CSP Ownership | Who Owns CSP?
CSP Ownership Summary
CSP is owned by 31.22% institutional investors, 30.81% insiders, and 37.97% retail investors. Visionary wealth advisors is the largest institutional shareholder, holding 7.92% 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 | 31.22% | 30.81% | 37.97% |
| Sector | Technology Stocks | 143.68% | 12.49% | -56.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Visionary wealth advisors | 740.19K | 7.92% | $9.58M |
| Dimensional fund advisors lp | 488.79K | 5.41% | $7.86M |
| Vanguard group | 403.16K | 4.46% | $6.48M |
| Renaissance | 339.35K | 3.75% | $5.45M |
| Blackrock funding, inc. /de | 286.99K | 3.07% | $3.71M |
| Millennium management | 107.92K | 1.18% | $1.66M |
| Geode capital management | 71.80K | 0.79% | $1.15M |
| Bank of new york mellon | 68.60K | 0.76% | $1.10M |
| Bridgeway capital management | 61.20K | 0.68% | $983.48K |
| Susquehanna group, llp | 51.79K | 0.57% | $832.22K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Visionary wealth advisors | 740.19K | 0.49% | $9.58M |
| Navellier & associates | 36.85K | 0.06% | $476.83K |
| Bridgeway capital management | 61.20K | 0.02% | $983.48K |
| Renaissance | 339.35K | 0.01% | $5.45M |
| Integrated wealth concepts | 23.50K | 0.00% | $377.71K |
| Dimensional fund advisors lp | 488.79K | 0.00% | $7.86M |
| Copeland capital management | 3.97K | 0.00% | $51.38K |
| Millennium management | 107.92K | 0.00% | $1.66M |
| Mercer global advisors inc /adv | 10.28K | 0.00% | $133.00K |
| First trust advisors lp | 19.41K | 0.00% | $311.95K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 286.99K | 0.00% | 246.71K |
| Millennium management | 107.92K | 0.00% | 79.35K |
| Susquehanna group, llp | 51.79K | 0.00% | 51.79K |
| Visionary wealth advisors | 740.19K | 0.49% | 39.74K |
| Goldman sachs group | 17.95K | - | 17.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | 339.35K | 0.01% | -54.58K |
| Jane street group | - | - | -27.64K |
| American century companies | - | - | -24.70K |
| Apis capital advisors | - | - | -20.00K |
| 683 capital management | - | - | -19.95K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 51.79K | 0.00% | 51.79K | $832.22K |
| Goldman sachs group | 17.95K | - | 17.95K | $288.46K |
| Raymond james financial | 7.00K | - | 7.00K | $90.64K |
| Sterling capital management | 41.00 | - | 41.00 | $531.00 |
Sold Out
| Holder | Change |
|---|---|
| Gamma investing | -38.00 |
| Lazard asset management | -88.00 |
| Fny investment advisers | -1.00K |
| Bank of montreal /can/ | -8.40K |
| Gsa capital partners llp | -10.09K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 32 | 6.67% | 2,707,015 | -1.74% | 29 | 3.22% | 15 | 50.00% | 10 | -41.18% |
| Jun 30, 2024 | 30 | -14.29% | 2,754,883 | -3.11% | 30 | 2.95% | 10 | -69.70% | 17 | 750.00% |
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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