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C&S Infra OPP Active ETF (CSIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
INCREASED
Shares168,282 from 62,059
Change+106,223 (+171%)
Value$4.5M (+$2.7M)
Filed 2026-11-03
Centurion Wealth Management LLC
INCREASED
Shares164,550 from 160,180
Change+4,370 (+3%)
Value$4.4M (-$155.1K)
Filed 2026-10-13
Builder Investment Group Inc
DECREASED
Shares97,924 from 99,767
Change-1,843 (-2%)
Value$2.6M (-$219.2K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares71,713 from 25,537
Change+46,176 (+181%)
Value$1.9M (+$1.2M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares48,489 from 40,531
Change+7,958 (+20%)
Value$1.3M (+$144.7K)
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares38,558 from 38,853
Change-295 (-1%)
Value$1.0M (-$74.0K)
Filed 2026-10-23
Financial Management Network Inc
INCREASED
Shares35,609 from 32,077
Change+3,532 (+11%)
Value$965.0K (+$41.8K)
Filed 2026-10-09
United Advisor Group, LLC
INCREASED
Shares35,056 from 24,041
Change+11,015 (+46%)
Value$941.3K (+$254.9K)
Filed 2026-11-03
Alchemi Wealth, LLC
INCREASED
Shares22,326 from 20,477
Change+1,849 (+9%)
Value$599.5K (+$14.8K)
Filed 2026-11-04
HUB Investment Partners, LLC
NEW
Shares12,882
Change+12,882
Value$345.9K
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
INCREASED
Shares8,078 from 7,357
Change+721 (+10%)
Value$216.9K (+$6.8K)
Filed 2026-10-30
Epiq Partners, LLC
NEW
Shares7,907
Change+7,907
Value$212.3K
Filed 2026-10-07
Cohen & Steers, Inc.
N/A
Shares— from 590,000
Change-590,000 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 108,213
Change-108,213 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,845
Change-24,845 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,353
Change-22,353 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 783
Change-783 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 113
Change-113 (-100%)
Value—
Status
RFG Advisory, LLC
INCREASED168,28262,059+106,223+171%$1.8M$4.5M+$2.7M2026-11-03
Centurion Wealth Management LLC
INCREASED164,550160,180+4,370+3%$4.6M$4.4M-$155.1K2026-10-13
Builder Investment Group Inc
DECREASED97,92499,767-1,843-2%$2.8M$2.6M-$219.2K2026-10-22
Commonwealth Equity Services, LLC
INCREASED71,71325,537+46,176+181%$729.2K$1.9M+$1.2M2026-11-02
LPL Financial LLC
INCREASED48,48940,531+7,958+20%$1.2M$1.3M+$144.7K2026-11-06
Sigma Planning Corp
DECREASED38,55838,853-295-1%$1.1M$1.0M-$74.0K2026-10-23
Financial Management Network Inc
INCREASED35,60932,077+3,532+11%$923.2K$965.0K+$41.8K2026-10-09
United Advisor Group, LLC
INCREASED35,05624,041+11,015+46%$686.5K$941.3K+$254.9K2026-11-03
Alchemi Wealth, LLC
INCREASED22,32620,477+1,849+9%$584.7K$599.5K+$14.8K2026-11-04
HUB Investment Partners, LLC
NEW12,882—+12,882——$345.9K—2026-11-03
Cordgrass Capital Advisors, LLC
INCREASED8,0787,357+721+10%$210.1K$216.9K+$6.8K2026-10-30
Epiq Partners, LLC
NEW7,907—+7,907——$212.3K—2026-10-07
Cohen & Steers, Inc.
N/A—590,000-590,000-100%$16.8M———
Brookwood Investment Group LLC
N/A—108,213-108,213-100%$3.1M———
Jane Street Group, LLC
N/A—24,845-24,845-100%$709.4K———
Citadel Advisors LLC
N/A—22,353-22,353-100%$638.2K———
IMA Advisory Services, Inc.
N/A—783-783-100%$22.4K———
Morgan Stanley
N/A—113-113-100%$3.2K———
Showing 18 of 18 institutions