% of shares outstanding is not shown for CSSD: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for CSSD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | COHEN & STEERS, INC. | 787,000787,000 | $20M | — | ADD 32% |
| 2 | OARSMAN CAPITAL, INC. | 571,991571,991 | $14M | — | NEW |
| 3 | Community Bank & Trust, Waco, Texas | 242,280242,280 | $6M | — | NEW |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | 20,44520,445 | $514,076 | — | NEW |
| 5 | Essex Financial Services, Inc. | 11,63711,637 | $290,809 | — | NEW |
| 6 | BOURGEON CAPITAL MANAGEMENT LLC | 9,3599,359 | $233,882 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| COHEN & STEERS, INC. | — | — | — | — | 595K | 787K | $20M |
| OARSMAN CAPITAL, INC. | — | — | — | — | — | 572K | $14M |
| Community Bank & Trust, Waco, Texas | — | — | — | — | — | 242K | $6M |
| FINANCIAL MANAGEMENT NETWORK INC | — | — | — | — | — | 20K | $514,076 |
| Essex Financial Services, Inc. | — | — | — | — | — | 12K | $290,809 |
| BOURGEON CAPITAL MANAGEMENT LLC | — | — | — | — | — | 9K | $233,882 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 6 | 1,642,712 | — | $41M |
| 2025-Q4 | 1 | 595,000 | — | $15M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| OARSMAN CAPITAL, INC. | +571,991 | $14M | OPEN |
| Community Bank & Trust, Waco, Texas | +242,280 | $6M | OPEN |
| COHEN & STEERS, INC. | +192,000 | $5M | ADD |
| FINANCIAL MANAGEMENT NETWORK INC | +20,445 | $510,921 | OPEN |
| Essex Financial Services, Inc. | +11,637 | $290,809 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| No filer reduced its position this quarter. | |||
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
