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Funds Holding CSHI

On this page, we present all of the funds holding CSHI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CSHI, with a link to that fund's top holdings. The next columns indicate the amount of CSHI stock held by each of the funds holding CSHI, followed by the CSHI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 50 funds holding CSHI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Atticus Wealth Management LLC. For more details on the positions held by Atticus Wealth Management LLC (or by any of the other funds holding CSHI), click the fund name in the "Holder" column of the funds-holding-CSHI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Atticus Wealth Management LLC590,845$29,424 03/31/2024
     CSHI590,845$29,424 03/31/2024
Precision Wealth Strategies LLC358,446$17,895 12/31/2023
     CSHI358,446$17,895 12/31/2023
Paragon Wealth Strategies LLC347,387$17,343 12/31/2023
     CSHI347,387$17,343 12/31/2023
WT Wealth Management240,449$12,004 12/31/2023
     CSHI240,449$12,004 12/31/2023
Advisor Group Holdings Inc.232,420$11,604 12/31/2023
     CSHI232,420$11,604 12/31/2023
Worth Asset Management LLC115,827$5,768 03/31/2024
     CSHI115,827$5,768 03/31/2024
Camarda Financial Advisors LLC95,938$4,790 12/31/2023
     CSHI95,938$4,790 12/31/2023
Flow Traders U.S. LLC74,643$3,727 12/31/2023
     CSHI74,643$3,727 12/31/2023
Axxcess Wealth Management LLC72,352$3,612 12/31/2023
     CSHI72,352$3,612 12/31/2023
Gradient Investments LLC68,592$3,416 03/31/2024
     CSHI68,592$3,416 03/31/2024
Great Lakes Retirement Inc.64,121$3,201 12/31/2023
     CSHI64,121$3,201 12/31/2023
LPL Financial LLC63,133$3,152 12/31/2023
     CSHI63,133$3,152 12/31/2023
Latitude Advisors LLC62,505$3,113 03/31/2024
     CSHI62,505$3,113 03/31/2024
Gainplan LLC54,138$2,696 03/31/2024
     CSHI54,138$2,696 03/31/2024
Atomi Financial Group Inc.47,161$2,355 12/31/2023
     CSHI47,161$2,355 12/31/2023
Kingsview Wealth Management LLC40,350$2,014 12/31/2023
     CSHI40,350$2,014 12/31/2023
Retirement Planning Group39,998$1,992 03/31/2024
     CSHI39,998$1,992 03/31/2024
Dynamic Advisor Solutions LLC33,017$1,644 03/31/2024
     CSHI33,017$1,644 03/31/2024
Newbridge Financial Services Group Inc.27,813$1,385 03/31/2024
     CSHI27,813$1,385 03/31/2024
Jane Street Group LLC27,147$1,355 12/31/2023
     CSHI27,147$1,355 12/31/2023
Madison Wealth Partners Inc26,186$1,304 03/31/2024
     CSHI26,186$1,304 03/31/2024
Capital Investment Advisory Services LLC25,669$1,278 03/31/2024
     CSHI25,669$1,278 03/31/2024
Capital Insight Partners LLC24,387$1,214 03/31/2024
     CSHI24,387$1,214 03/31/2024
GWM Advisors LLC18,848$941 12/31/2023
     CSHI18,848$941 12/31/2023
MML Investors Services LLC16,706$834 12/31/2023
     CSHI16,706$834 12/31/2023
We Are One Seven LLC15,737$786 12/31/2023
     CSHI15,737$786 12/31/2023
OLD Mission Capital LLC14,466$722 12/31/2023
     CSHI14,466$722 12/31/2023
Stifel Financial Corp13,970$697 12/31/2023
     CSHI13,970$697 12/31/2023
SILVER OAK SECURITIES Inc12,160$607 12/31/2023
     CSHI12,160$607 12/31/2023
Empire Financial Management Company LLC9,406$470 12/31/2023
     CSHI9,406$470 12/31/2023
Claro Advisors LLC9,303$463 03/31/2024
     CSHI9,303$463 03/31/2024
Moloney Securities Asset Management LLC8,205$409 03/31/2024
     CSHI8,205$409 03/31/2024
Derbend Asset Management7,509$374 03/31/2024
     CSHI7,509$374 03/31/2024
Delta Investment Management LLC7,171$358 12/31/2023
     CSHI7,171$358 12/31/2023
Tactive Advisors LLC6,597$329 12/31/2023
     CSHI6,597$329 12/31/2023
Secure Asset Management LLC6,566$327 03/31/2024
     CSHI6,566$327 03/31/2024
Janney Montgomery Scott LLC5,730$286 12/31/2023
     CSHI5,730$286 12/31/2023
Global Retirement Partners LLC5,404$269 03/31/2024
     CSHI5,404$269 03/31/2024
Fiduciary Group LLC4,919$246 12/31/2023
     CSHI4,919$246 12/31/2023
Cambridge Investment Research Advisors Inc.4,529$226 03/31/2024
     CSHI4,529$226 03/31/2024
Castleview Partners LLC3,087$154 12/31/2023
     CSHI3,087$154 12/31/2023
Wells Fargo & Company MN614$31 12/31/2023
     CSHI614$31 12/31/2023
Creative Financial Designs Inc. ADV600$30 03/31/2024
     CSHI600$30 03/31/2024
DHJJ Financial Advisors Ltd.410$20 03/31/2024
     CSHI410$20 03/31/2024
VisionPoint Advisory Group LLC369$18 12/31/2023
     CSHI369$18 12/31/2023
Larson Financial Group LLC302$15 12/31/2023
     CSHI302$15 12/31/2023
Penserra Capital Management LLC148$7 12/31/2023
     CSHI148$7 12/31/2023
Parallel Advisors LLC20$1 12/31/2023
     CSHI20$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     CSHI0$0 03/31/2024
AdvisorNet Financial Inc10$0 03/31/2024
     CSHI10$0 03/31/2024
Morgan Stanley1$0 12/31/2023
     CSHI1$0 12/31/2023

See Summary: Institutional Holders of CSHI
See Details: Top 10 Hedge Funds Holding CSHI
Also See: CSHI Holdings Changes

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