Public ownership evidence

Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) Ownership Disclosures

Read CSPF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Cohen & Steers Preferred and Income Opportunities Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Financial Insights, Inc.
Report period
2026-06-30
Available
2026-08-26
Reported shares
46,903
Value (USD)
$1,223,226
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001642058-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CSPF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CSPF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Financial Insights, Inc.2026-06-302026-08-2646,903$1,223,226None
Blue Edge Capital, LLC2026-06-302026-08-1858,512$1,525,993None
OSAIC HOLDINGS, INC.2026-06-302026-08-15110,108$2,886,606None
OSAIC HOLDINGS, INC.2026-06-302026-08-15502$13,082None
OSAIC HOLDINGS, INC.2026-06-302026-08-15166,533$4,343,172None
JANE STREET GROUP, LLC2026-06-302026-08-1584,055$2,192,154None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15682$17,855None
COHEN & STEERS, INC.2026-06-302026-08-15753,000$19,638,000None
ROYAL BANK OF CANADA2026-06-302026-08-1534,781$907,000None
Sanctuary Advisors, LLC2026-06-302026-08-1492,495$2,412,277None
Quantinno Capital Management LP2026-06-302026-08-1411,675$304,484None
Rockefeller Capital Management L.P.2026-06-302026-08-14454,091$11,842,700None
Rockefeller Capital Management L.P.2026-06-302026-08-143,918$102,181None
Rockefeller Capital Management L.P.2026-06-302026-08-1491,534$2,387,218None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14178,836$4,664,043None
Mariner, LLC2026-06-302026-08-14252,087$6,574,431None
SK Wealth Management, LLC2026-06-302026-08-13352,860$9,179,647None
STIFEL FINANCIAL CORP2026-06-302026-08-138,589$224,001None
JPMORGAN CHASE & CO2026-06-302026-08-1330$784None
Disciplined Investors, L.L.C.2026-06-302026-08-1213,301$346,890None
WEALTH ALLIANCE, LLC2026-06-302026-08-1235,640$929,498None
EXCHANGE TRADED CONCEPTS, LLC2026-06-302026-08-12401,740$10,477,379None
Sigma Planning Corp2026-06-302026-08-0827,280$711,471None
Maridea Wealth Management LLC2026-06-302026-08-0747,728$1,244,759None
FINANCIAL MANAGEMENT NETWORK INC2026-06-302026-08-0712,704$331,331None
Global Retirement Partners, LLC2026-06-302026-08-072,511$65,488None
Capital Investment Advisors, LLC2026-06-302026-08-073,204,610$83,576,238None
Janney Montgomery Scott LLC2026-06-302026-08-0687,191$2,274,000None
FIFTH THIRD BANCORP2026-06-302026-08-06638$16,639None
MCCARTER PRIVATE WEALTH SERVICES LLC2026-06-302026-08-0645,125$1,176,860None
HighTower Advisors, LLC2026-06-302026-08-06149,992$3,911,792None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04414,870$10,819,808None
DAYMARK WEALTH PARTNERS, LLC2026-06-302026-08-01228,945$5,970,886None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3112,939$337,000None
LEGACY FINANCIAL GROUP, INC.2026-06-302026-07-319,579$249,820None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3028,092$732,630None
Kestra Advisory Services, LLC2026-06-302026-07-2947,807$1,246,801None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-2913,407$349,655None
Oak Harvest Investment Services2026-06-302026-07-28554,047$14,449,555None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2812,939$337,000None
Key Financial Inc2026-06-302026-07-2527,717$722,859None
Cape Investment Advisory, Inc.2026-06-302026-07-2460$1,565None
Townsend & Associates, Inc2026-06-302026-07-231,319,473$34,398,667None
EXCHANGE TRADED CONCEPTS, LLC2026-06-302026-07-23401,740$10,477,379None
Auour Investments LLC2026-06-302026-07-2221,697$565,858None
IFP Advisors, Inc2026-06-302026-07-211,523$39,720None
FORTEM FINANCIAL GROUP, LLC2026-06-302026-07-21344,402$8,982,004None
Embree Financial Group2026-06-302026-07-1653,100$1,384,848None
RFG Advisory, LLC2026-06-302026-07-16150,503$3,925,116None
Prospera Financial Services Inc2026-06-302026-07-1621,511$560,999None

90-day public filing window, up to 50 source positions.

Financial Insights, Inc. ↗Blue Edge Capital, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗COHEN & STEERS, INC. ↗ROYAL BANK OF CANADA ↗Sanctuary Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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