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Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Cohen & Steers Preferred and Income Opportunities Active ETF (NYSEARCA:CSPF)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$102.29M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$719.47K
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Skip Chart & View Institutional Buying and Selling Data

CSPF Institutional Buying and Selling by Quarter

Cohen & Steers Preferred and Income Opportunities Active ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/10/2026 Global Retirement Partners LLC1,759$44K0.0%-29.9%0.011%
11/10/2026 Banco Santander S.A.83,782$2.11M0.0%N/A0.524%
11/10/2026 HighTower Advisors LLC179,000$4.51M0.0%N/A1.119%
11/6/2026 Allworth Financial LP393,187$10.25M0.0%N/A2.639%
11/6/2026 Fifth Third Bancorp3,723$94K0.0%+483.5%0.025%
11/2/2026 Kestra Advisory Services LLC43,928$1.11M0.0%-8.1%0.295%
11/2/2026 Commonwealth Equity Services LLC25,807$650K0.0%N/A0.173%
10/28/2026 Auour Investments LLC20,948$527K0.1%-3.5%0.144%
10/27/2026 Financial Insights Inc.67,110$1.69M0.4%+43.1%0.461%
10/24/2026 Townsend & Associates Inc1,342,852$33.87M2.9%+1.8%9.217%
10/24/2026 Sigma Planning Corp27,306$687K0.0%N/A0.187%
10/23/2026 Capital Investment Advisors LLC3,331,759$83.86M1.0%+4.0%23.381%
10/22/2026 Legacy Financial Group Inc.14,928$376K0.1%+55.8%0.105%
10/20/2026 Flagship Capital Management Inc.14,960$377K0.2%N/A0.105%
10/19/2026 LexAurum Advisors LLC116,310$2.93M0.3%N/A0.825%
10/16/2026 WealthBridge Capital Management LLC10,996$277K0.1%N/A0.079%
10/2/2026 First Citizens Financial Corp22,642$570K0.2%+26.1%0.171%
9/9/2026Blue Edge Capital LLC58,512$1.53M0.2%N/A0.511%
9/9/2026 RFG Advisory LLC150,503$3.93M0.1%+7.5%1.314%
9/9/2026 IFP Advisors Inc1,523$40K0.0%+76,050.0%0.013%
8/25/2026 Financial Insights Inc.46,903$1.22M0.3%-2.2%0.410%
8/21/2026 First Citizens Financial Corp17,962$468K0.2%+57.2%0.157%
7/9/2026 OxenFree Capital LLC8,476$222K0.1%-55.9%0.080%
7/7/2026 First Citizens Financial Corp17,962$468K0.2%+57.2%0.169%
5/19/2026 Financial Insights Inc.47,977$1.23M0.4%+13.5%0.711%
5/15/2026Wealth Alliance LLC27,947$716K0.1%+18.7%0.414%
5/6/2026SK Wealth Management LLC352,469$9.07M2.5%+291.6%5.222%
5/5/2026Sanctuary Advisors LLC88,850$2.28M0.0%+13.1%1.316%
5/5/2026 Sigma Planning Corp27,257$699K0.0%+12.9%0.404%
4/30/2026 Kestra Advisory Services LLC50,916$1.31M0.0%+50.8%0.762%
4/24/2026 Key Financial Inc18,372$471K0.1%+3,192.5%0.281%
4/22/2026Janney Montgomery Scott LLC50,871$1.30M0.0%+91.7%0.831%
4/21/2026Maridea Wealth Management LLC46,266$1.19M0.2%N/A0.756%
4/20/2026 RFG Advisory LLC139,998$3.59M0.1%+21.9%2.288%
4/17/2026 Financial Management Network Inc.10,794$281K0.0%N/A0.176%
4/17/2026 OxenFree Capital LLC19,218$501K0.2%+13.7%0.314%
4/16/2026 Fortem Financial Group LLC333,994$8.56M2.1%+11.2%5.502%
2/17/2026Osaic Holdings Inc.163,859$4.25M0.0%+142,386.1%3.666%
2/16/2026Mariner LLC19,855$515K0.0%+11.9%0.444%
2/13/2026 Kestra Advisory Services LLC33,758$875K0.0%+15.9%0.755%
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2/13/2026Cohen & Steers Inc.778,000$20.17M0.0%-0.4%17.405%
2/12/2026Jane Street Group LLC103,517$2.68M0.0%+566.1%2.316%
2/12/2026Steward Partners Investment Advisory LLC31,815$825K0.0%N/A0.712%
2/11/2026Janney Montgomery Scott LLC26,540$688K0.0%N/A0.594%
2/10/2026 Mccarter Private Wealth Services LLC43,184$1.12M0.5%+91.3%0.966%
2/6/2026 HighTower Advisors LLC142,224$3.69M0.0%+29.7%3.182%
2/5/2026 Allworth Financial LP340,958$8.84M0.0%N/A7.628%
2/4/2026 Fortem Financial Group LLC300,324$7.78M2.1%N/A6.719%
2/3/2026 RFG Advisory LLC114,843$2.98M0.1%+25.2%2.569%
1/30/2026 Sigma Planning Corp24,150$626K0.0%N/A0.540%
1/30/2026SK Wealth Management LLC89,997$2.36M0.7%+35.9%2.013%
1/29/2026Sanctuary Advisors LLC78,534$2.04M0.0%+9.1%1.757%
1/26/2026 Townsend & Associates Inc1,241,627$32.49M2.9%N/A27.777%
1/14/2026 Exchange Traded Concepts LLC350,171$9.08M0.1%+5.7%7.834%
1/12/2026 Auour Investments LLC21,438$556K0.2%N/A0.480%
1/12/2026 Daymark Wealth Partners LLC191,465$4.96M0.2%-3.8%4.283%
1/8/2026 Wealth Enhancement Advisory Services LLC79,267$2.07M0.0%+14.4%1.773%
11/17/2025Mariner LLC17,739$461K0.0%N/A0.682%
11/7/2025Wealth Alliance LLC23,546$612K0.1%N/A0.906%
11/7/2025 HighTower Advisors LLC109,646$2.85M0.0%+1,269.9%4.217%
11/6/2025 RFG Advisory LLC91,755$2.39M0.0%+26.6%3.529%
10/29/2025 Wealth Enhancement Advisory Services LLC69,295$1.81M0.0%+36.4%2.739%
10/22/2025 Mccarter Private Wealth Services LLC22,577$587K0.3%+4.6%0.922%
10/22/2025 Daymark Wealth Partners LLC199,109$5.18M0.2%+24.7%8.127%
10/21/2025 Armor Investment Advisors LLC89,706$2.33M0.7%+26.9%3.661%
10/21/2025 Tectonic Advisors LLC15,216$395K0.0%N/A0.621%
10/14/2025 Exchange Traded Concepts LLC331,206$8.61M0.1%N/A13.519%
10/10/2025SK Wealth Management LLC66,202$1.72M0.6%+6.6%2.736%
10/9/2025 OxenFree Capital LLC16,521$431K0.2%N/A0.683%
10/3/2025Shorepoint Capital Partners LLC294,568$7.66M1.5%N/A16.642%
8/12/2025 Armor Investment Advisors LLC70,706$1.80M0.7%N/A3.995%
8/4/2025 Mccarter Private Wealth Services LLC21,586$550K0.3%N/A1.216%
8/4/2025 Daymark Wealth Partners LLC159,657$4.07M0.2%N/A8.995%
7/28/2025 RFG Advisory LLC72,496$1.85M0.0%N/A4.084%
7/22/2025 Financial Insights Inc.21,133$538K0.2%N/A1.191%
7/10/2025 Wealth Enhancement Advisory Services LLC50,809$1.30M0.0%+13.1%2.862%
7/10/2025SK Wealth Management LLC62,075$1.59M0.7%N/A3.497%
5/13/2025HighTower Advisors LLC8,004$201K0.0%N/A0.678%


CSPF Institutional Ownership - Frequently Asked Questions

During the previous two years, 41 institutional investors and hedge funds held shares of Cohen & Steers Preferred and Income Opportunities Active ETF. The most heavily invested institutionals were Capital Investment Advisors LLC ($83.86M), Townsend & Associates Inc ($33.87M), Cohen & Steers Inc. ($20.17M), Allworth Financial LP ($10.25M), Exchange Traded Concepts LLC ($9.08M), SK Wealth Management LLC ($9.07M), and Fortem Financial Group LLC ($8.56M).Learn more on Cohen & Steers Preferred and Income Opportunities Active ETF's institutional investors.

Of the 39 institutional investors that purchased Cohen & Steers Preferred and Income Opportunities Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Townsend & Associates Inc ($1.27M), Allworth Financial LP ($734.15K), SK Wealth Management LLC ($352.47K), Exchange Traded Concepts LLC ($350.17K), Fortem Financial Group LLC ($333.99K), HighTower Advisors LLC ($321.22K), and Shorepoint Capital Partners LLC ($294.57K).

Institutional investors have bought a total of 3,980,926 shares in the last 24 months. This purchase volume represents approximately $102.29M in transactions.

The following institutional investors have sold Cohen & Steers Preferred and Income Opportunities Active ETF stock in the last 24 months: OxenFree Capital LLC ($10.74K), Daymark Wealth Partners LLC ($7.64K), Kestra Advisory Services LLC ($3.88K), Cohen & Steers Inc. ($3K), Financial Insights Inc. ($1.07K), Global Retirement Partners LLC ($752.00), and Auour Investments LLC ($749.00).

Institutional investors have sold a total of 27,840 shares in the last 24 months. This volume of shares sold represents approximately $719.47K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CSPF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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