Institutional Holders (2026 Q1)
28 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSNR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Greater Midwest Financial Group, LLC | 5.05% | 250,318 | $9.4M |
| 2 | Paladin Wealth, LLC | 0.69% | 26,575 | $999K |
| 3 | Brown Financial Advisors | 0.50% | 35,188 | $1.3M |
| 4 | Gradient Investments LLC | 0.37% | 633,014 | $23.8M |
| 5 | Financial Management Network Inc | 0.34% | 59,480 | $2.2M |
| 6 | Inspirion Wealth Advisors, LLC | 0.28% | 60,110 | $2.3M |
| 7 | Waterloo Capital, L.P. | 0.25% | 95,380 | $3.6M |
| 8 | Mattson Financial Services, LLC | 0.19% | 21,067 | $792K |
| 9 | RFG Advisory, LLC | 0.16% | 226,054 | $8.5M |
| 10 | Sunrise Financial Services, LLC | 0.12% | 4,528 | $170K |
| 11 | Mills Wealth Advisors LLC | 0.09% | 7,237 | $272K |
| 12 | Daymark Wealth Partners, LLC | 0.05% | 45,383 | $1.7M |
| 13 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | 6,462 | $243K |
| 14 | Sigma Planning Corp | 0.03% | 28,132 | $1.1M |
| 15 | Visionary Wealth Advisors | 0.02% | 9,094 | $342K |
| 16 | IFP Advisors, Inc | 0.01% | 18,197 | $684K |
| 17 | Pinnacle Financial Partners, Inc. | 0.01% | 32,806 | $1.2M |
| 18 | Prospera Financial Services Inc | 0.00% | 7,241 | $272K |
| 19 | Atria Investments, Inc | 0.00% | 9,402 | $353K |
| 20 | Sanctuary Advisors, LLC | 0.00% | 14,062 | $528K |
| 21 | Blume Capital Management, Inc. | 0.00% | 250 | $9K |
| 22 | Commonwealth Equity Services, LLC | 0.00% | 25,336 | $952K |
| 23 | Toth Financial Advisory Corp | 0.00% | 147 | $6K |
| 24 | HighTower Advisors, LLC | 0.00% | 5,579 | $210K |
| 25 | Morgan Stanley | 0.00% | 50 | $2K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|