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Equibles

PSF · Cohen & Steers Select Preferred & Income Fund, Inc. · Holdings

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$18.81 -0.05 (-0.27%) At close · Sep 11
Rebalance outlook locked
Market Cap
$226.25M
Shares
12.03M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 55
Total Value: $60,511,780
Total Shares: 3,006,051

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 55 13F filers · Δ vs Mar 31, 2026
Top Holder
21.8%
Sep 2023 → Jun 2026 · range 21.8% – 28.2%
−4.7 pts
Top 5
50.0%
Sep 2023 → Jun 2026 · range 50.0% – 61.1%
−1.9 pts
Top 10
67.5%
Sep 2023 → Jun 2026 · range 67.5% – 78.0%
−0.6 pts
HHI
825
Sep 2023 → Jun 2026 · range 825 – 1,206
Broadly held−166

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
19
Decreased
15
Sold Out
6
Unchanged
17
Holder count: -2
Institutional value: -4.1%
Shares held: -8.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Gridiron Partners, LLC +50,253 84,339
Pettinga Financial Advisors LLC +40,612 80,759
Shaker Financial Services, LLC +21,024 98,818
AMERIPRISE FINANCIAL INC +9,552 90,838
Sanctuary Advisors, LLC +8,924 100,807

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MORGAN STANLEY −207,564 655,031
1607 Capital Partners, LLC −48,962 62,822
KESTRA PRIVATE WEALTH SERVICES, LLC −10,420 48,495
WOLVERINE ASSET MANAGEMENT LLC −8,588 4,964
Kestra Advisory Services, LLC −8,437 29,824

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
IFG Advisory, LLC 1,775 $35,730
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,363 $27,437
Highland Investment Advisors LLC 1,100 $22,143
Global Retirement Partners, LLC 306 $6,159

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
GUGGENHEIM CAPITAL LLC 88,000 $1,706,320
READYSTATE ASSET MANAGEMENT LP 13,536 $262,463
DAVENPORT & Co LLC 12,430 $241,017
Arlington Capital Management, Inc. 11,254 $218,215
Keating Financial Advisory Services, Inc. 901 $17,470
Filter: New 4 Increased 19 Reduced 15 Sold out 6 Unchanged 17
Showing 55 of 55
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $13,185,772 21.79% 655,031
UBS Group AG $7,261,675 12.00% 360,739
RAYMOND JAMES FINANCIAL INC $3,433,090 5.67% 170,546
Invesco Ltd. $3,241,755 5.36% 161,041
BALDWIN WEALTH PARTNERS LLC/MA $3,163,489 5.23% 157,153
Smith Asset Management Co., LLC $2,609,713 4.31% 129,643
Fiera Capital Corp $2,077,999 3.43% 103,229
Sanctuary Advisors, LLC $2,029,244 3.35% 100,807
Shaker Financial Services, LLC $1,989,206 3.29% 98,818
AMERIPRISE FINANCIAL INC $1,828,568 3.02% 90,838
LPL Financial LLC $1,734,763 2.87% 86,178
Gridiron Partners, LLC $1,697,744 2.81% 84,339
Pettinga Financial Advisors LLC $1,625,678 2.69% 80,759
ROYAL BANK OF CANADA $1,528,672 2.53% 75,940
1607 Capital Partners, LLC $1,264,606 2.09% 62,822
HARBOUR INVESTMENTS, INC. $1,225,534 2.03% 60,881
Merit Financial Group, LLC $1,114,779 1.84% 55,379
Glaxis Capital Management, LLC $1,006,500 1.66% 50,000
KESTRA PRIVATE WEALTH SERVICES, LLC $976,204 1.61% 48,495
OSAIC HOLDINGS, INC. $791,733 1.31% 39,331
WELLS FARGO & COMPANY/MN $686,613 1.13% 34,109
TRUIST FINANCIAL CORP $665,880 1.10% 33,079
Kestra Advisory Services, LLC $600,357 0.99% 29,824
BANK OF AMERICA CORP /DE/ $552,266 0.91% 27,435
WealthBridge Capital Management, LLC $548,924 0.91% 27,269
Noble Wealth Management PBC $403,707 0.67% 20,055
Logan Stone Capital, LLC $399,781 0.66% 19,860
Composition Wealth, LLC $348,410 0.58% 17,308
US BANCORP \DE\ $300,158 0.50% 14,911
Cornerstone Advisory, LLC $281,820 0.47% 14,000
Rockefeller Capital Management L.P. $260,240 0.43% 12,928
NewEdge Advisors, LLC $257,623 0.43% 12,798
NewEdge Wealth, LLC $243,049 0.40% 12,074
Physician Wealth Advisors, Inc. $224,248 0.37% 11,140
Integrated Wealth Concepts LLC $201,300 0.33% 10,000
Paladin Partners, LLC $119,370 0.20% 5,930
WOLVERINE ASSET MANAGEMENT LLC $99,925 0.17% 4,964
FIFTH THIRD BANCORP $96,966 0.16% 4,817
CoreCap Advisors, LLC $95,255 0.16% 4,732
AMERIFLEX GROUP, INC. $73,474 0.12% 3,650
MassMutual Private Wealth & Trust, FSB $54,813 0.09% 2,723
HUNTINGTON NATIONAL BANK $40,260 0.07% 2,000
IFG Advisory, LLC $35,730 0.06% 1,775
Farther Finance Advisors, LLC $28,302 0.05% 1,406
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $27,437 0.05% 1,363
Highland Investment Advisors LLC $22,143 0.04% 1,100
BARRETT & COMPANY, INC. $13,084 0.02% 650
Hilltop National Bank $12,078 0.02% 600
PNC FINANCIAL SERVICES GROUP, INC. $10,065 0.02% 500
Triumph Capital Management $9,058 0.01% 450
Global Retirement Partners, LLC $6,159 0.01% 306
HIGHLINE WEALTH PARTNERS LLC $3,019 0.00% 150
Pinnacle Wealth Planning Services, Inc. $2,194 0.00% 109
WPG Advisers, LLC $966 0.00% 48
WHITTIER TRUST CO OF NEVADA INC $382 0.00% 19
Key facts CIK 1498612 CUSIP 19248Y107 13F (30d) 12 filings 12 filers Visit website Investor relations