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C&S Real Estate Active ETF (CSRE)

CUSIP: 19249U104 | NYSE | 112 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

D.A. Davidson & Co.672,265
0.1% of portfolio›$17.9M
Exchange Traded Concepts, LLC448,677
0.0% of portfolio›$12.0M
Nixon Peabody Trust Co424,446
0.7% of portfolio›$11.3M
Apollon Wealth Management, LLC361,704
0.1% of portfolio›$9.7M
RFG Advisory, LLC329,139
0.1% of portfolio›$8.8M
New England Capital Financial Advisors LLC253,306
1.6% of portfolio›$6.8M
United Advisor Group, LLC200,793
0.5% of portfolio›$5.4M
Visionary Wealth Advisors195,879
0.2% of portfolio›$5.2M
Able Financial Group, LLC185,473
0.8% of portfolio›$5.0M
Veracity Capital LLC185,339
1.3% of portfolio›$4.9M
RFG - Bristol Wealth Advisors, LLC179,380
1.1% of portfolio›$4.8M
Commonwealth Equity Services, LLC159,144
0.0% of portfolio›$4.2M
Blume Capital Management, Inc.112,373
0.4% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.107,201
0.0% of portfolio›$2.9M
Valeo Financial Advisors, LLC104,582
0.1% of portfolio›$2.8M
William Mack & Associates, Inc.101,413
0.8% of portfolio›$2.7M
Daymark Wealth Partners, LLC94,295
0.1% of portfolio›$2.5M
Oppenheimer & Co Inc91,043
0.0% of portfolio›$2.4M
Quantum Financial Planning Services, Inc.82,832
0.6% of portfolio›$2.2M
Planning Strategies Inc.81,286
1.3% of portfolio›$2.2M
Mills Wealth Advisors LLC68,854
0.6% of portfolio›$1.8M
Freedom Financial Partners LLC67,468
0.6% of portfolio›$1.8M
IFP Advisors, Inc63,348
0.0% of portfolio›$1.7M
Integrated Advisors Network LLC43,740
0.1% of portfolio›$1.2M
PCA Investment Advisory Services Inc.41,158
0.3% of portfolio›$1.1M
Clayton Financial Group LLC40,177
0.6% of portfolio›$1.1M
Red Mountain Financial, LLC39,076
0.9% of portfolio›$1.0M
Bourgeon Capital Management LLC35,101
0.1% of portfolio›$937.2K
HBW Advisory Services LLC34,437
0.1% of portfolio›$919.5K
Wealth Enhancement Advisory Services, LLC30,987
0.0% of portfolio›$826.7K
Creative Planning30,513
0.0% of portfolio›$814.7K
Farther Finance Advisors, LLC26,807
0.0% of portfolio›$715.7K
Syntegra Private Wealth Group, LLC26,448
0.1% of portfolio›$706.2K
MBE Wealth Management, LLC25,698
0.2% of portfolio›$686.1K
Ballew Advisors, Inc24,937
0.3% of portfolio›$666.1K
Kestra Private Wealth Services, LLC23,973
0.0% of portfolio›$640.1K
Alchemi Wealth, LLC22,515
0.3% of portfolio›$601.2K
Atria Investments, Inc21,544
0.0% of portfolio›$575.2K
Apollon Financial, LLC21,119
0.1% of portfolio›$563.9K
NWF Advisory Services Inc.19,846
0.0% of portfolio›$529.9K
Sterling Financial Planning, Inc.19,634
0.1% of portfolio›$524.2K
Bill Few Associates, Inc.15,421
0.1% of portfolio›$411.7K
Krilogy Financial LLC13,400
0.0% of portfolio›$367.2K
Walleye Partners, LLC12,935
0.4% of portfolio›$345.4K
Prime Capital Investment Advisors, LLC11,220
0.0% of portfolio›$299.6K
Ellis Investment Partners, LLC10,333
0.0% of portfolio›$275.9K
Sheets Smith Wealth Management9,127
0.0% of portfolio›$243.7K
Sunpointe, LLC8,247
0.1% of portfolio›$220.2K
Independence Asset Advisors, LLC8,118
0.1% of portfolio›$216.7K
Financial Management Network Inc8,087
0.0% of portfolio›$216.0K
Parkside Financial Bank & Trust5,437
0.0% of portfolio›$145.2K
IFS Advisors, LLC5,408
0.0% of portfolio›$144.4K
Cordgrass Capital Advisors, LLC3,654
0.0% of portfolio›$97.6K
1620 Investment Advisors, Inc.2,825
0.0% of portfolio›$75.4K
Cassaday & Co Wealth Management LLC52
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
D.A. Davidson & Co.
672,265$17.9M0.1%CoreLowGreat Falls, MT2026-10-28
Exchange Traded Concepts, LLC
448,677$12.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Nixon Peabody Trust Co
424,446$11.3M0.7%GrowthLowBoston, MA2026-10-23
Apollon Wealth Management, LLC
361,704$9.7M0.1%GrowthLowMount Pleasant, SC2026-10-23
RFG Advisory, LLC
329,139$8.8M0.1%ETFMediumBirmingham, AL2026-11-03
New England Capital Financial Advisors LLC
253,306$6.8M1.6%ETFLowMeriden, CT2026-11-03
United Advisor Group, LLC
200,793$5.4M0.5%ETFLowCincinnati, OH2026-11-03
Visionary Wealth Advisors
195,879$5.2M0.2%ETFLowO'Fallon, IL2026-11-04
Able Financial Group, LLC
185,473$5.0M0.8%ETFLowScottsdale, AZ2026-10-14
Veracity Capital LLC
185,339$4.9M1.3%GrowthLowAtlanta, GA2026-10-08
RFG - Bristol Wealth Advisors, LLC
179,380$4.8M1.1%ETFLowTaunton, MA2026-10-09
Commonwealth Equity Services, LLC
159,144$4.2M0.0%ETFLowWaltham, MA2026-11-02
Blume Capital Management, Inc.
112,373$3.0M0.4%CoreMediumBerkeley, CA2026-10-26
Cambridge Investment Research Advisors, Inc.
107,201$2.9M0.0%ETFLowFairfield, IA2026-11-02
Valeo Financial Advisors, LLC
104,582$2.8M0.1%ETFLowCarmel, IN2026-10-08
William Mack & Associates, Inc.
101,413$2.7M0.8%ETFLowTroy, MI2026-10-27
Daymark Wealth Partners, LLC
94,295$2.5M0.1%CoreLowCincinnati, OH2026-11-04
Oppenheimer & Co Inc
91,043$2.4M0.0%CoreLowNew York, NY2026-10-26
Quantum Financial Planning Services, Inc.
82,832$2.2M0.6%ETFVery LowSpokane, WA2026-10-14
Planning Strategies Inc.
81,286$2.2M1.3%ETFN/ALancaster, PA2026-10-02
Mills Wealth Advisors LLC
68,854$1.8M0.6%ETFMediumSouthlake, TX2026-10-22
Freedom Financial Partners LLC
67,468$1.8M0.6%ETFLowOakdale, MN2026-10-19
IFP Advisors, Inc
63,348$1.7M0.0%GrowthLowTampa, FL2026-10-16
Integrated Advisors Network LLC
43,740$1.2M0.1%GrowthMediumDallas, TX2026-10-20
PCA Investment Advisory Services Inc.
41,158$1.1M0.3%ETFVery LowCincinnati, OH2026-10-13
Clayton Financial Group LLC
40,177$1.1M0.6%ETFLowSt. Louis, MO2026-10-13
Red Mountain Financial, LLC
39,076$1.0M0.9%ETFLowFort Collins, CO2026-11-03
Bourgeon Capital Management LLC
35,101$937.2K0.1%CoreMediumDarien, CT2026-10-19
HBW Advisory Services LLC
34,437$919.5K0.1%ETFMediumSimi Valley, CA2026-10-15
Wealth Enhancement Advisory Services, LLC
30,987$826.7K0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
30,513$814.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Farther Finance Advisors, LLC
26,807$715.7K0.0%IndexLowSan Francisco, CA2026-10-08
Syntegra Private Wealth Group, LLC
26,448$706.2K0.1%ETFLowChesterfield, MO2026-10-13
MBE Wealth Management, LLC
25,698$686.1K0.2%ETFVery LowTomah, WI2026-10-26
Ballew Advisors, Inc
24,937$666.1K0.3%ETFLowJackson, MS2026-10-05
Kestra Private Wealth Services, LLC
23,973$640.1K0.0%GrowthLowAustin, TX2026-10-30
Alchemi Wealth, LLC
22,515$601.2K0.3%CoreLowEssex, CT2026-11-04
Atria Investments, Inc
21,544$575.2K0.0%CoreMediumCharlotte, NC2026-10-15
Apollon Financial, LLC
21,119$563.9K0.1%ETFVery LowMount Pleasant, SC2026-10-23
NWF Advisory Services Inc.
19,846$529.9K0.0%GARPLowLos Angeles, CA2026-10-19
Sterling Financial Planning, Inc.
19,634$524.2K0.1%ETFVery LowSparta, NJ2026-10-28
Bill Few Associates, Inc.
15,421$411.7K0.1%CoreVery LowSewickley, PA2026-10-09
Krilogy Financial LLC
13,400$367.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Walleye Partners, LLC
12,935$345.4K0.4%ValueLowMadison, WI2026-10-13
Prime Capital Investment Advisors, LLC
11,220$299.6K0.0%ETFLowOverland Park, KS2026-10-20
Ellis Investment Partners, LLC
10,333$275.9K0.0%ETFLowBerwyn, PA2026-10-21
Sheets Smith Wealth Management
9,127$243.7K0.0%CoreLowWinston-Salem, NC2026-10-16
Sunpointe, LLC
8,247$220.2K0.1%GrowthMediumSt. Louis, MO2026-10-22
Independence Asset Advisors, LLC
8,118$216.7K0.1%ETFVery LowWynnewood,, PA2026-10-23
Financial Management Network Inc
8,087$216.0K0.0%ETFLowMission Viejo, CA2026-10-09
Parkside Financial Bank & Trust
5,437$145.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFS Advisors, LLC
5,408$144.4K0.0%ETFLowOverland Park, KS2026-10-14
Cordgrass Capital Advisors, LLC
3,654$97.6K0.0%CoreLowRaleigh, NC2026-10-30
1620 Investment Advisors, Inc.
2,825$75.4K0.0%ValueLowPlymouth, MA2026-11-04
Cassaday & Co Wealth Management LLC
52$1.4K0.0%ETFVery LowMclean, VA2026-10-27