C&S REAL ESTATE ACTIVE ETF (CSRE) Institutional Ownership Changes & 13F Activity

C&S REAL ESTATE ACTIVE ETF (CSRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, First Foundation Advisors, Bank Of America Corp, Citadel Advisors Llc, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Parkside Financial Bank & TrustBuy+5,4375,437$0.00Q2 2026Sep 04, 2026
Citadel Advisors LlcSell-240,761-84.1%45,607$1.29MQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcBuy+68,11968,119$1.93MQ2 2026Aug 18, 2026
Raymond James Financial IncBuy+820,280+1409.1%878,492$24.93MQ2 2026Aug 14, 2026
First Foundation AdvisorsBuy+387,472+188.2%593,307$16.84MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+290,663+75.5%675,711$19.18MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+149,053149,053$4.23MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-136,698-61.9%84,015$2.38MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+88,436+14.1%715,277$20.30MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+71,792+23.9%372,254$10.57MQ2 2026Aug 14, 2026
Lavaca Capital LlcBuy+439439$12.46KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+52+35.1%200$5.84KQ2 2026Aug 14, 2026
Sanctuary Advisors, LlcBuy+47,467+19.6%289,556$8.22MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+21,843+184.5%33,681$955.89KQ2 2026Aug 13, 2026
Virtu Financial LlcBuy+9,0079,007$256.00KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+6,561+1426.3%7,021$199.26KQ2 2026Aug 13, 2026
Mariner, LlcBuy+4,764+3.1%156,128$4.43MQ2 2026Aug 13, 2026
Morgan StanleyBuy+2,000+200000.0%2,001$56.80KQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-873-0.5%190,127$5.40MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+312312$8.86KQ2 2026Aug 13, 2026
Sk Wealth Management, LlcBuy+42,432+15.8%311,247$8.92MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+10,364+93.5%21,448$608.70KQ2 2026Aug 12, 2026
Exchange Traded Concepts, LlcBuy+29,130+7.8%401,098$11.38MQ2 2026Aug 11, 2026
Sterling Financial Planning, Inc.Buy+2,159+13.5%18,093$513.48KQ2 2026Aug 11, 2026
Private Wealth Asset Management, LlcBuy+1,427+0.3%470,837$13.43MQ2 2026Aug 11, 2026
Essex Financial Services, Inc.Buy+7,4687,468$211.95KQ2 2026Aug 10, 2026
Sittner & Nelson, LlcBuy+18,979+79.4%42,880$1.22MQ2 2026Aug 07, 2026
Dakota Wealth ManagementBuy+17,016+35.3%65,240$1.85MQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+13,814+45.0%44,483$1.26MQ2 2026Aug 06, 2026
Freedom Financial Partners LlcBuy+13,238+30.7%56,338$1.60MQ2 2026Aug 06, 2026
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Frequently asked questions about CSRE activity

  • Which institutional owners are buying CSRE?

    Institutional owners buying CSRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CSRE activity?

    "Buy" means an investor increased their reported position in CSRE compared to the prior reporting period. This reflects growing exposure to C&S REAL ESTATE ACTIVE ETF (CSRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CSRE increasing?

    Institutional interest in CSRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.