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XLF52.340.38%
FTSE10,326.45-0.50%
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Temp27.4°C
UV0.4
Feels30.9°C
Humidity84%
Wind19.4 km/h
Air QualityAQI 1
Cloud Cover25%
Rain86%
Sunrise05:57 AM
Sunset06:48 PM
Time7:42 AM
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1 May 2026
13F QoQ Ownership Changes

CSPI Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 1 new · 20 added · 22 reduced · 6 exited

New Positions(1)

ManagerSharesΔ SharesValueΔ Value% Δ
ADVISOR GROUP HOLDINGS, INC.7,000+7,000$87.5K+$87.5K

Added To(20)

ManagerSharesΔ SharesValueΔ Value% Δ
Visionary Wealth Advisors764,888+17,728$9.6M+$931.4K2.4%
BlackRock, Inc.374,133+39,028$4.7M+$806.2K11.6%
VANGUARD GROUP INC445,458+896$5.6M+$433.5K0.2%
SEGALL BRYANT & HAMILL, LLC38,448+19,244$480.6K+$258.8K100.2%
GEODE CAPITAL MANAGEMENT, LLC163,385+2,739$2.0M+$186.9K1.7%
STATE STREET CORP73,259+95$917.9K+$72.9K0.1%
CITIGROUP INC4,680+4,408$58.5K+$55.4K1620.6%
BARCLAYS PLC12,862+2,995$166.4K+$52.5K30.4%
MORGAN STANLEY10,989+3,355$137.4K+$49.2K43.9%
WELLS FARGO & COMPANY/MN7,618+3,204$95.2K+$44.2K72.6%
JPMORGAN CHASE & CO26,983+1,388$337.3K+$41.7K5.4%
BANK OF AMERICA CORP /DE/5,497+2,592$68.7K+$35.2K89.2%
Integrated Wealth Concepts LLC23,514+14$293.9K+$22.5K0.1%
BNP PARIBAS ARBITRAGE, SNC2,026+566$25.3K+$8.5K38.8%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,366+88$42.1K+$4.2K2.7%
FMR LLC785+258$9.8K+$3.7K49.0%
Russell Investments Group, Ltd.594+19$7.4K+$7843.3%
Sterling Capital Management LLC108+25$1.4K+$39130.1%
NISA INVESTMENT ADVISORS, LLC48+1$601+$582.1%
CWM, LLC15+1$0$07.1%

Reduced(22)

ManagerSharesΔ SharesValueΔ Value% Δ
DIMENSIONAL FUND ADVISORS LP369,548-8,727$4.6M+$250.2K-2.3%
Bank of New York Mellon Corp57,790-26,105$722.4K-$246.6K-31.1%
DEUTSCHE BANK AG\6,220-6,888$77.8K-$73.6K-52.5%
BRIDGEWAY CAPITAL MANAGEMENT, LLC46,1450$576.8K+$43.8K0.0%
NORTHERN TRUST CORP69,746-2,133$871.8K+$41.6K-3.0%
RENAISSANCE TECHNOLOGIES LLC286,126-20,400$3.6M+$36.2K-6.7%
Royal Bank of Canada2,740-2,341$35.0K-$35.0K-46.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC23,0870$288.6K+$21.9K0.0%
RHUMBLINE ADVISERS4,709-1,686$58.9K-$15.0K-26.4%
NAVELLIER & ASSOCIATES INC10,0000$125.0K+$9.5K0.0%
Tower Research Capital LLC (TRC)803-474$10.0K-$4.7K-37.1%
Copeland Capital Management, LLC3,9320$49.1K+$3.7K0.0%
UBS Group AG2,799-537$35.0K-$3.5K-16.1%
Police & Firemen's Retirement System of New Jersey2,5330$31.7K+$2.4K0.0%
NEW YORK STATE COMMON RETIREMENT FUND6,700-700$83.8K-$1.7K-9.4%
Legal & General Group Plc7500$9.4K+$7130.0%
Ameritas Investment Partners, Inc.7080$8.8K+$6730.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM427-7$5.3K+$325-1.6%
IFP Advisors, Inc00$35+$35
SBI Securities Co., Ltd.140$175+$130.0%
EverSource Wealth Advisors, LLC10$13+$10.0%
AMALGAMATED BANK218-19$3$0-8.0%

Sold Out(6)

ManagerSharesΔ SharesValueΔ Value% Δ
GOLDMAN SACHS GROUP INC0-22,817$0-$263.5K
Squarepoint Ops LLC0-13,626$0-$157.4K
JACOBS LEVY EQUITY MANAGEMENT, INC0-13,314$0-$153.8K
MERCER GLOBAL ADVISORS INC /ADV0-10,282$0-$118.8K
Rise Advisors, LLC0-43$0-$497
SRS Capital Advisors, Inc.0-1$0-$11