Who owns CSPF (CSPF)
Which tracked institutional funds hold CSPF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CSPF company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on CSPF is one-sided between 2025-Q4 and 2026-Q1: 17 added or opened and 3 trimmed or exited — on balance accumulating.
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
CSPF’s largest tracked holder by dollar value, Townsend & Associates, Inc, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CSPF 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 37 tracked filers holding CSPF, 32 increased or opened the position and 7 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 CSPF 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 5
- Rockefeller Capital Management L.P.$9M
- ENVESTNET ASSET MANAGEMENT INC$7M
- Oak Harvest Investment Services$6M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1M
- Maridea Wealth Management LLC$1M
Largest adds
- SK Wealth Management, LLC$7M
- Steward Partners Investment Advisory, LLC$3M
- Allworth Financial LP$1M
- Townsend & Associates, Inc$1M
- FORTEM FINANCIAL GROUP, LLC$778K
- Janney Montgomery Scott LLC$616K
Largest trims
- OSAIC HOLDINGS, INC.$2M
- JANE STREET GROUP, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$902K
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 |
|---|---|---|---|---|
| Townsend & Associates, Inc added | 1,286,258 | $34M | 20.9% | 2026-Q1 |
| COHEN & STEERS, INC. | 778,000 | $20M | 12.4% | 2026-Q1 |
| Allworth Financial LP added | 390,427 | $10M | 6.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 372,550 | $10M | 5.9% | 2026-Q1 |
| SK Wealth Management, LLC added | 352,469 | $9M | 5.6% | 2026-Q1 |
| FORTEM FINANCIAL GROUP, LLC added | 333,994 | $9M | 5.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 331,589 | $9M | 5.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 261,203 | $7M | 4.2% | 2026-Q1 |
| Oak Harvest Investment Services new | 252,919 | $6M | 4.0% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 213,603 | $5M | 3.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 149,244 | $4M | 2.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 145,789 | $4M | 2.3% | 2026-Q1 |
| RFG Advisory, LLC added | 139,998 | $4M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 93,411 | $2M | 1.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 88,850 | $2M | 1.4% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 58,077 | $1M | 0.9% | 2026-Q1 |
| MCCARTER PRIVATE WEALTH SERVICES LLC added | 54,131 | $1M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 50,916 | $1M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 50,871 | $1M | 0.8% | 2026-Q1 |
| Financial Insights, Inc. added | 47,977 | $1M | 0.8% | 2026-Q1 |
| Maridea Wealth Management LLC new | 46,266 | $1M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 45,499 | $1M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 45,243 | $1M | 0.7% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 27,947 | $716K | 0.4% | 2026-Q1 |
| Sigma Planning Corp added | 27,257 | $699K | 0.4% | 2026-Q1 |
| Mariner, LLC added | 21,805 | $559K | 0.3% | 2026-Q1 |
| Auour Investments LLC trimmed | 21,413 | $549K | 0.3% | 2026-Q1 |
| OxenFree Capital LLC added | 19,218 | $501K | 0.3% | 2026-Q1 |
| Key Financial Inc added | 18,372 | $471K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 18,288 | $469K | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc new | 17,445 | $447K | 0.3% | 2026-Q1 |
| Embree Financial Group new | 13,350 | $342K | 0.2% | 2026-Q1 |
| Disciplined Investors, L.L.C. new | 13,126 | $336K | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 11,803 | $303K | 0.2% | 2026-Q1 |
| First Citizens Financial Corp new | 11,425 | $293K | 0.2% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC new | 10,794 | $281K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc new | 2 | $51 | 0.0% | 2026-Q1 |
| Shorepoint Capital Partners LLC added | 294,568 | $8M | 4.8% | 2025-Q3 stale |
| Armor Investment Advisors, LLC added | 89,706 | $2M | 1.4% | 2025-Q3 stale |
| HUB Investment Partners, LLC added | 19,746 | $503K | 0.3% | 2025-Q2 stale |
| TECTONIC ADVISORS LLC | 15,216 | $394K | 0.2% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 215 | $6K | 0.0% | 2025-Q4 stale |
| Cape Investment Advisory, Inc. new | 62 | $2K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.