CSPI CSPi

NASDAQ
$7.25

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 September 30, 2026.

Managers compared
16
filed both this quarter and last
Managers holding
11
-5 on the quarter
Buyers
1
0 opened new
Sellers
10
5 sold out entirely
Buyer share
9.1%
of managers who traded it
Breadth
-81.8
net buyers, as a share of those trading

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Ownership map

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.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Visionary Wealth Advisors 787.3K 62.3%
DIMENSIONAL FUND ADVISORS LP 349.3K 27.6%
GEODE CAPITAL MANAGEMENT, LLC 81.5K 6.4%
Bank of New York Mellon Corp 45.9K 3.6%
SBI Securities Co., Ltd. 65 0.0%
Russell Investments Group, Ltd. 52 0.0%
Allworth Financial LP 18 0.0%
EverSource Wealth Advisors, LLC 8 0.0%
Essential Partners LLC 7 0.0%
IFP Advisors, Inc 5 0.0%
Caitong International Asset Management Co., Ltd 2 0.0%

Largest changes

Manager Action Previous Current Change
Visionary Wealth Advisors Reduced 801.1K 787.3K -13.8K
DIMENSIONAL FUND ADVISORS LP Reduced 351.7K 349.3K -2.4K
BARCLAYS PLC Sold Out 411 0 -411
GAMMA Investing LLC Sold Out 102 0 -102
Russell Investments Group, Ltd. Reduced 121 52 -69
Bank of New York Mellon Corp Increased 45.9K 45.9K +24
EverSource Wealth Advisors, LLC Reduced 31 8 -23
Essential Partners LLC Reduced 19 7 -12
Covestor Ltd Sold Out 4 0 -4
Fortitude Family Office, LLC Sold Out 2 0 -2
Farther Finance Advisors, LLC Sold Out 1 0 -1

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.