EP Wealth Advisors, LLC CTSO — CYTOSORBENTS CORP

Ownership history in EP Wealth Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

EP Wealth Advisors, LLC reported CYTOSORBENTS CORP (CTSO) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows CTSO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CTSO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EP Wealth Advisors, LLC's position in CYTOSORBENTS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CTSO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CTSO stock page EP Wealth Advisors, LLC fund profile EP Wealth Advisors, LLC full holdings
How EP Wealth Advisors, LLC held CTSO — position size vs. price
% of Fund (quarterly)    CTSO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 28,000 — 0% 0.00% $10K 2026-08-12 $0.37
2026 Q1 UNCHANGED — — — 28,000 — 0% 0.00% $16K 2026-05-14 $0.54
2025 Q4 UNCHANGED — — — 28,000 — 0% 0.00% $18K 2026-02-18 $0.65
2025 Q2 UNCHANGED — — — 28,000 — 0% 0.00% $36K 2025-08-14 $1.14
2025 Q1 UNCHANGED — — — 28,000 — 0% 0.00% $28K 2025-05-15 $0.83
2024 Q4 UNCHANGED — — — 28,000 — 0% 0.00% $25K 2025-02-14 $1.30
2024 Q3 UNCHANGED — — — 28,000 — 0% 0.00% $42K 2024-11-15 $0.89
2024 Q2 INITIATED — — — 28,000 — — 0.00% $20K 2024-08-19 $1.05

🏢 Other funds also holding CTSO

As of 2026 Q2 — sorted by position size

CM Management, LLC 3Y 0.35% AVENIR CORP 3Y 7Y 0.24% Skylands Capital, LLC 3Y 7Y 0.06% Sargent Investment Group, LLC 3Y 7Y 0.02% Key Client Fiduciary Advisors, LLC 3Y 0.01% Seelaus Asset Management LLC 3Y 7Y 0.0% NWF Advisory Services Inc. 0.0% Virtu Financial LLC 3Y 7Y 0.0% MARATHON CAPITAL MANAGEMENT 3Y 7Y 0.0% Pathstone Holdings, LLC 0.0%

FAQ About EP Wealth Advisors, LLC and CTSO

These are the practical questions this page is built to answer before you even open the full history table.

How long has EP Wealth Advisors, LLC reported owning CTSO?

EP Wealth Advisors, LLC reported CTSO across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported CTSO position in EP Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for CTSO was 0.00% in 2024 Q3.

What is the latest reported CTSO position on this page?

The most recent filing on this page is 2026 Q2, when EP Wealth Advisors, LLC reported 28,000 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this CTSO ownership page compare?

The chart compares EP Wealth Advisors, LLC's quarterly CTSO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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