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C&S FUT of Energy Active ETF (CSEN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blume Capital Management, Inc.
UNCHANGED
Shares305,375 from 305,375
Change0 (0%)
Value$7.6M (+$342.3K)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares268,073 from 209,484
Change+58,589 (+28%)
Value$6.6M (+$1.7M)
Filed 2026-11-06
ForthRight Wealth Management, LLC
DECREASED
Shares161,882 from 168,195
Change-6,313 (-4%)
Value$4.0M (+$32.1K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares142,687 from 107,605
Change+35,082 (+33%)
Value$3.5M (+$989.7K)
Filed 2026-11-02
Blvd Private Wealth, LLC
INCREASED
Shares96,411 from 92,615
Change+3,796 (+4%)
Value$2.4M (+$197.9K)
Filed 2026-10-14
Clear Trail Advisors, LLC
NEW
Shares77,604
Change+77,604
Value$1.9M
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares35,194 from 89,096
Change-53,902 (-60%)
Value$872.0K (+$869.9K)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares27,588 from 26,109
Change+1,479 (+6%)
Value$683.5K (+$65.9K)
Filed 2026-10-21
Indivisible Partners
NEW
Shares16,908
Change+16,908
Value$418.9K
Filed 2026-10-26
Pettinga Financial Advisors LLC
DECREASED
Shares10,859 from 11,355
Change-496 (-4%)
Value$269.0K (+$439)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares10,736 from 13,192
Change-2,456 (-19%)
Value$266.0K (-$46.1K)
Filed 2026-10-13
Gilman Hill Asset Management, LLC
DECREASED
Shares9,750 from 10,550
Change-800 (-8%)
Value$241.5K (-$8.0K)
Filed 2026-10-13
CX Institutional
NEW
Shares8,993
Change+8,993
Value$223
Filed 2026-10-02
Concurrent Investment Advisors, LLC
NEW
Shares8,415
Change+8,415
Value$208.5K
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares6,530 from 5,274
Change+1,256 (+24%)
Value$161.8K (+$37.0K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares4,634 from 4,621
Change+13 (+0%)
Value$114.8K (+$5.5K)
Filed 2026-10-16
Farther Finance Advisors, LLC
NEW
Shares1,267
Change+1,267
Value$31.4K
Filed 2026-10-08
Central Trust Co
NEW
Shares1,000
Change+1,000
Value$24.8K
Filed 2026-11-05
Lanark Financial, Inc.
NEW
Shares522
Change+522
Value$12.9K
Filed 2026-10-26
Tanglewood Wealth Management, Inc.
CLOSED
Shares0 from 1,334,706
Change-1,334,706 (-100%)
Value$0 (-$31.6M)
Filed 2026-10-23
Merit Financial Group, LLC
CLOSED
Shares0 from 22,977
Change-22,977 (-100%)
Value$0 (-$543.5K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 778,673
Change-778,673 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 725,818
Change-725,818 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 330,416
Change-330,416 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 161,701
Change-161,701 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 129,851
Change-129,851 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 108,456
Change-108,456 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 104,207
Change-104,207 (-100%)
Value—
UBS Group AG
N/A
Shares— from 89,772
Change-89,772 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 64,586
Change-64,586 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 54,124
Change-54,124 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 42,132
Change-42,132 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,962
Change-37,962 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 28,155
Change-28,155 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 26,228
Change-26,228 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 19,301
Change-19,301 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 18,081
Change-18,081 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 17,863
Change-17,863 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,780
Change-13,780 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,104
Change-13,104 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,444
Change-12,444 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,498
Change-10,498 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
FMR LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Status
Blume Capital Management, Inc.
UNCHANGED305,375305,37500%$7.2M$7.6M+$342.3K2026-10-26
LPL Financial LLC
INCREASED268,073209,484+58,589+28%$5.0M$6.6M+$1.7M2026-11-06
ForthRight Wealth Management, LLC
DECREASED161,882168,195-6,313-4%$4.0M$4.0M+$32.1K2026-11-06
Commonwealth Equity Services, LLC
INCREASED142,687107,605+35,082+33%$2.5M$3.5M+$989.7K2026-11-02
Blvd Private Wealth, LLC
INCREASED96,41192,615+3,796+4%$2.2M$2.4M+$197.9K2026-10-14
Clear Trail Advisors, LLC
NEW77,604—+77,604——$1.9M—2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED35,19489,096-53,902-60%$2.1K$872.0K+$869.9K2026-11-02
Fifth Third Securities, Inc.
INCREASED27,58826,109+1,479+6%$617.6K$683.5K+$65.9K2026-10-21
Indivisible Partners
NEW16,908—+16,908——$418.9K—2026-10-26
Pettinga Financial Advisors LLC
DECREASED10,85911,355-496-4%$268.6K$269.0K+$4392026-10-13
Independent Financial Group, LLC
DECREASED10,73613,192-2,456-19%$312.0K$266.0K-$46.1K2026-10-13
Gilman Hill Asset Management, LLC
DECREASED9,75010,550-800-8%$249.5K$241.5K-$8.0K2026-10-13
CX Institutional
NEW8,993—+8,993——$223—2026-10-02
Concurrent Investment Advisors, LLC
NEW8,415—+8,415——$208.5K—2026-10-16
Fifth Third Bancorp
INCREASED6,5305,274+1,256+24%$124.7K$161.8K+$37.0K2026-11-05
IFP Advisors, Inc
INCREASED4,6344,621+13+0%$109.3K$114.8K+$5.5K2026-10-16
Farther Finance Advisors, LLC
NEW1,267—+1,267——$31.4K—2026-10-08
Central Trust Co
NEW1,000—+1,000——$24.8K—2026-11-05
Lanark Financial, Inc.
NEW522—+522——$12.9K—2026-10-26
Tanglewood Wealth Management, Inc.
CLOSED01,334,706-1,334,706-100%$31.6M$0-$31.6M2026-10-23
Merit Financial Group, LLC
CLOSED022,977-22,977-100%$543.5K$0-$543.5K2026-11-06
Morgan Stanley
N/A—778,673-778,673-100%$18.4M———
Bank of America Corp
N/A—725,818-725,818-100%$17.2M———
Royal Bank of Canada
N/A—330,416-330,416-100%$7.8M———
Stifel Financial Corp
N/A—161,701-161,701-100%$3.8M———
Raymond James Financial Inc
N/A—129,851-129,851-100%$3.1M———
Pinnacle Financial Partners, Inc.
N/A—108,456-108,456-100%$2.6M———
Arkadios Wealth Advisors
N/A—104,207-104,207-100%$2.5M———
UBS Group AG
N/A—89,772-89,772-100%$2.1M———
Citadel Advisors LLC
N/A—64,586-64,586-100%$1.5M———
Mutual Advisors, LLC
N/A—54,124-54,124-100%$1.3M———
Range Advisory, LLC
N/A—42,132-42,132-100%$996.5K———
Susquehanna International Group, LLP
N/A—37,962-37,962-100%$897.9K———
Cetera Investment Advisers
N/A—28,155-28,155-100%$666.0K———
Envestnet Asset Management Inc
N/A—26,228-26,228-100%$620.4K———
MTM Financial Group, LLC
N/A—19,301-19,301-100%$444.9K———
Savvy Advisors, Inc.
N/A—18,081-18,081-100%$427.7K———
Northwestern Mutual Wealth Management Co
N/A—17,863-17,863-100%$422.5K———
Ameriprise Financial Inc
N/A—13,780-13,780-100%$325.9K———
Rockefeller Capital Management L.P.
N/A—13,104-13,104-100%$310.0K———
HighTower Advisors, LLC
N/A—12,444-12,444-100%$294.3K———
O'shaughnessy Asset Management, LLC
N/A—10,498-10,498-100%$248.3K———
Harbour Investments, Inc.
N/A—3,703-3,703-100%$87.6K———
Osaic Holdings, Inc.
N/A—3,616-3,616-100%$85.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,405-3,405-100%$80.5K———
FMR LLC
N/A—793-793-100%$18.8K———
Showing 46 of 46 institutions