C&S SD PREF & INC ACTIVE ETF (CSSD) Institutional Ownership Changes & 13F Activity
C&S SD PREF & INC ACTIVE ETF (CSSD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Rfg Advisory, Llc, Financial Management Network Inc, Oarsman Capital, Inc., and United Advisor Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jane Street Group, Llc | Buy | +29,176 | — | 29,176 | $734.07K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,432 | — | 8,432 | $213.24K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +618 | — | 618 | $15.55K | Q2 2026 | Aug 13, 2026 |
| Oarsman Capital, Inc. | Buy | +16,581 | +2.9% | 588,572 | $14.81M | Q2 2026 | Aug 07, 2026 |
| Financial Management Network Inc | Buy | +21,812 | +106.7% | 42,257 | $1.07M | Q2 2026 | Aug 06, 2026 |
| Community Bank & Trust, Waco, Texas | Buy | +5,852 | +2.4% | 248,132 | $6.24M | Q2 2026 | Aug 04, 2026 |
| Legacy Financial Group, Inc. | Buy | +10,985 | — | 10,985 | $276.38K | Q2 2026 | Jul 30, 2026 |
| United Advisor Group, Llc | Buy | +11,941 | — | 11,941 | $300.44K | Q2 2026 | Jul 29, 2026 |
| Bourgeon Capital Management Llc | Buy | +161 | +1.7% | 9,520 | $239.52K | Q2 2026 | Jul 22, 2026 |
| Ifp Advisors, Inc | Buy | +1,953 | — | 1,953 | $49.14K | Q2 2026 | Jul 20, 2026 |
| Rfg Advisory, Llc | Buy | +23,415 | — | 23,415 | $589.11K | Q2 2026 | Jul 15, 2026 |
Frequently asked questions about CSSD activity
Which institutional owners are buying CSSD?
Institutional owners buying CSSD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CSSD activity?
"Buy" means an investor increased their reported position in CSSD compared to the prior reporting period. This reflects growing exposure to C&S SD PREF & INC ACTIVE ETF (CSSD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CSSD increasing?
Institutional interest in CSSD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.