Who Owns C&S PREF & INCOME ACTIVE ETF (CSPF)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $262.5M of C&S PREF & INCOME ACTIVE ETF (CSPF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital Investment Advisors, LLC ($83.6M), Townsend & Associates, Inc ($34.4M), COHEN & STEERS, INC. ($19.6M), Oak Harvest Investment Services ($14.4M), Rockefeller Capital Management L.P. ($14.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Capital Investment Advisors, LLC	$83.6M	3.2M	New
2	Townsend & Associates, Inc	$34.4M	1.3M	Added
3	COHEN & STEERS, INC.	$19.6M	753,000	Trimmed
4	Oak Harvest Investment Services	$14.4M	554,047	Added
5	Rockefeller Capital Management L.P.	$14.3M	549,543	Added
6	ENVESTNET ASSET MANAGEMENT INC	$10.8M	414,870	Added
7	EXCHANGE TRADED CONCEPTS, LLC	$10.5M	401,740	Added
8	SK Wealth Management, LLC	$9.2M	352,860	Added
9	FORTEM FINANCIAL GROUP, LLC	$9.0M	344,402	Added
10	OSAIC HOLDINGS, INC.	$7.2M	277,143	Added
11	Mariner, LLC	$6.6M	252,087	Added
12	DAYMARK WEALTH PARTNERS, LLC	$6.0M	228,945	Added
13	Steward Partners Investment Advisory, LLC	$4.7M	178,836	Added
14	RFG Advisory, LLC	$3.9M	150,503	Added
15	HighTower Advisors, LLC	$3.9M	149,992	Added
16	Sanctuary Advisors, LLC	$2.4M	92,495	Added
17	Janney Montgomery Scott LLC	$2.3M	87,191	Added
18	JANE STREET GROUP, LLC	$2.2M	84,055	Added
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.5M	58,918	Added
20	Blue Edge Capital, LLC	$1.5M	58,512	New
21	Embree Financial Group	$1.4M	53,100	Added
22	Kestra Advisory Services, LLC	$1.2M	47,807	Trimmed
23	Maridea Wealth Management LLC	$1.2M	47,728	Added
24	Financial Insights, Inc.	$1.2M	46,903	Trimmed
25	MCCARTER PRIVATE WEALTH SERVICES LLC	$1.2M	45,125	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30