AI Holders Summary · Q1 2026

50 institutions reported CSPI in Q1 2026. Visionary Wealth Advisors leads at 28.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

Visionary Wealth Advisors

CIK 0001802984

$7M785K0.30%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$3M369K0.00%Q1 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$3M360K0.00%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$3M354K0.00%Q1 2026 05

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$2M277K0.00%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$2M176K0.00%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$643K74K0.00%Q1 2026 08

NORTHERN TRUST CORP

CIK 0000073124· Index

$583K67K0.00%Q1 2026 09

Bank of New York Mellon Corp

CIK 0001390777

$502K58K0.00%Q1 2026 10

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$401K46K0.00%Q1 2026 11

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$399K46K0.01%Q1 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$359K41K0.00%Q1 2026 13

SEGALL BRYANT & HAMILL, LLC

CIK 0001006378

$333K38K0.00%Q1 2026 14

JPMORGAN CHASE & CO

CIK 0000019617

$208K26K0.00%Q1 2026 15

Integrated Wealth Concepts LLC

CIK 0001737109

$204K24K0.00%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$166K19K0.00%Q1 2026 17

NAVELLIER & ASSOCIATES INC

CIK 0000872163

$87K10K0.01%Q1 2026 18

NEW YORK STATE COMMON RETIREMENT FUND

CIK 0000810265

$58K7K0.00%Q1 2026 19

MORGAN STANLEY

CIK 0000895421

$54K6K0.00%Q1 2026 20

DEUTSCHE BANK AG\

CIK 0000948046

$54K6K0.00%Q1 2026

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