AI Holders Summary · Q2 2026

43 institutions reported CSPI in Q2 2026. Visionary Wealth Advisors leads at 32.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

Visionary Wealth Advisors

CIK 0001802984

$6M801K0.25%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$3M354K0.00%Q2 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$3M352K0.00%Q2 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$2M268K0.00%Q2 2026 05

Savvy Advisors, Inc.

CIK 0002003633

$754K95K0.02%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$647K81K0.00%Q2 2026 07

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$553K70K0.00%Q2 2026 08

BlackRock, Inc.

CIK 0002012383

$512K64K0.00%Q2 2026 09

Integrated Wealth Concepts LLC

CIK 0001737109

$374K47K0.00%Q2 2026 10

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$369K47K0.00%Q2 2026 11

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$366K46K0.01%Q2 2026 12

Bank of New York Mellon Corp

CIK 0001390777

$364K46K0.00%Q2 2026 13

SEGALL BRYANT & HAMILL, LLC

CIK 0001006378

$305K38K0.00%Q2 2026 14

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$233K29K0.00%Q2 2026 15

STATE STREET CORP

CIK 0000093751

$203K26K0.00%Q2 2026 16

Squarepoint Ops LLC

CIK 0001642575

$196K25K0.00%Q2 2026 17

JPMORGAN CHASE & CO

CIK 0000019617

$180K23K0.00%Q2 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$167K21K0.00%Q2 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$141K18K0.00%Q2 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$116K15K0.00%Q2 2026

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