Who Owns C&S REAL ESTATE ACTIVE ETF (CSRE)? -- Institutional Holders (2026-06-30)

96 institutions reported holding $380.7M of C&S REAL ESTATE ACTIVE ETF (CSRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($29.3M), RAYMOND JAMES FINANCIAL INC ($24.9M), Compound Planning, Inc. ($24.2M), Royal Bank of Canada ($20.3M), BANK OF AMERICA CORP /DE/ ($19.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$29.3M	1.0M	New
2	RAYMOND JAMES FINANCIAL INC	$24.9M	878,492	Added
3	Compound Planning, Inc.	$24.2M	852,343	Added
4	Royal Bank of Canada	$20.3M	715,277	Added
5	BANK OF AMERICA CORP /DE/	$19.2M	675,711	Added
6	FIRST FOUNDATION ADVISORS	$16.8M	593,307	Added
7	BENJAMIN EDWARDS INC	$16.2M	571,512	Added
8	Private Wealth Asset Management, LLC	$13.4M	470,837	Added
9	D.A. DAVIDSON & CO.	$12.2M	430,658	Added
10	NIXON PEABODY TRUST CO	$11.8M	417,073	Added
11	EXCHANGE TRADED CONCEPTS, LLC	$11.4M	401,098	Added
12	Capital Analysts, LLC	$11.2M	394,362	Added
13	OSAIC HOLDINGS, INC.	$10.6M	372,254	Added
14	HighTower Advisors, LLC	$9.7M	341,653	Added
15	SK Wealth Management, LLC	$8.9M	311,247	Added
16	Sanctuary Advisors, LLC	$8.2M	289,556	Added
17	Apollon Wealth Management, LLC	$8.0M	282,576	Added
18	New England Capital Financial Advisors LLC	$7.1M	251,152	Added
19	RFG Advisory, LLC	$6.4M	226,267	Added
20	ENVESTNET ASSET MANAGEMENT INC	$6.4M	225,972	Added
21	Ascension Capital Advisors, Inc.	$5.9M	209,272	Added
22	United Advisor Group, LLC	$5.4M	191,597	Added
23	Visionary Wealth Advisors	$5.4M	190,127	Trimmed
24	Integrity Financial Corp /WA	$5.0M	176,295	Added
25	Veracity Capital LLC	$4.9M	174,237	New

Source: SEC Form 13F filings · as of 2026-06-30