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C&S NAT Resources Active ETF (CSNR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
INCREASED
Shares940,669 from 566,569
Change+374,100 (+66%)
Value$34.0M (+$15.0M)
Filed 2026-11-03
Gradient Investments LLC
INCREASED
Shares602,558 from 584,987
Change+17,571 (+3%)
Value$21.8M (+$2.2M)
Filed 2026-10-08
Financial Management Network Inc
INCREASED
Shares95,925 from 87,580
Change+8,345 (+10%)
Value$3.5M (+$484.0K)
Filed 2026-10-09
Daymark Wealth Partners, LLC
INCREASED
Shares77,208 from 68,072
Change+9,136 (+13%)
Value$2.8M (+$514.1K)
Filed 2026-11-04
Inspirion Wealth Advisors, LLC
INCREASED
Shares67,007 from 61,790
Change+5,217 (+8%)
Value$2.4M (+$375.2K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
INCREASED
Shares55,157 from 41,774
Change+13,383 (+32%)
Value$2.0M (+$596.3K)
Filed 2026-11-02
Vaquero Private Wealth, LTD
NEW
Shares32,176
Change+32,176
Value$1.2M
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares29,629 from 22,886
Change+6,743 (+29%)
Value$1.1M (+$305.4K)
Filed 2026-10-16
Paladin Wealth, LLC
INCREASED
Shares28,641 from 26,939
Change+1,702 (+6%)
Value$1.0M (+$134.4K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares28,335 from 28,185
Change+150 (+1%)
Value$1.0M (+$81.7K)
Filed 2026-10-23
Fifth Third Wealth Advisors LLC
INCREASED
Shares20,838 from 19,614
Change+1,224 (+6%)
Value$752.3K (+$97.3K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,261 from 17,661
Change+2,600 (+15%)
Value$749.7K (+$149.6K)
Filed 2026-10-13
Mills Wealth Advisors LLC
INCREASED
Shares19,859 from 19,553
Change+306 (+2%)
Value$716.9K (+$64.0K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
NEW
Shares19,326
Change+19,326
Value$697.7K
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares13,788 from 12,338
Change+1,450 (+12%)
Value$497.8K (+$85.8K)
Filed 2026-10-15
Alchemi Wealth, LLC
INCREASED
Shares12,041 from 9,995
Change+2,046 (+20%)
Value$434.7K (+$100.9K)
Filed 2026-11-04
Embree Financial Group
NEW
Shares11,170
Change+11,170
Value$403.3K
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares11,139 from 9,067
Change+2,072 (+23%)
Value$409.5K (+$106.7K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,406 from 30,644
Change-20,238 (-66%)
Value$376.0K (-$647.0K)
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares9,044 from 8,671
Change+373 (+4%)
Value$326.5K (+$36.9K)
Filed 2026-11-04
Sunrise Financial Services, LLC
INCREASED
Shares5,704 from 4,848
Change+856 (+18%)
Value$205.9K (+$44.0K)
Filed 2026-10-21
Blume Capital Management, Inc.
INCREASED
Shares3,455 from 250
Change+3,205 (+1282%)
Value$124.7K (+$116.4K)
Filed 2026-10-26
Fifth Third Bancorp
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$101.1K (+$7.6K)
Filed 2026-11-05
Toth Financial Advisory Corp
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$5.3K (+$397)
Filed 2026-10-08
Cohen & Steers, Inc.
N/A
Shares— from 590,000
Change-590,000 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 84,440
Change-84,440 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 38,562
Change-38,562 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 38,524
Change-38,524 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 31,239
Change-31,239 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 30,592
Change-30,592 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 18,887
Change-18,887 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 18,696
Change-18,696 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,247
Change-9,247 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 528
Change-528 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
UBS Group AG
N/A
Shares— from 71
Change-71 (-100%)
Value—
Status
RFG Advisory, LLC
INCREASED940,669566,569+374,100+66%$18.9M$34.0M+$15.0M2026-11-03
Gradient Investments LLC
INCREASED602,558584,987+17,571+3%$19.5M$21.8M+$2.2M2026-10-08
Financial Management Network Inc
INCREASED95,92587,580+8,345+10%$3.0M$3.5M+$484.0K2026-10-09
Daymark Wealth Partners, LLC
INCREASED77,20868,072+9,136+13%$2.3M$2.8M+$514.1K2026-11-04
Inspirion Wealth Advisors, LLC
INCREASED67,00761,790+5,217+8%$2.0M$2.4M+$375.2K2026-10-09
Commonwealth Equity Services, LLC
INCREASED55,15741,774+13,383+32%$1.4M$2.0M+$596.3K2026-11-02
Vaquero Private Wealth, LTD
NEW32,176—+32,176——$1.2M—2026-10-27
IFP Advisors, Inc
INCREASED29,62922,886+6,743+29%$764.3K$1.1M+$305.4K2026-10-16
Paladin Wealth, LLC
INCREASED28,64126,939+1,702+6%$899.6K$1.0M+$134.4K2026-10-23
Sigma Planning Corp
INCREASED28,33528,185+150+1%$941.2K$1.0M+$81.7K2026-10-23
Fifth Third Wealth Advisors LLC
INCREASED20,83819,614+1,224+6%$655.0K$752.3K+$97.3K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED20,26117,661+2,600+15%$600.1K$749.7K+$149.6K2026-10-13
Mills Wealth Advisors LLC
INCREASED19,85919,553+306+2%$653.0K$716.9K+$64.0K2026-10-22
B. Riley Wealth Advisors, Inc.
NEW19,326—+19,326——$697.7K—2026-10-13
Atria Investments, Inc
INCREASED13,78812,338+1,450+12%$412.0K$497.8K+$85.8K2026-10-15
Alchemi Wealth, LLC
INCREASED12,0419,995+2,046+20%$333.8K$434.7K+$100.9K2026-11-04
Embree Financial Group
NEW11,170—+11,170——$403.3K—2026-10-22
Prospera Financial Services Inc
INCREASED11,1399,067+2,072+23%$302.8K$409.5K+$106.7K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED10,40630,644-20,238-66%$1.0M$376.0K-$647.0K2026-11-02
Visionary Wealth Advisors
INCREASED9,0448,671+373+4%$289.6K$326.5K+$36.9K2026-11-04
Sunrise Financial Services, LLC
INCREASED5,7044,848+856+18%$161.9K$205.9K+$44.0K2026-10-21
Blume Capital Management, Inc.
INCREASED3,455250+3,205+1282%$8.3K$124.7K+$116.4K2026-10-26
Fifth Third Bancorp
UNCHANGED2,8002,80000%$93.5K$101.1K+$7.6K2026-11-05
Toth Financial Advisory Corp
UNCHANGED14714700%$4.9K$5.3K+$3972026-10-08
Cohen & Steers, Inc.
N/A—590,000-590,000-100%$19.7M———
Waterloo Capital, L.P.
N/A—84,440-84,440-100%$2.8M———
Jane Street Group, LLC
N/A—38,562-38,562-100%$1.3M———
Pinnacle Financial Partners, Inc.
N/A—38,524-38,524-100%$1.3M———
Brown Financial Advisors
N/A—31,239-31,239-100%$1.0M———
Sanctuary Advisors, LLC
N/A—30,592-30,592-100%$1.0M———
Mattson Financial Services, LLC
N/A—18,887-18,887-100%$643.3K———
HighTower Advisors, LLC
N/A—18,696-18,696-100%$624.4K———
Citadel Advisors LLC
N/A—9,247-9,247-100%$308.8K———
JPMorgan Chase & Co
N/A—1,362-1,362-100%$45.6K———
Morgan Stanley
N/A—528-528-100%$17.6K———
BFC Planning, Inc.
N/A—200-200-100%$6.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—200-200-100%$6.7K———
UBS Group AG
N/A—71-71-100%$2.4K———
Showing 38 of 38 institutions