CSP Ownership | Who Owns CSP?
CSP Ownership Summary
CSP is owned by 11.76% institutional investors, 28.95% insiders, and 59.29% retail investors. Visionary wealth advisors is the largest institutional shareholder, holding 7.98% of CSPI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.82% of its assets in CSP shares.
CSPI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CSP | 11.76% | 28.95% | 59.29% |
| Sector | Technology Stocks | 34.40% | 12.94% | 52.66% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Visionary wealth advisors | 747.16K | 7.98% | $8.63M |
| Vanguard group | 445.46K | 4.76% | $5.57M |
| Blackrock funding, inc. /de | 374.13K | 4.00% | $4.68M |
| Dimensional fund advisors lp | 369.55K | 3.91% | $4.62M |
| Renaissance | 286.13K | 3.03% | $3.58M |
| Geode capital management | 163.38K | 1.75% | $2.04M |
| Millennium management | 107.92K | 1.18% | $1.66M |
| State street | 73.16K | 0.78% | $845.04K |
| Northern trust | 71.88K | 0.77% | $830.20K |
| Bank of new york mellon | 57.79K | 0.62% | $722.38K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Visionary wealth advisors | 747.16K | 0.40% | $8.63M |
| Navellier & associates | 10.00K | 0.01% | $125.00K |
| Bridgeway capital management | 46.15K | 0.01% | $532.98K |
| Renaissance | 286.13K | 0.01% | $3.58M |
| Segall bryant & hamill | 19.20K | 0.00% | $221.81K |
| Integrated wealth concepts | 23.50K | 0.00% | $271.43K |
| Copeland capital management | 3.93K | 0.00% | $49.15K |
| Dimensional fund advisors lp | 369.55K | 0.00% | $4.62M |
| Millennium management | 107.92K | 0.00% | $1.66M |
| Tower research capital llc (trc) | 1.28K | 0.00% | $14.75K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 107.92K | 0.00% | 79.35K |
| Susquehanna group, llp | 51.79K | 0.00% | 51.79K |
| Blackrock funding, inc. /de | 374.13K | 0.00% | 39.03K |
| Segall bryant & hamill | 19.20K | 0.00% | 19.20K |
| State street | 73.16K | - | 9.19K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | - | - | -27.64K |
| Bank of new york mellon | 57.79K | 0.00% | -26.11K |
| American century companies | - | - | -24.70K |
| Goldman sachs group | - | - | -22.82K |
| Renaissance | 286.13K | 0.01% | -20.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 51.79K | 0.00% | 51.79K | $832.22K |
| Segall bryant & hamill | 19.20K | 0.00% | 19.20K | $221.81K |
| Russell investments group | 575.00 | - | 575.00 | $6.64K |
Sold Out
| Holder | Change |
|---|---|
| Srs capital advisors | -1.00 |
| Gamma investing | -38.00 |
| Rise advisors | -43.00 |
| Lazard asset management | -88.00 |
| Fny investment advisers | -1.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 17 | -63.04% | 1,101,165 | -61.79% | 11 | 1.24% | 6 | -76.00% | 5 | -64.29% |
| Sep 30, 2025 | 22 | -43.59% | 1,511,901 | -47.96% | 16 | 1.67% | 8 | -71.43% | 9 | 12.50% |
| Jun 30, 2025 | 41 | 17.14% | 2,917,026 | 9.26% | 31 | 3.82% | 30 | 130.77% | 8 | -52.94% |
| Mar 31, 2025 | 2 | -94.29% | 135,557 | -95.14% | 1 | 0.16% | 2 | -89.47% | - | -100.00% |
| Dec 31, 2024 | 35 | 9.38% | 2,787,316 | 2.97% | 30 | 3.41% | 19 | 26.67% | 13 | 30.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 278.89K | 2.82% | - |
| Vanguard Total Stock Mkt Idx Inv | 272.93K | 2.77% | -5.96K |
| DFA US Small Cap Value I | 127.94K | 1.30% | -11.26K |
| iShares Russell 2000 ETF | 110.25K | 1.12% | - |
| DFA US Micro Cap I | 97.74K | 0.99% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 75.05K | 0.76% | -34.20K |
| Fidelity Small Cap Index | 70.72K | 0.72% | 70.72K |
| DFA US Small Cap I | 50.13K | 0.51% | - |
| Bridgeway Ultra-Small Company Market | 44.15K | 0.45% | - |
| iShares Russell 2000 Growth ETF | 43.06K | 0.44% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 15, 2025 | NERGES JOSEPH R | - | Buy | $13.45K |
| Sep 15, 2025 | NERGES JOSEPH R | - | Buy | $11.21K |
| Jun 13, 2025 | NERGES JOSEPH R | - | Buy | $11.99K |
| Jun 13, 2025 | NERGES JOSEPH R | - | Buy | $5.90K |
| Jun 13, 2025 | NERGES JOSEPH R | - | Buy | $2.34K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 2 | - |
| 2025 Q2 | 24 | - |
| 2025 Q1 | 23 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 23 | 3 |
CSPI Ownership FAQ
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