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Disclosery

CSPF COHEN & STEERS ETF TRUST

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PFD IN OP AC ETF (fund)

47 managers (47 13F filers) reported a position in CSPF shares at 2026-06-30, 10,064,679 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
47
13F filers
47
New
11
Added
30
Reduced
5
Sold out
2
Shares held by filers
10,064,679

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
Capital Investment Advisors, LLC3,204,610$83.6M1.1%new13F-HRTimeline
Townsend & Associates, Inc1,319,473$34.4M2.93%+33,21513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.753,000$19.6M0.03%-25,00013F-HRTimelineGroup
Oak Harvest Investment Services554,047$14.4M1.35%+301,12813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…549,543$14.3M0.02%+217,95413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC414,870$10.8M<0.01%+153,66713F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC401,740$10.5M0.05%+29,19013F-HR/ATimeline
SK Wealth Management, LLC352,860$9.18M2.07%+39113F-HRTimeline
FORTEM FINANCIAL GROUP, LLC344,402$8.98M1.83%+10,40813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.277,143$7.24M0.01%+183,73213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC252,087$6.57M0.01%+230,28213F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC228,945$5.97M0.15%+15,34213F-HRTimeline
Steward Partners Investment Advisory, L…178,836$4.66M0.02%+29,59213F-HRTimeline
RFG Advisory, LLC150,503$3.93M0.06%+10,50513F-HRTimeline
HighTower Advisors, LLC149,992$3.91M<0.01%+4,20313F-HRTimeline
Sanctuary Advisors, LLC92,495$2.41M0.01%+3,64513F-HRTimeline
Janney Montgomery Scott LLC87,191$2.27M<0.01%+36,32013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC84,055$2.19M<0.01%+38,55613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…58,918$1.54M<0.01%+13,67513F-HRTimeline
Blue Edge Capital, LLC58,512$1.53M0.18%new13F-HRTimeline
Embree Financial Group53,100$1.38M0.14%+39,75013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,807$1.25M<0.01%-3,10913F-HRTimelineGroup
Maridea Wealth Management LLC47,728$1.24M0.14%+1,46213F-HRTimeline
Financial Insights, Inc.46,903$1.22M0.32%-1,07413F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC45,125$1.18M0.41%-9,00613F-HRTimeline
WEALTH ALLIANCE, LLC35,640$929K0.08%+7,69313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,781$907K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,092$733K<0.01%+9,80413F-HRTimeline
Key Financial Inc27,717$723K0.12%+9,34513F-HRTimeline
Sigma Planning Corp27,280$711K0.02%+2313F-HRTimeline
Auour Investments LLC21,697$566K0.16%+28413F-HRTimeline
Prospera Financial Services Inc21,511$561K0.01%+4,06613F-HRTimeline
First Citizens Financial Corp17,962$468K0.2%+6,53713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,407$350K0.02%+1,60413F-HRTimeline
Disciplined Investors, L.L.C.13,301$347K0.17%+17513F-HRTimeline
Cambridge Investment Research Advisors,…12,939$337K<0.01%new13F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC12,704$331K0.05%+1,91013F-HRTimeline
Quantinno Capital Management LP11,675$304K<0.01%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.9,579$250K0.06%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,589$224K<0.01%new13F-HRTimelineGroup
OxenFree Capital LLC8,476$222K0.1%-10,74213F-HRTimeline
Global Retirement Partners, LLC2,511$65.5K<0.01%13F-HRTimeline
IFP Advisors, Inc1,523$39.7K<0.01%+1,52113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP682$17.9K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…638$16.6K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.60$1.56K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO30$784<0.01%new13F-HRTimelineGroup