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Institutional Holders of CSHI

There is a long list of 84 institutional holders of CSHI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CSHI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CSHI table below, the initial column indicates the name of each top institutional holder of CSHI, with a link to that fund's top holdings. The next columns indicate the amount of CSHI stock held by each of the institutional holders of CSHI, followed by the CSHI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Richard P Slaughter Associates Inc600,007$29,838 06/30/2025
     CSHI600,007$29,838 06/30/2025
Gradient Investments LLC429,661$21,367 06/30/2025
     CSHI429,661$21,367 06/30/2025
Atticus Wealth Management LLC336,056$16,712 06/30/2025
     CSHI336,056$16,712 06/30/2025
LPL Financial LLC319,670$15,865 03/31/2025
     CSHI319,670$15,865 03/31/2025
Retirement Planning Group267,473$13,275 03/31/2025
     CSHI267,473$13,275 03/31/2025
Advisor Group Holdings Inc.246,751$12,246 03/31/2025
     CSHI246,751$12,246 03/31/2025
MML Investors Services LLC174,051$8,638 03/31/2025
     CSHI174,051$8,638 03/31/2025
Gainplan LLC164,632$8,171 03/31/2025
     CSHI164,632$8,171 03/31/2025
Napa Wealth Management154,771$7,681 03/31/2025
     CSHI154,771$7,681 03/31/2025
Integrated Wealth Concepts LLC142,028$7,049 03/31/2025
     CSHI142,028$7,049 03/31/2025
Grantvest Financial Group LLC136,588$6,779 03/31/2025
     CSHI136,588$6,779 03/31/2025
Stratos Wealth Partners LTD.118,484$5,880 03/31/2025
     CSHI118,484$5,880 03/31/2025
Atomi Financial Group Inc.113,748$5,645 03/31/2025
     CSHI113,748$5,645 03/31/2025
OLD Mission Capital LLC108,871$5,403 03/31/2025
     CSHI108,871$5,403 03/31/2025
Capital Investment Advisory Services LLC105,079$5,215 03/31/2025
     CSHI105,079$5,215 03/31/2025
Precision Wealth Strategies LLC103,792$5,151 03/31/2025
     CSHI103,792$5,151 03/31/2025
Mercer Global Advisors Inc. ADV80,916$4,016 03/31/2025
     CSHI80,916$4,016 03/31/2025
Stifel Financial Corp71,162$3,532 03/31/2025
     CSHI71,162$3,532 03/31/2025
Camarda Financial Advisors LLC68,497$3,399 03/31/2025
     CSHI68,497$3,399 03/31/2025
Gladstone Institutional Advisory LLC57,009$2,829 03/31/2025
     CSHI57,009$2,829 03/31/2025
GWM Advisors LLC54,764$2,718 03/31/2025
     CSHI54,764$2,718 03/31/2025
WT Wealth Management48,352$2,400 03/31/2025
     CSHI48,352$2,400 03/31/2025
Global View Capital Management LLC38,389$1,905 03/31/2025
     CSHI38,389$1,905 03/31/2025
Mutual Advisors LLC36,389$1,804 03/31/2025
     CSHI36,389$1,804 03/31/2025
HighTower Advisors LLC36,324$1,803 03/31/2025
     CSHI36,324$1,803 03/31/2025
Inspire Advisors LLC35,014$1,738 03/31/2025
     CSHI35,014$1,738 03/31/2025
Cannon Advisors Inc.31,205$1,549 03/31/2025
     CSHI31,205$1,549 03/31/2025
Owen LaRue LLC29,088$1,447 06/30/2025
     CSHI29,088$1,447 06/30/2025
Flow Traders U.S. LLC29,084$1,443 03/31/2025
     CSHI29,084$1,443 03/31/2025
Latitude Advisors LLC28,888$1,434 03/31/2025
     CSHI28,888$1,434 03/31/2025
GWN Securities Inc.28,804$1,430 03/31/2025
     CSHI28,804$1,430 03/31/2025
Dynamic Advisor Solutions LLC28,432$1,414 06/30/2025
     CSHI28,432$1,414 06/30/2025
Orion Portfolio Solutions LLC25,394$1,265 03/31/2025
     CSHI25,394$1,265 03/31/2025
Claro Advisors LLC23,190$1,151 03/31/2025
     CSHI23,190$1,151 03/31/2025
Madison Wealth Partners Inc21,637$1,074 03/31/2025
     CSHI21,637$1,074 03/31/2025
Cambridge Investment Research Advisors Inc.20,364$1,011 03/31/2025
     CSHI20,364$1,011 03/31/2025
Ashton Thomas Private Wealth LLC19,362$961 03/31/2025
     CSHI19,362$961 03/31/2025
Belpointe Asset Management LLC19,293$958 03/31/2025
     CSHI19,293$958 03/31/2025
Paladin Wealth LLC17,826$886 06/30/2025
     CSHI17,826$886 06/30/2025
Brown Financial Advisors17,398$863 03/31/2025
     CSHI17,398$863 03/31/2025
FSA Advisors Inc.15,824$825 03/31/2025
     CSHI15,824$825 03/31/2025
Citadel Advisors LLC14,801$735 03/31/2025
     CSHI14,801$735 03/31/2025
Bright Futures Wealth Management LLC.13,849$686 03/31/2025
     CSHI13,849$686 03/31/2025
We Are One Seven LLC13,795$685 03/31/2025
     CSHI13,795$685 03/31/2025
Envestnet Asset Management Inc.12,740$632 03/31/2025
     CSHI12,740$632 03/31/2025
RPS Advisory Solutions LLC12,545$623 03/31/2025
     CSHI12,545$623 03/31/2025
Empire Financial Management Company LLC11,931$592 03/31/2025
     CSHI11,931$592 03/31/2025
Heck Capital Advisors LLC11,328$562 03/31/2025
     CSHI11,328$562 03/31/2025
Equitable Holdings Inc.11,307$561 03/31/2025
     CSHI11,307$561 03/31/2025
Allworth Financial LP11,310$560 03/31/2025
     CSHI11,310$560 03/31/2025

See All: Funds Holding CSHI
See Details: Top 10 Hedge Funds Holding CSHI
Also See: CSHI Holdings Changes

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