Who Owns Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF)?Hedge Fund & Institutional Holders

$25.91+0.12 (+0.48%)Financial ServicesNYSE_ARCA

Institutional Holders

27

as of Q4 2025

Total Institutional Value

$9.076000778400023e+102T

% of Float Held

—

QoQ Change in Holders

+11 / -1

Price History

$24.38$24.89$25.40$25.92$26.43Feb 25Aug 25Mar 26

CSPF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FORTEM FINANCIAL GROUP, LLCNew Position+300K+$7.8B
OSAIC HOLDINGS, INC.Increased+164K+$4.0B
MCCARTER PRIVATE WEALTH SERVICES LLCNew Position+43K+$1.1B
SK Wealth Management, LLCIncreased+24K+$636.4M
Sigma Planning CorpNew Position+24K+$625.0M
Auour Investments LLCNew Position+21K+$555.0M
EXCHANGE TRADED CONCEPTS, LLCIncreased+19K+$468.0M
TECTONIC ADVISORS LLCNew Position+15K+$394.0M
Townsend & Associates, IncNew Position+1.2M+$32.5M
Allworth Financial LPNew Position+341K+$8.8M
OxenFree Capital LLCIncreased+377+$6.3M
DAYMARK WEALTH PARTNERS, LLCNew Position+191K+$5.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+79K+$2.1M
Key FInancial IncNew Position+558+$14K
Janney Montgomery Scott LLCNew Position+27K+$0

CSPF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Shorepoint Capital Partners LLCClosed Position-295K-$7.7B
COHEN & STEERS, INC.Decreased-3K-$133K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1EXCHANGE TRADED CONCEPTS, LLC350,171$9.1B69.05%Share
2FORTEM FINANCIAL GROUP, LLC300,324$7.8B2.08%Share
3SK Wealth Management, LLC89,997$2.4B0.66%Share
4OSAIC HOLDINGS, INC.81,996$2.0B2.92%Share
5OSAIC HOLDINGS, INC.81,748$2.0B2.92%Share
6MCCARTER PRIVATE WEALTH SERVICES LLC43,184$1.1B0.50%Share
7Sigma Planning Corp24,150$625.0M0.02%Share
8Auour Investments LLC21,438$555.0M0.18%Share
9OxenFree Capital LLC16,898$437.0M0.23%Share
10TECTONIC ADVISORS LLC15,216$394.0M0.02%Share
11Townsend & Associates, Inc1,241,627$32.5M2.90%Share
12COHEN & STEERS, INC.778,000$20.2M0.04%Share
13Allworth Financial LP340,958$8.8M0.04%Share
14DAYMARK WEALTH PARTNERS, LLC191,465$5.0M0.16%Share
15HighTower Advisors, LLC142,224$3.0M0.00%Share
16RFG Advisory, LLC114,843$3.0M0.06%Share
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79,267$2.1M0.00%Share
18JANE STREET GROUP, LLC103,517$2.0M0.00%Share
19WEALTH ALLIANCE, LLC23,546$610K0.06%Share
20Key FInancial Inc558$14K0.00%Share
21Mariner, LLC19,855$00.00%Share
22Steward Partners Investment Advisory, LLC31,815$00.00%Share
23Kestra Advisory Services, LLC33,758$00.00%Share
24OSAIC HOLDINGS, INC.115$00.00%Share
25Cape Investment Advisory, Inc.62$00.00%Share
26BANK OF AMERICA CORP /DE/215$00.00%Share
27Janney Montgomery Scott LLC26,540$00.00%Share

CSPF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202525$26.4B+13
Q3 202512$24.5B+0
Q2 202512$8.4B+7
Q1 20255$6.8B—

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As of Q4 2025, 27 institutional investors hold CSPF (Cohen & Steers Preferred and Income Opportunities Active ETF). The largest holder is EXCHANGE TRADED CONCEPTS, LLC with $9.1B in shares. This quarter, 11 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own CSPF?

As of Q4 2025, 27 institutional investors report holding CSPF (Cohen & Steers Preferred and Income Opportunities Active ETF) in their 13F filings.

Who is the largest institutional holder of CSPF?

The largest institutional holder of CSPF is EXCHANGE TRADED CONCEPTS, LLC with $9.1B in shares.

Is institutional ownership of CSPF increasing or decreasing?

This quarter, 11 institutions opened new positions in CSPF and 1 closed their positions.