C&S REAL ESTATE ACTIVE ETF CSRE
$28.90
+1.2% 52w: $24.75 – $29.08
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data24.7526.9129.08
Jun 20, 2025 Jul 2, 2026
Institutional holders
70
+19 QoQ
13F value
$246.8M
+76.0% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CSRE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Compound Planning, Inc. | Wealth advisor | 774.0K | $20.3M | 0.6% | +28.7% |
| ROYAL BANK OF CANADA | Bank broker | 626.8K | $16.5M | 0.0% | +15.2% |
| Private Wealth Asset Management, LLC | Wealth advisor | 469.4K | $12.3M | 1.3% | +100.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 467.0K | $12.3M | 0.1% | New |
| D.A. DAVIDSON & CO. | Wealth advisor | 400.2K | $10.5M | 0.1% | +0.6% |
| NIXON PEABODY TRUST CO | Other | 392.6K | $10.3M | 0.8% | New |
| COHEN & STEERS, INC. | Other | 392.5K | $10.3M | 0.0% | -49.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 385.0K | $10.1M | 0.0% | +178992.1% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 372.0K | $9.8M | 0.1% | +6.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 300.5K | $7.9M | 0.0% | +50.5% |
| HighTower Advisors, LLC | Diversified mechanical | 289.5K | $7.6M | 0.0% | +91.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 286.4K | $7.5M | 0.0% | New |
| SK Wealth Management, LLC | Wealth advisor | 268.8K | $7.2M | 2.0% | +3.2% |
| New England Capital Financial Advisors LLC | Wealth advisor | 242.3K | $6.4M | 1.7% | +55.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 242.1K | $6.4M | 0.0% | +26.3% |
| JANE STREET GROUP, LLC | Market maker | 220.7K | $5.8M | 0.0% | +337.9% |
| FIRST FOUNDATION ADVISORS | Other | 205.8K | $5.4M | 0.2% | New |
| Ascension Capital Advisors, Inc. | Wealth advisor | 193.5K | $5.1M | 1.6% | +125.9% |
| Visionary Wealth Advisors | Wealth advisor | 191.0K | $5.0M | 0.2% | +611.0% |
| Capital Analysts, LLC | Wealth advisor | 177.0K | $4.7M | 0.1% | +116.6% |
| United Advisor Group, LLC | Wealth advisor | 172.7K | $4.5M | 0.6% | +49.0% |
| RFG - Bristol Wealth Advisors, LLC | Wealth advisor | 169.0K | $4.4M | 1.2% | +29.6% |
| Integrity Financial Corp /WA | Wealth advisor | 166.0K | $4.4M | 2.2% | +4.2% |
| Mariner, LLC | Diversified mechanical | 151.4K | $4.0M | 0.0% | New |
| RFG Advisory, LLC | Wealth advisor | 127.6K | $3.4M | 0.1% | +3.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 124.2K | $3.3M | 0.0% | +117.5% |
| Blume Capital Management, Inc. | Other | 114.4K | $3.0M | 0.5% | +51.9% |
| ABLE Financial Group, LLC | Wealth advisor | 106.1K | $2.8M | 0.5% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 105.9K | $2.8M | 0.0% | +46.3% |
| Apollon Wealth Management, LLC | Diversified mechanical | 99.1K | $2.6M | 0.0% | New |
| Valeo Financial Advisors, LLC | Wealth advisor | 97.4K | $2.6M | 0.1% | +69.5% |
| DAYMARK WEALTH PARTNERS, LLC | Other | 88.6K | $2.3M | 0.1% | +28.1% |
| Thrivent Financial for Lutherans | Diversified mechanical | 83.4K | $2.2M | 0.0% | New |
| Financially in Tune, LLC | Wealth advisor | 65.8K | $1.7M | 1.5% | +6.2% |
| Oak Wealth Advisors LLC | Wealth advisor | 62.7K | $1.6M | 0.9% | +346.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 58.2K | $1.5M | 0.0% | New |
| HHM Wealth Advisors, LLC | Wealth advisor | 57.4K | $1.5M | 0.2% | New |
| Dakota Wealth Management | Other | 48.2K | $1.3M | 0.0% | New |
| Freedom Financial Partners LLC | Wealth advisor | 43.1K | $1.1M | 0.4% | New |
| ARBOR CAPITAL MANAGEMENT INC /ADV | Other | 39.3K | $1.1M | 0.9% | -3.1% |
| IFP Advisors, Inc | Wealth advisor | 39.2K | $1.0M | 0.0% | +26.6% |
| William Mack & Associates, Inc. | Wealth advisor | 35.0K | $920K | 0.5% | +183.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 33.5K | $879K | 0.0% | New |
| Red Mountain Financial, LLC | Wealth advisor | 32.9K | $864K | 0.8% | -1.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 30.7K | $806K | 0.0% | New |
| Clayton Financial Group LLC | Wealth advisor | 30.6K | $805K | 0.4% | +14.1% |
| Tevis Investment Management ★2 | Fundamental diversified | 27.7K | $727K | 0.4% | +3.2% |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 24.9K | $655K | 0.1% | +1.3% |
| SITTNER & NELSON, LLC | Other | 23.9K | $628K | 0.2% | +67.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 22.5K | $592K | 0.0% | +44.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.