CSMD

PROFESIONALLY MANAGED PORTFO

Institutional Ownership · Q4 2025

Filing: Q4 2025

PROFESIONALLY MANAGED PORTFO (CSMD) is held by 465 institutional investors with combined holdings of $4.7B. Major holders include BROWN BROTHERS HARRIMAN &, HANTZ FINANCIAL SERVICES,, AlTi Global, Inc. (ALTI).

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Institutional Holders

465

Total Value

$4.7B

Ownership %

—

🏦 Top Institutional Holders

BROWN BROTHERS HARRIMAN & CO

15.7M shares

$1.0B

HANTZ FINANCIAL SERVICES, INC.

15.9M shares

$558.3M

AlTi Global, Inc. (ALTI)

5.9M shares

$386.8M

Financial Engines Advisors L.L.C.

4.8M shares

$312.7M

FRANKLIN RESOURCES INC (BEN)

2.8M shares

$183.4M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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