CSP Ownership | Who Owns CSP?
CSP Ownership Summary
CSP is owned by 26.87% institutional investors, 29.65% insiders, and 43.47% retail investors. Visionary wealth advisors is the largest institutional shareholder, holding 8.31% 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 | 26.87% | 29.65% | 43.47% |
| Sector | Technology Stocks | 78.07% | 14.90% | 7.03% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Visionary wealth advisors | 784.81K | 8.31% | $6.79M |
| Vanguard group | 445.46K | 4.76% | $5.57M |
| Blackrock funding, inc. /de | 369.18K | 3.91% | $3.19M |
| Dimensional fund advisors lp | 360.05K | 3.81% | $3.11M |
| Renaissance | 277.43K | 2.94% | $2.40M |
| Geode capital management | 176.03K | 1.86% | $1.52M |
| Millennium management | 107.92K | 1.18% | $1.66M |
| Farther finance advisors | 101.28K | 1.07% | $822.37K |
| State street | 74.29K | 0.79% | $642.60K |
| Northern trust | 67.45K | 0.71% | $583.46K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Visionary wealth advisors | 784.81K | 0.30% | $6.79M |
| Bridgeway capital management | 46.15K | 0.01% | $399.15K |
| Farther finance advisors | 101.28K | 0.01% | $822.37K |
| Renaissance | 277.43K | 0.00% | $2.40M |
| Integrated wealth concepts | 23.56K | 0.00% | $203.80K |
| Millennium management | 107.92K | 0.00% | $1.66M |
| Dimensional fund advisors lp | 360.05K | 0.00% | $3.11M |
| Tower research capital llc (trc) | 2.77K | 0.00% | $24.00K |
| Eversource wealth advisors | 366.00 | 0.00% | $17.16K |
| Gamma investing | 626.00 | 0.00% | $5.42K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Farther finance advisors | 101.28K | 0.01% | 101.28K |
| Millennium management | 107.92K | 0.00% | 79.35K |
| Susquehanna group, llp | 51.79K | 0.00% | 51.79K |
| Vanguard fiduciary trust | 46.41K | 0.00% | 46.41K |
| Visionary wealth advisors | 784.81K | 0.30% | 19.92K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Segall bryant & hamill | - | - | -38.45K |
| Jane street group | - | - | -27.64K |
| American century companies | - | - | -24.70K |
| Goldman sachs group | - | - | -22.82K |
| First trust advisors lp | - | - | -20.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Farther finance advisors | 101.28K | 0.01% | 101.28K | $822.37K |
| Susquehanna group, llp | 51.79K | 0.00% | 51.79K | $832.22K |
| Vanguard fiduciary trust | 46.41K | 0.00% | 46.41K | $401.44K |
| Citadel advisors | 15.44K | - | 15.44K | $133.56K |
| Vanguard global advisers | 3.25K | - | 3.25K | $28.08K |
Sold Out
| Holder | Change |
|---|---|
| Srs capital advisors | -1.00 |
| Mai capital management | -2.00 |
| Rise advisors | -43.00 |
| Nisa investment advisors | -48.00 |
| Sterling capital management | -72.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 45 | -6.25% | 2,569,122 | -12.69% | 26 | 2.78% | 24 | - | 18 | 20.00% |
| Mar 31, 2026 | 45 | 9.76% | 2,904,299 | 1.60% | 30 | 3.36% | 22 | 4.76% | 15 | 36.36% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 278.89K | 2.82% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 272.26K | 2.71% | - |
| Vanguard Total Stock Mkt Idx Inv | 272.26K | 2.70% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 272.26K | 2.70% | - |
| iShares Russell 2000 ETF | 157.63K | 1.57% | 1.46K |
| DFA US Small Cap Value I | 105.00K | 1.04% | - |
| DFA US Micro Cap I | 96.38K | 0.96% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 87.68K | 0.87% | 14.92K |
| Fidelity Small Cap Index | 68.70K | 0.68% | -95.00 |
| iShares Russell 2000 Growth ETF | 51.02K | 0.51% | -330.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 14, 2026 | NERGES JOSEPH R | - | Buy | $3.95K |
| Sep 11, 2026 | NERGES JOSEPH R | - | Buy | $7.90K |
| Sep 15, 2026 | NERGES JOSEPH R | - | Buy | $3.76K |
| Sep 15, 2026 | NERGES JOSEPH R | - | Buy | $221.20 |
| Sep 11, 2026 | NERGES JOSEPH R | - | Buy | $7.85K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 6 | - |
| 2026 Q2 | 18 | - |
| 2026 Q1 | 26 | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | 24 | - |
CSPI Ownership FAQ
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