CSP Ownership | Who Owns CSP?
CSP Ownership Summary
CSP is owned by 30.55% institutional investors, 30.59% insiders, and 38.86% retail investors. Visionary wealth advisors is the largest institutional shareholder, holding 8.48% 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 | 30.55% | 30.59% | 38.86% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Visionary wealth advisors | 766.84K | 8.48% | $12.32M |
| 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 |
| Mercer global advisors inc /adv | 98.78K | 1.09% | $1.59M |
| Geode capital management | 71.80K | 0.79% | $1.15M |
| Bank of new york mellon | 68.60K | 0.76% | $1.10M |
| Navellier & associates | 61.58K | 0.68% | $989.53K |
| 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 | 766.84K | 0.72% | $12.32M |
| Apis capital advisors | 20.00K | 0.21% | $321.40K |
| Navellier & associates | 61.58K | 0.12% | $989.53K |
| Bridgeway capital management | 61.20K | 0.02% | $983.48K |
| 683 capital management | 19.95K | 0.02% | $320.64K |
| Fny investment advisers | 1.00K | 0.01% | $16.00K |
| Renaissance | 339.35K | 0.01% | $5.45M |
| Integrated wealth concepts | 23.50K | 0.00% | $377.71K |
| Mercer global advisors inc /adv | 98.78K | 0.00% | $1.59M |
| Dimensional fund advisors lp | 488.79K | 0.00% | $7.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Visionary wealth advisors | 766.84K | 0.72% | 102.54K |
| Susquehanna group, llp | 51.79K | 0.00% | 51.79K |
| Navellier & associates | 61.58K | 0.12% | 23.55K |
| 683 capital management | 19.95K | 0.02% | 19.95K |
| Goldman sachs group | 17.95K | - | 17.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mercer global advisors inc /adv | 98.78K | 0.00% | -98.78K |
| Renaissance | 339.35K | 0.01% | -54.58K |
| Gsa capital partners llp | - | - | -10.09K |
| Apis capital advisors | 20.00K | 0.21% | -10.00K |
| Bank of montreal /can/ | - | - | -8.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 51.79K | 0.00% | 51.79K | $832.22K |
| 683 capital management | 19.95K | 0.02% | 19.95K | $320.64K |
| Goldman sachs group | 17.95K | - | 17.95K | $288.46K |
| Fny investment advisers | 1.00K | 0.01% | 1.00K | $16.00K |
Sold Out
| Holder | Change |
|---|---|
| Lazard asset management | -88.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 35 | 40.00% | 2,843,365 | 119.24% | 32 | 3.75% | 33 | 200.00% | 2 | -75.00% |
| Dec 31, 2023 | 25 | 8.70% | 1,296,941 | 2.10% | 29 | 3.53% | 11 | -15.38% | 8 | 60.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 278.89K | 2.82% | - |
| Vanguard Total Stock Mkt Idx Inv | 278.89K | 2.82% | - |
| DFA US Small Cap Value I | 167.45K | 1.69% | -2.66K |
| Vanguard Institutional Extnd Mkt Idx Tr | 109.25K | 1.11% | - |
| DFA US Micro Cap I | 97.74K | 0.99% | - |
| Bridgeway Ultra-Small Company Market | 60.00K | 0.61% | - |
| DFA US Small Cap I | 50.13K | 0.51% | -2.67K |
| WisdomTree US SmallCap Dividend ETF | 44.54K | 0.45% | - |
| Fidelity Extended Market Index | 33.97K | 0.34% | -216.00 |
| DFA US Targeted Value I | 31.32K | 0.32% | -2.66K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 10, 2025 | NERGES JOSEPH R | - | Buy | $3.11K |
| Mar 10, 2025 | NERGES JOSEPH R | - | Buy | $6.28K |
| Mar 11, 2025 | NERGES JOSEPH R | - | Buy | $4.72K |
| Mar 10, 2025 | NERGES JOSEPH R | - | Buy | $4.65K |
| Mar 10, 2025 | NERGES JOSEPH R | - | Buy | $3.16K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 23 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 23 | 3 |
| 2024 Q2 | 111 | - |
| 2024 Q1 | 21 | - |
CSPI Ownership FAQ
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