INVESCO S&P SPIN-OFF ETF (CSD) Institutional Shareholders
INVESCO S&P SPIN-OFF ETF (CSD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $96.50M in CSD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CSD tracked by InsiderSet, reporting ownership valued at approximately $15.97M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.76M, representing an estimated loss of -13.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed CSD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO S&P SPIN-OFF ETF (CSD).
This page ranks the largest institutional CSD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
50
Total Reported Value
$96.50M
Largest Holder
Lpl Financial Llc
Largest Position
$15.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 106,675 | $15,974,539 | $13,760,712 | -$2,213,827 | -13.86% | |
| Raymond James Financial Inc | 0.00% | 68,668 | $10,283,093 | $8,857,939 | -$1,425,154 | -13.86% | |
| Bank Of America Corp | 0.00% | 52,252 | $7,824,662 | $6,740,330 | -$1,084,332 | -13.86% | |
| Chicago Partners Investment Group Llc | 0.16% | 56,715 | $7,739,979 | $7,316,042 | -$423,937 | -5.48% | |
| Brookstone Capital Management | 0.07% | 46,389 | $6,946,753 | $5,984,023 | -$962,730 | -13.86% | |
| Private Advisor Group, Llc | 0.03% | 45,618 | $6,831,400 | $5,884,567 | -$946,833 | -13.86% | |
| Commonwealth Equity Services, Llc | 0.01% | 29,875 | $4,473,720 | $3,853,773 | -$619,947 | -13.86% | |
| Sbi Okasan Asset Management Co.Ltd. | 0.12% | 24,460 | $3,564,243 | $3,155,257 | -$408,986 | -11.47% | |
| Two Sigma Investments, Lp | 0.00% | 19,700 | $2,950,075 | $2,541,233 | -$408,842 | -13.86% | |
| Osaic Holdings, Inc. | 0.00% | 19,534 | $2,925,137 | $2,519,820 | -$405,317 | -13.86% | |
| Del-Sette Capital Management, Llc | 1.52% | 17,416 | $2,608,046 | $2,246,605 | -$361,441 | -13.86% | |
| Institute For Wealth Management, Llc. | 0.21% | 15,758 | $2,359,827 | $2,032,728 | -$327,099 | -13.86% | |
| Ameriprise Financial Inc | 0.00% | 14,905 | $2,232,067 | $1,922,694 | -$309,373 | -13.86% | |
| Morgan Stanley | 0.00% | 14,782 | $2,213,720 | $1,906,828 | -$306,892 | -13.86% | |
| Newedge Advisors, Llc | 0.01% | 14,062 | $2,105,854 | $1,813,950 | -$291,904 | -13.86% | |
| Jones Financial Companies Lllp | 0.00% | 11,016 | $1,608,765 | $1,421,027 | -$187,738 | -11.67% | |
| Thrivent Financial For Lutherans | 0.00% | 10,419 | $1,560,000 | $1,344,016 | -$215,984 | -13.85% | |
| Occidental Asset Management, Llc | 0.15% | 10,000 | $1,497,500 | $1,289,966 | -$207,534 | -13.86% | |
| Peak Asset Management, Llc | 0.22% | 9,931 | $1,487,180 | $1,281,065 | -$206,115 | -13.86% | |
| Goldman Sachs Group Inc | 0.00% | 9,589 | $1,435,953 | $1,236,948 | -$199,005 | -13.86% | |
| Sigma Planning Corp | 0.03% | 9,120 | $1,365,720 | $1,176,449 | -$189,271 | -13.86% | |
| Phocas Financial Corp. | 0.15% | 7,400 | $1,108,150 | $954,575 | -$153,575 | -13.86% | |
| Integrated Wealth Concepts Llc | 0.01% | 7,254 | $1,086,260 | $935,741 | -$150,519 | -13.86% | |
| Hikari Tsushin, Inc. | 0.05% | 4,903 | $734,224 | $632,470 | -$101,754 | -13.86% | |
| First Manhattan Co. Llc. | 0.00% | 4,515 | $676,121 | $582,420 | -$93,701 | -13.86% | |
| Betterment Llc | 0.00% | 3,776 | $565,000 | $487,091 | -$77,909 | -13.79% | |
| Susquehanna International Group, Llp | 0.00% | 3,198 | $478,901 | $412,531 | -$66,370 | -13.86% | |
| Fulcrum Equity Management | 0.28% | 2,328 | $348,558 | $300,304 | -$48,254 | -13.84% | |
| Citizens Financial Group Inc/Ri | 0.00% | 2,300 | $344,425 | $296,692 | -$47,733 | -13.86% | |
| Cetera Investment Advisers | 0.00% | 1,845 | $276,289 | $237,999 | -$38,290 | -13.86% | |
| First National Bank Sioux Falls | 0.06% | 1,767 | $219,249 | $227,937 | +$8,688 | +3.96% | |
| Freestone Capital Holdings, Llc | 0.01% | 1,347 | $201,713 | $173,758 | -$27,955 | -13.86% | |
| Jpmorgan Chase & Co | 0.00% | 815 | $118,760 | $105,132 | -$13,628 | -11.48% | |
| Blair William & Co/Il | 0.00% | 410 | $61,429 | $52,889 | -$8,540 | -13.90% | |
| Allworth Financial Lp | 0.00% | 400 | $59,900 | $51,599 | -$8,301 | -13.86% | |
| Costello Asset Management, Inc | 0.02% | 356 | $53,353 | $45,923 | -$7,430 | -13.93% | |
| Citigroup Inc | 0.00% | 243 | $36,389 | $31,346 | -$5,043 | -13.86% | |
| Harbor Asset Planning, Inc. | 0.02% | 215 | $32,149 | $27,734 | -$4,415 | -13.73% | |
| Fmr Llc | 0.00% | 191 | $28,632 | $24,638 | -$3,994 | -13.95% | |
| Wells Fargo & Company/Mn | 0.00% | 110 | $16,508 | $14,190 | -$2,318 | -14.04% | |
| Blackrock, Inc. | 0.00% | 100 | $14,975 | $12,900 | -$2,075 | -13.86% | |
| Duncker Streett & Co Inc | 0.00% | 100 | $14,975 | $12,900 | -$2,075 | -13.86% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 100 | $14,975 | $12,900 | -$2,075 | -13.86% | |
| Farther Finance Advisors, Llc | 0.00% | 66 | $9,884 | $8,514 | -$1,370 | -13.86% | |
| Pnc Financial Services Group, Inc. | 0.00% | 42 | $6,290 | $5,418 | -$872 | -13.87% | |
| Ubs Group Ag | 0.00% | 19 | $2,845 | $2,451 | -$394 | -13.85% | |
| Founders Financial Alliance, Llc | 0.00% | 11 | $1,647 | $1,419 | -$228 | -13.85% | |
| Millstone Evans Group, Llc | 0.00% | 7 | $1,048 | $903 | -$145 | -13.84% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 3,087 | $462 | $398,213 | +$397,751 | +86093.18% | |
| Cwm, Llc | 0.00% | 0 | $5 | — | — | — |
Frequently asked questions about CSD
Who owns the most CSD stock?
The largest holders of CSD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P SPIN-OFF ETF (CSD).
Is CSD widely held by superinvestors?
Many widely followed stocks like CSD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.