Invesco S&P Spin-Off ETF (CSD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares161,824 from 106,675

Change+55,149 (+52%)

Value$20.5M (+$4.5M)

Filed 2026-11-06

Chicago Partners Investment Group LLC

UNCHANGED

Shares56,715 from 56,715

Change0 (0%)

Value$7.0M (-$695.9K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

INCREASED

Shares55,380 from 29,875

Change+25,505 (+85%)

Value$7.0M (+$2.5M)

Filed 2026-11-02

Brookstone Capital Management

DECREASED

Shares43,617 from 46,389

Change-2,772 (-6%)

Value$5.5M (-$1.4M)

Filed 2026-10-22

Institute for Wealth Management, Llc.

UNCHANGED

Shares15,758 from 15,758

Change0 (0%)

Value$2.0M (-$362.9K)

Filed 2026-11-06

Thrivent Financial for Lutherans

INCREASED

Shares12,250 from 10,419

Change+1,831 (+18%)

Value$1.6M (-$8.0K)

Filed 2026-11-05

Occidental Asset Management, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$1.3M (-$230.3K)

Filed 2026-11-05

J. Team Financial, Inc.

NEW

Shares9,483

Change+9,483

Value$1.2M

Filed 2026-11-03

Sigma Planning Corp

INCREASED

Shares9,295 from 9,120

Change+175 (+2%)

Value$1.2M (-$187.9K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares3,751 from 3,087

Change+664 (+22%)

Value$475.0K (+$13.0K)

Filed 2026-11-02

Citizens Financial Group Inc

UNCHANGED

Shares2,300 from 2,300

Change0 (0%)

Value$291.5K (-$53.0K)

Filed 2026-10-23

First National Bank Sioux Falls

UNCHANGED

Shares1,767 from 1,767

Change0 (0%)

Value$223.9K (+$4.7K)

Filed 2026-10-13

Allworth Financial LP

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$59.9K ($0)

Filed 2026-11-06

Costello Asset Management, Inc

UNCHANGED

Shares356 from 356

Change0 (0%)

Value$45.1K (-$8.2K)

Filed 2026-10-30

Harbor Asset Planning, Inc.

UNCHANGED

Shares215 from 215

Change0 (0%)

Value$27.2K (-$4.9K)

Filed 2026-10-23

Duncker Streett & Co Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$12.7K (-$2.3K)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares50 from 66

Change-16 (-24%)

Value$6.3K (-$3.5K)

Filed 2026-10-08

Del-Sette Capital Management, LLC

CLOSED

Shares0 from 17,416

Change-17,416 (-100%)

Value$0 (-$2.6M)

Filed 2026-10-23

Fulcrum Equity Management

CLOSED

Shares0 from 2,328

Change-2,328 (-100%)

Value$0 (-$348.6K)

Filed 2026-10-21

Citigroup Inc

CLOSED

Shares0 from 243

Change-243 (-100%)

Value$0 (-$36.4K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 42

Change-42 (-100%)

Value$0 (-$6.3K)

Filed 2026-11-06

Raymond James Financial Inc

N/A

Shares— from 68,668

Change-68,668 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 52,252

Change-52,252 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 45,618

Change-45,618 (-100%)

Value—

SBI Okasan Asset Management Co.Ltd.

N/A

Shares— from 24,460

Change-24,460 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 19,700

Change-19,700 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 19,534

Change-19,534 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 14,905

Change-14,905 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 14,782

Change-14,782 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 14,062

Change-14,062 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 11,016

Change-11,016 (-100%)

Value—

Peak Asset Management, LLC

N/A

Shares— from 9,931

Change-9,931 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 9,589

Change-9,589 (-100%)

Value—

Phocas Financial Corp.

N/A

Shares— from 7,400

Change-7,400 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 7,254

Change-7,254 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 6,465

Change-6,465 (-100%)

Value—

Hikari Tsushin, Inc.

N/A

Shares— from 4,903

Change-4,903 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 4,515

Change-4,515 (-100%)

Value—

Betterment LLC

N/A

Shares— from 3,776

Change-3,776 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 3,198

Change-3,198 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,031

Change-3,031 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,845

Change-1,845 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 1,347

Change-1,347 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 922

Change-922 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 815

Change-815 (-100%)

Value—

Blair William & Co

N/A

Shares— from 410

Change-410 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 403

Change-403 (-100%)

Value—

FMR LLC

N/A

Shares— from 191

Change-191 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 164

Change-164 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 110

Change-110 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 100

Change-100 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

UBS Group AG

N/A

Shares— from 19

Change-19 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	161,824	106,675	+55,149	+52%	$16.0M	$20.5M	+$4.5M	2026-11-06
Chicago Partners Investment Group LLC	UNCHANGED	56,715	56,715	0	0%	$7.7M	$7.0M	-$695.9K	2026-10-27
Commonwealth Equity Services, LLC	INCREASED	55,380	29,875	+25,505	+85%	$4.5M	$7.0M	+$2.5M	2026-11-02
Brookstone Capital Management	DECREASED	43,617	46,389	-2,772	-6%	$6.9M	$5.5M	-$1.4M	2026-10-22
Institute for Wealth Management, Llc.	UNCHANGED	15,758	15,758	0	0%	$2.4M	$2.0M	-$362.9K	2026-11-06
Thrivent Financial for Lutherans	INCREASED	12,250	10,419	+1,831	+18%	$1.6M	$1.6M	-$8.0K	2026-11-05
Occidental Asset Management, LLC	UNCHANGED	10,000	10,000	0	0%	$1.5M	$1.3M	-$230.3K	2026-11-05
J. Team Financial, Inc.	NEW	9,483	—	+9,483	—	—	$1.2M	—	2026-11-03
Sigma Planning Corp	INCREASED	9,295	9,120	+175	+2%	$1.4M	$1.2M	-$187.9K	2026-10-23
Cambridge Investment Research Advisors, Inc.	INCREASED	3,751	3,087	+664	+22%	$462.0K	$475.0K	+$13.0K	2026-11-02
Citizens Financial Group Inc	UNCHANGED	2,300	2,300	0	0%	$344.4K	$291.5K	-$53.0K	2026-10-23
First National Bank Sioux Falls	UNCHANGED	1,767	1,767	0	0%	$219.2K	$223.9K	+$4.7K	2026-10-13
Allworth Financial LP	UNCHANGED	400	400	0	0%	$59.9K	$59.9K	$0	2026-11-06
Costello Asset Management, Inc	UNCHANGED	356	356	0	0%	$53.4K	$45.1K	-$8.2K	2026-10-30
Harbor Asset Planning, Inc.	UNCHANGED	215	215	0	0%	$32.1K	$27.2K	-$4.9K	2026-10-23
Duncker Streett & Co Inc	UNCHANGED	100	100	0	0%	$15.0K	$12.7K	-$2.3K	2026-10-27
Farther Finance Advisors, LLC	DECREASED	50	66	-16	-24%	$9.9K	$6.3K	-$3.5K	2026-10-08
Del-Sette Capital Management, LLC	CLOSED	0	17,416	-17,416	-100%	$2.6M	$0	-$2.6M	2026-10-23
Fulcrum Equity Management	CLOSED	0	2,328	-2,328	-100%	$348.6K	$0	-$348.6K	2026-10-21
Citigroup Inc	CLOSED	0	243	-243	-100%	$36.4K	$0	-$36.4K	2026-11-04
PNC Financial Services Group, Inc.	CLOSED	0	42	-42	-100%	$6.3K	$0	-$6.3K	2026-11-06
Raymond James Financial Inc	N/A	—	68,668	-68,668	-100%	$10.3M	—	—	—
Bank of America Corp	N/A	—	52,252	-52,252	-100%	$7.8M	—	—	—
Private Advisor Group, LLC	N/A	—	45,618	-45,618	-100%	$6.8M	—	—	—
SBI Okasan Asset Management Co.Ltd.	N/A	—	24,460	-24,460	-100%	$3.6M	—	—	—
Two Sigma Investments, LP	N/A	—	19,700	-19,700	-100%	$3.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	19,534	-19,534	-100%	$2.9M	—	—	—
Ameriprise Financial Inc	N/A	—	14,905	-14,905	-100%	$2.2M	—	—	—
Morgan Stanley	N/A	—	14,782	-14,782	-100%	$2.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	14,062	-14,062	-100%	$2.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	11,016	-11,016	-100%	$1.6M	—	—	—
Peak Asset Management, LLC	N/A	—	9,931	-9,931	-100%	$1.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	9,589	-9,589	-100%	$1.4M	—	—	—
Phocas Financial Corp.	N/A	—	7,400	-7,400	-100%	$1.1M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	7,254	-7,254	-100%	$1.1M	—	—	—
Regatta Research & Money Management	N/A	—	6,465	-6,465	-100%	$968.1K	—	—	—
Hikari Tsushin, Inc.	N/A	—	4,903	-4,903	-100%	$734.2K	—	—	—
First Manhattan Co. Llc.	N/A	—	4,515	-4,515	-100%	$676.1K	—	—	—
Betterment LLC	N/A	—	3,776	-3,776	-100%	$565.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	3,198	-3,198	-100%	$478.9K	—	—	—
HighTower Advisors, LLC	N/A	—	3,031	-3,031	-100%	$453.9K	—	—	—
Cetera Investment Advisers	N/A	—	1,845	-1,845	-100%	$276.3K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	1,347	-1,347	-100%	$201.7K	—	—	—
Raffa Wealth Management, LLC	N/A	—	922	-922	-100%	$138.1K	—	—	—
JPMorgan Chase & Co	N/A	—	815	-815	-100%	$118.8K	—	—	—
Blair William & Co	N/A	—	410	-410	-100%	$61.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	403	-403	-100%	$60.3K	—	—	—
FMR LLC	N/A	—	191	-191	-100%	$28.6K	—	—	—
BFC Planning, Inc.	N/A	—	164	-164	-100%	$24.6K	—	—	—
Wells Fargo & Company	N/A	—	110	-110	-100%	$16.5K	—	—	—
BlackRock, Inc.	N/A	—	100	-100	-100%	$15.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	100	-100	-100%	$15.0K	—	—	—
AE Wealth Management LLC	N/A	—	50	-50	-100%	$7.5K	—	—	—
UBS Group AG	N/A	—	19	-19	-100%	$2.8K	—	—	—
Founders Financial Alliance, LLC	N/A	—	11	-11	-100%	$1.6K	—	—	—
Millstone Evans Group, LLC	N/A	—	7	-7	-100%	$1.0K	—	—	—

Showing 56 of 56 institutions