Skip to main content
Equibles
COSO logo

COSO · CoastalSouth Bancshares, Inc.

Track COSO — free

Use COSO with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about COSO

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$27.49 +0.15 (+0.55%) At close · Aug 28
Russell 2000 member Rebalance outlook locked
Market Cap
$328.63M
Shares
11.95M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding COSO

86 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 297,300 $7,982,505 0.00%
RMB Mendon Financial Services Fund 250,000 $6,712,500 2.60%
iShares Russell 2000 ETF 224,880 $6,038,028 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 85,457 $2,294,520 0.00%
Fidelity Small Cap Index Fund 87,357 $2,231,971 0.01%
iShares Russell 2000 Value ETF 77,091 $2,069,893 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 47,309 $1,207,799 0.01%
Goldman Sachs Small Cap Value Fund 40,943 $1,045,275 0.11%
Fidelity Extended Market Index Fund 38,880 $992,606 0.00%
iShares Micro-Cap ETF 27,520 $738,912 0.05%
Blackstone Alternative Multi-Strategy Fund 25,539 $685,722 0.02%
College Retirement Equities Fund - Total Global Stock Account 25,372 $681,238 0.00%
Schwab Small-Cap Index Fund 20,208 $516,314 0.01%
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF 15,969 $428,768 0.17%
Master Small Cap Index Series 15,564 $417,893 0.01%
Ultra-Small Company Market Fund 14,909 $400,307 0.27%
Fidelity Total Market Index Fund 14,848 $379,069 0.00%
Fidelity Series Total Market Index Fund 11,422 $291,604 0.00%
Fidelity Small Cap Value Index Fund 10,670 $286,490 0.01%
EQ/2000 Managed Volatility Portfolio 10,331 $277,387 0.01%
Goldman Sachs Absolute Return Tracker Fund 9,882 $265,332 0.00%
Nuveen Small Cap Blend Index Fund 9,916 $253,354 0.01%
LVIP State Street Small-Cap Index Fund 6,100 $163,785 0.01%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 6,281 $160,354 0.01%
VANGUARD BALANCED INDEX FUND 5,390 $144,722 0.00%
VANGUARD U.S. MINIMUM VOLATILITY ETF 5,119 $130,688 0.03%
Franklin Small Cap Enhanced ETF 4,312 $115,777 0.09%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 4,149 $111,401 0.00%
Bridge Builder Small/Mid Cap Value Fund 4,125 $110,756 0.00%
Schwab Total Stock Market Index Fund 4,000 $102,200 0.00%
Global X Russell 2000 ETF 3,982 $101,740 0.01%
Small Cap Index Fund 3,738 $100,365 0.01%
Fidelity ZERO Total Market Index Fund 3,909 $99,875 0.00%
Small Cap Index Fund 3,799 $96,988 0.01%
ATM Small Cap Managed Volatility Portfolio 3,402 $91,344 0.01%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 3,300 $88,605 0.00%
MetLife Russell 2000 Index Portfolio 3,108 $83,450 0.01%
Fidelity ZERO Extended Market Index Fund 2,565 $65,536 0.00%
Small-Cap Index Portfolio 1,998 $53,646 0.01%
1290 VT Micro Cap Portfolio 1,880 $50,478 0.02%
Small Cap Index Trust 1,784 $47,900 0.01%
NVIT Small Cap Index Fund 1,653 $44,383 0.01%
Hartford Multifactor Small Cap ETF 1,704 $43,537 0.08%
iShares Russell Small/Mid-Cap Index Fund 1,501 $38,351 0.00%
DWS Small Cap Index VIP 1,287 $34,556 0.01%
1290 VT Small Cap Value Portfolio 1,213 $32,569 0.01%
EQ/Small Company Index Portfolio 1,210 $32,489 0.00%
EQ/AB Small Cap Growth Portfolio 1,210 $32,489 0.00%
Fidelity Flex Small Cap Index Fund 1,098 $28,054 0.01%
T. Rowe Price Small-Cap Index Fund 1,026 $27,548 0.01%
Showing 1–50 of 86 positions
Key facts CIK 1297107 CUSIP 19058X207 13F (30d) 90 filings 89 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)