13F Insight
DOSSIER · 13F Holders · Q2 2026
CSPF

Chn & Strs Prfr A I Op A Etf

48 institutions still hold Chn & Strs Prfr A I Op A Etf as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19249U203·48 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$253M
visible holders
Holders
48
filers reporting
Concentration
33.04%
Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

48 institutions reported CSPF in Q2 2026. Capital Investment Advisors, LLC leads at 33.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Capital Investment Advisors, LLC
CIK 0001582732
$84M3.2M1.10%Q2 202602
Townsend & Associates, Inc
CIK 0001729359
$34M1.3M2.93%Q2 202603
COHEN & STEERS, INC.
CIK 0001284812
$20M778K0.03%Q1 202604
Oak Harvest Investment Services
CIK 0001839430
$14M554K1.35%Q2 202605
Rockefeller Capital Management L.P.
CIK 0001739439
$14M550K0.02%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M415K0.00%Q2 202607
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$10M402K0.05%Q2 202608
SK Wealth Management, LLC
CIK 0001867958
$9M353K2.07%Q2 202609
FORTEM FINANCIAL GROUP, LLC
CIK 0001766509
$9M344K1.83%Q2 202610
Shorepoint Capital Partners LLC
CIK 0001759476
$8M295K1.52%Q3 202511
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M277K0.01%Q2 202612
Mariner, LLC
CIK 0001373442
$7M252K0.01%Q2 202613
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$6M229K0.15%Q2 202614
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M179K0.02%Q2 202615
RFG Advisory, LLC
CIK 0001633387
$4M151K0.06%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$4M150K0.00%Q2 202617
Sanctuary Advisors, LLC
CIK 0001777271
$2M92K0.01%Q2 202618
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M59K0.00%Q2 202619
Blue Edge Capital, LLC
CIK 0001599620
$2M59K0.18%Q2 202620
Embree Financial Group
CIK 0002020860
$1M53K0.14%Q2 2026
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