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C&S Infra OPP Active ETF (CSIO)

CUSIP: 19249U500 | NYSE | 18 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

RFG Advisory, LLC168,282
0.1% of portfolio›$4.5M
Centurion Wealth Management LLC164,550
1.1% of portfolio›$4.4M
Builder Investment Group Inc97,924
0.5% of portfolio›$2.6M
Commonwealth Equity Services, LLC71,713
0.0% of portfolio›$1.9M
LPL Financial LLC48,489
0.0% of portfolio›$1.3M
Sigma Planning Corp38,558
0.0% of portfolio›$1.0M
Financial Management Network Inc35,609
0.1% of portfolio›$965.0K
United Advisor Group, LLC35,056
0.1% of portfolio›$941.3K
Alchemi Wealth, LLC22,326
0.3% of portfolio›$599.5K
HUB Investment Partners, LLC12,882
0.0% of portfolio›$345.9K
Cordgrass Capital Advisors, LLC8,078
0.1% of portfolio›$216.9K
Epiq Partners, LLC7,907
0.1% of portfolio›$212.3K
StyleTurnoverLocationFiled
RFG Advisory, LLC
168,282$4.5M0.1%ETFLowBirmingham, AL2026-11-03
Centurion Wealth Management LLC
164,550$4.4M1.1%ETFMediumMclean, VA2026-10-13
Builder Investment Group Inc
97,924$2.6M0.5%GrowthVery LowAtlanta, GA2026-10-22
Commonwealth Equity Services, LLC
71,713$1.9M0.0%ETFLowWaltham, MA2026-11-02
LPL Financial LLC
48,489$1.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Sigma Planning Corp
38,558$1.0M0.0%CoreMediumAnn Arbor, MI2026-10-23
Financial Management Network Inc
35,609$965.0K0.1%ETFLowMission Viejo, CA2026-10-09
United Advisor Group, LLC
35,056$941.3K0.1%ETFLowCincinnati, OH2026-11-03
Alchemi Wealth, LLC
22,326$599.5K0.3%CoreLowEssex, CT2026-11-04
HUB Investment Partners, LLC
12,882$345.9K0.0%GrowthLowAustin, TX2026-11-03
Cordgrass Capital Advisors, LLC
8,078$216.9K0.1%CoreLowRaleigh, NC2026-10-30
Epiq Partners, LLC
7,907$212.3K0.1%YieldLowMinneapolis, MN2026-10-07