Who owns CSD?
Invesco S&P Spin-Off ETF · Invesco
54 institutions reported holding CSD, worth $99.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CSD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $16.0M | 106,675 | +78,443 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $10.3M | 68,668 | +65,383 shares |
| Bank of America Corp. | Charlotte, NC | $7.8M | 52,252 | +33,104 shares |
| Chicago Partners Investment Group LLC | Chicago, IL | $7.7M | 56,715 | −216 shares |
| Brookstone Capital Management | Wheaton, IL | $6.9M | 46,389 | New position |
| Private Advisor Group, LLC | Morristown, NJ | $6.8M | 45,618 | +8,583 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.5M | 29,875 | +25,842 shares |
| SBI Okasan Asset Management Co.Ltd. | Tokyo, Japan | $3.6M | 24,460 | New position |
| Two Sigma Investments, LP | New York, NY | $3.0M | 19,700 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.9M | 19,534 | +7,503 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CSD?
54 institutional managers reported holding CSD in Form 13F filings for June 30, 2026, worth $99.1M in total. The largest reported position was held by LPL Financial LLC, at $16.0M.
Did institutions buy or sell CSD last quarter?
Reported 13F value rose 202.2% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CSD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.