Who owns Invesco S&P Spin-Off ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CSD from SEC Form 13F filings across 53 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 53 institutions disclosed 664,304 shares of Invesco S&P Spin-Off ETF worth $98.5M — about 81.2% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
53
13F holders
$98.5M
value, 2026 filers
81.2%
of shares outstanding (664,304 sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CSD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 106,675 | $16.0M | 0.0% | 13% | +277.9% |
| 2 | RAYMOND JAMES FINANCIAL INC | 68,668 | $10.3M | 0.0% | 8.4% | +1990.4% |
| 3 | Chicago Partners Investment Group LLC | 56,715 | $7.7M | 0.2% | 6.9% | -0.4% |
| 4 | BANK OF AMERICA CORP /DE/ | 52,252 | $7.8M | 0.0% | 6.4% | +172.9% |
| 5 | Brookstone Capital ManagementNEW | 46,389 | $6.9M | 0.1% | 5.7% | new |
| 6 | Private Advisor Group, LLC | 45,618 | $6.8M | 0.0% | 5.6% | +23.2% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 29,875 | $4.5M | 0.0% | 3.7% | +640.8% |
| 8 | SBI Okasan Asset Management Co.Ltd.NEW | 24,460 | $3.6M | 0.1% | 3% | new |
| 9 | TWO SIGMA INVESTMENTS, LPNEW | 19,700 | $3.0M | 0.0% | 2.4% | new |
| 10 | OSAIC HOLDINGS, INC. | 19,534 | $2.9M | 0.0% | 2.4% | +62.4% |
| 11 | Del-Sette Capital Management, LLC | 17,416 | $2.6M | 1.5% | 2.1% | +151.9% |
| 12 | Institute for Wealth Management, LLC. | 15,758 | $2.4M | 0.2% | 1.9% | 0.0% |
| 13 | AMERIPRISE FINANCIAL INC | 14,905 | $2.2M | 0.0% | 1.8% | +46.0% |
| 14 | MORGAN STANLEY | 14,782 | $2.2M | 0.0% | 1.8% | +40.1% |
| 15 | NewEdge Advisors, LLCNEW | 14,062 | $2.1M | 0.0% | 1.7% | new |
| 16 | JONES FINANCIAL COMPANIES LLLP | 11,016 | $1.6M | 0.0% | 1.3% | +140.3% |
| 17 | Thrivent Financial for Lutherans | 10,419 | $1.6M | 0.0% | 1.3% | +3.7% |
| 18 | Occidental Asset Management, LLC | 10,000 | $1.5M | 0.1% | 1.2% | 0.0% |
| 19 | Peak Asset Management, LLC | 9,931 | $1.5M | 0.2% | 1.2% | 0.0% |
| 20 | GOLDMAN SACHS GROUP INCNEW | 9,589 | $1.4M | 0.0% | 1.2% | new |
| 21 | Sigma Planning CorpNEW | 9,120 | $1.4M | 0.0% | 1.1% | new |
| 22 | Phocas Financial Corp. | 7,400 | $1.1M | 0.2% | 0.9% | 0.0% |
| 23 | Integrated Wealth Concepts LLC | 7,254 | $1.1M | 0.0% | 0.9% | +89.8% |
| 24 | Regatta Research & Money ManagementNEW | 6,465 | $968,148 | 0.9% | 0.8% | new |
| 25 | Hikari Tsushin, Inc. | 4,903 | $734,224 | 0.0% | 0.6% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.