C&S PREF & INCOME ACTIVE ETF (CSPF) Institutional Shareholders
C&S PREF & INCOME ACTIVE ETF (CSPF) 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 $258.15M in CSPF holdings during the latest filing period.
Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of CSPF tracked by InsiderSet, reporting ownership valued at approximately $83.58M 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 $82.13M, representing an estimated loss of -1.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% 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
45
Total Reported Value
$258.15M
Largest Holder
Capital Investment Advisors, Llc
Largest Position
$83.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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% | 3,204,610 | $83,576,238 | $82,134,154 | -$1,442,084 | -1.73% | |
| Townsend & Associates, Inc | 2.93% | 1,319,473 | $34,398,667 | $33,818,093 | -$580,574 | -1.69% | |
| Cohen & Steers, Inc. | 0.03% | 753,000 | $19,638,000 | $19,299,390 | -$338,610 | -1.72% | |
| Oak Harvest Investment Services | 1.35% | 554,047 | $14,449,555 | $14,200,225 | -$249,330 | -1.73% | |
| Rockefeller Capital Management L.P. | 0.02% | 549,543 | $14,332,099 | $14,084,787 | -$247,312 | -1.73% | |
| Envestnet Asset Management Inc | 0.00% | 414,870 | $10,819,808 | $10,633,118 | -$186,690 | -1.73% | |
| Exchange Traded Concepts, Llc | 0.05% | 401,740 | $10,477,379 | $10,296,596 | -$180,783 | -1.73% | |
| Sk Wealth Management, Llc | 2.07% | 352,860 | $9,179,647 | $9,043,802 | -$135,845 | -1.48% | |
| Fortem Financial Group, Llc | 1.83% | 344,402 | $8,982,004 | $8,827,023 | -$154,981 | -1.73% | |
| Osaic Holdings, Inc. | 0.01% | 277,143 | $7,242,860 | $7,103,175 | -$139,685 | -1.93% | |
| Mariner, Llc | 0.01% | 252,087 | $6,574,431 | $6,460,990 | -$113,441 | -1.73% | |
| Daymark Wealth Partners, Llc | 0.15% | 228,945 | $5,970,886 | $5,867,860 | -$103,026 | -1.73% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 178,836 | $4,664,043 | $4,583,567 | -$80,476 | -1.73% | |
| Rfg Advisory, Llc | 0.06% | 150,503 | $3,925,116 | $3,857,392 | -$67,724 | -1.73% | |
| Sanctuary Advisors, Llc | 0.01% | 92,495 | $2,412,277 | $2,370,647 | -$41,630 | -1.73% | |
| Janney Montgomery Scott Llc | 0.00% | 87,191 | $2,274,000 | $2,234,705 | -$39,295 | -1.73% | |
| Jane Street Group, Llc | 0.00% | 84,055 | $2,192,154 | $2,154,330 | -$37,824 | -1.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 58,918 | $1,536,581 | $1,510,068 | -$26,513 | -1.73% | |
| Blue Edge Capital, Llc | 0.18% | 58,512 | $1,525,993 | $1,499,663 | -$26,330 | -1.73% | |
| Embree Financial Group | 0.14% | 53,100 | $1,384,848 | $1,360,953 | -$23,895 | -1.73% | |
| Kestra Advisory Services, Llc | 0.00% | 47,807 | $1,246,801 | $1,225,293 | -$21,508 | -1.73% | |
| Maridea Wealth Management Llc | 0.14% | 47,728 | $1,244,759 | $1,223,269 | -$21,490 | -1.73% | |
| Financial Insights, Inc. | 0.32% | 46,903 | $1,223,226 | $1,202,124 | -$21,102 | -1.73% | |
| Mccarter Private Wealth Services Llc | 0.41% | 45,125 | $1,176,860 | $1,156,554 | -$20,306 | -1.73% | |
| Wealth Alliance, Llc | 0.08% | 35,640 | $929,498 | $913,453 | -$16,045 | -1.73% | |
| Royal Bank Of Canada | 0.00% | 34,781 | $907,000 | $891,437 | -$15,563 | -1.72% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,092 | $732,630 | $719,998 | -$12,632 | -1.72% | |
| Key Financial Inc | 0.12% | 27,717 | $722,859 | $710,387 | -$12,472 | -1.73% | |
| Sigma Planning Corp | 0.02% | 27,280 | $711,471 | $699,186 | -$12,285 | -1.73% | |
| Auour Investments Llc | 0.16% | 21,697 | $565,858 | $556,094 | -$9,764 | -1.73% | |
| Prospera Financial Services Inc | 0.01% | 21,511 | $560,999 | $551,327 | -$9,672 | -1.72% | |
| First Citizens Financial Corp | 0.20% | 17,962 | $468,449 | $460,366 | -$8,083 | -1.73% | |
| Creative Financial Designs Inc | 0.02% | 13,407 | $349,655 | $343,621 | -$6,034 | -1.73% | |
| Disciplined Investors, L.L.C. | 0.17% | 13,301 | $346,890 | $340,905 | -$5,985 | -1.73% | |
| Financial Management Network Inc | 0.05% | 12,704 | $331,331 | $325,604 | -$5,727 | -1.73% | |
| Quantinno Capital Management Lp | 0.00% | 11,675 | $304,484 | $299,230 | -$5,254 | -1.73% | |
| Legacy Financial Group, Inc. | 0.06% | 9,579 | $249,820 | $245,510 | -$4,310 | -1.73% | |
| Stifel Financial Corp | 0.00% | 8,589 | $224,001 | $220,136 | -$3,865 | -1.73% | |
| Oxenfree Capital Llc | 0.10% | 8,476 | $221,628 | $217,240 | -$4,388 | -1.98% | |
| Ifp Advisors, Inc | 0.00% | 1,523 | $39,720 | $39,034 | -$686 | -1.73% | |
| Jones Financial Companies Lllp | 0.00% | 682 | $17,855 | $17,480 | -$375 | -2.10% | |
| Fifth Third Bancorp | 0.00% | 638 | $16,639 | $16,352 | -$287 | -1.73% | |
| Cape Investment Advisory, Inc. | 0.00% | 60 | $1,565 | $1,538 | -$27 | -1.74% | |
| Jpmorgan Chase & Co | 0.00% | 30 | $784 | $769 | -$15 | -1.93% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,939 | $337 | $331,627 | +$331,290 | +98305.51% |
Frequently asked questions about CSPF
Who owns the most CSPF stock?
The largest holders of CSPF 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 C&S PREF & INCOME ACTIVE ETF (CSPF).
Is CSPF widely held by superinvestors?
Many widely followed stocks like CSPF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSPF 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.