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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | History | Added to | 3,331,759 | 83,860 | 1.08% | 1.1% | 1 | +127,149 | 3.97% | Q3 2026 | Oct 22, 2026 |
| Townsend & Associates, Inc | History | Added to | 1,342,852 | 33,866 | 2.85% | 2.93% | 2 | +23,379 | 1.77% | Q3 2026 | Oct 23, 2026 |
| COHEN & STEERS, INC. | History | No change | 753,000 | 19,638 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oak Harvest Investment Services | History | Added to | 652,752 | 16,429 | 1.54% | 1.35% | 4 | +98,705 | 17.82% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 549,543 | 14,332 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 449,417 | 11,311 | 0.04% | 0.05% | 6 | +47,677 | 11.87% | Q3 2026 | Oct 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 414,870 | 10,819 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SK Wealth Management, LLC | History | No change | 352,860 | 9,179 | 2.07% | 2.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 346,184 | 8,713 | 1.79% | 1.83% | 9 | +1,782 | 0.52% | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 277,143 | 7,242 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 252,087 | 6,574 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 239,603 | 6,030 | 0.14% | 0.15% | 12 | +10,658 | 4.66% | Q3 2026 | Nov 04, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 195,601 | 4,923 | 0.63% | — | 13 | +195,601 | New | Q3 2026 | Oct 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 178,836 | 4,664 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 174,766 | 4,398 | 0.06% | 0.06% | 15 | +24,263 | 16.12% | Q3 2026 | Nov 03, 2026 |
| HighTower Advisors, LLC | History | No change | 149,992 | 3,911 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LexAurum Advisors, LLC | History | New | 116,310 | 2,927 | 0.33% | — | 17 | +116,310 | New | Q3 2026 | Oct 19, 2026 |
| Sanctuary Advisors, LLC | History | No change | 92,495 | 2,412 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 92,387 | 2,326 | 0.0% | 0.0% | 19 | +33,469 | 56.81% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 87,191 | 2,274 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 84,055 | 2,192 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Insights, Inc. | History | Added to | 67,110 | 1,689 | 0.43% | 0.32% | 22 | +20,207 | 43.08% | Q3 2026 | Oct 27, 2026 |
| Blue Edge Capital, LLC | History | No change | 58,512 | 1,525 | 0.18% | 0.18% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 54,826 | 1,378 | 0.2% | 0.05% | 24 | +42,122 | 331.56% | Q3 2026 | Oct 08, 2026 |
| Maridea Wealth Management LLC | History | No change | 47,728 | 1,244 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Embree Financial Group | History | Reduced | 48,100 | 1,210 | 0.12% | 0.14% | 26 | -5,000 | -9.42% | Q3 2026 | Oct 22, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 44,972 | 1,131 | 0.38% | 0.41% | 27 | -153 | -0.34% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 43,928 | 1,105 | 0.0% | 0.0% | 28 | -3,879 | -8.11% | Q3 2026 | Nov 02, 2026 |
| Key FInancial Inc | History | Added to | 39,907 | 1,004 | 0.16% | 0.12% | 29 | +12,190 | 43.98% | Q3 2026 | Nov 02, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 35,640 | 929 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 34,781 | 907 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 27,306 | 687 | 0.02% | 0.02% | 32 | +26 | 0.1% | Q3 2026 | Oct 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,807 | 649 | 0.0% | 0.0% | 33 | -2,285 | -8.13% | Q3 2026 | Nov 02, 2026 |
| Prospera Financial Services Inc | History | Added to | 24,639 | 618 | 0.01% | 0.01% | 34 | +3,128 | 14.54% | Q3 2026 | Nov 04, 2026 |
| First Citizens Financial Corp | History | Added to | 22,642 | 569 | 0.24% | 0.2% | 35 | +4,680 | 26.06% | Q3 2026 | Oct 02, 2026 |
| Auour Investments LLC | History | Reduced | 20,948 | 527 | 0.15% | 0.16% | 36 | -749 | -3.45% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,292 | 460 | 0.0% | 0.0% | 37 | +5,353 | 41.37% | Q3 2026 | Nov 02, 2026 |
| Flagship Capital Management Inc. | History | New | 14,960 | 376 | 0.23% | — | 38 | +14,960 | New | Q3 2026 | Oct 20, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 14,928 | 375 | 0.08% | 0.06% | 39 | +5,349 | 55.84% | Q3 2026 | Oct 21, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 13,301 | 346 | 0.17% | 0.17% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 13,407 | 337 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HUB Investment Partners, LLC | History | New | 13,179 | 331 | 0.01% | — | 42 | +13,179 | New | Q3 2026 | Nov 03, 2026 |
| Quantinno Capital Management LP | History | No change | 11,675 | 304 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthBridge Capital Management, LLC | History | New | 10,996 | 276 | 0.05% | — | 44 | +10,996 | New | Q3 2026 | Oct 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,589 | 224 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OxenFree Capital LLC | History | Reduced | 8,289 | 209 | 0.09% | 0.1% | 46 | -187 | -2.21% | Q3 2026 | Oct 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,511 | 65 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,506 | 37 | 0.0% | 0.0% | 48 | -17 | -1.12% | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | New | 737 | 18 | 0.0% | — | 49 | +737 | New | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 682 | 17 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 638 | 16 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caldwell Trust Co | History | New | 142 | 3 | 0.0% | — | 52 | +142 | New | Q3 2026 | Oct 30, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 60 | 1 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |