# PROFESIONALLY MANAGED PORTFO (CSMD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CSMD/

- Reporting holders: 4
- Reported value: $5.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $4.9M | 145,093 | 0.0% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $247.3K | 7,300 | 0.0% | 2 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $105.6K | 3,117 | 0.1% | 2 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $1.2K | 35 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $5.3M |
| Q2 2026 | 41 | $573.0M |
| Q1 2026 | 37 | $403.9M |
| Q4 2025 | 36 | $409.8M |
| Q3 2025 | 29 | $351.8M |
| Q2 2025 | 28 | $309.3M |
| Q1 2025 | 18 | $246.0M |
| Q4 2024 | 21 | $241.6M |
| Q3 2024 | 16 | $190.5M |
| Q2 2024 | 16 | $155.2M |
| Q1 2024 | 4 | $1.5M |
| Q4 2023 | 2 | $1.3M |