Cohen & Steers ETF Trust - CSPF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Townsend & Associates, Inc | History | Added to | 1,286,258 | 33,641 | 2.9% | 2.9% | 1 | +44,631 | 3.59% | Q1 2026 | Apr 28, 2026 |
| COHEN & STEERS, INC. | History | No change | 778,000 | 19,944 | 0.03% | 0.04% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 390,427 | 10,008 | 0.04% | 0.04% | 3 | +49,469 | 14.51% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 372,550 | 9,550 | 0.07% | 0.07% | 4 | +22,379 | 6.39% | Q1 2026 | Apr 14, 2026 |
| SK Wealth Management, LLC | History | Added to | 352,469 | 9,067 | 2.52% | 0.66% | 5 | +262,472 | 291.65% | Q1 2026 | May 06, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 333,994 | 8,561 | 2.15% | 2.08% | 6 | +33,670 | 11.21% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | New | 331,589 | 8,500 | 0.02% | — | 7 | +331,589 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 261,203 | 6,695 | 0.0% | — | 8 | +261,203 | New | Q1 2026 | May 04, 2026 |
| Oak Harvest Investment Services | History | New | 252,919 | 6,483 | 0.68% | — | 9 | +252,919 | New | Q1 2026 | Apr 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 213,603 | 5,475 | 0.17% | 0.16% | 10 | +22,138 | 11.56% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 149,244 | 3,825 | 0.02% | 0.0% | 11 | +117,429 | 369.1% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 145,789 | 3,737 | 0.0% | 0.0% | 12 | +3,565 | 2.51% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Added to | 139,998 | 3,588 | 0.07% | 0.06% | 13 | +25,155 | 21.9% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 93,411 | 2,394 | 0.0% | 0.01% | 14 | -70,448 | -42.99% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 88,850 | 2,277 | 0.01% | 0.01% | 15 | +10,316 | 13.14% | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 58,077 | 1,488 | 0.25% | — | 16 | +58,077 | New | Q1 2026 | Apr 30, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 54,131 | 1,387 | 0.6% | 0.5% | 17 | +10,947 | 25.35% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,916 | 1,305 | 0.0% | 0.0% | 18 | +17,158 | 50.83% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 50,871 | 1,304 | 0.0% | 0.0% | 19 | +24,331 | 91.68% | Q1 2026 | Apr 22, 2026 |
| Financial Insights, Inc. | History | Added to | 47,977 | 1,229 | 0.4% | 0.37% | 20 | +5,697 | 13.47% | Q1 2026 | May 18, 2026 |
| Maridea Wealth Management LLC | History | New | 46,266 | 1,186 | 0.17% | — | 21 | +46,266 | New | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 45,499 | 1,166 | 0.0% | 0.0% | 22 | -58,018 | -56.05% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 45,243 | 1,162 | 0.0% | 0.0% | 23 | -34,024 | -42.92% | Q1 2026 | Apr 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 27,947 | 716 | 0.07% | 0.06% | 24 | +4,401 | 18.69% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 27,257 | 698 | 0.02% | 0.02% | 25 | +3,107 | 12.87% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 21,805 | 558 | 0.0% | 0.0% | 26 | +1,950 | 9.82% | Q1 2026 | May 13, 2026 |
| Auour Investments LLC | History | Reduced | 21,413 | 548 | 0.17% | 0.18% | 27 | -25 | -0.12% | Q1 2026 | Apr 20, 2026 |
| OxenFree Capital LLC | History | Added to | 19,218 | 500 | 0.24% | 0.23% | 28 | +2,320 | 13.73% | Q1 2026 | Apr 16, 2026 |
| Key FInancial Inc | History | Added to | 18,372 | 470 | 0.08% | 0.0% | 29 | +17,814 | 3192.47% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 18,288 | 468 | 0.0% | — | 30 | +18,288 | New | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | New | 17,445 | 447 | 0.01% | — | 31 | +17,445 | New | Q1 2026 | Apr 14, 2026 |
| Embree Financial Group | History | New | 13,350 | 342 | 0.04% | — | 32 | +13,350 | New | Q1 2026 | Apr 23, 2026 |
| Disciplined Investors, L.L.C. | History | New | 13,126 | 336 | 0.2% | — | 33 | +13,126 | New | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 11,803 | 302 | 0.02% | — | 34 | +11,803 | New | Q1 2026 | Apr 13, 2026 |
| First Citizens Financial Corp | History | New | 11,425 | 292 | 0.14% | — | 35 | +11,425 | New | Q1 2026 | Apr 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 10,794 | 281 | 0.04% | — | 36 | +10,794 | New | Q1 2026 | Apr 16, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,216 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 13, 2026 |