Skip to content
Disclosery

CSD INVESCO EXCHANGE TRADED FD T

Follow

CMN (fund)

54 managers (54 13F filers) reported a position in CSD shares at 2026-06-30, 665,025 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
54
13F filers
54
New
15
Added
18
Reduced
2
Sold out
4
Shares held by filers
665,025

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC106,675$16M<0.01%+78,44313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,668$10.3M<0.01%+65,38313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,252$7.82M<0.01%+33,10413F-HRTimelineGroup
Chicago Partners Investment Group LLC56,715$7.74M0.16%-21613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,389$6.95M0.07%new13F-HRTimelineGroup
Private Advisor Group, LLC45,618$6.83M0.03%+8,58313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,875$4.47M0.01%+25,84213F-HRTimeline
SBI Okasan Asset Management Co.Ltd.24,460$3.56M0.12%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP19,700$2.95M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,534$2.93M<0.01%+7,50313F-HRTimelineGroup
Del-Sette Capital Management, LLC17,416$2.61M1.52%+10,50213F-HRTimeline
Institute for Wealth Management, LLC.15,758$2.36M0.21%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,905$2.23M<0.01%+4,69613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,782$2.21M<0.01%+4,22913F-HRTimelineGroup
NewEdge Advisors, LLC14,062$2.11M0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,016$1.61M<0.01%+6,43213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,419$1.56M<0.01%+37113F-HRTimelineGroup
Occidental Asset Management, LLC10,000$1.5M0.15%013F-HRTimeline
Peak Asset Management, LLC9,931$1.49M0.22%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,589$1.44M<0.01%new13F-HRTimelineGroup
Sigma Planning Corp9,120$1.37M0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC7,619$1.14M0.01%+3,79713F-HRTimeline
Phocas Financial Corp.7,400$1.11M0.15%013F-HRTimeline
Regatta Research & Money Management6,465$968K0.92%13F-HRTimeline
Hikari Tsushin, Inc.4,903$734K0.05%013F-HRTimeline
FIRST MANHATTAN CO. LLC.4,515$676K<0.01%013F-HRTimeline
Betterment LLC3,776$565K<0.01%+1,52713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,198$479K<0.01%-28413F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,087$462K<0.01%new13F-HR/ATimeline
HighTower Advisors, LLC3,031$454K<0.01%+21713F-HRTimeline
Fulcrum Equity Management2,328$349K0.28%+27513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,300$344K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers1,845$276K<0.01%+4313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,767$219K0.06%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,347$202K0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC922$138K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO815$119K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL410$61.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC403$60.3K<0.01%13F-HRTimeline
Allworth Financial LP400$59.9K<0.01%013F-HRTimeline
Costello Asset Management, INC356$53.4K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC243$36.4K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.215$32.1K0.02%013F-HRTimeline
FMR LLCin group FMR LLC191$28.6K<0.01%+1013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN110$16.5K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC100$15K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.100$15K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…100$15K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC66$9.88K<0.01%+5013F-HRTimeline
AE Wealth Management LLC50$7.49K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…42$6.29K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG19$2.85K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC11$1.65K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC7$1.05K<0.01%new13F-HRTimeline