C&S FUT OF ENERGY ACTIVE ETF (CSEN) Institutional Shareholders
C&S FUT OF ENERGY ACTIVE ETF (CSEN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $118.64M in CSEN holdings during the latest filing period.
Tanglewood Wealth Management, Inc. is currently the largest disclosed institutional shareholder of CSEN tracked by InsiderSet, reporting ownership valued at approximately $31.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.00M, representing an estimated gain of +7.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed CSEN value among the investors covered in this analysis. Major shareholders include Tanglewood Wealth Management, Inc., Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in C&S FUT OF ENERGY ACTIVE ETF (CSEN).
This page ranks the largest institutional CSEN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$118.64M
Largest Holder
Tanglewood Wealth Management, Inc.
Largest Position
$31.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tanglewood Wealth Management, Inc. | 2.69% | 1,334,706 | $31,569,949 | $33,996,297 | +$2,426,348 | +7.69% | |
| Morgan Stanley | 0.00% | 778,673 | $18,418,030 | $19,833,580 | +$1,415,550 | +7.69% | |
| Bank Of America Corp | 0.00% | 725,818 | $17,167,774 | $18,487,310 | +$1,319,536 | +7.69% | |
| Royal Bank Of Canada | 0.00% | 330,416 | $7,815,000 | $8,416,026 | +$601,026 | +7.69% | |
| Blume Capital Management, Inc. | 1.07% | 305,375 | $7,223,066 | $7,778,207 | +$555,141 | +7.69% | |
| Lpl Financial Llc | 0.00% | 209,484 | $4,954,949 | $5,335,767 | +$380,818 | +7.69% | |
| Forthright Wealth Management, Llc | 1.02% | 168,195 | $3,978,333 | $4,284,095 | +$305,762 | +7.69% | |
| Stifel Financial Corp | 0.00% | 161,701 | $3,824,715 | $4,118,686 | +$293,971 | +7.69% | |
| Raymond James Financial Inc | 0.00% | 129,851 | $3,071,379 | $3,307,435 | +$236,056 | +7.69% | |
| Pinnacle Financial Partners, Inc. | 0.02% | 108,456 | $2,565,320 | $2,762,483 | +$197,163 | +7.69% | |
| Commonwealth Equity Services, Llc | 0.00% | 107,605 | $2,545,190 | $2,740,807 | +$195,617 | +7.69% | |
| Arkadios Wealth Advisors | 0.04% | 104,207 | $2,464,819 | $2,654,256 | +$189,437 | +7.69% | |
| Blvd Private Wealth, Llc | 1.63% | 92,615 | $2,190,632 | $2,358,997 | +$168,365 | +7.69% | |
| Ubs Group Ag | 0.00% | 89,772 | $2,123,377 | $2,286,583 | +$163,206 | +7.69% | |
| Citadel Advisors Llc | 0.00% | 64,586 | $1,527,659 | $1,645,070 | +$117,411 | +7.69% | |
| Mutual Advisors, Llc | 0.02% | 54,124 | $1,280,200 | $1,378,592 | +$98,392 | +7.69% | |
| Susquehanna International Group, Llp | 0.00% | 37,962 | $897,919 | $966,930 | +$69,011 | +7.69% | |
| Cetera Investment Advisers | 0.00% | 28,155 | $665,953 | $717,136 | +$51,183 | +7.69% | |
| Envestnet Asset Management Inc | 0.00% | 26,228 | $620,373 | $668,053 | +$47,680 | +7.69% | |
| Fifth Third Securities, Inc. | 0.04% | 26,109 | $617,559 | $665,022 | +$47,463 | +7.69% | |
| Merit Financial Group, Llc | 0.00% | 22,977 | $543,477 | $585,247 | +$41,770 | +7.69% | |
| Savvy Advisors, Inc. | 0.01% | 18,081 | $427,672 | $460,541 | +$32,869 | +7.69% | |
| Ameriprise Financial Inc | 0.00% | 13,780 | $325,940 | $350,990 | +$25,050 | +7.69% | |
| Independent Financial Group, Llc | 0.01% | 13,192 | $312,032 | $336,013 | +$23,981 | +7.69% | |
| Rockefeller Capital Management L.P. | 0.00% | 13,104 | $309,954 | $333,772 | +$23,818 | +7.68% | |
| Pettinga Financial Advisors Llc | 0.04% | 11,355 | $268,581 | $289,223 | +$20,642 | +7.69% | |
| Gilman Hill Asset Management, Llc | 0.03% | 10,550 | $249,540 | $268,719 | +$19,179 | +7.69% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 10,498 | $248,310 | $267,395 | +$19,085 | +7.69% | |
| Fifth Third Bancorp | 0.00% | 5,274 | $124,746 | $134,334 | +$9,588 | +7.69% | |
| Ifp Advisors, Inc | 0.00% | 4,621 | $109,301 | $117,701 | +$8,400 | +7.69% | |
| Harbour Investments, Inc. | 0.00% | 3,703 | $87,587 | $94,319 | +$6,732 | +7.69% | |
| Osaic Holdings, Inc. | 0.00% | 3,616 | $85,518 | $92,103 | +$6,585 | +7.70% | |
| Fmr Llc | 0.00% | 793 | $18,757 | $20,199 | +$1,442 | +7.69% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 89,096 | $2,107 | $2,269,364 | +$2,267,257 | +107605.94% |
Frequently asked questions about CSEN
Who owns the most CSEN stock?
The largest holders of CSEN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for C&S FUT OF ENERGY ACTIVE ETF (CSEN).
Is CSEN widely held by superinvestors?
Many widely followed stocks like CSEN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSEN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.