C&S PREF & INCOME ACTIVE ETF CSPF
$26.11
+0.1% 52w: $23.97 – $26.12
Latest 13F among current holders filed 1 month ago (May 19, 2026)
Price — last 12 months
research preview data23.9725.0426.12
Jun 20, 2025 Jul 2, 2026
Institutional holders
37
+10 QoQ
13F value
$150.0M
+34.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CSPF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Townsend & Associates, Inc | Other | 1.3M | $33.6M | 2.9% | +3.6% |
| COHEN & STEERS, INC. | Other | 778.0K | $19.9M | 0.0% | Held |
| Allworth Financial LP | Wealth advisor | 390.4K | $10.0M | 0.0% | +14.5% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 372.6K | $9.6M | 0.1% | +6.4% |
| SK Wealth Management, LLC | Wealth advisor | 352.5K | $9.1M | 2.5% | +291.6% |
| FORTEM FINANCIAL GROUP, LLC | Other | 334.0K | $8.6M | 2.1% | +11.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 331.6K | $8.5M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 261.2K | $6.7M | 0.0% | New |
| Oak Harvest Investment Services | Other | 252.9K | $6.5M | 0.7% | New |
| DAYMARK WEALTH PARTNERS, LLC | Other | 213.6K | $5.5M | 0.2% | +11.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 149.2K | $3.8M | 0.0% | +369.1% |
| HighTower Advisors, LLC | Diversified mechanical | 145.8K | $3.7M | 0.0% | +2.5% |
| RFG Advisory, LLC | Wealth advisor | 140.0K | $3.6M | 0.1% | +21.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 93.4K | $2.4M | 0.0% | -43.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 88.8K | $2.3M | 0.0% | +13.1% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 58.1K | $1.5M | 0.3% | New |
| MCCARTER PRIVATE WEALTH SERVICES LLC ★2 | Fundamental diversified | 54.1K | $1.4M | 0.6% | +25.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 50.9K | $1.3M | 0.0% | +50.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 50.9K | $1.3M | 0.0% | +91.7% |
| Financial Insights, Inc. | Wealth advisor | 48.0K | $1.2M | 0.4% | +13.5% |
| Maridea Wealth Management LLC | Wealth advisor | 46.3K | $1.2M | 0.2% | New |
| JANE STREET GROUP, LLC | Market maker | 45.5K | $1.2M | 0.0% | -56.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 45.2K | $1.2M | 0.0% | -42.9% |
| WEALTH ALLIANCE, LLC | Wealth advisor | 27.9K | $716K | 0.1% | +18.7% |
| Sigma Planning Corp | Wealth advisor | 27.3K | $699K | 0.0% | +12.9% |
| Mariner, LLC | Diversified mechanical | 21.8K | $559K | 0.0% | +9.8% |
| Auour Investments LLC | Wealth advisor | 21.4K | $549K | 0.2% | -0.1% |
| OxenFree Capital LLC | Wealth advisor | 19.2K | $501K | 0.2% | +13.7% |
| Key Financial Inc | Wealth advisor | 18.4K | $471K | 0.1% | +3192.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 18.3K | $469K | 0.0% | New |
| Prospera Financial Services Inc | Diversified mechanical | 17.4K | $447K | 0.0% | New |
| Embree Financial Group | Wealth advisor | 13.3K | $342K | 0.0% | New |
| Disciplined Investors, L.L.C. | Wealth advisor | 13.1K | $336K | 0.2% | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 11.8K | $303K | 0.0% | New |
| First Citizens Financial Corp | Wealth advisor | 11.4K | $293K | 0.1% | New |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 10.8K | $281K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 2 | $51 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.