CSP Inc: which funds bought and sold

Institutions that bought and sold CSP shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 22 institutions that filed 13F reports for both quarters added to or opened positions in CSP, and 33 cut or closed them. Together they sold a net 391K shares, −13.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 113K shares (+29.7%); index fund managers were net sellers of 563K shares (−48.8%). 11 opened a new position and 15 sold out entirely.

Bought, Q2 2026 22 institutions, 11 of them new holders Sold, Q2 2026 33 institutions, 15 of them sold out

Net change, all compared −391K shares (−13.3%)

Net change, active managers +113K shares (+29.7%), 4 bought, 3 sold

Buyers versus sellers

institutions compared, 58

22 bought 3 33 sold

Active managers and hedge funds 4 bought · 3 sold · +113K

Index fund managers 1 bought · 8 sold · −563K

Other institutions 17 bought · 22 sold · +59K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Savvy Advisors, Inc.	+95K New position	95K	$754,181
Millennium Management LLC Hedge fund	+70K New position	70K	$552,719
Jane Street Group, LLC	+36K New position	36K	$286,944
Susquehanna International Group, LLP	+29K New position	29K	$232,674
Squarepoint Ops LLC Hedge fund	+25K New position	25K	$196,054
Integrated Wealth Concepts LLC	+24K +100.1%	47K	$374,381
Goldman Sachs Group Inc	+21K New position	21K	$166,859
Point72 Asset Management, L.P. Hedge fund	+19K New position	19K	$150,423
Visionary Wealth Advisors	+16K +2.1%	801K	$6.4M
Qube Research & Technologies Ltd Hedge fund	+13K New position	13K	$104,506
Morgan Stanley	+1,048 +16.8%	7,282	$57,820
Arax Advisory Partners	+387 New position	387	$3,073
BNP Paribas Financial Markets	+92 +4.5%	2,118	$16,817
Vanguard Fiduciary Trust Co Index funds	+91 +0.2%	47K	$369,210
Sbi Securities Co., Ltd.	+51 +364.3%	65	$516
Essential Partners LLC	+11 +137.5%	19	$151
Eversource Wealth Advisors, LLC	+11 +55.0%	31	$247
Allworth Financial LP	+7 +63.6%	18	$143
Ifp Advisors, Inc	+4 +400.0%	5	$40
Caitong International Asset Management Co., Ltd	+2 New position	2	$16

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+70K New position	70K	$552,719
Squarepoint Ops LLC Hedge fund	+25K New position	25K	$196,054
Point72 Asset Management, L.P. Hedge fund	+19K New position	19K	$150,423
Qube Research & Technologies Ltd Hedge fund	+13K New position	13K	$104,506

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−305K −82.5%	64K	$511,892
Farther Finance Advisors, LLC	−101K −100.0%	1	$8
Geode Capital Management, LLC Index funds	−95K −53.7%	81K	$647,172
Northern Trust Corp Index funds	−50K −73.7%	18K	$140,705
State Street Corp Index funds	−49K −65.6%	26K	$202,938
Vanguard Portfolio Management LLC Index funds	−41K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−19K Sold out	0	—
Bank Of New York Mellon Corp	−12K −20.9%	46K	$364,121
Navellier & Associates Inc	−10K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−9,712 −3.5%	268K	$2.1M
Dimensional Fund Advisors LP	−8,379 −2.3%	352K	$2.8M
New York State Common Retirement Fund	−6,700 Sold out	0	—
Deutsche Bank Ag\	−6,220 Sold out	0	—
Rhumbline Advisers Index funds	−4,462 Sold out	0	—
Mirae Asset Global Etfs Holdings Ltd.	−3,434 Sold out	0	—
Jpmorgan Chase & Co	−2,827 −11.0%	23K	$180,468
FMR LLC Active manager	−2,822 −84.6%	513	$4,073
Wells Fargo & Company	−2,534 Sold out	0	—
Police & Firemen'S Retirement System Of New Jersey	−2,533 Sold out	0	—
Tower Research Capital LLC (TRC)	−2,351 −84.8%	423	$3,359

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−9,712 −3.5%	268K	$2.1M
FMR LLC Active manager	−2,822 −84.6%	513	$4,073
Citadel Advisors LLC Hedge fund	−892 −5.8%	15K	$115,511

New positions

largest by value

Institution	Shares	Value June 30, 2026
Savvy Advisors, Inc.	95K	$754,181
Millennium Management LLCHedge fund	70K	$552,719
Jane Street Group, LLC	36K	$286,944
Susquehanna International Group, LLP	29K	$232,674
Squarepoint Ops LLCHedge fund	25K	$196,054
Goldman Sachs Group Inc	21K	$166,859
Point72 Asset Management, L.P.Hedge fund	19K	$150,423
Qube Research & Technologies LtdHedge fund	13K	$104,506
Arax Advisory Partners	387	$3,073
Caitong International Asset Management Co., Ltd	2	$16

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Vanguard Portfolio Management LLCIndex funds	41K	$358,811
Charles Schwab Investment Management IncIndex funds	19K	$166,443
Navellier & Associates Inc	10K	$86,500
New York State Common Retirement Fund	6,700	$57,955
Deutsche Bank Ag\	6,220	$53,803
Rhumbline AdvisersIndex funds	4,462	$38,591
Mirae Asset Global Etfs Holdings Ltd.	3,434	$29,704
Wells Fargo & Company	2,534	$21,920
Police & Firemen'S Retirement System Of New Jersey	2,533	$21,910
Ameritas Investment Partners, Inc.	708	$6,124

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 43
Ten largest holders: 85.4%
Index fund managers: 23.1%
Active managers and hedge funds: 19.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	4	3	4	0	+113K	+29.7%
Index fund managers	1	8	0	3	−563K	−48.8%
Other institutions	17	22	7	12	+59K	+4.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on CSP.

Only managers that filed a holdings report for both quarters are compared (58 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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