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Cohen & Steers Select Prefer (PSF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Baldwin Wealth Partners LLC
DECREASED
Shares154,833 from 157,153
Change-2,320 (-1%)
Value$2.8M (-$354.8K)
Filed 2026-10-13
Smith Asset Management Co., LLC
DECREASED
Shares126,979 from 129,643
Change-2,664 (-2%)
Value$2.3M (-$306.3K)
Filed 2026-10-16
Fiera Capital Corp
UNCHANGED
Shares103,229 from 103,229
Change0 (0%)
Value$1.9M (-$205.4K)
Filed 2026-11-06
Gridiron Partners, LLC
UNCHANGED
Shares84,339 from 84,339
Change0 (0%)
Value$1.5M (-$167.8K)
Filed 2026-10-08
LPL Financial LLC
DECREASED
Shares82,089 from 86,178
Change-4,089 (-5%)
Value$1.5M (-$245.7K)
Filed 2026-11-06
Shaker Financial Services, LLC
DECREASED
Shares72,564 from 98,818
Change-26,254 (-27%)
Value$1.3M (-$672.9K)
Filed 2026-10-14
Pettinga Financial Advisors LLC
DECREASED
Shares65,498 from 80,759
Change-15,261 (-19%)
Value$1.2M (-$437.6K)
Filed 2026-10-13
Glaxis Capital Management, LLC
INCREASED
Shares55,000 from 50,000
Change+5,000 (+10%)
Value$997.7K (-$8.8K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares54,660 from 55,379
Change-719 (-1%)
Value$991.5K (-$123.2K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares52,784 from 48,495
Change+4,289 (+9%)
Value$957.5K (-$18.7K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares31,389 from 33,079
Change-1,690 (-5%)
Value$569.4K (-$96.5K)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares28,164 from 29,824
Change-1,660 (-6%)
Value$510.9K (-$89.5K)
Filed 2026-11-02
WealthBridge Capital Management, LLC
INCREASED
Shares27,969 from 27,269
Change+700 (+3%)
Value$507.4K (-$41.6K)
Filed 2026-10-16
Hennion & Walsh Asset Management, Inc.
NEW
Shares23,611
Change+23,611
Value$428.3K
Filed 2026-10-13
Noble Wealth Management PBC
UNCHANGED
Shares20,055 from 20,055
Change0 (0%)
Value$363.8K (-$39.9K)
Filed 2026-10-01
US Bancorp \de\
UNCHANGED
Shares14,911 from 14,911
Change0 (0%)
Value$270.5K (-$29.7K)
Filed 2026-11-05
Closed-End Fund Advisors, Inc.
NEW
Shares14,338
Change+14,338
Value$260.1K
Filed 2026-11-04
Cornerstone Advisory, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$254.0K (-$27.9K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares11,140 from 11,140
Change0 (0%)
Value$202.1K (-$22.2K)
Filed 2026-10-20
Paladin Partners, LLC
UNCHANGED
Shares5,930 from 5,930
Change0 (0%)
Value$107.6K (-$11.8K)
Filed 2026-10-06
Fifth Third Bancorp
INCREASED
Shares4,848 from 4,817
Change+31 (+1%)
Value$87.9K (-$9.0K)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares4,732 from 4,732
Change0 (0%)
Value$85.8K (-$9.4K)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares2,723 from 2,723
Change0 (0%)
Value$49.4K (-$5.4K)
Filed 2026-10-05
Farther Finance Advisors, LLC
DECREASED
Shares800 from 1,406
Change-606 (-43%)
Value$14.5K (-$13.8K)
Filed 2026-10-08
Barrett & Company, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$11.8K (-$1.3K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.1K (-$995)
Filed 2026-11-06
Triumph Capital Management
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$8.2K (-$895)
Filed 2026-10-14
Highline Wealth Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$2.7K (-$299)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares96 from 109
Change-13 (-12%)
Value$1.7K (-$453)
Filed 2026-10-27
WPG Advisers, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$871 (-$95)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
NEW
Shares1
Change+1
Value$18
Filed 2026-10-29
Wolverine Asset Management LLC
CLOSED
Shares0 from 4,964
Change-4,964 (-100%)
Value$0 (-$99.9K)
Filed 2026-11-02
Hilltop National Bank
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$12.1K)
Filed 2026-10-14
Morgan Stanley
N/A
Shares— from 655,031
Change-655,031 (-100%)
Value—
UBS Group AG
N/A
Shares— from 360,739
Change-360,739 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 170,546
Change-170,546 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 161,041
Change-161,041 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 125,644
Change-125,644 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 100,807
Change-100,807 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 90,838
Change-90,838 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 75,940
Change-75,940 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 60,881
Change-60,881 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 39,331
Change-39,331 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 34,109
Change-34,109 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 27,435
Change-27,435 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 19,860
Change-19,860 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 17,308
Change-17,308 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 12,928
Change-12,928 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,798
Change-12,798 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,074
Change-12,074 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Baldwin Wealth Partners LLC
DECREASED154,833157,153-2,320-1%$3.2M$2.8M-$354.8K2026-10-13
Smith Asset Management Co., LLC
DECREASED126,979129,643-2,664-2%$2.6M$2.3M-$306.3K2026-10-16
Fiera Capital Corp
UNCHANGED103,229103,22900%$2.1M$1.9M-$205.4K2026-11-06
Gridiron Partners, LLC
UNCHANGED84,33984,33900%$1.7M$1.5M-$167.8K2026-10-08
LPL Financial LLC
DECREASED82,08986,178-4,089-5%$1.7M$1.5M-$245.7K2026-11-06
Shaker Financial Services, LLC
DECREASED72,56498,818-26,254-27%$2.0M$1.3M-$672.9K2026-10-14
Pettinga Financial Advisors LLC
DECREASED65,49880,759-15,261-19%$1.6M$1.2M-$437.6K2026-10-13
Glaxis Capital Management, LLC
INCREASED55,00050,000+5,000+10%$1.0M$997.7K-$8.8K2026-11-02
Merit Financial Group, LLC
DECREASED54,66055,379-719-1%$1.1M$991.5K-$123.2K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED52,78448,495+4,289+9%$976.2K$957.5K-$18.7K2026-11-06
Truist Financial Corp
DECREASED31,38933,079-1,690-5%$665.9K$569.4K-$96.5K2026-10-30
Kestra Advisory Services, LLC
DECREASED28,16429,824-1,660-6%$600.4K$510.9K-$89.5K2026-11-02
WealthBridge Capital Management, LLC
INCREASED27,96927,269+700+3%$548.9K$507.4K-$41.6K2026-10-16
Hennion & Walsh Asset Management, Inc.
NEW23,611—+23,611——$428.3K—2026-10-13
Noble Wealth Management PBC
UNCHANGED20,05520,05500%$403.7K$363.8K-$39.9K2026-10-01
US Bancorp \de\
UNCHANGED14,91114,91100%$300.2K$270.5K-$29.7K2026-11-05
Closed-End Fund Advisors, Inc.
NEW14,338—+14,338——$260.1K—2026-11-04
Cornerstone Advisory, LLC
UNCHANGED14,00014,00000%$281.8K$254.0K-$27.9K2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED11,14011,14000%$224.2K$202.1K-$22.2K2026-10-20
Paladin Partners, LLC
UNCHANGED5,9305,93000%$119.4K$107.6K-$11.8K2026-10-06
Fifth Third Bancorp
INCREASED4,8484,817+31+1%$97.0K$87.9K-$9.0K2026-11-05
CoreCap Advisors, LLC
UNCHANGED4,7324,73200%$95.3K$85.8K-$9.4K2026-10-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED2,7232,72300%$54.8K$49.4K-$5.4K2026-10-05
Farther Finance Advisors, LLC
DECREASED8001,406-606-43%$28.3K$14.5K-$13.8K2026-10-08
Barrett & Company, Inc.
UNCHANGED65065000%$13.1K$11.8K-$1.3K2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED50050000%$10.1K$9.1K-$9952026-11-06
Triumph Capital Management
UNCHANGED45045000%$9.1K$8.2K-$8952026-10-14
Highline Wealth Partners LLC
UNCHANGED15015000%$3.0K$2.7K-$2992026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED96109-13-12%$2.2K$1.7K-$4532026-10-27
WPG Advisers, LLC
UNCHANGED484800%$966$871-$952026-10-27
Blue Bell Private Wealth Management, LLC
NEW1—+1——$18—2026-10-29
Wolverine Asset Management LLC
CLOSED04,964-4,964-100%$99.9K$0-$99.9K2026-11-02
Hilltop National Bank
CLOSED0600-600-100%$12.1K$0-$12.1K2026-10-14
Morgan Stanley
N/A—655,031-655,031-100%$13.2M———
UBS Group AG
N/A—360,739-360,739-100%$7.3M———
Raymond James Financial Inc
N/A—170,546-170,546-100%$3.4M———
Invesco Ltd.
N/A—161,041-161,041-100%$3.2M———
1607 Capital Partners, LLC
N/A—125,644-125,644-100%$2.5M———
Sanctuary Advisors, LLC
N/A—100,807-100,807-100%$2.0M———
Ameriprise Financial Inc
N/A—90,838-90,838-100%$1.8M———
Royal Bank of Canada
N/A—75,940-75,940-100%$1.5M———
Harbour Investments, Inc.
N/A—60,881-60,881-100%$1.2M———
Osaic Holdings, Inc.
N/A—39,331-39,331-100%$791.8K———
Wells Fargo & Company
N/A—34,109-34,109-100%$686.6K———
Bank of America Corp
N/A—27,435-27,435-100%$552.3K———
Logan Stone Capital, LLC
N/A—19,860-19,860-100%$399.8K———
Composition Wealth, LLC
N/A—17,308-17,308-100%$348.4K———
Rockefeller Capital Management L.P.
N/A—12,928-12,928-100%$260.3K———
NewEdge Advisors, LLC
N/A—12,798-12,798-100%$257.6K———
NewEdge Wealth, LLC
N/A—12,074-12,074-100%$243.1K———
Integrated Wealth Concepts LLC
N/A—10,000-10,000-100%$201.3K———
Ameriflex Group, Inc.
N/A—3,650-3,650-100%$73.5K———
Huntington National Bank
N/A—2,000-2,000-100%$40.3K———
IFG Advisory, LLC
N/A—1,775-1,775-100%$35.7K———
Northwestern Mutual Wealth Management Co
N/A—1,363-1,363-100%$27.4K———
Highland Investment Advisors LLC
N/A—1,100-1,100-100%$22.1K———
Global Retirement Partners, LLC
N/A—306-306-100%$6.2K———
Whittier Trust Co of Nevada Inc
N/A—19-19-100%$382———
Showing 58 of 58 institutions