COHEN & STEERS ETF TRUST (CSPF)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
43
Reporting holders
$249.5M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | $83.6M | 3,204,610 | 1.10% | new | NEW |
| Townsend & Associates, Inc | $34.4M | 1,319,473 | 2.93% | 3q | +2.6%+$865.9K |
| EXCHANGE TRADED CONCEPTS, LLC | $21.0M | 803,480 | 0.05% | 4q | +115.7%+$11.2M |
| Oak Harvest Investment Services | $14.4M | 554,047 | 1.35% | 2q | +119.1%+$7.9M |
| Rockefeller Capital Management L.P. | $14.3M | 549,543 | 0.02% | 2q | +65.7%+$5.7M |
| ENVESTNET ASSET MANAGEMENT INC | $10.8M | 414,870 | 0.00% | 2q | +58.8%+$4.0M |
| SK Wealth Management, LLC | $9.2M | 352,860 | 2.07% | 5q | HELD |
| FORTEM FINANCIAL GROUP, LLC | $9.0M | 344,402 | 1.83% | 3q | +3.1%+$271.4K |
| OSAIC HOLDINGS, INC. | $7.2M | 277,143 | 0.01% | 4q | +196.7%+$4.8M |
| Mariner, LLC | $6.6M | 252,087 | 0.01% | 4q | +1056.1%+$6.0M |
| DAYMARK WEALTH PARTNERS, LLC | $6.0M | 228,945 | 0.15% | 5q | +7.2%+$400.1K |
| Steward Partners Investment Advisory, LLC | $4.7M | 178,836 | 0.02% | 3q | +19.8%+$771.8K |
| RFG Advisory, LLC | $3.9M | 150,503 | 0.06% | 5q | +7.5%+$274.0K |
| HighTower Advisors, LLC | $3.9M | 149,992 | 0.00% | 6q | +2.9%+$109.6K |
| Sanctuary Advisors, LLC | $2.4M | 92,495 | 0.01% | 5q | +4.1%+$95.1K |
| JANE STREET GROUP, LLC | $2.2M | 84,055 | 0.00% | 4q | +84.7%+$1.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 58,918 | 0.00% | 6q | +30.2%+$356.6K |
| Blue Edge Capital, LLC | $1.5M | 58,512 | 0.18% | new | NEW |
| Embree Financial Group | $1.4M | 53,100 | 0.14% | 2q | +297.8%+$1.0M |
| Kestra Advisory Services, LLC | $1.2M | 47,807 | 0.00% | 5q | -6.1%-$81.1K |
| Maridea Wealth Management LLC | $1.2M | 47,728 | 0.13% | 2q | +3.2%+$38.1K |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $1.2M | 45,125 | 0.41% | 5q | -16.6%-$234.9K |
| WEALTH ALLIANCE, LLC | $929.5K | 35,640 | 0.08% | 4q | +27.5%+$200.6K |
| ROYAL BANK OF CANADA | $907.0K | 34,781 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $732.6K | 28,092 | 0.00% | 2q | +53.6%+$255.7K |
| Key Financial Inc | $722.9K | 27,717 | 0.12% | 3q | +50.9%+$243.7K |
| Sigma Planning Corp | $711.5K | 27,280 | 0.02% | 3q | HELD |
| Auour Investments LLC | $565.9K | 21,697 | 0.16% | 3q | +1.3%+$7.4K |
| Prospera Financial Services Inc | $561.0K | 21,511 | 0.01% | 2q | +23.3%+$106.0K |
| First Citizens Financial Corp | $468.4K | 17,962 | 0.20% | 2q | +57.2%+$170.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $349.7K | 13,407 | 0.02% | 2q | +13.6%+$41.8K |
| Disciplined Investors, L.L.C. | $346.9K | 13,301 | 0.17% | 2q | +1.3%+$4.6K |
| FINANCIAL MANAGEMENT NETWORK INC | $331.3K | 12,704 | 0.05% | 2q | +17.7%+$49.8K |
| Quantinno Capital Management LP | $304.5K | 11,675 | 0.00% | new | NEW |
| LEGACY FINANCIAL GROUP, INC. | $249.8K | 9,579 | 0.06% | new | NEW |
| STIFEL FINANCIAL CORP | $224.0K | 8,589 | 0.00% | new | NEW |
| OxenFree Capital LLC | $221.6K | 8,476 | 0.10% | 4q | -55.9%-$280.9K |
| Global Retirement Partners, LLC | $65.5K | 2,511 | 0.00% | new | NEW |
| IFP Advisors, Inc | $39.7K | 1,523 | 0.00% | 2q | +76050.0%+$39.7K |
| COHEN & STEERS, INC. | $19.6K | 753,000 | 0.03% | 6q | -3.2% |
| JONES FINANCIAL COMPANIES LLLP | $17.9K | 682 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $16.6K | 638 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $2.3K | 87,191 | 0.00% | 3q | +71.4% |
| Cape Investment Advisory, Inc. | $1.6K | 60 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $784 | 30 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $674 | 25,878 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 43 | $249.5M | 9,566,386 | 11 | 27 | 3 | 0.0% |
| Q1 2026 | 35 | $128.7M | 4,992,658 | 13 | 18 | 3 | 0.0% |
| Q4 2025 | 25 | $90.3M | 3,469,761 | 9 | 13 | 1 | 0.0% |
| Q3 2025 | 18 | $38.8M | 1,491,354 | 7 | 10 | 1 | 0.0% |
| Q2 2025 | 11 | $15.2M | 596,643 | 8 | 1 | 0 | 0.0% |
| Q1 2025 | 4 | $6.8M | 269,783 | 4 | 0 | 0 | 0.0% |