Institutional Holders (2026 Q1)
2 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSIO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Centurion Wealth Management LLC | 1.11% | 177,176 | $4.9M |
| 2 | BUILDER INVESTMENT GROUP INC /ADV | 0.54% | 89,052 | $2.5M |
| 3 | Alchemi Wealth, LLC | 0.14% | 9,142 | $254K |
| 4 | United Advisor Group, LLC | 0.04% | 12,013 | $333K |
| 5 | Sigma Planning Corp | 0.03% | 38,725 | $1.1M |
| 6 | COHEN & STEERS, INC. | 0.03% | 585,000 | $16K |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 14,095 | $391K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|