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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Oarsman Capital, Inc.
INCREASED
Shares613,225 from 588,572
Change+24,653 (+4%)
Value$15.0M (+$233.9K)
Filed 2026-11-05
D.A. Davidson & Co.
NEW
Shares396,980
Change+396,980
Value$9.7M
Filed 2026-10-28
Community Bank & Trust, Waco, Texas
INCREASED
Shares279,469 from 248,132
Change+31,337 (+13%)
Value$6.9M (+$612.0K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares63,284 from 23,415
Change+39,869 (+170%)
Value$1.6M (+$963.3K)
Filed 2026-11-03
Financial Management Network Inc
INCREASED
Shares51,404 from 42,257
Change+9,147 (+22%)
Value$1.3M (+$196.1K)
Filed 2026-10-09
United Advisor Group, LLC
INCREASED
Shares45,205 from 11,941
Change+33,264 (+279%)
Value$1.1M (+$808.4K)
Filed 2026-11-03
Hidden Cove Wealth Management, LLC
NEW
Shares13,526
Change+13,526
Value$331.8K
Filed 2026-10-19
Legacy Financial Group, Inc.
INCREASED
Shares12,525 from 10,985
Change+1,540 (+14%)
Value$307.2K (+$30.9K)
Filed 2026-10-21
Trek Financial, LLC
NEW
Shares12,266
Change+12,266
Value$300.9K
Filed 2026-10-29
HighTower Advisors, LLC
NEW
Shares9,922
Change+9,922
Value$243.4K
Filed 2026-11-10
Bourgeon Capital Management LLC
UNCHANGED
Shares9,520 from 9,520
Change0 (0%)
Value$233.5K (-$6.0K)
Filed 2026-10-19
Farther Finance Advisors, LLC
NEW
Shares4,832
Change+4,832
Value$118.5K
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares1,200 from 1,953
Change-753 (-39%)
Value$29.4K (-$19.7K)
Filed 2026-10-16
Cohen & Steers, Inc.
N/A
Shares— from 787,000
Change-787,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 29,176
Change-29,176 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 11,637
Change-11,637 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,432
Change-8,432 (-100%)
Value—
UBS Group AG
N/A
Shares— from 618
Change-618 (-100%)
Value—
Status
Oarsman Capital, Inc.
INCREASED613,225588,572+24,653+4%$14.8M$15.0M+$233.9K2026-11-05
D.A. Davidson & Co.
NEW396,980—+396,980——$9.7M—2026-10-28
Community Bank & Trust, Waco, Texas
INCREASED279,469248,132+31,337+13%$6.2M$6.9M+$612.0K2026-10-19
RFG Advisory, LLC
INCREASED63,28423,415+39,869+170%$589.1K$1.6M+$963.3K2026-11-03
Financial Management Network Inc
INCREASED51,40442,257+9,147+22%$1.1M$1.3M+$196.1K2026-10-09
United Advisor Group, LLC
INCREASED45,20511,941+33,264+279%$300.4K$1.1M+$808.4K2026-11-03
Hidden Cove Wealth Management, LLC
NEW13,526—+13,526——$331.8K—2026-10-19
Legacy Financial Group, Inc.
INCREASED12,52510,985+1,540+14%$276.4K$307.2K+$30.9K2026-10-21
Trek Financial, LLC
NEW12,266—+12,266——$300.9K—2026-10-29
HighTower Advisors, LLC
NEW9,922—+9,922——$243.4K—2026-11-10
Bourgeon Capital Management LLC
UNCHANGED9,5209,52000%$239.5K$233.5K-$6.0K2026-10-19
Farther Finance Advisors, LLC
NEW4,832—+4,832——$118.5K—2026-10-08
IFP Advisors, Inc
DECREASED1,2001,953-753-39%$49.1K$29.4K-$19.7K2026-10-16
Cohen & Steers, Inc.
N/A—787,000-787,000-100%$19.8M———
Jane Street Group, LLC
N/A—29,176-29,176-100%$734.1K———
Essex Financial Services, Inc.
N/A—11,637-11,637-100%$292.8K———
Osaic Holdings, Inc.
N/A—8,432-8,432-100%$213.2K———
UBS Group AG
N/A—618-618-100%$15.5K———
Showing 18 of 18 institutions