Who Owns COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF)? -- Institutional Holders (2026-03-31)
40 institutions reported holding $150.0M of COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Townsend & Associates, Inc ($33.6M), COHEN & STEERS, INC. ($19.9M), Allworth Financial LP ($10.0M), EXCHANGE TRADED CONCEPTS, LLC ($9.6M), SK Wealth Management, LLC ($9.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Townsend & Associates, Inc | $33.6M | 1.3M | Added |
| 2 | COHEN & STEERS, INC. | $19.9M | 778,000 | Hold |
| 3 | Allworth Financial LP | $10.0M | 390,427 | Added |
| 4 | EXCHANGE TRADED CONCEPTS, LLC | $9.6M | 372,550 | Added |
| 5 | SK Wealth Management, LLC | $9.1M | 352,469 | Added |
| 6 | FORTEM FINANCIAL GROUP, LLC | $8.6M | 333,994 | Added |
| 7 | Rockefeller Capital Management L.P. | $8.5M | 331,589 | New |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 261,203 | New |
| 9 | Oak Harvest Investment Services | $6.5M | 252,919 | New |
| 10 | DAYMARK WEALTH PARTNERS, LLC | $5.5M | 213,603 | Added |
| 11 | Steward Partners Investment Advisory, LLC | $3.8M | 149,244 | Added |
| 12 | HighTower Advisors, LLC | $3.7M | 145,789 | Added |
| 13 | RFG Advisory, LLC | $3.6M | 139,998 | Added |
| 14 | OSAIC HOLDINGS, INC. | $2.4M | 93,411 | Trimmed |
| 15 | Sanctuary Advisors, LLC | $2.3M | 88,850 | Added |
| 16 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.5M | 58,077 | New |
| 17 | MCCARTER PRIVATE WEALTH SERVICES LLC | $1.4M | 54,131 | Added |
| 18 | Kestra Advisory Services, LLC | $1.3M | 50,916 | Added |
| 19 | Janney Montgomery Scott LLC | $1.3M | 50,871 | Added |
| 20 | Financial Insights, Inc. | $1.2M | 47,977 | Added |
| 21 | Maridea Wealth Management LLC | $1.2M | 46,266 | New |
| 22 | JANE STREET GROUP, LLC | $1.2M | 45,499 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 45,243 | Trimmed |
| 24 | WEALTH ALLIANCE, LLC | $716,428 | 27,947 | Added |
| 25 | Sigma Planning Corp | $698,737 | 27,257 | Added |
Source: SEC Form 13F filings · as of 2026-03-31