INVESCO S&P SPIN-OFF ETF (CSD) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $31.41M in CSD holdings during the latest filing period.
Chicago Partners Investment Group Llc is currently the largest disclosed institutional shareholder of CSD tracked by InsiderSet, reporting ownership valued at approximately $7.26M in its March 31, 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 $8.07M, representing an estimated gain of +11.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed CSD value among the investors covered in this analysis. Major shareholders include Chicago Partners Investment Group Llc, Private Advisor Group, Llc, Lpl Financial Llc, 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
41
Total Reported Value
$31.41M
Largest Holder
Chicago Partners Investment Group Llc
Largest Position
$7.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Chicago Partners Investment Group Llc | 0.16% | 56,931 | $7,261,520 | $8,069,041 | +$807,521 | +11.12% | |
| Private Advisor Group, Llc | 0.02% | 37,035 | $4,172,586 | $5,249,108 | +$1,076,522 | +25.80% | |
| Lpl Financial Llc | 0.00% | 28,232 | $3,180,742 | $4,001,426 | +$820,684 | +25.80% | |
| Bank Of America Corp | 0.00% | 19,148 | $2,157,253 | $2,713,917 | +$556,664 | +25.80% | |
| Institute For Wealth Management, Llc. | 0.19% | 15,758 | $1,775,427 | $2,233,440 | +$458,013 | +25.80% | |
| Osaic Holdings, Inc. | 0.00% | 12,031 | $1,355,544 | $1,705,198 | +$349,654 | +25.79% | |
| Morgan Stanley | 0.00% | 10,553 | $1,189,024 | $1,495,716 | +$306,692 | +25.79% | |
| Ameriprise Financial Inc | 0.00% | 10,209 | $1,150,275 | $1,446,959 | +$296,684 | +25.79% | |
| Occidental Asset Management, Llc | 0.13% | 10,000 | $1,126,651 | $1,417,337 | +$290,686 | +25.80% | |
| Peak Asset Management, Llc | 0.20% | 9,931 | $1,118,887 | $1,407,557 | +$288,670 | +25.80% | |
| Phocas Financial Corp. | 0.13% | 7,400 | $833,722 | $1,048,829 | +$215,107 | +25.80% | |
| Del-Sette Capital Management, Llc | 0.47% | 6,914 | $778,967 | $979,947 | +$200,980 | +25.80% | |
| Hikari Tsushin, Inc. | 0.04% | 4,903 | $552,397 | $694,920 | +$142,523 | +25.80% | |
| First Manhattan Co. Llc. | 0.00% | 4,515 | $508,683 | $639,928 | +$131,245 | +25.80% | |
| Jones Financial Companies Lllp | 0.00% | 4,584 | $502,434 | $649,707 | +$147,273 | +29.31% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,033 | $454,330 | $571,612 | +$117,282 | +25.81% | |
| Integrated Wealth Concepts Llc | 0.00% | 3,822 | $430,586 | $541,706 | +$111,120 | +25.81% | |
| Jane Street Group, Llc | 0.00% | 3,563 | $401,426 | $504,997 | +$103,571 | +25.80% | |
| Susquehanna International Group, Llp | 0.00% | 3,482 | $392,300 | $493,517 | +$101,217 | +25.80% | |
| Raymond James Financial Inc | 0.00% | 3,285 | $370,150 | $465,595 | +$95,445 | +25.79% | |
| Hightower Advisors, Llc | 0.00% | 2,814 | $316,960 | $398,839 | +$81,879 | +25.83% | |
| Citizens Financial Group Inc/Ri | 0.00% | 2,300 | $259,130 | $325,988 | +$66,858 | +25.80% | |
| Fulcrum Equity Management | 0.23% | 2,053 | $231,316 | $290,979 | +$59,663 | +25.79% | |
| Citadel Advisors Llc | 0.00% | 1,950 | $219,697 | $276,381 | +$56,684 | +25.80% | |
| First National Bank Sioux Falls | 0.06% | 1,767 | $219,249 | $250,443 | +$31,194 | +14.23% | |
| Cetera Investment Advisers | 0.00% | 1,802 | $203,023 | $255,404 | +$52,381 | +25.80% | |
| Blair William & Co/Il | 0.00% | 410 | $46,216 | $58,111 | +$11,895 | +25.74% | |
| Allworth Financial Lp | 0.00% | 400 | $45,067 | $56,693 | +$11,626 | +25.80% | |
| Costello Asset Management, Inc | 0.01% | 356 | $40,140 | $50,457 | +$10,317 | +25.70% | |
| Citigroup Inc | 0.00% | 243 | $27,378 | $34,441 | +$7,063 | +25.80% | |
| Harbor Asset Planning, Inc. | 0.02% | 215 | $24,187 | $30,473 | +$6,286 | +25.99% | |
| Fmr Llc | 0.00% | 181 | $20,445 | $25,654 | +$5,209 | +25.48% | |
| Wells Fargo & Company/Mn | 0.00% | 110 | $12,408 | $15,591 | +$3,183 | +25.65% | |
| Duncker Streett & Co Inc | 0.00% | 100 | $11,267 | $14,173 | +$2,906 | +25.80% | |
| Simplex Trading, Llc | 0.00% | 74 | $8,337 | $10,488 | +$2,151 | +25.80% | |
| Ae Wealth Management Llc | 0.00% | 50 | $5,633 | $7,087 | +$1,454 | +25.81% | |
| Farther Finance Advisors, Llc | 0.00% | 16 | $1,841 | $2,268 | +$427 | +23.18% | |
| Thrivent Financial For Lutherans | 0.00% | 10,048 | $1,132 | $1,424,140 | +$1,423,008 | +125707.44% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 8 | $901 | $1,134 | +$233 | +25.85% | |
| Betterment Llc | 0.00% | 2,249 | $253 | $318,759 | +$318,506 | +125891.74% | |
| 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.