Who owns Cohen & Steers Preferred and Income Opportunities Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CSPF from SEC Form 13F filings across 47 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, 47 institutions disclosed 10.1M shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $262.5M — about 550.9% of shares outstanding; the largest disclosed holder is Capital Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
47
13F holders
$262.5M
value, 2026 filers
550.9%
of shares outstanding (10.1M sh)
12
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 CSPF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLCNEW | 3.2M | $83.6M | 1.1% | 175.4% | new |
| 2 | Townsend & Associates, Inc | 1.3M | $34.4M | 2.9% | 72.2% | +2.6% |
| 3 | COHEN & STEERS, INC. | 753,000 | $19.6M | 0.0% | 41.2% | -3.2% |
| 4 | Oak Harvest Investment Services | 554,047 | $14.4M | 1.3% | 30.3% | +119.1% |
| 5 | Rockefeller Capital Management L.P. | 549,543 | $14.3M | 0.0% | 30.1% | +65.7% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 414,870 | $10.8M | 0.0% | 22.7% | +58.8% |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | 401,740 | $10.5M | 0.0% | 22% | +7.8% |
| 8 | SK Wealth Management, LLC | 352,860 | $9.2M | 2.1% | 19.3% | +0.1% |
| 9 | FORTEM FINANCIAL GROUP, LLC | 344,402 | $9.0M | 1.8% | 18.9% | +3.1% |
| 10 | OSAIC HOLDINGS, INC. | 277,143 | $7.2M | 0.0% | 15.2% | +196.7% |
| 11 | Mariner, LLC | 252,087 | $6.6M | 0.0% | 13.8% | +1056.1% |
| 12 | DAYMARK WEALTH PARTNERS, LLC | 228,945 | $6.0M | 0.1% | 12.5% | +7.2% |
| 13 | Steward Partners Investment Advisory, LLC | 178,836 | $4.7M | 0.0% | 9.8% | +19.8% |
| 14 | RFG Advisory, LLC | 150,503 | $3.9M | 0.1% | 8.2% | +7.5% |
| 15 | HighTower Advisors, LLC | 149,992 | $3.9M | 0.0% | 8.2% | +2.9% |
| 16 | Sanctuary Advisors, LLC | 92,495 | $2.4M | 0.0% | 5.1% | +4.1% |
| 17 | Janney Montgomery Scott LLC | 87,191 | $2.3M | 0.0% | 4.8% | +71.4% |
| 18 | JANE STREET GROUP, LLC | 84,055 | $2.2M | 0.0% | 4.6% | +84.7% |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 58,918 | $1.5M | 0.0% | 3.2% | +30.2% |
| 20 | Blue Edge Capital, LLCNEW | 58,512 | $1.5M | 0.2% | 3.2% | new |
| 21 | Embree Financial Group | 53,100 | $1.4M | 0.1% | 2.9% | +297.8% |
| 22 | Kestra Advisory Services, LLC | 47,807 | $1.2M | 0.0% | 2.6% | -6.1% |
| 23 | Maridea Wealth Management LLC | 47,728 | $1.2M | 0.1% | 2.6% | +3.2% |
| 24 | Financial Insights, Inc. | 46,903 | $1.2M | 0.3% | 2.6% | -2.2% |
| 25 | MCCARTER PRIVATE WEALTH SERVICES LLC | 45,125 | $1.2M | 0.4% | 2.5% | -16.6% |
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 · options positioning · supply chain. Research, not investment advice.