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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | Buy | +5,437 | — | 5,437 | $0.00 | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -240,761 | -84.1% | 45,607 | $1.29M | Q2 2026 | Sep 02, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +68,119 | — | 68,119 | $1.93M | Q2 2026 | Aug 18, 2026 |
| Raymond James Financial Inc | Buy | +820,280 | +1409.1% | 878,492 | $24.93M | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Buy | +387,472 | +188.2% | 593,307 | $16.84M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +290,663 | +75.5% | 675,711 | $19.18M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +149,053 | — | 149,053 | $4.23M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -136,698 | -61.9% | 84,015 | $2.38M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +88,436 | +14.1% | 715,277 | $20.30M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +71,792 | +23.9% | 372,254 | $10.57M | Q2 2026 | Aug 14, 2026 |
| Lavaca Capital Llc | Buy | +439 | — | 439 | $12.46K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +52 | +35.1% | 200 | $5.84K | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Buy | +47,467 | +19.6% | 289,556 | $8.22M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +21,843 | +184.5% | 33,681 | $955.89K | Q2 2026 | Aug 13, 2026 |
| Virtu Financial Llc | Buy | +9,007 | — | 9,007 | $256.00K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +6,561 | +1426.3% | 7,021 | $199.26K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +4,764 | +3.1% | 156,128 | $4.43M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +2,000 | +200000.0% | 2,001 | $56.80K | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Sell | -873 | -0.5% | 190,127 | $5.40M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +312 | — | 312 | $8.86K | Q2 2026 | Aug 13, 2026 |
| Sk Wealth Management, Llc | Buy | +42,432 | +15.8% | 311,247 | $8.92M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +10,364 | +93.5% | 21,448 | $608.70K | Q2 2026 | Aug 12, 2026 |
| Exchange Traded Concepts, Llc | Buy | +29,130 | +7.8% | 401,098 | $11.38M | Q2 2026 | Aug 11, 2026 |
| Sterling Financial Planning, Inc. | Buy | +2,159 | +13.5% | 18,093 | $513.48K | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, Llc | Buy | +1,427 | +0.3% | 470,837 | $13.43M | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | Buy | +7,468 | — | 7,468 | $211.95K | Q2 2026 | Aug 10, 2026 |
| Sittner & Nelson, Llc | Buy | +18,979 | +79.4% | 42,880 | $1.22M | Q2 2026 | Aug 07, 2026 |
| Dakota Wealth Management | Buy | +17,016 | +35.3% | 65,240 | $1.85M | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +13,814 | +45.0% | 44,483 | $1.26M | Q2 2026 | Aug 06, 2026 |
| Freedom Financial Partners Llc | Buy | +13,238 | +30.7% | 56,338 | $1.60M | Q2 2026 | Aug 06, 2026 |
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.