Farther Finance Advisors, LLC
· New
Change
+101K
Date
Q1 2026
CS
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
· New
Change
+101K
Date
Q1 2026
|
Farther Finance Advisors, LLC | New· Q1 2026 | – | +101K | – | Q1 2026 | |||||
|
Visionary Wealth Advisors
· Added
Change
+20K
Date
Q1 2026
|
Visionary Wealth Advisors | Added· Q1 2026 | – | +20K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· New
Change
+15K
Date
Q1 2026
|
Citadel Advisors LLC | New· Q1 2026 | – | +15K | – | Q1 2026 | |||||
|
Geode
· Added
Change
+13K
Date
Q1 2026
|
Geode | Added· Q1 2026 | – | +13K | – | Q1 2026 | |||||
|
Dimensional
· Reduced
Change
−9K
Date
Q1 2026
|
Dimensional | Reduced· Q1 2026 | – | −9K | – | Q1 2026 | |||||
|
Barclays PLC
· Reduced
Change
−9K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | – | −9K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Reduced
Change
−9K
Δ Own
−3.0%
Date
Q1 2026
|
Renaissance Technologies LLC | Reduced· Q1 2026 | – | −9K | −3.0% | Q1 2026 | |||||
|
Osaic Holdings, Inc.
· Exited
Change
−7K
Δ Own
−100.0%
Date
Q1 2026
|
Osaic Holdings, Inc. | Exited· Q1 2026 | – | −7K | −100.0% | Q1 2026 | |||||
|
Bank of America Corp
· Exited
Change
−5K
Δ Own
−100.0%
Date
Q1 2026
|
Bank of America Corp | Exited· Q1 2026 | – | −5K | −100.0% | Q1 2026 | |||||
|
Wells Fargo & Company
· Reduced
Change
−5K
Date
Q1 2026
|
Wells Fargo & Company | Reduced· Q1 2026 | – | −5K | – | Q1 2026 | |||||
|
BlackRock
· Reduced
Change
−5K
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −5K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
Change
−5K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −5K | – | Q1 2026 | |||||
|
Citigroup Inc
· Reduced
Change
−4K
Date
Q1 2026
|
Citigroup Inc | Reduced· Q1 2026 | – | −4K | – | Q1 2026 | |||||
|
Copeland Capital Management, LLC
· Exited
Change
−4K
Δ Own
−100.0%
Date
Q1 2026
|
Copeland Capital Management, LLC | Exited· Q1 2026 | – | −4K | −100.0% | Q1 2026 | |||||
|
Schwab
· Reduced
Change
−4K
Date
Q1 2026
|
Schwab | Reduced· Q1 2026 | – | −4K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Nerges Joseph R.
· 10% Owner
2 operations
+$1K
|
Nerges Joseph R. | 10% Owner | 2 operations | $8.29–$8.32 | +171 | +$1K | 1.4M | – | Jun 10, 2026 | Jun 10, 2026 | |||||||||
|
Nerges Joseph R.
· 10% Owner
2 operations
+$8K
|
Nerges Joseph R. | 10% Owner | 2 operations | $8.05–$8.69 | +899 | +$8K | 1.4M | – | Jun 9, 2026 | Jun 10, 2026 | |||||||||
|
Nerges Joseph R.
· 10% Owner
3 operations
+$20K
|
Nerges Joseph R. | 10% Owner | 3 operations | $8.40–$8.75 | +2K | +$20K | 1.4M | – | Jun 8, 2026 | Jun 10, 2026 | |||||||||
|
Folger Anthony
· Director
Buy
+$23K
|
Folger Anthony | Director | Buy | $9.36 | +2K | +$23K | 12K | – | May 15, 2026 | May 18, 2026 | |||||||||
|
Azeri Ismail
· Director
Buy
+$2K
|
Azeri Ismail | Director | Buy | $9.41 | +218 | +$2K | 108K | – | May 13, 2026 | May 14, 2026 | |||||||||
|
Nerges Joseph R.
· 10% Owner
2 operations
+$8K
|
Nerges Joseph R. | 10% Owner | 2 operations | $9.19–$9.26 | +900 | +$8K | 1.4M | – | May 13, 2026 | May 13, 2026 | |||||||||
|
Azeri Ismail
· Director
Buy
+$21K
|
Azeri Ismail | Director | Buy | $9.38 | +2K | +$21K | 108K | – | May 12, 2026 | May 14, 2026 | |||||||||
|
Nerges Joseph R.
· 10% Owner
2 operations
+$9K
|
Nerges Joseph R. | 10% Owner | 2 operations | $9.15–$9.30 | +1K | +$9K | 1.4M | – | May 12, 2026 | May 13, 2026 | |||||||||
|
Webber Stephen J.
· Director
Buy
+$24K
|
Webber Stephen J. | Director | Buy | $9.48 | +2K | +$24K | 12K | – | May 12, 2026 | May 13, 2026 | |||||||||
|
Nerges Joseph R.
· 10% Owner
3 operations
+$22K
|
Nerges Joseph R. | 10% Owner | 3 operations | $9.18–$9.22 | +2K | +$22K | 1.4M | – | May 11, 2026 | May 13, 2026 | |||||||||
|
Azeri Ismail
· Director
Grant (A)
5K
|
Azeri Ismail | Director | Grant (A) | – | 5K | – | 106K | – | Mar 27, 2026 | Apr 15, 2026 | |||||||||
|
Webber Stephen J.
· Director
Grant (A)
10K
|
Webber Stephen J. | Director | Grant (A) | – | 10K | – | 10K | – | Mar 27, 2026 | Apr 1, 2026 | |||||||||
|
Folger Anthony
· Director
Grant (A)
10K
|
Folger Anthony | Director | Grant (A) | – | 10K | – | 10K | – | Mar 27, 2026 | Apr 1, 2026 | |||||||||
|
Southwell Gary
· Officer
Grant (A)
15K
|
Southwell Gary | Officer | Grant (A) | – | 15K | – | 135K | – | Mar 27, 2026 | Apr 1, 2026 | |||||||||
|
Dellovo Victor
· Director
Grant (A)
35K
|
Dellovo Victor | Director | Grant (A) | – | 35K | – | 867K | – | Mar 27, 2026 | Apr 1, 2026 | |||||||||
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42 reporting institutions disclosed CSPI position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.