CSPI NASDAQ
CSP Inc.
1W: -4.2%
1M: +0.3%
3M: +1.9%
YTD: -22.3%
1Y: -39.3%
3Y: +80.0%
5Y: +84.3%
$9.78
+0.36 (+3.82%)
Weekly Expected Move ±7.9%
$8
$9
$9
$10
$11
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Income Statement
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ETF Exposure
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Supply Chain
Institutional Ownership — CSPI
53
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$25M
Total Invested
11
New Positions
11
Increased
22
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (63 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Visionary Wealth Advisors | 784,811 | $$8M | +19,923 | +2.6% | 13Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 708,860 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 445,458 | $$4M | +896 | +0.2% | 12Q | SEC ↗ |
| 4 | BlackRock, Inc. | 369,177 | $$4M | -4,956 | -1.3% | 7Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 360,053 | $$4M | -9,495 | -2.6% | 13Q | SEC ↗ |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 277,426 | $$3M | -8,700 | -3.0% | 13Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 176,032 | $$2M | +12,647 | +7.7% | 13Q | SEC ↗ |
| 8 | Farther Finance Advisors, LLC NEW | 101,277 | $$990K | — | +0.0% | 1Q | SEC ↗ |
| 9 | STATE STREET CORP | 74,289 | $$727K | +1,030 | +1.4% | 13Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 67,452 | $$660K | -2,294 | -3.3% | 10Q | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 57,994 | $$567K | +204 | +0.4% | 10Q | SEC ↗ |
| 12 | VANGUARD FIDUCIARY TRUST CO NEW | 46,409 | $$454K | — | +0.0% | 1Q | SEC ↗ |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 46,145 | $$451K | — | +0.0% | 13Q | SEC ↗ |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 41,481 | $$406K | — | +0.0% | 1Q | SEC ↗ |
| 15 | SEGALL BRYANT & HAMILL, LLC | 38,448 | $$376K | — | +0.0% | 3Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 25,671 | $$251K | -1,312 | -4.9% | 13Q | SEC ↗ |
| 17 | Integrated Wealth Concepts LLC | 23,561 | $$230K | +47 | +0.2% | 13Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 19,242 | $$188K | -3,845 | -16.7% | 4Q | SEC ↗ |
| 19 | MORGAN STANLEY | 10,989 | $$107K | +3,355 | +43.9% | 12Q | SEC ↗ |
| 20 | NAVELLIER & ASSOCIATES INC | 10,000 | $$98K | — | +0.0% | 11Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 7,618 | $$75K | +3,204 | +72.6% | 3Q | SEC ↗ |
| 22 | NEW YORK STATE COMMON RETIREMENT FUND | 6,700 | $$66K | — | +0.0% | 4Q | SEC ↗ |
| 23 | DEUTSCHE BANK AG | 6,220 | $$61K | — | +0.0% | 3Q | SEC ↗ |
| 24 | CITIGROUP INC | 4,680 | $$46K | +4,408 | +1620.6% | 6Q | SEC ↗ |
| 25 | RHUMBLINE ADVISERS | 4,462 | $$44K | -247 | -5.2% | 4Q | SEC ↗ |
| 26 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,434 | $$34K | +68 | +2.0% | 4Q | SEC ↗ |
| 27 | FMR LLC | 3,335 | $$33K | +2,550 | +324.8% | 13Q | SEC ↗ |
| 28 | Vanguard Global Advisers, LLC NEW | 3,246 | $$32K | — | +0.0% | 1Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 2,857 | $$28K | +129 | +4.7% | 11Q | SEC ↗ |
| 30 | Tower Research Capital LLC (TRC) | 2,774 | $$27K | +1,971 | +245.5% | 7Q | SEC ↗ |
| 31 | Police & Firemen's Retirement System o | 2,533 | $$25K | — | +0.0% | 4Q | SEC ↗ |
| 32 | BNP PARIBAS FINANCIAL MARKETS | 2,026 | $$20K | — | +0.0% | 4Q | SEC ↗ |
| 33 | UBS Group AG | 1,755 | $$17K | -1,044 | -37.3% | 11Q | SEC ↗ |
| 34 | BARCLAYS PLC | 1,436 | $$14K | -9,402 | -86.8% | 7Q | SEC ↗ |
| 35 | Ameritas Investment Partners, Inc. | 708 | $$7K | — | +0.0% | 4Q | SEC ↗ |
| 36 | Legal & General Group Plc | 628 | $$6K | -122 | -16.3% | 4Q | SEC ↗ |
| 37 | GAMMA Investing LLC NEW | 626 | $$6K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 575 | $$6K | -19 | -3.2% | 3Q | SEC ↗ |
| 39 | CWM, LLC NEW | 466 | $$5K | — | +0.0% | 1Q | SEC ↗ |
| 40 | EverSource Wealth Advisors, LLC | 386 | $$4K | +385 | +38500.0% | 3Q | SEC ↗ |
| 41 | Sterling Capital Management LLC | 72 | $$1K | -36 | -33.3% | 4Q | SEC ↗ |
| 42 | SBI Securities Co., Ltd. | 14 | $$0K | — | +0.0% | 6Q | SEC ↗ |
| 43 | Allworth Financial LP NEW | 11 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Essential Partners LLC | 8 | $$0K | +7 | +700.0% | 1Q | SEC ↗ |
| 45 | MAI Capital Management NEW | 2 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 46 | IFP Advisors, Inc NEW | 1 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 47 | ROTHSCHILD INVESTMENT LLC NEW | 1 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 48 | OSAIC HOLDINGS, INC. | 0 | $$0K | -7,000 | -100.0% | 1Q | SEC ↗ |
| 49 | RAYMOND JAMES FINANCIAL INC | 0 | $$0K | -7,004 | -100.0% | 1Q | SEC ↗ |
| 50 | Copeland Capital Management, LLC | 0 | $$0K | -3,932 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 708,860 | $$7M |
| Farther Finance Advisors, LLC | 101,277 | $$990K |
| VANGUARD FIDUCIARY TRUST CO | 46,409 | $$454K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 41,481 | $$406K |
| Vanguard Global Advisers, LLC | 3,246 | $$32K |
| GAMMA Investing LLC | 626 | $$6K |
| CWM, LLC | 466 | $$5K |
| Allworth Financial LP | 11 | $$0K |
| MAI Capital Management | 2 | $$0K |
| ROTHSCHILD INVESTMENT LLC | 1 | $$0K |
| IFP Advisors, Inc | 1 | $$0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 57,142 | $$559K |
| GOLDMAN SACHS GROUP INC | 22,817 | $$223K |
| FIRST TRUST ADVISORS LP | 20,059 | $$196K |
| MILLENNIUM MANAGEMENT LLC | 19,447 | $$190K |
| Squarepoint Ops LLC | 13,626 | $$133K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 13,314 | $$130K |
| MERCER GLOBAL ADVISORS INC /ADV | 10,282 | $$101K |
| RAYMOND JAMES FINANCIAL INC | 7,004 | $$68K |
| OSAIC HOLDINGS, INC. | 7,000 | $$68K |
| BANK OF AMERICA CORP /DE | 5,497 | $$54K |
| Copeland Capital Management, LLC | 3,932 | $$38K |
| CALIFORNIA STATE TEACHERS RETIREMEN | 427 | $$4K |
| AMALGAMATED BANK | 218 | $$2K |
| NISA INVESTMENT ADVISORS, LLC | 48 | $$0K |
| Rise Advisors, LLC | 43 | $$0K |
| Arax Advisory Partners | 1 | $$0K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Visionary Wealth Advisors | +19,923 | +2.6% | 784,811 |
| GEODE CAPITAL MANAGEMENT, LLC | +12,647 | +7.7% | 176,032 |
| CITIGROUP INC | +4,408 | +1620.6% | 4,680 |
| MORGAN STANLEY | +3,355 | +43.9% | 10,989 |
| WELLS FARGO & COMPANY/MN | +3,204 | +72.6% | 7,618 |
| FMR LLC | +2,550 | +324.8% | 3,335 |
| Tower Research Capital LLC (TRC) | +1,971 | +245.5% | 2,774 |
| STATE STREET CORP | +1,030 | +1.4% | 74,289 |
| VANGUARD GROUP INC | +896 | +0.2% | 445,458 |
| EverSource Wealth Advisors, LLC | +385 | +38500.0% | 386 |
| Bank of New York Mellon Corp | +204 | +0.4% | 57,994 |
| ROYAL BANK OF CANADA | +129 | +4.7% | 2,857 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +68 | +2.0% | 3,434 |
| Integrated Wealth Concepts LLC | +47 | +0.2% | 23,561 |
| Essential Partners LLC | +7 | +700.0% | 8 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | -9,495 | -2.6% | 360,053 |
| BARCLAYS PLC | -9,402 | -86.8% | 1,436 |
| RENAISSANCE TECHNOLOGIES LLC | -8,700 | -3.0% | 277,426 |
| BlackRock, Inc. | -4,956 | -1.3% | 369,177 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -3,845 | -16.7% | 19,242 |
| NORTHERN TRUST CORP | -2,294 | -3.3% | 67,452 |
| JPMORGAN CHASE & CO | -1,312 | -4.9% | 25,671 |
| UBS Group AG | -1,044 | -37.3% | 1,755 |
| RHUMBLINE ADVISERS | -247 | -5.2% | 4,462 |
| Legal & General Group Plc | -122 | -16.3% | 628 |
| Sterling Capital Management LLC | -36 | -33.3% | 72 |
| Russell Investments Group, Ltd. | -19 | -3.2% | 575 |