CSPF Institutional Ownership
Cohen & Steers Preferred and Income Opportunities Active ETF
1W: -1.0%
1M: -2.6%
3M: -4.2%
YTD: -2.4%
1Y: -2.0%
$25.15
+0.04 (+0.16%)
Weekly Expected Move ±0.6%
$25
$25
$25
$25
$25
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — CSPF
49
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
241M
Total Invested
12
New Positions
30
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (51 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC NEW | 3,204,610 | $81M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Townsend & Associates, Inc | 1,319,473 | $33M | +33,215 | +2.6% | 3Q | SEC ↗ |
| 3 | COHEN & STEERS, INC. | 753,000 | $19M | -25,000 | -3.2% | 6Q | SEC ↗ |
| 4 | Oak Harvest Investment Services | 554,047 | $14M | +301,128 | +119.1% | 2Q | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 549,543 | $14M | +217,954 | +65.7% | 2Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 414,870 | $10M | +153,667 | +58.8% | 2Q | SEC ↗ |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | 401,740 | $10M | +29,190 | +7.8% | 4Q | SEC ↗ |
| 8 | SK Wealth Management, LLC | 352,860 | $9M | +391 | +0.1% | 5Q | SEC ↗ |
| 9 | FORTEM FINANCIAL GROUP, LLC | 344,402 | $9M | +10,408 | +3.1% | 3Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 277,143 | $7M | +183,732 | +196.7% | 4Q | SEC ↗ |
| 11 | Mariner, LLC | 252,087 | $6M | +230,282 | +1056.1% | 4Q | SEC ↗ |
| 12 | DAYMARK WEALTH PARTNERS, LLC | 228,945 | $6M | +15,342 | +7.2% | 5Q | SEC ↗ |
| 13 | Steward Partners Investment Advisory, | 178,836 | $4M | +29,592 | +19.8% | 3Q | SEC ↗ |
| 14 | RFG Advisory, LLC | 150,503 | $4M | +10,505 | +7.5% | 5Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 149,992 | $4M | +4,203 | +2.9% | 6Q | SEC ↗ |
| 16 | Sanctuary Advisors, LLC | 92,495 | $2M | +3,645 | +4.1% | 5Q | SEC ↗ |
| 17 | Janney Montgomery Scott LLC | 87,191 | $2M | +36,320 | +71.4% | 3Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 84,055 | $2M | +38,556 | +84.7% | 4Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 58,918 | $1M | +13,675 | +30.2% | 6Q | SEC ↗ |
| 20 | Blue Edge Capital, LLC NEW | 58,512 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Embree Financial Group | 53,100 | $1M | +39,750 | +297.8% | 2Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 47,807 | $1M | -3,109 | -6.1% | 5Q | SEC ↗ |
| 23 | Maridea Wealth Management LLC | 47,728 | $1M | +1,462 | +3.2% | 2Q | SEC ↗ |
| 24 | Financial Insights, Inc. | 46,903 | $1M | -1,074 | -2.2% | 5Q | SEC ↗ |
| 25 | MCCARTER PRIVATE WEALTH SERVICES LLC | 45,125 | $1M | -9,006 | -16.6% | 5Q | SEC ↗ |
| 26 | WEALTH ALLIANCE, LLC | 35,640 | $896K | +7,693 | +27.5% | 4Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA NEW | 34,781 | $875K | — | +0.0% | 1Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 28,092 | $707K | +9,804 | +53.6% | 2Q | SEC ↗ |
| 29 | Key Financial Inc | 27,717 | $697K | +9,345 | +50.9% | 3Q | SEC ↗ |
| 30 | Sigma Planning Corp | 27,280 | $686K | +23 | +0.1% | 3Q | SEC ↗ |
| 31 | Auour Investments LLC | 21,697 | $546K | +284 | +1.3% | 3Q | SEC ↗ |
| 32 | Prospera Financial Services Inc | 21,511 | $541K | +4,066 | +23.3% | 2Q | SEC ↗ |
| 33 | First Citizens Financial Corp | 17,962 | $452K | +6,537 | +57.2% | 2Q | SEC ↗ |
| 34 | CREATIVE FINANCIAL DESIGNS INC /ADV | 13,407 | $337K | +1,604 | +13.6% | 2Q | SEC ↗ |
| 35 | Disciplined Investors, L.L.C. | 13,301 | $335K | +175 | +1.3% | 2Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors NEW | 12,939 | $325K | — | +0.0% | 1Q | SEC ↗ |
| 37 | FINANCIAL MANAGEMENT NETWORK INC | 12,704 | $320K | +1,910 | +17.7% | 2Q | SEC ↗ |
| 38 | Quantinno Capital Management LP NEW | 11,675 | $294K | — | +0.0% | 1Q | SEC ↗ |
| 39 | LEGACY FINANCIAL GROUP, INC. NEW | 9,579 | $241K | — | +0.0% | 1Q | SEC ↗ |
| 40 | STIFEL FINANCIAL CORP NEW | 8,589 | $216K | — | +0.0% | 1Q | SEC ↗ |
| 41 | OxenFree Capital LLC | 8,476 | $213K | -10,742 | -55.9% | 4Q | SEC ↗ |
| 42 | Global Retirement Partners, LLC NEW | 2,511 | $63K | — | +0.0% | 1Q | SEC ↗ |
| 43 | IFP Advisors, Inc | 1,523 | $38K | +1,521 | +76050.0% | 2Q | SEC ↗ |
| 44 | JONES FINANCIAL COMPANIES LLLP NEW | 682 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 45 | FIFTH THIRD BANCORP NEW | 638 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Cape Investment Advisory, Inc. NEW | 60 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 47 | JPMORGAN CHASE & CO NEW | 30 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 48 | TECTONIC ADVISORS LLC | 0 | $0K | -15,216 | -100.0% | 2Q | SEC ↗ |
| 49 | BANK OF AMERICA CORP /DE | 0 | $0K | -215 | -100.0% | 1Q | SEC ↗ |
| 50 | Allworth Financial LP | 0 | $0K | -390,427 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Capital Investment Advisors, LLC | 3,204,610 | $81M |
| Blue Edge Capital, LLC | 58,512 | $1M |
| ROYAL BANK OF CANADA | 34,781 | $875K |
| Cambridge Investment Research Advis | 12,939 | $325K |
| Quantinno Capital Management LP | 11,675 | $294K |
| LEGACY FINANCIAL GROUP, INC. | 9,579 | $241K |
| STIFEL FINANCIAL CORP | 8,589 | $216K |
| Global Retirement Partners, LLC | 2,511 | $63K |
| JONES FINANCIAL COMPANIES LLLP | 682 | $17K |
| FIFTH THIRD BANCORP | 638 | $16K |
| Cape Investment Advisory, Inc. | 60 | $2K |
| JPMORGAN CHASE & CO | 30 | $1K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Allworth Financial LP | 390,427 | $10M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 58,077 | $1M |
| TECTONIC ADVISORS LLC | 15,216 | $383K |
| BANK OF AMERICA CORP /DE | 215 | $5K |
Biggest Increases (20)
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COHEN & STEERS, INC. | -25,000 | -3.2% | 753,000 |
| OxenFree Capital LLC | -10,742 | -55.9% | 8,476 |
| MCCARTER PRIVATE WEALTH SERVICES LL | -9,006 | -16.6% | 45,125 |
| Kestra Advisory Services, LLC | -3,109 | -6.1% | 47,807 |
| Financial Insights, Inc. | -1,074 | -2.2% | 46,903 |