CSPF Institutional Ownership & Shareholders
C&S PREF & INCOME ACTIVE ETF (CSPF) is currently held by 51 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $271.27M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of CSPF tracked by InsiderSet, reporting ownership valued at approximately $83.86M in its September 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 $83.63M, representing an estimated loss of -0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed CSPF value among the investors covered in this analysis. Major shareholders include Capital Investment Advisors, Llc, Townsend & Associates, Inc, Cohen & Steers, Inc., and several other long-term asset managers with concentrated positions in C&S PREF & INCOME ACTIVE ETF (CSPF).
This page ranks the largest institutional CSPF 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
51
Total Reported Value
$271.27M
Largest Holder
Capital Investment Advisors, Llc
Largest Position
$83.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 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 |
|---|---|---|---|---|---|---|---|
| Capital Investment Advisors, Llc | 1.10% | 3,331,759 | $83,860,375 | $83,627,151 | -$233,224 | -0.28% | |
| Townsend & Associates, Inc | 2.85% | 1,342,852 | $33,866,731 | $33,705,585 | -$161,146 | -0.48% | |
| Cohen & Steers, Inc. | 0.03% | 753,000 | $19,638,000 | $18,900,300 | -$737,700 | -3.76% | |
| Oak Harvest Investment Services | 1.54% | 652,752 | $16,429,777 | $16,384,075 | -$45,702 | -0.28% | |
| Rockefeller Capital Management L.P. | 0.02% | 549,543 | $14,332,099 | $13,793,529 | -$538,570 | -3.76% | |
| Exchange Traded Concepts, Llc | 0.05% | 449,417 | $11,311,826 | $11,280,367 | -$31,459 | -0.28% | |
| Envestnet Asset Management Inc | 0.00% | 414,870 | $10,819,808 | $10,413,237 | -$406,571 | -3.76% | |
| Sk Wealth Management, Llc | 2.07% | 352,860 | $9,179,647 | $8,856,786 | -$322,861 | -3.52% | |
| Fortem Financial Group, Llc | 1.79% | 346,184 | $8,713,451 | $8,689,218 | -$24,233 | -0.28% | |
| Osaic Holdings, Inc. | 0.01% | 277,143 | $7,242,860 | $6,956,289 | -$286,571 | -3.96% | |
| Mariner, Llc | 0.01% | 252,087 | $6,574,431 | $6,327,384 | -$247,047 | -3.76% | |
| Daymark Wealth Partners, Llc | 0.15% | 228,945 | $5,970,886 | $5,746,520 | -$224,367 | -3.76% | |
| Prevail Innovative Wealth Advisors, Llc | 0.63% | 195,601 | $4,923,277 | $4,909,585 | -$13,692 | -0.28% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 178,836 | $4,664,043 | $4,488,784 | -$175,259 | -3.76% | |
| Rfg Advisory, Llc | 0.06% | 150,503 | $3,925,116 | $3,777,625 | -$147,491 | -3.76% | |
| Lexaurum Advisors, Llc | 0.33% | 116,310 | $2,927,520 | $2,919,381 | -$8,139 | -0.28% | |
| Sanctuary Advisors, Llc | 0.01% | 92,495 | $2,412,277 | $2,321,625 | -$90,653 | -3.76% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 92,387 | $2,326,305 | $2,318,914 | -$7,391 | -0.32% | |
| Janney Montgomery Scott Llc | 0.00% | 87,191 | $2,274,000 | $2,188,494 | -$85,506 | -3.76% | |
| Jane Street Group, Llc | 0.00% | 84,055 | $2,192,154 | $2,109,781 | -$82,374 | -3.76% | |
| Financial Insights, Inc. | 0.43% | 67,110 | $1,689,152 | $1,684,461 | -$4,691 | -0.28% | |
| Blue Edge Capital, Llc | 0.18% | 58,512 | $1,525,993 | $1,468,651 | -$57,342 | -3.76% | |
| Financial Management Network Inc | 0.20% | 54,826 | $1,378,863 | $1,376,133 | -$2,730 | -0.20% | |
| Maridea Wealth Management Llc | 0.14% | 47,728 | $1,244,759 | $1,197,973 | -$46,786 | -3.76% | |
| Embree Financial Group | 0.12% | 48,100 | $1,210,677 | $1,207,310 | -$3,367 | -0.28% | |
| Mccarter Private Wealth Services Llc | 0.38% | 44,972 | $1,131,945 | $1,128,797 | -$3,148 | -0.28% | |
| Kestra Advisory Services, Llc | 0.00% | 43,928 | $1,105,672 | $1,102,593 | -$3,079 | -0.28% | |
| Key Financial Inc | 0.16% | 39,907 | $1,004,459 | $1,001,666 | -$2,793 | -0.28% | |
| Wealth Alliance, Llc | 0.08% | 35,640 | $929,498 | $894,564 | -$34,934 | -3.76% | |
| Royal Bank Of Canada | 0.00% | 34,781 | $907,000 | $873,003 | -$33,997 | -3.75% | |
| Sigma Planning Corp | 0.02% | 27,306 | $687,296 | $685,381 | -$1,915 | -0.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,807 | $649,570 | $647,756 | -$1,814 | -0.28% | |
| First Citizens Financial Corp | 0.24% | 22,642 | $569,899 | $568,314 | -$1,585 | -0.28% | |
| Prospera Financial Services Inc | 0.01% | 21,511 | $560,999 | $539,926 | -$21,073 | -3.76% | |
| Auour Investments Llc | 0.15% | 20,948 | $527,252 | $525,795 | -$1,457 | -0.28% | |
| Flagship Capital Management Inc. | 0.23% | 14,960 | $376,543 | $375,496 | -$1,047 | -0.28% | |
| Legacy Financial Group, Inc. | 0.08% | 14,928 | $375,738 | $374,693 | -$1,045 | -0.28% | |
| Creative Financial Designs Inc | 0.02% | 13,407 | $349,655 | $336,516 | -$13,139 | -3.76% | |
| Disciplined Investors, L.L.C. | 0.17% | 13,301 | $346,890 | $333,855 | -$13,035 | -3.76% | |
| Quantinno Capital Management Lp | 0.00% | 11,675 | $304,484 | $293,043 | -$11,442 | -3.76% | |
| Wealthbridge Capital Management, Llc | 0.05% | 10,996 | $276,777 | $276,000 | -$777 | -0.28% | |
| Stifel Financial Corp | 0.00% | 8,589 | $224,001 | $215,584 | -$8,417 | -3.76% | |
| Oxenfree Capital Llc | 0.09% | 8,289 | $209,140 | $208,054 | -$1,086 | -0.52% | |
| Ifp Advisors, Inc | 0.00% | 1,506 | $37,906 | $37,801 | -$105 | -0.28% | |
| Blue Trust, Inc. | 0.00% | 737 | $18,550 | $18,499 | -$51 | -0.28% | |
| Jones Financial Companies Lllp | 0.00% | 682 | $17,855 | $17,118 | -$737 | -4.13% | |
| Fifth Third Bancorp | 0.00% | 638 | $16,639 | $16,014 | -$625 | -3.76% | |
| Caldwell Trust Co | 0.00% | 142 | $3,574 | $3,564 | -$10 | -0.27% | |
| Cape Investment Advisory, Inc. | 0.00% | 60 | $1,510 | $1,506 | -$4 | -0.26% | |
| Jpmorgan Chase & Co | 0.00% | 30 | $784 | $753 | -$31 | -3.95% |
Frequently asked questions about CSPF
Who are the largest institutional holders of CSPF?
The largest institutional holders of CSPF reported in the latest SEC Form 13F filings include Capital Investment Advisors, Llc, Townsend & Associates, Inc, Cohen & Steers, Inc., Oak Harvest Investment Services, and Rockefeller Capital Management L.P.. InsiderSet ranks institutional holders by their latest reported CSPF position.
What is CSPF institutional ownership?
This page tracks CSPF positions reported by institutional investment managers through SEC Form 13F. C&S PREF & INCOME ACTIVE ETF (CSPF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CSPF?
InsiderSet currently tracks 51 institutional managers reporting CSPF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CSPF shareholders.
How much CSPF stock do institutions own?
Institutional investment managers disclosed approximately $271.27M in CSPF holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CSPF institutional ownership last updated?
The latest CSPF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CSPF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CSPF position after the reporting date.
Are institutions buying or selling CSPF?
Institutional buying and selling can be analyzed by comparing CSPF positions across consecutive 13F reporting periods. InsiderSet's CSPF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CSPF ownership changes.
How has CSPF institutional ownership changed over time?
InsiderSet tracks CSPF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.