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-Q1 13F filings (latest filed 2026-05-22). 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
34 tracked funds added or opened CSHI while 15 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, Richard P Slaughter Associates Inc, sizes it at 7.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 7.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 113 tracked filers holding CSHI, 73 increased or opened the position and 45 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 2025-Q4 and 2026-Q1 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 9
- True North Advisors, LLC$2M
- ARQ WEALTH ADVISORS, LLC$1M
- Valmark Advisers, Inc.$888K
- JPMORGAN CHASE & CO$858K
- Brookwood Investment Group LLC$757K
- Balboa Wealth Partners$747K
Full exits 2
- NewEdge Advisors, LLC$7M
- Global Retirement Partners, LLC$583K
Largest adds
- Owen LaRue, LLC$11M
- New England Private Wealth Advisors LLC$9M
- UBS Group AG$8M
- INDEPENDENT FINANCIAL GROUP, LLC$5M
- LPL Financial LLC$5M
- Apollon Wealth Management, LLC$3M
Largest trims
- Arax Advisory Partners$3M
- ATTICUS WEALTH MANAGEMENT, LLC$2M
- Bright Futures Wealth Management, LLC.$2M
- Claro Advisors Inc.$1M
- INSIGNEO ADVISORY SERVICES, LLC$737K
- RPS ADVISORY SOLUTIONS LLC$728K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Richard P Slaughter Associates Inc added | 691,026 | $34M | 8.7% | 2026-Q1 |
| Gradient Investments LLC added | 510,390 | $25M | 6.4% | 2026-Q1 |
| LPL Financial LLC added | 417,972 | $21M | 5.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 394,198 | $20M | 4.9% | 2026-Q1 |
| Arkadios Wealth Advisors added | 344,159 | $17M | 4.3% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC trimmed | 336,587 | $17M | 4.2% | 2026-Q1 |
| Retirement Planning Group, LLC added | 288,073 | $14M | 3.6% | 2026-Q1 |
| Owen LaRue, LLC added | 280,248 | $14M | 3.5% | 2026-Q1 |
| MADDEN SECURITIES Corp added | 260,062 | $13M | 3.3% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 239,707 | $12M | 3.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 185,182 | $9M | 2.3% | 2026-Q1 |
| Able Wealth Management LLC added | 179,379 | $9M | 2.2% | 2026-Q1 |
| Gainplan LLC trimmed | 176,506 | $9M | 2.2% | 2026-Q1 |
| Grantvest Financial Group LLC added | 175,858 | $9M | 2.2% | 2026-Q1 |
| Summit Financial, LLC added | 173,510 | $9M | 2.2% | 2026-Q1 |
| Compound Planning, Inc. added | 171,930 | $9M | 2.2% | 2026-Q1 |
| Precision Wealth Strategies, LLC added | 170,897 | $9M | 2.1% | 2026-Q1 |
| UBS Group AG added | 160,683 | $8M | 2.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 147,739 | $7M | 1.9% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 139,029 | $7M | 1.7% | 2026-Q1 |
| Independent Wealth Advisors LLC added | 128,243 | $6M | 1.6% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 124,933 | $6M | 1.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 124,420 | $6M | 1.6% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 106,020 | $5M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 92,140 | $5M | 1.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 91,442 | $5M | 1.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 77,581 | $4M | 1.0% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 71,476 | $4M | 0.9% | 2026-Q1 |
| Claro Advisors Inc. trimmed | 63,096 | $3M | 0.8% | 2026-Q1 |
| Mutual Advisors, LLC added | 56,909 | $3M | 0.7% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 56,814 | $3M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 55,485 | $3M | 0.7% | 2026-Q1 |
| CWM, LLC added | 51,369 | $3M | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 50,973 | $3M | 0.6% | 2026-Q1 |
| Inspire Advisors, LLC trimmed | 48,576 | $2M | 0.6% | 2026-Q1 |
| True North Advisors, LLC new | 45,287 | $2M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 41,229 | $2M | 0.5% | 2026-Q1 |
| Global View Capital Management LLC trimmed | 40,177 | $2M | 0.5% | 2026-Q1 |
| Arax Advisory Partners trimmed | 39,581 | $2M | 0.5% | 2026-Q1 |
| WT Wealth Management trimmed | 39,319 | $2M | 0.5% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. trimmed | 37,422 | $2M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 35,235 | $2M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 35,137 | $2M | 0.4% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 34,827 | $2M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc added | 33,072 | $2M | 0.4% | 2026-Q1 |
| RiverTree Advisors, LLC trimmed | 31,883 | $2M | 0.4% | 2026-Q1 |
| Mason & Associates Inc trimmed | 29,852 | $1M | 0.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 28,540 | $1M | 0.4% | 2026-Q1 |
| Camarda Financial Advisors, LLC added | 27,578 | $1M | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 23,679 | $1M | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC added | 23,377 | $1M | 0.3% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 23,356 | $1M | 0.3% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC new | 23,174 | $1M | 0.3% | 2026-Q1 |
| Cherry Creek Investment Advisors, Inc. added | 22,056 | $1M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 21,880 | $1M | 0.3% | 2026-Q1 |
| Latitude Advisors, LLC trimmed | 20,520 | $1M | 0.3% | 2026-Q1 |
| Cannon Advisors, Inc. added | 20,139 | $1M | 0.3% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 20,106 | $1M | 0.3% | 2026-Q1 |
| Paladin Wealth, LLC added | 18,596 | $926K | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. new | 17,831 | $888K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 17,258 | $858K | 0.2% | 2026-Q1 |
| Brown Financial Advisors trimmed | 16,787 | $836K | 0.2% | 2026-Q1 |
| High Net Worth Advisory Group LLC added | 15,800 | $787K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,600 | $777K | 0.2% | 2026-Q1 |
| Brookwood Investment Group LLC new | 15,206 | $757K | 0.2% | 2026-Q1 |
| Balboa Wealth Partners new | 15,011 | $747K | 0.2% | 2026-Q1 |
| Empire Financial Management Company, LLC added | 14,498 | $722K | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC added | 13,710 | $682K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 12,868 | $641K | 0.2% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC new | 11,264 | $561K | 0.1% | 2026-Q1 |
| Allworth Financial LP added | 11,002 | $548K | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc trimmed | 10,894 | $542K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. added | 10,759 | $536K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 10,409 | $518K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers new | 10,395 | $517K | 0.1% | 2026-Q1 |
| Carter Financial Group, INC. added | 10,159 | $506K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 10,016 | $499K | 0.1% | 2026-Q1 |
| Mattson Financial Services, LLC added | 9,401 | $468K | 0.1% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 9,080 | $452K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 9,034 | $450K | 0.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 8,765 | $436K | 0.1% | 2026-Q1 |
| Occidental Asset Management, LLC new | 8,536 | $425K | 0.1% | 2026-Q1 |
| Tactive Advisors, LLC trimmed | 8,409 | $419K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 8,227 | $410K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 6,866 | $342K | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 6,740 | $336K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 6,582 | $328K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 131,896 | $7M | 1.7% | 2025-Q4 stale |
| Summit X, LLC new | 47,766 | $2M | 0.6% | 2025-Q2 stale |
| GWN SECURITIES INC. new | 28,804 | $1M | 0.4% | 2025-Q1 stale |
| NAPA WEALTH MANAGEMENT trimmed | 14,002 | $696K | 0.2% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 11,724 | $583K | 0.1% | 2025-Q4 stale |
| Equitable Holdings, Inc. added | 10,431 | $519K | 0.1% | 2025-Q3 stale |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC new | 9,709 | $483K | 0.1% | 2025-Q3 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 9,436 | $469K | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,948 | $444K | 0.1% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC trimmed | 8,089 | $402K | 0.1% | 2025-Q4 stale |
| Worth Asset Management, LLC trimmed | 7,976 | $397K | 0.1% | 2025-Q2 stale |
| Pure Financial Advisors, LLC new | 7,690 | $382K | 0.1% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC trimmed | 6,375 | $317K | 0.1% | 2025-Q3 stale |
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.