CSP Inc (CSPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Visionary Wealth Advisors

DECREASED

Shares787,282 from 801,088

Change-13,806 (-2%)

Value$6.0M (-$337.9K)

Filed 2026-11-04

Dimensional Fund Advisors LP

DECREASED

Shares349,251 from 351,674

Change-2,423 (-1%)

Value$2.7M (-$120.5K)

Filed 2026-11-04

Geode Capital Management, LLC

UNCHANGED

Shares81,477 from 81,477

Change0 (0%)

Value$623.5K (-$23.6K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares45,883 from 45,859

Change+24 (+0%)

Value$351.0K (-$13.1K)

Filed 2026-11-05

Squarepoint Ops LLC

DECREASED

Shares16,013 from 24,692

Change-8,679 (-35%)

Value$122.5K (-$73.6K)

Filed 2026-11-09

Nuveen, LLC

NEW

Shares795

Change+795

Value$6.3K

Filed 2026-11-10

SBI Securities Co., Ltd.

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$497 (-$19)

Filed 2026-10-22

Russell Investments Group, Ltd.

DECREASED

Shares52 from 121

Change-69 (-57%)

Value$398 (-$563)

Filed 2026-11-06

Allworth Financial LP

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$143 ($0)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

DECREASED

Shares8 from 31

Change-23 (-74%)

Value$62 (-$185)

Filed 2026-11-04

Essential Partners LLC

DECREASED

Shares7 from 19

Change-12 (-63%)

Value$54 (-$97)

Filed 2026-10-14

IFP Advisors, Inc

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$38 (-$2)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$15 (-$1)

Filed 2026-10-29

Barclays PLC

CLOSED

Shares0 from 411

Change-411 (-100%)

Value$0 (-$3.3K)

Filed 2026-11-06

Gamma Investing LLC

CLOSED

Shares0 from 102

Change-102 (-100%)

Value$0 (-$810)

Filed 2026-10-08

Covestor Ltd

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-10-30

Fortitude Family Office, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$16)

Filed 2026-10-14

Farther Finance Advisors, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$8)

Filed 2026-10-08

Vanguard Capital Management LLC

N/A

Shares— from 354,154

Change-354,154 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 267,714

Change-267,714 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 94,985

Change-94,985 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 69,612

Change-69,612 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 64,470

Change-64,470 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 46,500

Change-46,500 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 46,145

Change-46,145 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 38,448

Change-38,448 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 36,139

Change-36,139 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 29,304

Change-29,304 (-100%)

Value—

State Street Corp

N/A

Shares— from 25,559

Change-25,559 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 23,623

Change-23,623 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 22,844

Change-22,844 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 21,015

Change-21,015 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 18,945

Change-18,945 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 17,721

Change-17,721 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,548

Change-14,548 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 13,162

Change-13,162 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 7,282

Change-7,282 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,246

Change-3,246 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,118

Change-2,118 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,592

Change-1,592 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,575

Change-1,575 (-100%)

Value—

FMR LLC

N/A

Shares— from 513

Change-513 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 423

Change-423 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 387

Change-387 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Visionary Wealth Advisors	DECREASED	787,282	801,088	-13,806	-2%	$6.4M	$6.0M	-$337.9K	2026-11-04
Dimensional Fund Advisors LP	DECREASED	349,251	351,674	-2,423	-1%	$2.8M	$2.7M	-$120.5K	2026-11-04
Geode Capital Management, LLC	UNCHANGED	81,477	81,477	0	0%	$647.2K	$623.5K	-$23.6K	2026-11-06
Bank of New York Mellon Corp	INCREASED	45,883	45,859	+24	+0%	$364.1K	$351.0K	-$13.1K	2026-11-05
Squarepoint Ops LLC	DECREASED	16,013	24,692	-8,679	-35%	$196.1K	$122.5K	-$73.6K	2026-11-09
Nuveen, LLC	NEW	795	—	+795	—	—	$6.3K	—	2026-11-10
SBI Securities Co., Ltd.	UNCHANGED	65	65	0	0%	$516	$497	-$19	2026-10-22
Russell Investments Group, Ltd.	DECREASED	52	121	-69	-57%	$961	$398	-$563	2026-11-06
Allworth Financial LP	UNCHANGED	18	18	0	0%	$143	$143	$0	2026-11-06
EverSource Wealth Advisors, LLC	DECREASED	8	31	-23	-74%	$247	$62	-$185	2026-11-04
Essential Partners LLC	DECREASED	7	19	-12	-63%	$151	$54	-$97	2026-10-14
IFP Advisors, Inc	UNCHANGED	5	5	0	0%	$40	$38	-$2	2026-10-16
Caitong International Asset Management Co., Ltd	UNCHANGED	2	2	0	0%	$16	$15	-$1	2026-10-29
Barclays PLC	CLOSED	0	411	-411	-100%	$3.3K	$0	-$3.3K	2026-11-06
Gamma Investing LLC	CLOSED	0	102	-102	-100%	$810	$0	-$810	2026-10-08
Covestor Ltd	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-10-30
Fortitude Family Office, LLC	CLOSED	0	2	-2	-100%	$16	$0	-$16	2026-10-14
Farther Finance Advisors, LLC	CLOSED	0	1	-1	-100%	$8	$0	-$8	2026-10-08
Vanguard Capital Management LLC	N/A	—	354,154	-354,154	-100%	$2.8M	—	—	—
Renaissance Technologies LLC	N/A	—	267,714	-267,714	-100%	$2.1M	—	—	—
Savvy Advisors, Inc.	N/A	—	94,985	-94,985	-100%	$754.2K	—	—	—
Millennium Management LLC	N/A	—	69,612	-69,612	-100%	$552.7K	—	—	—
BlackRock, Inc.	N/A	—	64,470	-64,470	-100%	$511.9K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	46,500	-46,500	-100%	$369.2K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	46,145	-46,145	-100%	$366.4K	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	38,448	-38,448	-100%	$305.3K	—	—	—
Jane Street Group, LLC	N/A	—	36,139	-36,139	-100%	$286.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	29,304	-29,304	-100%	$232.7K	—	—	—
State Street Corp	N/A	—	25,559	-25,559	-100%	$202.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	23,623	-23,623	-100%	$187.6K	—	—	—
JPMorgan Chase & Co	N/A	—	22,844	-22,844	-100%	$180.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	21,015	-21,015	-100%	$166.9K	—	—	—
Point72 Asset Management, L.P.	N/A	—	18,945	-18,945	-100%	$150.4K	—	—	—
Northern Trust Corp	N/A	—	17,721	-17,721	-100%	$140.7K	—	—	—
Citadel Advisors LLC	N/A	—	14,548	-14,548	-100%	$115.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	13,162	-13,162	-100%	$104.5K	—	—	—
Morgan Stanley	N/A	—	7,282	-7,282	-100%	$57.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,246	-3,246	-100%	$25.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,118	-2,118	-100%	$16.8K	—	—	—
Royal Bank of Canada	N/A	—	1,592	-1,592	-100%	$13.0K	—	—	—
UBS Group AG	N/A	—	1,575	-1,575	-100%	$12.5K	—	—	—
FMR LLC	N/A	—	513	-513	-100%	$4.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	423	-423	-100%	$3.4K	—	—	—
Arax Advisory Partners	N/A	—	387	-387	-100%	$3.1K	—	—	—
Rothschild Investment LLC	N/A	—	3	-3	-100%	$24	—	—	—

Showing 45 of 45 institutions