06/30/2019
     CSM2$0 06/30/2019

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

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