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

$26.03 +0.06 (+0.23%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$100.78M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$275.89K
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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
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%
4/22/2026 Janney Montgomery Scott LLC50,871$1.30M0.0%+91.7%0.831%
4/21/2026 Maridea 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%
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%
2/11/2026 Janney Montgomery Scott LLC26,540$688K0.0%N/A0.594%
2/10/2026Mccarter Private Wealth Services LLC43,184$1.12M0.5%+91.3%0.966%
2/6/2026HighTower Advisors LLC142,224$3.69M0.0%+29.7%3.182%
2/5/2026Allworth 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%
1/12/2026Daymark 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%
11/7/2025HighTower 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%
10/22/2025Mccarter Private Wealth Services LLC22,577$587K0.3%+4.6%0.922%
10/22/2025Daymark 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%
8/4/2025Mccarter Private Wealth Services LLC21,586$550K0.3%N/A1.216%
8/4/2025Daymark Wealth Partners LLC159,657$4.07M0.2%N/A8.995%
7/28/2025 RFG Advisory LLC72,496$1.85M0.0%N/A4.084%
7/22/2025Financial 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

Who are the largest shareholders of CSPF shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Cohen & Steers Preferred and Income Opportunities Active ETF. The most heavily invested institutionals were Townsend & Associates Inc ($32.49M), Cohen & Steers Inc. ($20.17M), Exchange Traded Concepts LLC ($9.08M), Allworth Financial LP ($8.84M), Fortem Financial Group LLC ($8.56M), Shorepoint Capital Partners LLC ($7.66M), and Daymark Wealth Partners LLC ($4.96M).Learn more on Cohen & Steers Preferred and Income Opportunities Active ETF's institutional investors.

Which institutional investors have been buying Cohen & Steers Preferred and Income Opportunities Active ETF's stock?

Of the 28 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 ($1.24M), Exchange Traded Concepts LLC ($350.17K), Allworth Financial LP ($340.96K), Fortem Financial Group LLC ($333.99K), Shorepoint Capital Partners LLC ($294.57K), Daymark Wealth Partners LLC ($199.11K), and Osaic Holdings Inc. ($163.74K).

How much institutional buying is happening at Cohen & Steers Preferred and Income Opportunities Active ETF?

Institutional investors have bought a total of 3,895,102 shares in the last 24 months. This purchase volume represents approximately $100.78M in transactions.

Which of Cohen & Steers Preferred and Income Opportunities Active ETF's major shareholders have been selling company stock?

The following institutional investors have sold Cohen & Steers Preferred and Income Opportunities Active ETF stock in the last 24 months: Daymark Wealth Partners LLC ($7.64K), and Cohen & Steers Inc. ($3K).

How much institutional selling is happening at Cohen & Steers Preferred and Income Opportunities Active ETF?

Institutional investors have sold a total of 10,644 shares in the last 24 months. This volume of shares sold represents approximately $275.89K in transactions.


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This page (NYSEARCA:CSPF) was last updated on 5/5/2026 by MarketBeat.com Staff.
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