Who owns 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-Q2 13F filings (latest filed 2026-08-25). 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 2026-Q1 and 2026-Q2: 19 added or opened and 6 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, Capital Investment Advisors, LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp 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 2026-Q1 and 2026-Q2, across 43 tracked filers holding CSPF, 39 increased or opened the position and 9 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 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 3
- Capital Investment Advisors, LLC$84M
- Blue Edge Capital, LLC$2M
- ROYAL BANK OF CANADA$907K
Full exits 5
- COHEN & STEERS, INC.$20M
- Allworth Financial LP$10M
- HighTower Advisors, LLC$4M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1M
- Janney Montgomery Scott LLC$1M
Largest adds
- Oak Harvest Investment Services$8M
- Mariner, LLC$6M
- Rockefeller Capital Management L.P.$6M
- OSAIC HOLDINGS, INC.$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
- Embree Financial Group$1M
Largest trims
- OxenFree Capital LLC$279K
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 |
|---|---|---|---|---|
| Capital Investment Advisors, LLC new | 3,204,610 | $84M | 29.5% | 2026-Q2 |
| Townsend & Associates, Inc added | 1,319,473 | $34M | 12.1% | 2026-Q2 |
| Oak Harvest Investment Services added | 554,047 | $14M | 5.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 549,543 | $14M | 5.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 414,870 | $11M | 3.8% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 401,740 | $10M | 3.7% | 2026-Q2 |
| SK Wealth Management, LLC added | 352,860 | $9M | 3.2% | 2026-Q2 |
| FORTEM FINANCIAL GROUP, LLC added | 344,402 | $9M | 3.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 277,143 | $7M | 2.6% | 2026-Q2 |
| Mariner, LLC added | 252,087 | $7M | 2.3% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 228,945 | $6M | 2.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 178,836 | $5M | 1.6% | 2026-Q2 |
| RFG Advisory, LLC added | 150,503 | $4M | 1.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 92,495 | $2M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 84,055 | $2M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 58,918 | $2M | 0.5% | 2026-Q2 |
| Blue Edge Capital, LLC new | 58,512 | $2M | 0.5% | 2026-Q2 |
| Embree Financial Group added | 53,100 | $1M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 47,807 | $1M | 0.4% | 2026-Q2 |
| Maridea Wealth Management LLC added | 47,728 | $1M | 0.4% | 2026-Q2 |
| Financial Insights, Inc. trimmed | 46,903 | $1M | 0.4% | 2026-Q2 |
| MCCARTER PRIVATE WEALTH SERVICES LLC trimmed | 45,125 | $1M | 0.4% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 35,640 | $929K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 34,781 | $907K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 28,092 | $733K | 0.3% | 2026-Q2 |
| Key Financial Inc added | 27,717 | $723K | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 27,280 | $711K | 0.3% | 2026-Q2 |
| Auour Investments LLC added | 21,697 | $566K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 21,511 | $561K | 0.2% | 2026-Q2 |
| First Citizens Financial Corp added | 17,962 | $468K | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 13,407 | $350K | 0.1% | 2026-Q2 |
| Disciplined Investors, L.L.C. added | 13,301 | $347K | 0.1% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 12,704 | $331K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP new | 11,675 | $304K | 0.1% | 2026-Q2 |
| LEGACY FINANCIAL GROUP, INC. new | 9,579 | $250K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 8,589 | $224K | 0.1% | 2026-Q2 |
| OxenFree Capital LLC trimmed | 8,476 | $222K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 2,511 | $65K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 1,523 | $40K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 682 | $18K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 638 | $17K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. trimmed | 60 | $2K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 30 | $784 | 0.0% | 2026-Q2 |
| COHEN & STEERS, INC. | 778,000 | $20M | 7.0% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP added | 390,427 | $10M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 145,789 | $4M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 58,077 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 50,871 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| TECTONIC ADVISORS LLC | 15,216 | $394K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 215 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Shorepoint Capital Partners LLC added | 294,568 | $8M | 2.7% | 2025-Q3 stale (3 quarters behind) |
| Armor Investment Advisors, LLC added | 89,706 | $2M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| HUB Investment Partners, LLC added | 19,746 | $503K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.