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 September 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 | 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.