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C&S Pref & Income Active ETF (CSPF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
INCREASED
Shares3,331,759 from 3,204,610
Change+127,149 (+4%)
Value$83.9M (+$284.1K)
Filed 2026-10-22
Townsend & Associates, Inc
INCREASED
Shares1,342,852 from 1,319,473
Change+23,379 (+2%)
Value$33.9M (-$531.9K)
Filed 2026-10-23
Oak Harvest Investment Services
INCREASED
Shares652,752 from 554,047
Change+98,705 (+18%)
Value$16.4M (+$2.0M)
Filed 2026-10-20
Exchange Traded Concepts, LLC
INCREASED
Shares449,417 from 401,740
Change+47,677 (+12%)
Value$11.3M (+$834.4K)
Filed 2026-10-28
Allworth Financial LP
NEW
Shares393,187
Change+393,187
Value$10.3M
Filed 2026-11-06
Fortem Financial Group, LLC
INCREASED
Shares346,184 from 344,402
Change+1,782 (+1%)
Value$8.7M (-$268.6K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares239,603 from 228,945
Change+10,658 (+5%)
Value$6.0M (+$59.9K)
Filed 2026-11-04
Prevail Innovative Wealth Advisors, LLC
NEW
Shares195,601
Change+195,601
Value$4.9M
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares174,766 from 150,503
Change+24,263 (+16%)
Value$4.4M (+$473.7K)
Filed 2026-11-03
LexAurum Advisors, LLC
NEW
Shares116,310
Change+116,310
Value$2.9M
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares92,387 from 58,918
Change+33,469 (+57%)
Value$2.3M (+$789.7K)
Filed 2026-10-13
Financial Insights, Inc.
INCREASED
Shares67,110 from 46,903
Change+20,207 (+43%)
Value$1.7M (+$465.9K)
Filed 2026-10-27
Financial Management Network Inc
INCREASED
Shares54,826 from 12,704
Change+42,122 (+332%)
Value$1.4M (+$1.0M)
Filed 2026-10-09
Embree Financial Group
DECREASED
Shares48,100 from 53,100
Change-5,000 (-9%)
Value$1.2M (-$174.2K)
Filed 2026-10-22
Mccarter Private Wealth Services LLC
DECREASED
Shares44,972 from 45,125
Change-153 (0%)
Value$1.1M (-$44.9K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares43,928 from 47,807
Change-3,879 (-8%)
Value$1.1M (-$141.1K)
Filed 2026-11-02
Key FInancial Inc
INCREASED
Shares39,907 from 27,717
Change+12,190 (+44%)
Value$1.0M (+$281.6K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares27,306 from 27,280
Change+26 (+0%)
Value$687.3K (-$24.2K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares25,807 from 28,092
Change-2,285 (-8%)
Value$649.6K (-$83.1K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares24,639 from 21,511
Change+3,128 (+15%)
Value$618.4K (+$57.4K)
Filed 2026-11-04
First Citizens Financial Corp
INCREASED
Shares22,642 from 17,962
Change+4,680 (+26%)
Value$569.9K (+$101.5K)
Filed 2026-10-02
Auour Investments LLC
DECREASED
Shares20,948 from 21,697
Change-749 (-3%)
Value$527.3K (-$38.6K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares18,292 from 12,939
Change+5,353 (+41%)
Value$460.0K (+$123.0K)
Filed 2026-11-02
Flagship Capital Management Inc.
NEW
Shares14,960
Change+14,960
Value$376.5K
Filed 2026-10-20
Legacy Financial Group, Inc.
INCREASED
Shares14,928 from 9,579
Change+5,349 (+56%)
Value$375.7K (+$125.9K)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares13,407 from 13,407
Change0 (0%)
Value$337.5K (-$12.2K)
Filed 2026-11-04
HUB Investment Partners, LLC
NEW
Shares13,179
Change+13,179
Value$331.7K
Filed 2026-11-03
WealthBridge Capital Management, LLC
NEW
Shares10,996
Change+10,996
Value$276.8K
Filed 2026-10-16
OxenFree Capital LLC
DECREASED
Shares8,289 from 8,476
Change-187 (-2%)
Value$209.1K (-$12.5K)
Filed 2026-10-07
Fifth Third Bancorp
INCREASED
Shares3,723 from 638
Change+3,085 (+484%)
Value$93.7K (+$77.1K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares1,506 from 1,523
Change-17 (-1%)
Value$37.9K (-$1.8K)
Filed 2026-10-16
Blue Trust, Inc.
NEW
Shares737
Change+737
Value$18.6K
Filed 2026-10-15
Caldwell Trust Co
NEW
Shares142
Change+142
Value$3.6K
Filed 2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.5K (-$55)
Filed 2026-10-13
Cohen & Steers, Inc.
N/A
Shares— from 753,000
Change-753,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 549,543
Change-549,543 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 414,870
Change-414,870 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 352,860
Change-352,860 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 277,143
Change-277,143 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 252,087
Change-252,087 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 178,836
Change-178,836 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 149,992
Change-149,992 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 92,495
Change-92,495 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 87,191
Change-87,191 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 84,055
Change-84,055 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 58,512
Change-58,512 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 47,728
Change-47,728 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 35,640
Change-35,640 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 34,781
Change-34,781 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 13,301
Change-13,301 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 11,675
Change-11,675 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,589
Change-8,589 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 682
Change-682 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Capital Investment Advisors, LLC
INCREASED3,331,7593,204,610+127,149+4%$83.6M$83.9M+$284.1K2026-10-22
Townsend & Associates, Inc
INCREASED1,342,8521,319,473+23,379+2%$34.4M$33.9M-$531.9K2026-10-23
Oak Harvest Investment Services
INCREASED652,752554,047+98,705+18%$14.4M$16.4M+$2.0M2026-10-20
Exchange Traded Concepts, LLC
INCREASED449,417401,740+47,677+12%$10.5M$11.3M+$834.4K2026-10-28
Allworth Financial LP
NEW393,187—+393,187——$10.3M—2026-11-06
Fortem Financial Group, LLC
INCREASED346,184344,402+1,782+1%$9.0M$8.7M-$268.6K2026-10-20
Daymark Wealth Partners, LLC
INCREASED239,603228,945+10,658+5%$6.0M$6.0M+$59.9K2026-11-04
Prevail Innovative Wealth Advisors, LLC
NEW195,601—+195,601——$4.9M—2026-10-20
RFG Advisory, LLC
INCREASED174,766150,503+24,263+16%$3.9M$4.4M+$473.7K2026-11-03
LexAurum Advisors, LLC
NEW116,310—+116,310——$2.9M—2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED92,38758,918+33,469+57%$1.5M$2.3M+$789.7K2026-10-13
Financial Insights, Inc.
INCREASED67,11046,903+20,207+43%$1.2M$1.7M+$465.9K2026-10-27
Financial Management Network Inc
INCREASED54,82612,704+42,122+332%$331.3K$1.4M+$1.0M2026-10-09
Embree Financial Group
DECREASED48,10053,100-5,000-9%$1.4M$1.2M-$174.2K2026-10-22
Mccarter Private Wealth Services LLC
DECREASED44,97245,125-1530%$1.2M$1.1M-$44.9K2026-10-22
Kestra Advisory Services, LLC
DECREASED43,92847,807-3,879-8%$1.2M$1.1M-$141.1K2026-11-02
Key FInancial Inc
INCREASED39,90727,717+12,190+44%$722.9K$1.0M+$281.6K2026-11-02
Sigma Planning Corp
INCREASED27,30627,280+26+0%$711.5K$687.3K-$24.2K2026-10-23
Commonwealth Equity Services, LLC
DECREASED25,80728,092-2,285-8%$732.6K$649.6K-$83.1K2026-11-02
Prospera Financial Services Inc
INCREASED24,63921,511+3,128+15%$561.0K$618.4K+$57.4K2026-11-04
First Citizens Financial Corp
INCREASED22,64217,962+4,680+26%$468.4K$569.9K+$101.5K2026-10-02
Auour Investments LLC
DECREASED20,94821,697-749-3%$565.9K$527.3K-$38.6K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED18,29212,939+5,353+41%$337.0K$460.0K+$123.0K2026-11-02
Flagship Capital Management Inc.
NEW14,960—+14,960——$376.5K—2026-10-20
Legacy Financial Group, Inc.
INCREASED14,9289,579+5,349+56%$249.8K$375.7K+$125.9K2026-10-21
Creative Financial Designs Inc
UNCHANGED13,40713,40700%$349.7K$337.5K-$12.2K2026-11-04
HUB Investment Partners, LLC
NEW13,179—+13,179——$331.7K—2026-11-03
WealthBridge Capital Management, LLC
NEW10,996—+10,996——$276.8K—2026-10-16
OxenFree Capital LLC
DECREASED8,2898,476-187-2%$221.6K$209.1K-$12.5K2026-10-07
Fifth Third Bancorp
INCREASED3,723638+3,085+484%$16.6K$93.7K+$77.1K2026-11-05
IFP Advisors, Inc
DECREASED1,5061,523-17-1%$39.7K$37.9K-$1.8K2026-10-16
Blue Trust, Inc.
NEW737—+737——$18.6K—2026-10-15
Caldwell Trust Co
NEW142—+142——$3.6K—2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED606000%$1.6K$1.5K-$552026-10-13
Cohen & Steers, Inc.
N/A—753,000-753,000-100%$19.6M———
Rockefeller Capital Management L.P.
N/A—549,543-549,543-100%$14.3M———
Envestnet Asset Management Inc
N/A—414,870-414,870-100%$10.8M———
SK Wealth Management, LLC
N/A—352,860-352,860-100%$9.2M———
Osaic Holdings, Inc.
N/A—277,143-277,143-100%$7.2M———
Mariner, LLC
N/A—252,087-252,087-100%$6.6M———
Steward Partners Investment Advisory, LLC
N/A—178,836-178,836-100%$4.7M———
HighTower Advisors, LLC
N/A—149,992-149,992-100%$3.9M———
Sanctuary Advisors, LLC
N/A—92,495-92,495-100%$2.4M———
Janney Montgomery Scott LLC
N/A—87,191-87,191-100%$2.3M———
Jane Street Group, LLC
N/A—84,055-84,055-100%$2.2M———
Blue Edge Capital, LLC
N/A—58,512-58,512-100%$1.5M———
Maridea Wealth Management LLC
N/A—47,728-47,728-100%$1.2M———
Wealth Alliance, LLC
N/A—35,640-35,640-100%$929.5K———
Royal Bank of Canada
N/A—34,781-34,781-100%$907.0K———
Disciplined Investors, L.L.C.
N/A—13,301-13,301-100%$346.9K———
Quantinno Capital Management LP
N/A—11,675-11,675-100%$304.5K———
Stifel Financial Corp
N/A—8,589-8,589-100%$224.0K———
Global Retirement Partners, LLC
N/A—2,511-2,511-100%$65.5K———
Jones Financial Companies Lllp
N/A—682-682-100%$17.9K———
JPMorgan Chase & Co
N/A—30-30-100%$784———
Showing 55 of 55 institutions