CSPFCOHEN & STEERS ETF TRUST
CUSIP 19249U203 · Yahoo Finance ↗ · Google Finance ↗
Cohen & Steers Etf Trust (CSPF) has 37 institutional holders in Filings Flow’s 13F database, together reporting 5.82M shares worth $150M as of Q1 2026. The largest reported holders are Townsend & Associates, Inc, Cohen & Steers, Inc., and Allworth Financial LP.
Institutional Holders
37
Q1 2026
Reported Value
$150M
Ticker
CSPF
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Townsend & Associates, Inc$1.2B AUM | 2.90% | $34M | 1.29M | Q1 2026 |
| SK Wealth Management, LLC$360M AUM | 2.52% | $9M | 352.5K | Q1 2026 |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 2.15% | $9M | 334.0K | Q1 2026 |
| Shorepoint Capital Partners LLC$503M AUM | 1.52% | $8M | 294.6K | Q3 2025OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.74% | $2M | 89.7K | Q3 2025OLDER |
| Oak Harvest Investment Services$958M AUM | 0.68% | $6M | 252.9K | Q1 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.60% | $1M | 54.1K | Q1 2026 |
| Financial Insights, Inc.$309M AUM | 0.40% | $1M | 48.0K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.25% | $1M | 58.1K | Q1 2026 |
| OxenFree Capital LLC$218M AUM | 0.24% | $500,627 | 19.2K | Q1 2026 |
| Disciplined Investors, L.L.C.$168M AUM | 0.20% | $336,485 | 13.1K | Q1 2026 |
| Auour Investments LLC$318M AUM | 0.17% | $548,922 | 21.4K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.17% | $1M | 46.3K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.17% | $5M | 213.6K | Q1 2026 |
| First Citizens Financial Corp$239M AUM | 0.14% | $292,880 | 11.4K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.08% | $470,966 | 18.4K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.07% | $716,428 | 27.9K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.07% | $10M | 372.6K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.07% | $4M | 140.0K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.04% | $281,195 | 10.8K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.04% | $10M | 390.4K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.04% | $342,228 | 13.3K | Q1 2026 |
| COHEN & STEERS, INC.$57.6B AUM | 0.03% | $20M | 778.0K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.02% | $394,387 | 15.2K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 149.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $698,737 | 27.3K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $302,570 | 11.8K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $502,943 | 19.7K | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 331.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 88.8K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $447,196 | 17.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 50.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 145.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 93.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 50.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 45.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 261.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $468,800 | 18.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $558,971 | 21.8K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $1,607 | 62 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 45.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $51 | 2 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5,573 | 215 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.