C&S NAT Resources Active ETF (CSNR)

CUSIP: 19249U302 | NYSE | 45 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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RFG Advisory, LLC940,669

0.5% of portfolio$34.0M

Gradient Investments LLC602,558

0.3% of portfolio$21.8M

Financial Management Network Inc95,925

0.5% of portfolio$3.5M

Daymark Wealth Partners, LLC77,208

0.1% of portfolio$2.8M

Inspirion Wealth Advisors, LLC67,007

0.3% of portfolio$2.4M

Commonwealth Equity Services, LLC55,157

0.0% of portfolio$2.0M

Vaquero Private Wealth, LTD32,176

0.2% of portfolio$1.2M

IFP Advisors, Inc29,629

0.0% of portfolio$1.1M

Paladin Wealth, LLC28,641

0.6% of portfolio$1.0M

Sigma Planning Corp28,335

0.0% of portfolio$1.0M

Fifth Third Wealth Advisors LLC20,838

0.0% of portfolio$752.3K

Wealth Enhancement Advisory Services, LLC20,261

0.0% of portfolio$749.7K

Mills Wealth Advisors LLC19,859

0.2% of portfolio$716.9K

B. Riley Wealth Advisors, Inc.19,326

0.0% of portfolio$697.7K

Atria Investments, Inc13,788

0.0% of portfolio$497.8K

Alchemi Wealth, LLC12,041

0.2% of portfolio$434.7K

Embree Financial Group11,170

0.0% of portfolio$403.3K

Prospera Financial Services Inc11,139

0.0% of portfolio$409.5K

Cambridge Investment Research Advisors, Inc.10,406

0.0% of portfolio$376.0K

Visionary Wealth Advisors9,044

0.0% of portfolio$326.5K

Sunrise Financial Services, LLC5,704

0.1% of portfolio$205.9K

Blume Capital Management, Inc.3,455

0.0% of portfolio$124.7K

Fifth Third Bancorp2,800

0.0% of portfolio$101.1K

Toth Financial Advisory Corp147

0.0% of portfolio$5.3K

				Style	Turnover	Location	Filed
RFG Advisory, LLC	940,669	$34.0M	0.5%	ETF	Medium	Birmingham, AL	2026-11-03
Gradient Investments LLC	602,558	$21.8M	0.3%	Core	Medium	Arden Hills, MN	2026-10-08
Financial Management Network Inc	95,925	$3.5M	0.5%	ETF	Low	Mission Viejo, CA	2026-10-09
Daymark Wealth Partners, LLC	77,208	$2.8M	0.1%	Core	Low	Cincinnati, OH	2026-11-04
Inspirion Wealth Advisors, LLC	67,007	$2.4M	0.3%	ETF	Medium	Libertyville, IL	2026-10-09
Commonwealth Equity Services, LLC	55,157	$2.0M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Vaquero Private Wealth, LTD	32,176	$1.2M	0.2%	ETF	N/A	Dallas, TX	2026-10-27
IFP Advisors, Inc	29,629	$1.1M	0.0%	Growth	Low	Tampa, FL	2026-10-16
Paladin Wealth, LLC	28,641	$1.0M	0.6%	Core	Low	Arden Hills, MN	2026-10-23
Sigma Planning Corp	28,335	$1.0M	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Fifth Third Wealth Advisors LLC	20,838	$752.3K	0.0%	Index	Very Low	Cincinnati, OH	2026-10-22
Wealth Enhancement Advisory Services, LLC	20,261	$749.7K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Mills Wealth Advisors LLC	19,859	$716.9K	0.2%	ETF	Medium	Southlake, TX	2026-10-22
B. Riley Wealth Advisors, Inc.	19,326	$697.7K	0.0%	Growth	Low	Memphis, TN	2026-10-13
Atria Investments, Inc	13,788	$497.8K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Alchemi Wealth, LLC	12,041	$434.7K	0.2%	Core	Low	Essex, CT	2026-11-04
Embree Financial Group	11,170	$403.3K	0.0%	ETF	Low	Chicago, IL	2026-10-22
Prospera Financial Services Inc	11,139	$409.5K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Cambridge Investment Research Advisors, Inc.	10,406	$376.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Visionary Wealth Advisors	9,044	$326.5K	0.0%	ETF	Low	O'Fallon, IL	2026-11-04
Sunrise Financial Services, LLC	5,704	$205.9K	0.1%	ETF	Medium	Burien, WA	2026-10-21
Blume Capital Management, Inc.	3,455	$124.7K	0.0%	Core	Medium	Berkeley, CA	2026-10-26
Fifth Third Bancorp	2,800	$101.1K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Toth Financial Advisory Corp	147	$5.3K	0.0%	Core	Low	Leesburg, VA	2026-10-08