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C&S Pref & Income Active ETF (CSPF)

CUSIP: 19249U203 | NYSE | 60 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Capital Investment Advisors, LLC3,331,759
1.1% of portfolio›$83.9M
Townsend & Associates, Inc1,342,852
2.9% of portfolio›$33.9M
Oak Harvest Investment Services652,752
1.5% of portfolio›$16.4M
Exchange Traded Concepts, LLC449,417
0.0% of portfolio›$11.3M
Allworth Financial LP393,187
0.0% of portfolio›$10.3M
Fortem Financial Group, LLC346,184
1.8% of portfolio›$8.7M
Daymark Wealth Partners, LLC239,603
0.1% of portfolio›$6.0M
Prevail Innovative Wealth Advisors, LLC195,601
0.6% of portfolio›$4.9M
RFG Advisory, LLC174,766
0.1% of portfolio›$4.4M
LexAurum Advisors, LLC116,310
0.3% of portfolio›$2.9M
Wealth Enhancement Advisory Services, LLC92,387
0.0% of portfolio›$2.3M
Financial Insights, Inc.67,110
0.4% of portfolio›$1.7M
Financial Management Network Inc54,826
0.2% of portfolio›$1.4M
Embree Financial Group48,100
0.1% of portfolio›$1.2M
Mccarter Private Wealth Services LLC44,972
0.4% of portfolio›$1.1M
Kestra Advisory Services, LLC43,928
0.0% of portfolio›$1.1M
Key FInancial Inc39,907
0.2% of portfolio›$1.0M
Sigma Planning Corp27,306
0.0% of portfolio›$687.3K
Commonwealth Equity Services, LLC25,807
0.0% of portfolio›$649.6K
Prospera Financial Services Inc24,639
0.0% of portfolio›$618.4K
First Citizens Financial Corp22,642
0.2% of portfolio›$569.9K
Auour Investments LLC20,948
0.1% of portfolio›$527.3K
Cambridge Investment Research Advisors, Inc.18,292
0.0% of portfolio›$460.0K
Flagship Capital Management Inc.14,960
0.2% of portfolio›$376.5K
Legacy Financial Group, Inc.14,928
0.1% of portfolio›$375.7K
Creative Financial Designs Inc13,407
0.0% of portfolio›$337.5K
HUB Investment Partners, LLC13,179
0.0% of portfolio›$331.7K
WealthBridge Capital Management, LLC10,996
0.1% of portfolio›$276.8K
OxenFree Capital LLC8,289
0.1% of portfolio›$209.1K
Fifth Third Bancorp3,723
0.0% of portfolio›$93.7K
IFP Advisors, Inc1,506
0.0% of portfolio›$37.9K
Blue Trust, Inc.737
0.0% of portfolio›$18.6K
Caldwell Trust Co142
0.0% of portfolio›$3.6K
Cape Investment Advisory, Inc.60
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
3,331,759$83.9M1.1%CoreLowAtlanta, GA2026-10-22
Townsend & Associates, Inc
1,342,852$33.9M2.9%Deep ValueLowWestminster, CO2026-10-23
Oak Harvest Investment Services
652,752$16.4M1.5%GrowthMediumHouston, TX2026-10-20
Exchange Traded Concepts, LLC
449,417$11.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Allworth Financial LP
393,187$10.3M0.0%IndexLowFolsom, CA2026-11-06
Fortem Financial Group, LLC
346,184$8.7M1.8%GrowthLowPalm Desert, CA2026-10-20
Daymark Wealth Partners, LLC
239,603$6.0M0.1%CoreLowCincinnati, OH2026-11-04
Prevail Innovative Wealth Advisors, LLC
195,601$4.9M0.6%CoreVery HighLeawood, KS2026-10-20
RFG Advisory, LLC
174,766$4.4M0.1%ETFMediumBirmingham, AL2026-11-03
LexAurum Advisors, LLC
116,310$2.9M0.3%ETFLowOverland Park, KS2026-10-19
Wealth Enhancement Advisory Services, LLC
92,387$2.3M0.0%CoreLowPlymouth, MN2026-10-13
Financial Insights, Inc.
67,110$1.7M0.4%ETFLowTacoma, WA2026-10-27
Financial Management Network Inc
54,826$1.4M0.2%ETFLowMission Viejo, CA2026-10-09
Embree Financial Group
48,100$1.2M0.1%ETFLowChicago, IL2026-10-22
Mccarter Private Wealth Services LLC
44,972$1.1M0.4%CoreLowBoston, MA2026-10-22
Kestra Advisory Services, LLC
43,928$1.1M0.0%CoreLowAustin, TX2026-11-02
Key FInancial Inc
39,907$1.0M0.2%ETFLowWest Chester, PA2026-11-02
Sigma Planning Corp
27,306$687.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Commonwealth Equity Services, LLC
25,807$649.6K0.0%ETFLowWaltham, MA2026-11-02
Prospera Financial Services Inc
24,639$618.4K0.0%CoreMediumDallas, TX2026-11-04
First Citizens Financial Corp
22,642$569.9K0.2%ETFLowMason City, IA2026-10-02
Auour Investments LLC
20,948$527.3K0.1%ETFLowWoburn, MA2026-10-28
Cambridge Investment Research Advisors, Inc.
18,292$460.0K0.0%ETFLowFairfield, IA2026-11-02
Flagship Capital Management Inc.
14,960$376.5K0.2%CoreVery LowMedia, PA2026-10-20
Legacy Financial Group, Inc.
14,928$375.7K0.1%ETFLowTulsa, OK2026-10-21
Creative Financial Designs Inc
13,407$337.5K0.0%ETFMediumKokomo, IN2026-11-04
HUB Investment Partners, LLC
13,179$331.7K0.0%GrowthLowAustin, TX2026-11-03
WealthBridge Capital Management, LLC
10,996$276.8K0.1%ETFLowWesterville, OH2026-10-16
OxenFree Capital LLC
8,289$209.1K0.1%N/ALowMelbourne, FL2026-10-07
Fifth Third Bancorp
3,723$93.7K0.0%IndexVery LowCincinnati, OH2026-11-05
IFP Advisors, Inc
1,506$37.9K0.0%GrowthLowTampa, FL2026-10-16
Blue Trust, Inc.
737$18.6K0.0%ETFLowBrentwood, TN2026-10-15
Caldwell Trust Co
142$3.6K0.0%GrowthLowVenice, FL2026-10-30
Cape Investment Advisory, Inc.
60$1.5K0.0%ETFLowMcdonough, GA2026-10-13