Institutional Holders (2026 Q1)
1 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSSD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | OARSMAN CAPITAL, INC. | 1.77% | 571,991 | $14.3M |
| 2 | Community Bank & Trust, Waco, Texas | 1.20% | 242,280 | $6K |
| 3 | FINANCIAL MANAGEMENT NETWORK INC | 0.08% | 20,445 | $514K |
| 4 | BOURGEON CAPITAL MANAGEMENT LLC | 0.04% | 9,359 | $234K |
| 5 | Essex Financial Services, Inc. | 0.02% | 11,637 | $291K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|