OVLY institutional holders

COHEN & STEERS ETF TRUST · 13F, 2026Q2

Managers holding34
Shares held2,517,198
Reported value$84.1m
Quarter flows8 new, 19 added, 5 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
COHEN & STEERS, INC.590,000$19.7m0.0%
Gradient Investments LLC584,987$19.5m0.3%
RFG Advisory, LLC566,569$18.9m0.3%
FINANCIAL MANAGEMENT NETWORK INC87,580$3.0m0.4%
Waterloo Capital, L.P.84,440$2.8m0.2%
DAYMARK WEALTH PARTNERS, LLC68,072$2.3m0.1%
Cambridge Investment Research Advisors, Inc.61,288$2.0m0.0%
INSPIRION WEALTH ADVISORS, LLC61,790$2.0m0.2%
COMMONWEALTH EQUITY SERVICES, LLC41,774$1.4m0.0%
JANE STREET GROUP, LLC38,562$1.3m0.0%
Pinnacle Financial Partners, Inc.38,524$1.3m0.0%
Brown Financial Advisors31,239$1.0m0.4%
Sanctuary Advisors, LLC30,592$1.0m0.0%
Sigma Planning Corp28,185$941,2350.0%
Paladin Wealth, LLC26,939$899,6290.5%
IFP Advisors, Inc22,886$764,2780.0%
Fifth Third Wealth Advisors LLC19,614$655,0100.0%
Mills Wealth Advisors LLC19,553$652,9620.2%
Mattson Financial Services, LLC18,887$643,2860.1%
HighTower Advisors, LLC18,696$624,3630.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC17,661$600,0850.0%
Atria Investments, Inc12,338$412,0280.0%
Alchemi Wealth, LLC9,995$333,7860.2%
CITADEL ADVISORS LLC9,247$308,8040.0%
Prospera Financial Services Inc9,067$302,7840.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("OVLY"). OVLY price history · All 13F data

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