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 $52.12M 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 $7.74M 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 $7.54M, representing an estimated loss of -2.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed CSD value among the investors covered in this analysis. Major shareholders include Chicago Partners Investment Group Llc, Brookstone Capital Management, Private Advisor Group, 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
45
Total Reported Value
$52.12M
Largest Holder
Chicago Partners Investment Group Llc
Largest Position
$7.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
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% | 56,715 | $7,739,979 | $7,541,308 | -$198,671 | -2.57% | |
| Brookstone Capital Management | 0.07% | 46,389 | $6,946,753 | $6,168,276 | -$778,477 | -11.21% | |
| Private Advisor Group, Llc | 0.03% | 45,618 | $6,831,400 | $6,065,757 | -$765,643 | -11.21% | |
| Commonwealth Equity Services, Llc | 0.01% | 29,875 | $4,473,720 | $3,972,434 | -$501,286 | -11.21% | |
| Sbi Okasan Asset Management Co.Ltd. | 0.12% | 24,460 | $3,564,243 | $3,252,410 | -$311,833 | -8.75% | |
| Lpl Financial Llc | 0.00% | 28,232 | $3,180,742 | $3,753,967 | +$573,225 | +18.02% | |
| Del-Sette Capital Management, Llc | 1.52% | 17,416 | $2,608,046 | $2,315,779 | -$292,267 | -11.21% | |
| Institute For Wealth Management, Llc. | 0.21% | 15,758 | $2,359,827 | $2,095,318 | -$264,509 | -11.21% | |
| Bank Of America Corp | 0.00% | 19,148 | $2,157,253 | $2,546,081 | +$388,828 | +18.02% | |
| Osaic Holdings, Inc. | 0.00% | 12,031 | $1,355,544 | $1,599,744 | +$244,200 | +18.01% | |
| Morgan Stanley | 0.00% | 10,553 | $1,189,024 | $1,403,217 | +$214,193 | +18.01% | |
| Ameriprise Financial Inc | 0.00% | 10,209 | $1,150,275 | $1,357,475 | +$207,200 | +18.01% | |
| Occidental Asset Management, Llc | 0.13% | 10,000 | $1,126,651 | $1,329,685 | +$203,034 | +18.02% | |
| Peak Asset Management, Llc | 0.20% | 9,931 | $1,118,887 | $1,320,510 | +$201,623 | +18.02% | |
| Phocas Financial Corp. | 0.15% | 7,400 | $1,108,150 | $983,967 | -$124,183 | -11.21% | |
| Hikari Tsushin, Inc. | 0.04% | 4,903 | $552,397 | $651,945 | +$99,548 | +18.02% | |
| First Manhattan Co. Llc. | 0.00% | 4,515 | $508,683 | $600,353 | +$91,670 | +18.02% | |
| Jones Financial Companies Lllp | 0.00% | 4,584 | $502,434 | $609,528 | +$107,094 | +21.31% | |
| Integrated Wealth Concepts Llc | 0.00% | 3,822 | $430,586 | $508,206 | +$77,620 | +18.03% | |
| Jane Street Group, Llc | 0.00% | 3,563 | $401,426 | $473,767 | +$72,341 | +18.02% | |
| Susquehanna International Group, Llp | 0.00% | 3,482 | $392,300 | $462,996 | +$70,696 | +18.02% | |
| Raymond James Financial Inc | 0.00% | 3,285 | $370,150 | $436,802 | +$66,652 | +18.01% | |
| Fulcrum Equity Management | 0.28% | 2,328 | $348,558 | $309,551 | -$39,007 | -11.19% | |
| Hightower Advisors, Llc | 0.00% | 2,814 | $316,960 | $374,173 | +$57,213 | +18.05% | |
| Citizens Financial Group Inc/Ri | 0.00% | 2,300 | $259,130 | $305,828 | +$46,698 | +18.02% | |
| Citadel Advisors Llc | 0.00% | 1,950 | $219,697 | $259,289 | +$39,592 | +18.02% | |
| First National Bank Sioux Falls | 0.06% | 1,767 | $219,249 | $234,955 | +$15,706 | +7.16% | |
| Cetera Investment Advisers | 0.00% | 1,802 | $203,023 | $239,609 | +$36,586 | +18.02% | |
| Freestone Capital Holdings, Llc | 0.01% | 1,347 | $201,713 | $179,109 | -$22,604 | -11.21% | |
| Costello Asset Management, Inc | 0.02% | 356 | $53,353 | $47,337 | -$6,016 | -11.28% | |
| Blair William & Co/Il | 0.00% | 410 | $46,216 | $54,517 | +$8,301 | +17.96% | |
| Allworth Financial Lp | 0.00% | 400 | $45,067 | $53,187 | +$8,120 | +18.02% | |
| Harbor Asset Planning, Inc. | 0.02% | 215 | $32,149 | $28,588 | -$3,561 | -11.08% | |
| Citigroup Inc | 0.00% | 243 | $27,378 | $32,311 | +$4,933 | +18.02% | |
| Fmr Llc | 0.00% | 181 | $20,445 | $24,067 | +$3,622 | +17.72% | |
| Duncker Streett & Co Inc | 0.00% | 100 | $14,975 | $13,297 | -$1,678 | -11.21% | |
| Wells Fargo & Company/Mn | 0.00% | 110 | $12,408 | $14,627 | +$2,219 | +17.88% | |
| Farther Finance Advisors, Llc | 0.00% | 66 | $9,884 | $8,776 | -$1,108 | -11.21% | |
| Simplex Trading, Llc | 0.00% | 74 | $8,337 | $9,840 | +$1,503 | +18.02% | |
| Ae Wealth Management Llc | 0.00% | 50 | $5,633 | $6,648 | +$1,015 | +18.03% | |
| Thrivent Financial For Lutherans | 0.00% | 10,048 | $1,132 | $1,336,067 | +$1,334,935 | +117927.16% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 8 | $901 | $1,064 | +$163 | +18.06% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 3,087 | $462 | $410,474 | +$410,012 | +88747.13% | |
| Betterment Llc | 0.00% | 2,249 | $253 | $299,046 | +$298,793 | +118100.06% | |
| 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.