Among active 13F managers last quarter, 5 opened and 5 added, while 4 reduced; the largest holder to move was Renaissance Technologies LLC (−3.0%). Over the last 180 days, 4 insiders bought and none sold, a net +$139K in open-market trades.
Funds lean in and no leg opposes.
45 tracked 13F filers disclose a position in CSPI as of the latest SEC 13F filings, a combined $20.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Visionary Wealth Advisors | 801K | $6.4M | ▲+2.1% Added · +16K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 360K | $3.1M | ▼−2.6% Reduced · −9K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 354K | $2.8M | ▼−0.1% Reduced · −276 sh | Q2 2026 | |
| 4 | Renaissance Technologies LLC | 277K | $2.4M | ▼−3.0% Reduced · −9K sh | Q1 2026 | |
| 5 | Farther Finance Advisors, LLC | 101K | $822K | ▲New +101K sh | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 81K | $647K | ▼−54% Reduced · −95K sh | Q2 2026 | |
| 7 | Northern Trust Corp | 67K | $583K | ▼−3.3% Reduced · −2K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | 64K | $512K | ▼−83% Reduced · −305K sh | Q2 2026 | |
| 9 | Bank of New York Mellon Corp | 58K | $502K | ▲+0.3% Added · +204 sh | Q1 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 47K | $369K | ▲+0.2% Added · +91 sh | Q2 2026 | |
| 11 | Bridgeway Capital Management, LLC | 46K | $366K | —Held | Q2 2026 | |
| 12 | Segall Bryant & Hamill, LLC | 38K | $305K | —Held | Q2 2026 | |
| 13 | JPMorgan Chase & Co | 26K | $208K | ▼−4.9% Reduced · −1K sh | Q1 2026 | |
| 14 | State Street Corp | 26K | $203K | ▼−66% Reduced · −49K sh | Q2 2026 | |
| 15 | Integrated Wealth Concepts LLC | 24K | $188K | ▲+0.3% Added · +62 sh | Q2 2026 | |
| 16 | Charles Schwab Investment Management Inc | 19K | $166K | ▼−17% Reduced · −4K sh | Q1 2026 | |
| 17 | Point72 Asset Management, L.P. | 19K | $150K | ▲New +19K sh | Q2 2026 | |
| 18 | Citadel Advisors LLC | 15K | $116K | ▼−5.8% Reduced · −892 sh | Q2 2026 | |
| 19 | New York State Common Retirement Fund | 7K | $58K | —Held | Q1 2026 | |
| 20 | Morgan Stanley | 6K | $54K | ▼−43% Reduced · −5K sh | Q1 2026 | |
| 21 | Deutsche Bank AG | 6K | $54K | —Held | Q1 2026 | |
| 22 | Rhumbline Advisers | 4K | $39K | ▼−5.2% Reduced · −247 sh | Q1 2026 | |
| 23 | Mirae Asset Global Etfs Holdings Ltd. | 3K | $30K | ▲+2.0% Added · +68 sh | Q1 2026 | |
| 24 | Vanguard Global Advisers, LLC | 3K | $26K | —Held | Q2 2026 | |
| 25 | Royal Bank Of Canada | 3K | $25K | ▲+5.5% Added · +152 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in CSPI and 5 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 16 funds | $9.6B |
| Alphabet Inc-CL AGOOGL | 16 funds | $4.1B |
| Eli Lilly & CoLLY | 16 funds | $2.2B |
| Mastercard Inc - AMA | 16 funds | $2.2B |
| JPMorgan Chase & CoJPM | 16 funds | $2.0B |
| Visa Inc-Class A SharesV | 16 funds | $1.6B |
| Chevron CorpCVX | 16 funds | $1.6B |
| Coca-Cola CoKO | 16 funds | $950.1M |
| Tutor Perini CorpTPC | 16 funds | $117.2M |
| Teekay Tankers Ltd-Class ATNK | 16 funds | $102.6M |
| Commercial Metals CoCMC | 16 funds | $89.6M |
| Bandwidth Inc-Class ABAND | 16 funds | $66.5M |
Ranked by how many of CSPI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSPI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | Nerges Joseph R | 10% Owner | Buy (P) 2 lots, same day | 171 | $1K |
| Jun 9, 2026 | Nerges Joseph R | 10% Owner | Buy (P) 2 lots, same day | 899 | $8K |
| Jun 8, 2026 | Nerges Joseph R | 10% Owner | Buy (P) 3 lots, same day | 2K | $20K |
| May 15, 2026 | Folger Anthony | Director | Buy (P) | 3K | $23K |
| May 13, 2026 | Nerges Joseph R | 10% Owner | Buy (P) 2 lots, same day | 900 | $8K |
| May 13, 2026 | Azeri Ismail | Director | Buy (P) | 218 | $2K |
| May 12, 2026 | Nerges Joseph R | 10% Owner | Buy (P) 2 lots, same day | 1K | $9K |
| May 12, 2026 | Webber Stephen J. | Director | Buy (P) | 3K | $24K |
| May 12, 2026 | Azeri Ismail | Director | Buy (P) | 2K | $21K |
| May 11, 2026 | Nerges Joseph R | 10% Owner | Buy (P) 3 lots, same day | 2K | $22K |
| Mar 13, 2026 | Nerges Joseph R | 10% Owner | Buy (P) | 200 | $2K |
| Mar 12, 2026 | Nerges Joseph R | 10% Owner | Buy (P) 2 lots, same day | 907 | $8K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 13 | 20 | – |
Insiders Form 4 open-market | 4 | 0 | +$139K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CSPI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CSPI/capital-change-brief"
Use Arkolith's capital_change_brief for CSPI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CSPI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.