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Overview
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Chart
Business Summary
Filings
Ownership
Valuation
Ownership — CSPI
Institutional Holdings
Insider Transactions
US Institutional Ownership
25.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
Visionary Wealth Advisors
801.1K
$6.0M
7.96%
+16.3K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
354.2K
$2.0M
3.52%
-276
2026-06-30
DIMENSIONAL FUND ADVISORS LP
351.7K
$2.0M
3.50%
-8.4K
2026-06-30
RENAISSANCE TECHNOLOGIES LLC
267.7K
$2.0M
2.66%
-9.7K
2026-06-30
Savvy Advisors, Inc.
95.0K
--
0.94%
--
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
81.5K
--
0.81%
-94.6K
2026-06-30
MILLENNIUM MANAGEMENT LLC
69.6K
--
0.69%
+50.2K
2026-06-30
BlackRock, Inc.
64.5K
--
0.64%
-304.7K
2026-06-30
Integrated Wealth Concepts LLC
47.2K
--
0.47%
+23.6K
2026-06-30
VANGUARD FIDUCIARY TRUST CO
46.5K
--
0.46%
+91
2026-06-30
BRIDGEWAY CAPITAL MANAGEMENT, LLC
46.1K
--
0.46%
--
2026-06-30
Bank of New York Mellon Corp
45.9K
--
0.46%
-12.1K
2026-06-30
SEGALL BRYANT & HAMILL, LLC
38.4K
--
0.38%
--
2026-06-30
JANE STREET GROUP, LLC
36.1K
--
0.36%
--
2026-06-30
STATE STREET CORP
25.6K
--
0.25%
-48.7K
2026-06-30
Squarepoint Ops LLC
24.7K
--
0.25%
+11.1K
2026-06-30
JPMORGAN CHASE & CO
22.8K
--
0.23%
-4.1K
2026-06-30
GOLDMAN SACHS GROUP INC
21.0K
--
0.21%
-1.8K
2026-06-30
Point72 Asset Management, L.P.
18.9K
--
0.19%
--
2026-06-30
NORTHERN TRUST CORP
17.7K
--
0.18%
-49.7K
2026-06-30
Curated Wealth Partners LLC
15.0K
--
0.15%
--
2026-06-30
CITADEL ADVISORS LLC
14.5K
--
0.14%
-892
2026-06-30
Qube Research & Technologies Ltd
13.2K
--
0.13%
--
2026-06-30
MORGAN STANLEY
7.3K
--
0.07%
+1.0K
2026-06-30
Vanguard Global Advisers, LLC
3.2K
--
0.03%
--
2026-06-30
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