CSPI CSPi
CSPi (CSPI) Institutional Ownership
What the institutions did with CSPI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Visionary Wealth Advisors | 801.1K | 31.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 354.2K | 14.0% |
| DIMENSIONAL FUND ADVISORS LP | 351.7K | 13.9% |
| RENAISSANCE TECHNOLOGIES LLC | 267.7K | 10.6% |
| Savvy Advisors, Inc. | 95.0K | 3.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 81.5K | 3.2% |
| MILLENNIUM MANAGEMENT LLC | 69.6K | 2.8% |
| BlackRock, Inc. | 64.5K | 2.6% |
| VANGUARD FIDUCIARY TRUST CO | 46.5K | 1.8% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 46.1K | 1.8% |
| Bank of New York Mellon Corp | 45.9K | 1.8% |
| SEGALL BRYANT & HAMILL, LLC | 38.4K | 1.5% |
| JANE STREET GROUP, LLC | 36.1K | 1.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.3K | 1.2% |
| STATE STREET CORP | 25.6K | 1.0% |
| Squarepoint Ops LLC | 24.7K | 1.0% |
| Integrated Wealth Concepts LLC | 23.6K | 0.9% |
| JPMORGAN CHASE & CO | 22.8K | 0.9% |
| GOLDMAN SACHS GROUP INC | 21.0K | 0.8% |
| Point72 Asset Management, L.P. | 18.9K | 0.7% |
| NORTHERN TRUST CORP | 17.7K | 0.7% |
| CITADEL ADVISORS LLC | 14.5K | 0.6% |
| Qube Research & Technologies Ltd | 13.2K | 0.5% |
| MORGAN STANLEY | 7.3K | 0.3% |
| Vanguard Global Advisers, LLC | 3.2K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BlackRock, Inc. | Reduced | 369.2K | 64.5K | -304.7K |
| Farther Finance Advisors, LLC | Reduced | 101.3K | 1 | -101.3K |
| Savvy Advisors, Inc. | New | 0 | 95.0K | +95.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 176.0K | 81.5K | -94.6K |
| MILLENNIUM MANAGEMENT LLC | New | 0 | 69.6K | +69.6K |
| NORTHERN TRUST CORP | Reduced | 67.5K | 17.7K | -49.7K |
| STATE STREET CORP | Reduced | 74.3K | 25.6K | -48.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold Out | 41.5K | 0 | -41.5K |
| JANE STREET GROUP, LLC | New | 0 | 36.1K | +36.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 29.3K | +29.3K |
| Squarepoint Ops LLC | New | 0 | 24.7K | +24.7K |
| GOLDMAN SACHS GROUP INC | New | 0 | 21.0K | +21.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Sold Out | 19.2K | 0 | -19.2K |
| Point72 Asset Management, L.P. | New | 0 | 18.9K | +18.9K |
| Visionary Wealth Advisors | Increased | 784.8K | 801.1K | +16.3K |
| Qube Research & Technologies Ltd | New | 0 | 13.2K | +13.2K |
| Bank of New York Mellon Corp | Reduced | 58.0K | 45.9K | -12.1K |
| NAVELLIER & ASSOCIATES INC | Sold Out | 10.0K | 0 | -10.0K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 277.4K | 267.7K | -9.7K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 360.1K | 351.7K | -8.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | Sold Out | 6.7K | 0 | -6.7K |
| DEUTSCHE BANK AG\ | Sold Out | 6.2K | 0 | -6.2K |
| RHUMBLINE ADVISERS | Sold Out | 4.5K | 0 | -4.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Sold Out | 3.4K | 0 | -3.4K |
| JPMORGAN CHASE & CO | Reduced | 25.7K | 22.8K | -2.8K |
| FMR LLC | Reduced | 3.3K | 513 | -2.8K |
| WELLS FARGO & COMPANY/MN | Sold Out | 2.5K | 0 | -2.5K |
| Police & Firemen's Retirement System of New Jersey | Sold Out | 2.5K | 0 | -2.5K |
| Tower Research Capital LLC (TRC) | Reduced | 2.8K | 423 | -2.4K |
| ROYAL BANK OF CANADA | Reduced | 2.9K | 1.6K | -1.3K |
| MORGAN STANLEY | Increased | 6.2K | 7.3K | +1.0K |
| BARCLAYS PLC | Reduced | 1.4K | 411 | -1.0K |
| CITADEL ADVISORS LLC | Reduced | 15.4K | 14.5K | -892 |
| Ameritas Investment Partners, Inc. | Sold Out | 708 | 0 | -708 |
| Legal & General Group Plc | Sold Out | 628 | 0 | -628 |
| GAMMA Investing LLC | Reduced | 626 | 102 | -524 |
| Russell Investments Group, Ltd. | Reduced | 575 | 121 | -454 |
| Arax Advisory Partners | New | 0 | 387 | +387 |
| CITIGROUP INC | Sold Out | 358 | 0 | -358 |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 354.4K | 354.2K | -276 |
| NewEdge Advisors, LLC | Sold Out | 276 | 0 | -276 |
| UBS Group AG | Reduced | 1.8K | 1.6K | -180 |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 2.0K | 2.1K | +92 |
| VANGUARD FIDUCIARY TRUST CO | Increased | 46.4K | 46.5K | +91 |
| Sterling Capital Management LLC | Sold Out | 72 | 0 | -72 |
| Integrated Wealth Concepts LLC | Increased | 23.6K | 23.6K | +62 |
| SBI Securities Co., Ltd. | Increased | 14 | 65 | +51 |
| Essential Partners LLC | Increased | 8 | 19 | +11 |
| EverSource Wealth Advisors, LLC | Increased | 20 | 31 | +11 |
| Allworth Financial LP | Increased | 11 | 18 | +7 |
| IFP Advisors, Inc | Increased | 1 | 5 | +4 |
| Covestor Ltd | New | 0 | 4 | +4 |
| Fortitude Family Office, LLC | New | 0 | 2 | +2 |
| Caitong International Asset Management Co., Ltd | New | 0 | 2 | +2 |
| ROTHSCHILD INVESTMENT LLC | Increased | 1 | 3 | +2 |
| MAI Capital Management | Sold Out | 2 | 0 | -2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.