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Cohen & Steers Closed-End OP (XFOFX)

CUSIP: 19248P106 | US | 266 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC611,185
0.0% of portfolio›$7.6M
Commonwealth Equity Services, LLC205,117
0.0% of portfolio›$2.6M
Shaker Financial Services, LLC124,694
0.5% of portfolio›$1.6M
NWF Advisory Services Inc.50,616
0.1% of portfolio›$631.2K
Clearstead Advisors, LLC50,483
0.0% of portfolio›$629.5K
Wedbush Securities Inc37,522
0.0% of portfolio›$468
Fifth Third Bancorp33,200
0.0% of portfolio›$414.0K
Saxony Capital Management, LLC26,602
0.1% of portfolio›$331.7K
Kestra Advisory Services, LLC24,550
0.0% of portfolio›$306.1K
Level Four Advisory Services, LLC23,178
0.0% of portfolio›$289.0K
Choreo, LLC19,575
0.0% of portfolio›$244.1K
MGO One Seven LLC16,212
0.0% of portfolio›$202.2K
J.W. Cole Advisors, Inc.12,354
0.0% of portfolio›$154.1K
EverSource Wealth Advisors, LLC12,097
0.0% of portfolio›$150.9K
Silverlake Wealth Management LLC11,606
0.0% of portfolio›$144.7K
Independent Wealth Network Inc.10,914
0.0% of portfolio›$136.1K
Merit Financial Group, LLC10,107
0.0% of portfolio›$126.0K
Farther Finance Advisors, LLC9,802
0.0% of portfolio›$122.2K
CoreCap Advisors, LLC5,573
0.0% of portfolio›$69.5K
Wolverine Asset Management LLC4,991
0.0% of portfolio›$62.2K
Compass Financial Management LLC2,981
0.0% of portfolio›$37.2K
Central Trust Co1,500
0.0% of portfolio›$18.7K
Creative Financial Designs Inc1,297
0.0% of portfolio›$16.2K
Harbor Investment Advisory, LLC1,250
0.0% of portfolio›$15.6K
Daytona Street Capital LLC1,000
0.0% of portfolio›$12.4K
Beacon Investment Advisory Services, Inc.950
0.0% of portfolio›$11.8K
Costello Asset Management, Inc600
0.0% of portfolio›$7.5K
Country Trust Bank375
0.0% of portfolio›$4.7K
Highline Wealth Partners LLC215
0.0% of portfolio›$2.7K
Allworth Financial LP33
0.0% of portfolio›$463
StyleTurnoverLocationFiled
LPL Financial LLC
611,185$7.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
205,117$2.6M0.0%ETFLowWaltham, MA2026-11-02
Shaker Financial Services, LLC
124,694$1.6M0.5%YieldHighArlington, VA2026-10-14
NWF Advisory Services Inc.
50,616$631.2K0.1%GARPLowLos Angeles, CA2026-10-19
Clearstead Advisors, LLC
50,483$629.5K0.0%ETFLowCleveland, OH2026-11-06
Wedbush Securities Inc
37,522$4680.0%CoreLowPasadena, CA2026-10-22
Fifth Third Bancorp
33,200$414.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Saxony Capital Management, LLC
26,602$331.7K0.1%ETFMediumSt. Louis, MO2026-10-15
Kestra Advisory Services, LLC
24,550$306.1K0.0%CoreLowAustin, TX2026-11-02
Level Four Advisory Services, LLC
23,178$289.0K0.0%CoreLowDallas, TX2026-11-06
Choreo, LLC
19,575$244.1K0.0%IndexLowRockford, IL2026-10-28
MGO One Seven LLC
16,212$202.2K0.0%GrowthLowBeachwood, OH2026-10-28
J.W. Cole Advisors, Inc.
12,354$154.1K0.0%IndexLowTampa, FL2026-11-05
EverSource Wealth Advisors, LLC
12,097$150.9K0.0%CoreMediumBirmingham, AL2026-11-04
Silverlake Wealth Management LLC
11,606$144.7K0.0%ETFLowWilliston, VT2026-10-21
Independent Wealth Network Inc.
10,914$136.1K0.0%ETFMediumUrbandale, IA2026-10-19
Merit Financial Group, LLC
10,107$126.0K0.0%ETFLowAlpharetta, GA2026-11-06
Farther Finance Advisors, LLC
9,802$122.2K0.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
5,573$69.5K0.0%ETFMediumSouthfield, MI2026-10-08
Wolverine Asset Management LLC
4,991$62.2K0.0%Deep ValueVery HighChicago, IL2026-11-02
Compass Financial Management LLC
2,981$37.2K0.0%CoreN/ATampa, FL2026-10-30
Central Trust Co
1,500$18.7K0.0%CoreLowJefferson City, MO2026-11-05
Creative Financial Designs Inc
1,297$16.2K0.0%ETFMediumKokomo, IN2026-11-04
Harbor Investment Advisory, LLC
1,250$15.6K0.0%GrowthLowLutherville, MD2026-10-13
Daytona Street Capital LLC
1,000$12.4K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Beacon Investment Advisory Services, Inc.
950$11.8K0.0%GrowthLowMorristown, NJ2026-10-13
Costello Asset Management, Inc
600$7.5K0.0%CoreLowFeasterville, PA2026-10-30
Country Trust Bank
375$4.7K0.0%GrowthLowBloomington, IL2026-10-30
Highline Wealth Partners LLC
215$2.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Allworth Financial LP
33$4630.0%IndexLowFolsom, CA2026-11-06