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C&S SD Pref & Inc Active ETF (CSSD)

CUSIP: 19249U401 | NYSE | 18 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Oarsman Capital, Inc.613,225
1.5% of portfolio›$15.0M
D.A. Davidson & Co.396,980
0.1% of portfolio›$9.7M
Community Bank & Trust, Waco, Texas279,469
2.4% of portfolio›$6.9M
RFG Advisory, LLC63,284
0.0% of portfolio›$1.6M
Financial Management Network Inc51,404
0.2% of portfolio›$1.3M
United Advisor Group, LLC45,205
0.1% of portfolio›$1.1M
Hidden Cove Wealth Management, LLC13,526
0.2% of portfolio›$331.8K
Legacy Financial Group, Inc.12,525
0.1% of portfolio›$307.2K
Trek Financial, LLC12,266
0.0% of portfolio›$300.9K
HighTower Advisors, LLC9,922
0.0% of portfolio›$243.4K
Bourgeon Capital Management LLC9,520
0.0% of portfolio›$233.5K
Farther Finance Advisors, LLC4,832
0.0% of portfolio›$118.5K
IFP Advisors, Inc1,200
0.0% of portfolio›$29.4K
StyleTurnoverLocationFiled
Oarsman Capital, Inc.
613,225$15.0M1.5%ETFLowMilwaukee, WI2026-11-05
D.A. Davidson & Co.
396,980$9.7M0.1%CoreLowGreat Falls, MT2026-10-28
Community Bank & Trust, Waco, Texas
279,469$6.9M2.4%CoreVery LowWaco, TX2026-10-19
RFG Advisory, LLC
63,284$1.6M0.0%ETFLowBirmingham, AL2026-11-03
Financial Management Network Inc
51,404$1.3M0.2%ETFLowMission Viejo, CA2026-10-09
United Advisor Group, LLC
45,205$1.1M0.1%ETFLowCincinnati, OH2026-11-03
Hidden Cove Wealth Management, LLC
13,526$331.8K0.2%GrowthHighBainbridge Island, WA2026-10-19
Legacy Financial Group, Inc.
12,525$307.2K0.1%ETFLowTulsa, OK2026-10-21
Trek Financial, LLC
12,266$300.9K0.0%ETFHighScottsdale, AZ2026-10-29
HighTower Advisors, LLC
9,922$243.4K0.0%IndexLowChicago, IL2026-11-10
Bourgeon Capital Management LLC
9,520$233.5K0.0%CoreMediumDarien, CT2026-10-19
Farther Finance Advisors, LLC
4,832$118.5K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
1,200$29.4K0.0%CoreLowTampa, FL2026-10-16