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Funds Holding CSQ

On this page, we present all of the funds holding CSQ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CSQ, with a link to that fund's top holdings. The next columns indicate the amount of CSQ stock held by each of the funds holding CSQ, followed by the CSQ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 147 funds holding CSQ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG (or by any of the other funds holding CSQ), click the fund name in the "Holder" column of the funds-holding-CSQ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG4,576,547$57,207 09/30/2022
     CSQ4,576,547$57,207 09/30/2022
Bank of America Corp DE4,567,757$57,097 09/30/2022
     CSQ4,567,757$57,097 09/30/2022
Morgan Stanley3,623,920$45,299 09/30/2022
     CSQ3,623,920$45,299 09/30/2022
Wells Fargo & Company MN1,959,057$24,488 09/30/2022
     CSQ1,959,057$24,488 09/30/2022
Royal Bank of Canada1,520,997$19,012 09/30/2022
     CSQ1,520,997$19,012 09/30/2022
Raymond James & Associates1,377,063$17,213 09/30/2022
     CSQ1,377,063$17,213 09/30/2022
Raymond James Financial Services Advisors Inc.1,154,273$14,428 09/30/2022
     CSQ1,154,273$14,428 09/30/2022
LPL Financial LLC614,592$7,682 09/30/2022
     CSQ614,592$7,682 09/30/2022
Guggenheim Capital LLC570,817$7,135 09/30/2022
     CSQ570,817$7,135 09/30/2022
McGowan Group Asset Management Inc.526,397$6,580 09/30/2022
     CSQ526,397$6,580 09/30/2022
Advisor Group Holdings Inc.420,551$5,257 09/30/2022
     CSQ420,551$5,257 09/30/2022
Cetera Advisors LLC401,748$5,022 09/30/2022
     CSQ401,748$5,022 09/30/2022
Stratos Wealth Partners LTD.349,126$4,685 12/31/2022
     CSQ349,126$4,685 12/31/2022
First Republic Investment Management Inc.344,935$4,312 09/30/2022
     CSQ344,935$4,312 09/30/2022
Advisors Asset Management Inc.298,800$3,735 09/30/2022
     CSQ298,800$3,735 09/30/2022
Apollon Wealth Management LLC267,677$3,346 09/30/2022
     CSQ267,677$3,346 09/30/2022
Ameriprise Financial Inc.263,339$3,292 09/30/2022
     CSQ263,339$3,292 09/30/2022
DAVENPORT & Co LLC237,049$3,181 12/31/2022
     CSQ237,049$3,181 12/31/2022
Rockefeller Capital Management L.P.243,196$3,039 09/30/2022
     CSQ243,196$3,039 09/30/2022
Commonwealth Equity Services LLC222,038$2,775 09/30/2022
     CSQ222,038$2,775 09/30/2022
Stifel Financial Corp213,143$2,664 09/30/2022
     CSQ213,143$2,664 09/30/2022
Cambridge Investment Research Advisors Inc.199,823$2,498 09/30/2022
     CSQ199,823$2,498 09/30/2022
Truist Financial Corp196,817$2,460 09/30/2022
     CSQ196,817$2,460 09/30/2022
Janney Montgomery Scott LLC190,372$2,380 09/30/2022
     CSQ190,372$2,380 09/30/2022
National Asset Management Inc.168,148$2,102 09/30/2022
     CSQ168,148$2,102 09/30/2022
Pointe Capital Management LLC149,521$1,869 09/30/2022
     CSQ149,521$1,869 09/30/2022
Aviance Capital Partners LLC148,260$1,853 09/30/2022
     CSQ148,260$1,853 09/30/2022
Domani Wealth LLC129,550$1,739 12/31/2022
     CSQ129,550$1,739 12/31/2022
CENTRAL TRUST Co123,940$1,663 12/31/2022
     CSQ123,940$1,663 12/31/2022
Shaker Financial Services LLC127,413$1,593 09/30/2022
     CSQ127,413$1,593 09/30/2022
The PNC Financial Services Group Inc.114,324$1,429 09/30/2022
     CSQ114,324$1,429 09/30/2022
HighTower Advisors LLC109,926$1,375 09/30/2022
     CSQ109,926$1,375 09/30/2022
Meridian Wealth Advisors LLC94,222$1,264 12/31/2022
     CSQ94,222$1,264 12/31/2022
Cetera Advisor Networks LLC99,893$1,249 09/30/2022
     CSQ99,893$1,249 09/30/2022
Mariner LLC86,142$1,077 09/30/2022
     CSQ86,142$1,077 09/30/2022
Lake Street Financial LLC79,450$1,066 12/31/2022
     CSQ79,450$1,066 12/31/2022
Arete Wealth Advisors LLC68,708$859 09/30/2022
     CSQ68,708$859 09/30/2022
Atria Wealth Solutions Inc.64,452$830 09/30/2022
     CSQ64,452$830 09/30/2022
Steward Partners Investment Advisory LLC65,511$819 09/30/2022
     CSQ65,511$819 09/30/2022
Wealthsource Partners LLC63,639$795 09/30/2022
     CSQ63,639$795 09/30/2022
9258 Wealth Management LLC53,513$669 09/30/2022
     CSQ53,513$669 09/30/2022
Harbour Investments Inc.49,439$648 09/30/2022
     CSQ49,439$648 09/30/2022
Bank of Montreal Can46,789$594 09/30/2022
     CSQ46,789$594 09/30/2022
GWM Advisors LLC46,540$581 09/30/2022
     CSQ46,540$581 09/30/2022
David J Yvars Group43,434$574 12/31/2022
     CSQ43,434$574 12/31/2022
Captrust Financial Advisors44,742$559 09/30/2022
     CSQ44,742$559 09/30/2022
Conning Inc.42,432$530 09/30/2022
     CSQ42,432$530 09/30/2022
Wedbush Securities Inc.41,687$521 09/30/2022
     CSQ41,687$521 09/30/2022
Jmac Enterprises LLC36,217$486 12/31/2022
     CSQ36,217$486 12/31/2022
Envestnet Asset Management Inc.37,291$466 09/30/2022
     CSQ37,291$466 09/30/2022
Raymond James Trust N.A.37,185$465 09/30/2022
     CSQ37,185$465 09/30/2022
Laidlaw Wealth Management LLC35,987$450 09/30/2022
     CSQ35,987$450 09/30/2022
Quad Cities Investment Group LLC35,838$448 09/30/2022
     CSQ35,838$448 09/30/2022
Nations Financial Group Inc. IA ADV34,927$437 09/30/2022
     CSQ34,927$437 09/30/2022
Western Wealth Management LLC34,176$429 09/30/2022
     CSQ34,176$429 09/30/2022
Kestra Advisory Services LLC32,088$401 09/30/2022
     CSQ32,088$401 09/30/2022
Goldman Sachs Group Inc.31,646$396 09/30/2022
     CSQ31,646$396 09/30/2022
Kestra Private Wealth Services LLC31,524$394 09/30/2022
     CSQ31,524$394 09/30/2022
Calamos Wealth Management LLC29,240$392 12/31/2022
     CSQ29,240$392 12/31/2022
Kellett Schaffner Wealth Advisors LLC28,482$392 09/30/2022
     CSQ28,482$392 09/30/2022
Advisory Services Network LLC30,364$380 09/30/2022
     CSQ30,364$380 09/30/2022
Cresset Asset Management LLC30,418$380 09/30/2022
     CSQ30,418$380 09/30/2022
D.A. Davidson & CO.29,809$373 09/30/2022
     CSQ29,809$373 09/30/2022
GPS Wealth Strategies Group LLC26,813$360 12/31/2022
     CSQ26,813$360 12/31/2022
International Assets Investment Management LLC26,145$351 12/31/2022
     CSQ26,145$351 12/31/2022
AE Wealth Management LLC27,330$342 09/30/2022
     CSQ27,330$342 09/30/2022
Snowden Capital Advisors LLC26,857$335 09/30/2022
     CSQ26,857$335 09/30/2022
Smith Moore & CO.26,750$334 09/30/2022
     CSQ26,750$334 09/30/2022
XML Financial LLC26,428$330 09/30/2022
     CSQ26,428$330 09/30/2022
WealthTrust Axiom LLC26,174$327 09/30/2022
     CSQ26,174$327 09/30/2022
Invesco Ltd.26,116$326 09/30/2022
     CSQ26,116$326 09/30/2022
Dana Investment Advisors Inc.25,547$319 09/30/2022
     CSQ25,547$319 09/30/2022
Asset Management Corp IL ADV23,543$316 12/31/2022
     CSQ23,543$316 12/31/2022
Game Plan Financial Advisors LLC25,000$313 09/30/2022
     CSQ25,000$313 09/30/2022
Canal Capital Management LLC24,400$305 09/30/2022
     CSQ24,400$305 09/30/2022
SMH Capital Advisors Inc.23,981$300 09/30/2022
     CSQ23,981$300 09/30/2022
ELCO Management Co. LLC23,800$297 09/30/2022
     CSQ23,800$297 09/30/2022
Creative Planning23,629$295 09/30/2022
     CSQ23,629$295 09/30/2022
Cyndeo Wealth Partners LLC21,921$294 12/31/2022
     CSQ21,921$294 12/31/2022
Institute for Wealth Management LLC.22,193$277 09/30/2022
     CSQ22,193$277 09/30/2022
Mercer Global Advisors Inc. ADV21,501$269 09/30/2022
     CSQ21,501$269 09/30/2022
Dynamic Advisor Solutions LLC19,071$256 12/31/2022
     CSQ19,071$256 12/31/2022
Telemus Capital LLC18,252$244 12/31/2022
     CSQ18,252$244 12/31/2022
TFG Advisers LLC17,678$221 09/30/2022
     CSQ17,678$221 09/30/2022
Stephens Inc. AR15,400$207 12/31/2022
     CSQ15,400$207 12/31/2022
J.W. Cole Advisors Inc.16,123$202 09/30/2022
     CSQ16,123$202 09/30/2022
Live Oak Private Wealth LLC16,179$202 09/30/2022
     CSQ16,179$202 09/30/2022
Lokken Investment Group LLC15,854$198 09/30/2022
     CSQ15,854$198 09/30/2022
Lantz Financial LLC14,400$193 12/31/2022
     CSQ14,400$193 12/31/2022
Oppenheimer & Co. Inc.15,183$190 09/30/2022
     CSQ15,183$190 09/30/2022
Avantax Advisory Services Inc.14,993$187 09/30/2022
     CSQ14,993$187 09/30/2022
Good Life Advisors LLC13,786$172 09/30/2022
     CSQ13,786$172 09/30/2022
Simmons Bank13,377$167 09/30/2022
     CSQ13,377$167 09/30/2022
Donald L. Hagan LLC11,000$148 12/31/2022
     CSQ11,000$148 12/31/2022
Badgley Phelps Wealth Managers LLC10,793$145 12/31/2022
     CSQ10,793$145 12/31/2022
SeaCrest Wealth Management LLC11,533$144 09/30/2022
     CSQ11,533$144 09/30/2022
Private Trust Co. NA10,507$141 12/31/2022
     CSQ10,507$141 12/31/2022
U.S. Capital Wealth Advisors LLC11,291$141 09/30/2022
     CSQ11,291$141 09/30/2022
Lindbrook Capital LLC10,397$140 12/31/2022
     CSQ10,397$140 12/31/2022
Cetera Investment Advisers10,941$137 09/30/2022
     CSQ10,941$137 09/30/2022
Aire Advisors LLC10,997$137 09/30/2022
     CSQ10,997$137 09/30/2022
Chicago Partners Investment Group LLC10,000$136 09/30/2022
     CSQ10,000$136 09/30/2022
Virtu Financial LLC10,832$135 09/30/2022
     CSQ10,832$135 09/30/2022
Two Sigma Securities LLC10,754$134 09/30/2022
     CSQ10,754$134 09/30/2022
IFP Advisors Inc8,840$127 09/30/2022
     CSQ8,840$127 09/30/2022
Baird Financial Group Inc.10,175$127 09/30/2022
     CSQ10,175$127 09/30/2022
Stock Yards Bank & Trust Co.10,050$126 09/30/2022
     CSQ10,050$126 09/30/2022
Kayne Anderson Rudnick Investment Management LLC10,063$126 09/30/2022
     CSQ10,063$126 09/30/2022
Parallel Advisors LLC7,362$92 09/30/2022
     CSQ7,362$92 09/30/2022
Benjamin F. Edwards & Company Inc.6,141$77 09/30/2022
     CSQ6,141$77 09/30/2022
Plante Moran Financial Advisors LLC5,425$68 09/30/2022
     CSQ5,425$68 09/30/2022
Huntington National Bank4,401$55 09/30/2022
     CSQ4,401$55 09/30/2022
Allworth Financial LP3,967$53 12/31/2022
     CSQ3,967$53 12/31/2022
Gould Capital LLC4,000$50 09/30/2022
     CSQ4,000$50 09/30/2022
Fifth Third Bancorp3,618$49 12/31/2022
     CSQ3,618$49 12/31/2022
Accurate Wealth Management LLC3,600$49 12/31/2022
     CSQ3,600$49 12/31/2022
Proequities Inc.3,000$41 12/31/2022
     CSQ3,000$41 12/31/2022
Investors Asset Management of Georgia Inc. GA ADV3,270$41 09/30/2022
     CSQ3,270$41 09/30/2022
Westside Investment Management Inc.3,234$40 09/30/2022
     CSQ3,234$40 09/30/2022
First Manhattan Co.3,100$38 09/30/2022
     CSQ3,100$38 09/30/2022
Wolff Wiese Magana LLC2,900$36 09/30/2022
     CSQ2,900$36 09/30/2022
Carmichael Hill & Associates Inc.2,745$34 09/30/2022
     CSQ2,745$34 09/30/2022
Tilia Fiduciary Partners Inc.2,730$34 09/30/2022
     CSQ2,730$34 09/30/2022
Asset Dedication LLC2,400$32 12/31/2022
     CSQ2,400$32 12/31/2022
US Bancorp DE2,579$32 09/30/2022
     CSQ2,579$32 09/30/2022
Global Retirement Partners LLC2,274$31 09/30/2022
     CSQ2,274$31 09/30/2022
First Personal Financial Services2,196$29 12/31/2022
     CSQ2,196$29 12/31/2022
Northwestern Mutual Wealth Management Co.2,223$28 09/30/2022
     CSQ2,223$28 09/30/2022
PrairieView Partners LLC1,823$24 12/31/2022
     CSQ1,823$24 12/31/2022
FourThought Financial LLC1,734$22 09/30/2022
     CSQ1,734$22 09/30/2022
AdvisorNet Financial Inc1,600$21 12/31/2022
     CSQ1,600$21 12/31/2022
CWM LLC1,660$21 09/30/2022
     CSQ1,660$21 09/30/2022
Pacific Center for Financial Services1,692$21 09/30/2022
     CSQ1,692$21 09/30/2022
Dividend Assets Capital LLC1,583$20 09/30/2022
     CSQ1,583$20 09/30/2022
Castle Wealth Management LLC1,500$19 09/30/2022
     CSQ1,500$19 09/30/2022
Mark Sheptoff Financial Planning LLC1,000$13 09/30/2022
     CSQ1,000$13 09/30/2022
Tower View Investment Management & Research LLC1,029$13 09/30/2022
     CSQ1,029$13 09/30/2022
TCI Wealth Advisors Inc.1,000$12 09/30/2022
     CSQ1,000$12 09/30/2022
North Star Investment Management Corp.400$5 12/31/2022
     CSQ400$5 12/31/2022
Bartlett & Co. LLC270$4 12/31/2022
     CSQ270$4 12/31/2022
SOA Wealth Advisors LLC.285$4 12/31/2022
     CSQ285$4 12/31/2022
Key Financial Inc250$3 12/31/2022
     CSQ250$3 12/31/2022
City State Bank200$3 12/31/2022
     CSQ200$3 12/31/2022
Capital Analysts LLC250$3 09/30/2022
     CSQ250$3 09/30/2022
Independence Bank of Kentucky171$2 12/31/2022
     CSQ171$2 12/31/2022
Tsfg LLC2$0 12/31/2022
     CSQ2$0 12/31/2022
FMR LLC2$0 09/30/2022
     CSQ2$0 09/30/2022
Assetmark Inc.1$0 09/30/2022
     CSQ1$0 09/30/2022

See Summary: Institutional Holders of CSQ
See Details: Top 10 Hedge Funds Holding CSQ
Also See: CSQ Insider Buying
Also See: CSQ Holdings Changes

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