Who owns CSHI
Which tracked institutional funds hold CSHI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CSHI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
53 tracked funds added or opened CSHI while 19 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CSHI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes CSHI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CSHI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 125 tracked filers holding CSHI, 88 increased or opened the position and 44 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CSHI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- NewEdge Advisors, LLC$8M
- AssuredPartners Investment Advisors, LLC$3M
- 49 WEALTH MANAGEMENT, LLC$2M
- ALONGSIDE, LLC$2M
- Global Retirement Partners, LLC$1M
- Trademark Financial Management, LLC$1M
Full exits 5
- CWM, LLC$3M
- HighTower Advisors, LLC$2M
- CITADEL ADVISORS LLC$2M
- Orion Porfolio Solutions, LLC$1M
- Cambridge Investment Research Advisors, Inc.$518K
Largest adds
- UBS Group AG$18M
- New England Private Wealth Advisors LLC$14M
- LPL Financial LLC$13M
- Global View Capital Management LLC$9M
- Retirement Planning Group, LLC$8M
- ATTICUS WEALTH MANAGEMENT, LLC$5M
Largest trims
- Richard P Slaughter Associates Inc$14M
- Integrated Wealth Concepts LLC$6M
- Owen LaRue, LLC$6M
- Precision Wealth Strategies, LLC$2M
- RiverTree Advisors, LLC$1M
- Compound Planning, Inc.$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 685,494 | $34M | 7.4% | 2026-Q2 |
| Gradient Investments LLC added | 565,301 | $28M | 6.1% | 2026-Q2 |
| UBS Group AG added | 531,014 | $26M | 5.8% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 517,928 | $26M | 5.6% | 2026-Q2 |
| Retirement Planning Group, LLC added | 438,606 | $22M | 4.8% | 2026-Q2 |
| ATTICUS WEALTH MANAGEMENT, LLC added | 432,170 | $22M | 4.7% | 2026-Q2 |
| Richard P Slaughter Associates Inc trimmed | 417,336 | $21M | 4.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 409,849 | $20M | 4.4% | 2026-Q2 |
| Arkadios Wealth Advisors added | 361,785 | $18M | 3.9% | 2026-Q2 |
| MADDEN SECURITIES Corp added | 284,043 | $14M | 3.1% | 2026-Q2 |
| Global View Capital Management LLC added | 218,240 | $11M | 2.4% | 2026-Q2 |
| Summit Financial, LLC added | 216,871 | $11M | 2.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 205,946 | $10M | 2.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 202,925 | $10M | 2.2% | 2026-Q2 |
| Grantvest Financial Group LLC added | 178,981 | $9M | 1.9% | 2026-Q2 |
| Gainplan LLC trimmed | 174,131 | $9M | 1.9% | 2026-Q2 |
| Owen LaRue, LLC trimmed | 169,551 | $8M | 1.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 162,398 | $8M | 1.8% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 161,270 | $8M | 1.7% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 149,064 | $7M | 1.6% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 136,194 | $7M | 1.5% | 2026-Q2 |
| Precision Wealth Strategies, LLC trimmed | 123,152 | $6M | 1.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 120,829 | $6M | 1.3% | 2026-Q2 |
| FSA Advisors, Inc. added | 111,147 | $6M | 1.2% | 2026-Q2 |
| Arax Advisory Partners added | 108,683 | $5M | 1.2% | 2026-Q2 |
| Independent Wealth Advisors LLC trimmed | 105,650 | $5M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 104,360 | $5M | 1.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 102,927 | $5M | 1.1% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 77,404 | $4M | 0.8% | 2026-Q2 |
| True North Advisors, LLC added | 71,928 | $4M | 0.8% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC new | 68,786 | $3M | 0.7% | 2026-Q2 |
| Mutual Advisors, LLC added | 67,048 | $3M | 0.7% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 66,484 | $3M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 59,366 | $3M | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 53,886 | $3M | 0.6% | 2026-Q2 |
| Inspire Advisors, LLC added | 53,657 | $3M | 0.6% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 52,474 | $3M | 0.6% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 48,160 | $2M | 0.5% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. added | 47,423 | $2M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 44,697 | $2M | 0.5% | 2026-Q2 |
| WT Wealth Management added | 44,621 | $2M | 0.5% | 2026-Q2 |
| Impact Partnership Wealth, LLC added | 43,755 | $2M | 0.5% | 2026-Q2 |
| Prospera Financial Services Inc added | 42,891 | $2M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 37,776 | $2M | 0.4% | 2026-Q2 |
| ALONGSIDE, LLC new | 36,633 | $2M | 0.4% | 2026-Q2 |
| 49 WEALTH MANAGEMENT, LLC new | 36,633 | $2M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 34,989 | $2M | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC added | 32,199 | $2M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 31,678 | $2M | 0.3% | 2026-Q2 |
| Camarda Financial Advisors, LLC added | 29,485 | $1M | 0.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 29,345 | $1M | 0.3% | 2026-Q2 |
| High Net Worth Advisory Group LLC added | 28,255 | $1M | 0.3% | 2026-Q2 |
| Unique Wealth Strategies, LLC added | 28,109 | $1M | 0.3% | 2026-Q2 |
| CoreCap Advisors, LLC added | 25,920 | $1M | 0.3% | 2026-Q2 |
| Heck Capital Advisors, LLC added | 24,728 | $1M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 24,152 | $1M | 0.3% | 2026-Q2 |
| Cherry Creek Investment Advisors, Inc. added | 22,956 | $1M | 0.2% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC added | 22,271 | $1M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 22,014 | $1M | 0.2% | 2026-Q2 |
| Balboa Wealth Partners added | 21,755 | $1M | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC added | 20,829 | $1M | 0.2% | 2026-Q2 |
| Paladin Wealth, LLC added | 20,436 | $1M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 20,405 | $1M | 0.2% | 2026-Q2 |
| Trademark Financial Management, LLC new | 20,212 | $1M | 0.2% | 2026-Q2 |
| Mason & Associates Inc trimmed | 20,146 | $1M | 0.2% | 2026-Q2 |
| Invst, LLC added | 18,622 | $928K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 18,514 | $922K | 0.2% | 2026-Q2 |
| Latitude Advisors, LLC trimmed | 18,376 | $915K | 0.2% | 2026-Q2 |
| Empire Financial Management Company, LLC added | 17,945 | $894K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 17,606 | $878K | 0.2% | 2026-Q2 |
| Brown Financial Advisors added | 16,934 | $843K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 15,458 | $770K | 0.2% | 2026-Q2 |
| S&A Financial Services, Inc. added | 15,410 | $768K | 0.2% | 2026-Q2 |
| Comprehensive Money Management Services LLC added | 15,030 | $749K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 15,021 | $748K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 13,401 | $668K | 0.1% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 12,919 | $644K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 12,147 | $605K | 0.1% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC added | 11,865 | $591K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 11,573 | $577K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 11,271 | $561K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC new | 10,861 | $541K | 0.1% | 2026-Q2 |
| Occidental Asset Management, LLC added | 10,854 | $541K | 0.1% | 2026-Q2 |
| Carter Financial Group, INC. added | 10,620 | $529K | 0.1% | 2026-Q2 |
| Berger Financial Group, Inc added | 10,318 | $514K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 10,200 | $508K | 0.1% | 2026-Q2 |
| Mattson Financial Services, LLC added | 9,807 | $488K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 9,393 | $468K | 0.1% | 2026-Q2 |
| Cannon Advisors, Inc. trimmed | 9,187 | $458K | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 8,983 | $447K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC new | 8,362 | $417K | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 8,113 | $404K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 7,038 | $351K | 0.1% | 2026-Q2 |
| WINNACLE WEALTH LLC new | 7,011 | $349K | 0.1% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 6,816 | $340K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 6,800 | $339K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 6,559 | $327K | 0.1% | 2026-Q2 |
| RiverTree Advisors, LLC trimmed | 6,437 | $321K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 6,295 | $314K | 0.1% | 2026-Q2 |
| Thompson David Blair new | 5,534 | $276K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.