CSPF

Institutional Ownership

Top 27 Institutional Holders
HolderSharesDateChange% Held
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC--Jun 30, 26-58.08K--
COHEN & STEERS, INC.778.00KMar 31, 26--42.58%
Allworth Financial LP390.43KMar 31, 26+49.47K21.37%
SK Wealth Management, LLC352.47KMar 31, 26+262.47K19.29%
Rockefeller Capital Management L.P.331.59KMar 31, 26+331.59K18.15%
ENVESTNET ASSET MANAGEMENT INC261.20KMar 31, 26+261.20K14.30%
Oak Harvest Investment Services252.92KMar 31, 26+252.92K13.84%
DAYMARK WEALTH PARTNERS, LLC213.60KMar 31, 26+22.14K11.69%
Steward Partners Investment Advisory, LLC149.24KMar 31, 26+117.43K8.17%
HighTower Advisors, LLC145.79KMar 31, 26+3.56K7.98%
ADVISOR GROUP HOLDINGS, INC.93.41KMar 31, 26-70.45K5.11%
Sanctuary Advisors, LLC88.85KMar 31, 26+10.32K4.86%
MCCARTER PRIVATE WEALTH SERVICES LLC54.13KMar 31, 26+10.95K2.96%
Kestra Advisory Services, LLC50.92KMar 31, 26+17.16K2.79%
Janney Montgomery Scott LLC50.87KMar 31, 26+24.33K2.78%
Financial Insights, Inc.47.98KMar 31, 26+5.70K2.63%
Maridea Wealth Management LLC46.27KMar 31, 26+46.27K2.53%
JANE STREET GROUP, LLC45.50KMar 31, 26-58.02K2.49%
Wealth Alliance27.95KMar 31, 26+4.40K1.53%
Sigma Planning Corp27.26KMar 31, 26+3.11K1.49%
Mariner, LLC21.80KMar 31, 26+1.95K1.19%
COMMONWEALTH EQUITY SERVICES, LLC18.29KMar 31, 26+18.29K1.00%
Disciplined Investors, L.L.C.13.13KMar 31, 26+13.13K0.72%
CREATIVE FINANCIAL DESIGNS INC /ADV11.80KMar 31, 26+11.80K0.65%
FINANCIAL MANAGEMENT NETWORK INC10.79KMar 31, 26+10.79K0.59%
BANK OF AMERICA CORP /DE/--Mar 31, 26-215--
Shorepoint Capital Partners LLC294.57KSep 30, 25+294.57K16.12%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.