C&S REAL ESTATE ACTIVE ETF (CSRE) Institutional Shareholders
C&S REAL ESTATE ACTIVE ETF (CSRE) 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 $337.36M in CSRE holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of CSRE tracked by InsiderSet, reporting ownership valued at approximately $24.93M 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 $24.18M, representing an estimated loss of -3.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed CSRE value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Compound Planning, Inc., Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in C&S REAL ESTATE ACTIVE ETF (CSRE).
This page ranks the largest institutional CSRE 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
85
Total Reported Value
$337.36M
Largest Holder
Raymond James Financial Inc
Largest Position
$24.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 878,492 | $24,931,603 | $24,184,885 | -$746,718 | -3.00% | |
| Compound Planning, Inc. | 0.63% | 852,343 | $24,189,502 | $23,465,003 | -$724,499 | -3.00% | |
| Royal Bank Of Canada | 0.00% | 715,277 | $20,300,000 | $19,691,576 | -$608,424 | -3.00% | |
| Bank Of America Corp | 0.00% | 675,711 | $19,176,681 | $18,602,324 | -$574,357 | -3.00% | |
| First Foundation Advisors | 0.61% | 593,307 | $16,838,041 | $16,333,742 | -$504,299 | -2.99% | |
| Benjamin Edwards Inc | 0.15% | 571,512 | $16,219,280 | $15,733,725 | -$485,555 | -2.99% | |
| Private Wealth Asset Management, Llc | 1.29% | 470,837 | $13,428,196 | $12,962,143 | -$466,053 | -3.47% | |
| D.A. Davidson & Co. | 0.07% | 430,658 | $12,222,087 | $11,856,015 | -$366,072 | -3.00% | |
| Nixon Peabody Trust Co | 0.84% | 417,073 | $11,836,532 | $11,482,020 | -$354,512 | -3.00% | |
| Exchange Traded Concepts, Llc | 0.06% | 401,098 | $11,383,161 | $11,042,228 | -$340,933 | -3.00% | |
| Capital Analysts, Llc | 0.26% | 394,362 | $11,192,000 | $10,856,786 | -$335,214 | -3.00% | |
| Osaic Holdings, Inc. | 0.01% | 372,254 | $10,565,029 | $10,248,153 | -$316,876 | -3.00% | |
| Sk Wealth Management, Llc | 2.01% | 311,247 | $8,924,998 | $8,568,630 | -$356,368 | -3.99% | |
| Sanctuary Advisors, Llc | 0.04% | 289,556 | $8,217,605 | $7,971,477 | -$246,128 | -3.00% | |
| Apollon Wealth Management, Llc | 0.10% | 282,576 | $8,019,518 | $7,779,317 | -$240,201 | -3.00% | |
| New England Capital Financial Advisors Llc | 1.70% | 251,152 | $7,127,687 | $6,914,215 | -$213,472 | -2.99% | |
| Rfg Advisory, Llc | 0.10% | 226,267 | $6,421,446 | $6,229,131 | -$192,315 | -2.99% | |
| Envestnet Asset Management Inc | 0.00% | 225,972 | $6,413,085 | $6,221,009 | -$192,076 | -3.00% | |
| Ascension Capital Advisors, Inc. | 1.67% | 209,272 | $5,939,139 | $5,761,258 | -$177,881 | -3.00% | |
| United Advisor Group, Llc | 0.58% | 191,597 | $5,437,537 | $5,274,665 | -$162,872 | -3.00% | |
| Visionary Wealth Advisors | 0.21% | 190,127 | $5,395,792 | $5,234,196 | -$161,596 | -2.99% | |
| Integrity Financial Corp | 2.39% | 176,295 | $5,003,254 | $4,853,401 | -$149,853 | -3.00% | |
| Veracity Capital Llc | 1.34% | 174,237 | $4,944,836 | $4,796,745 | -$148,091 | -2.99% | |
| Rfg - Bristol Wealth Advisors, Llc | 1.16% | 169,605 | $4,813,395 | $4,669,226 | -$144,169 | -3.00% | |
| Mariner, Llc | 0.00% | 156,128 | $4,430,926 | $4,298,204 | -$132,722 | -3.00% | |
| Susquehanna International Group, Llp | 0.00% | 149,053 | $4,230,124 | $4,103,429 | -$126,695 | -3.00% | |
| Able Financial Group, Llc | 0.65% | 135,945 | $3,858,119 | $3,742,566 | -$115,553 | -3.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 135,030 | $3,832,161 | $3,717,376 | -$114,785 | -3.00% | |
| Blume Capital Management, Inc. | 0.48% | 115,141 | $3,267,702 | $3,169,832 | -$97,870 | -3.00% | |
| Janney Montgomery Scott Llc | 0.01% | 110,573 | $3,138,000 | $3,044,075 | -$93,925 | -2.99% | |
| Valeo Financial Advisors, Llc | 0.06% | 98,064 | $2,783,055 | $2,699,702 | -$83,353 | -3.00% | |
| Hhm Wealth Advisors, Llc | 0.26% | 91,071 | $2,584,595 | $2,507,185 | -$77,410 | -3.00% | |
| Daymark Wealth Partners, Llc | 0.06% | 90,917 | $2,580,229 | $2,502,945 | -$77,284 | -3.00% | |
| William Mack & Associates, Inc. | 0.91% | 90,804 | $2,577,018 | $2,499,834 | -$77,184 | -3.00% | |
| Jane Street Group, Llc | 0.00% | 84,015 | $2,384,346 | $2,312,933 | -$71,413 | -3.00% | |
| Beacon Pointe Advisors, Llc | 0.01% | 68,119 | $1,933,218 | $1,875,316 | -$57,902 | -3.00% | |
| Oak Wealth Advisors Llc | 0.87% | 64,200 | $1,822,003 | $1,767,426 | -$54,577 | -3.00% | |
| Financially In Tune, Llc | 1.49% | 65,762 | $1,728,229 | $1,810,428 | +$82,199 | +4.76% | |
| Oppenheimer & Co Inc | 0.02% | 56,537 | $1,604,520 | $1,556,464 | -$48,056 | -3.00% | |
| Freedom Financial Partners Llc | 0.52% | 56,338 | $1,598,867 | $1,550,985 | -$47,882 | -2.99% | |
| Ifp Advisors, Inc | 0.02% | 46,610 | $1,322,792 | $1,283,173 | -$39,619 | -3.00% | |
| Citadel Advisors Llc | 0.00% | 45,607 | $1,294,327 | $1,255,561 | -$38,766 | -3.00% | |
| Bank Of New York Mellon Corp | 0.00% | 44,483 | $1,262,422 | $1,224,617 | -$37,805 | -2.99% | |
| Sittner & Nelson, Llc | 0.38% | 42,880 | $1,216,935 | $1,180,486 | -$36,449 | -3.00% | |
| Mills Wealth Advisors Llc | 0.36% | 40,366 | $1,145,576 | $1,111,276 | -$34,300 | -2.99% | |
| Red Mountain Financial, Llc | 0.91% | 38,153 | $1,082,784 | $1,050,352 | -$32,432 | -3.00% | |
| Bourgeon Capital Management Llc | 0.16% | 37,304 | $1,058,688 | $1,026,979 | -$31,709 | -3.00% | |
| Arbor Capital Management Inc | 0.98% | 33,695 | $995,903 | $927,623 | -$68,280 | -6.86% | |
| Rockefeller Capital Management L.P. | 0.00% | 33,681 | $955,895 | $927,238 | -$28,657 | -3.00% | |
| Hbw Advisory Services Llc | 0.08% | 32,681 | $927,496 | $899,708 | -$27,788 | -3.00% |
Frequently asked questions about CSRE
Who owns the most CSRE stock?
The largest holders of CSRE 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 REAL ESTATE ACTIVE ETF (CSRE).
Is CSRE widely held by superinvestors?
Many widely followed stocks like CSRE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSRE 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.