Who owns CSPF?
Cohen & Steers Preferred and Income Opportunities Active ETF · Cohen & Steers
47 institutions reported holding CSPF, worth $262.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CSPF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Capital Investment Advisors, LLC | Atlanta, GA | $83.6M | 3,204,610 | New position |
| Townsend & Associates, Inc | Westminster, CO | $34.4M | 1,319,473 | +33,215 shares |
| Cohen & Steers, Inc. | New York, NY | $19.6M | 753,000 | −25,000 shares |
| Oak Harvest Investment Services | Houston, TX | $14.4M | 554,047 | +301,128 shares |
| Rockefeller Capital Management L.P. | New York, NY | $14.3M | 549,543 | +217,954 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $10.8M | 414,870 | +153,667 shares |
| Exchange Traded Concepts, LLC | Oklahoma City, OK | $10.5M | 401,740 | +29,190 shares |
| SK Wealth Management, LLC | Providence, RI | $9.2M | 352,860 | +391 shares |
| Fortem Financial Group, LLC | Palm Desert, CA | $9.0M | 344,402 | +10,408 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $7.2M | 277,143 | +183,732 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 CSPF?
47 institutional managers reported holding CSPF in Form 13F filings for June 30, 2026, worth $262.8M in total. The largest reported position was held by Capital Investment Advisors, LLC, at $83.6M.
Did institutions buy or sell CSPF last quarter?
Reported 13F value rose 75.3% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 2 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 CSPF 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.