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Overview
Financials
Chart
Business Summary
Filings
Ownership
Valuation
Ownership — CSPI
Institutional Holdings
Insider Transactions
US Institutional Ownership
28.5%
Institution
Shares
Value
Ownership %
Change
Filing Date
Visionary Wealth Advisors
784.8K
$6.0M
7.79%
+19.9K
2026-03-31
BlackRock, Inc.
369.2K
$3.0M
3.67%
-5.0K
2026-03-31
DIMENSIONAL FUND ADVISORS LP
360.1K
$3.0M
3.57%
-9.5K
2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC
354.4K
$3.0M
3.52%
--
2026-03-31
RENAISSANCE TECHNOLOGIES LLC
277.4K
$2.0M
2.75%
-8.7K
2026-03-31
GEODE CAPITAL MANAGEMENT, LLC
176.0K
$1.0M
1.75%
+12.6K
2026-03-31
Farther Finance Advisors, LLC
101.3K
--
1.01%
--
2026-03-31
STATE STREET CORP
74.3K
--
0.74%
+1.0K
2026-03-31
NORTHERN TRUST CORP
67.5K
--
0.67%
-2.3K
2026-03-31
Bank of New York Mellon Corp
58.0K
--
0.58%
+204
2026-03-31
VANGUARD FIDUCIARY TRUST CO
46.4K
--
0.46%
--
2026-03-31
BRIDGEWAY CAPITAL MANAGEMENT, LLC
46.1K
--
0.46%
--
2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC
41.5K
--
0.41%
--
2026-03-31
Integrated Wealth Concepts LLC
23.6K
--
0.23%
+47
2026-03-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
19.2K
--
0.19%
-3.8K
2026-03-31
CITADEL ADVISORS LLC
15.4K
--
0.15%
--
2026-03-31
NAVELLIER & ASSOCIATES INC
10.0K
--
0.10%
--
2026-03-31
NEW YORK STATE COMMON RETIREMENT FUND
6.7K
--
0.07%
--
2026-03-31
MORGAN STANLEY
6.2K
--
0.06%
-4.8K
2026-03-31
DEUTSCHE BANK AG\
6.2K
--
0.06%
--
2026-03-31
RHUMBLINE ADVISERS
4.5K
--
0.04%
-247
2026-03-31
FMR LLC
3.3K
--
0.03%
+2.5K
2026-03-31
Vanguard Global Advisers, LLC
3.2K
--
0.03%
--
2026-03-31
Tower Research Capital LLC (TRC)
2.8K
--
0.03%
+2.0K
2026-03-31
WELLS FARGO & COMPANY/MN
2.5K
--
0.03%
-5.1K
2026-03-31
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