CSSD Institutional Ownership
Cohen & Steers Short Duration Preferred and Income Active ETF
1W: -0.5%
1M: -1.9%
3M: -2.8%
YTD: -1.7%
$24.54
+0.07 (+0.27%)
Weekly Expected Move ±0.5%
$24
$24
$25
$25
$25
Overview
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Institutional Ownership — CSSD
13
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
25M
Total Invested
7
New Positions
4
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COHEN & STEERS, INC. | 787,000 | $19M | — | +0.0% | 3Q | SEC ↗ |
| 2 | OARSMAN CAPITAL, INC. | 588,572 | $14M | +16,581 | +2.9% | 2Q | SEC ↗ |
| 3 | Community Bank & Trust, Waco, Texas | 248,132 | $6M | +5,852 | +2.4% | 2Q | SEC ↗ |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | 42,257 | $1M | +21,812 | +106.7% | 2Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC NEW | 29,176 | $716K | — | +0.0% | 1Q | SEC ↗ |
| 6 | RFG Advisory, LLC NEW | 23,415 | $574K | — | +0.0% | 1Q | SEC ↗ |
| 7 | United Advisor Group, LLC NEW | 11,941 | $293K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Essex Financial Services, Inc. | 11,637 | $286K | — | +0.0% | 2Q | SEC ↗ |
| 9 | LEGACY FINANCIAL GROUP, INC. NEW | 10,985 | $270K | — | +0.0% | 1Q | SEC ↗ |
| 10 | BOURGEON CAPITAL MANAGEMENT LLC | 9,520 | $234K | +161 | +1.7% | 2Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. NEW | 8,432 | $207K | — | +0.0% | 1Q | SEC ↗ |
| 12 | IFP Advisors, Inc NEW | 1,953 | $48K | — | +0.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG NEW | 618 | $15K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 29,176 | $716K |
| RFG Advisory, LLC | 23,415 | $574K |
| United Advisor Group, LLC | 11,941 | $293K |
| LEGACY FINANCIAL GROUP, INC. | 10,985 | $270K |
| OSAIC HOLDINGS, INC. | 8,432 | $207K |
| IFP Advisors, Inc | 1,953 | $48K |
| UBS Group AG | 618 | $15K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FINANCIAL MANAGEMENT NETWORK INC | +21,812 | +106.7% | 42,257 |
| OARSMAN CAPITAL, INC. | +16,581 | +2.9% | 588,572 |
| Community Bank & Trust, Waco, Texas | +5,852 | +2.4% | 248,132 |
| BOURGEON CAPITAL MANAGEMENT LLC | +161 | +1.7% | 9,520 |
Biggest Decreases (0)
None.