COHEN & STEERS ETF TRUST (CSIO)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
15
Reporting holders
$19.1M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Centurion Wealth Management LLC | $4.6M | 160,180 | 1.09% | 2q | -9.6%-$485.3K |
| Brookwood Investment Group LLC | $3.1M | 108,213 | 0.35% | new | NEW |
| BUILDER INVESTMENT GROUP INC /ADV | $2.8M | 99,767 | 0.56% | 2q | +12.0%+$305.9K |
| RFG Advisory, LLC | $1.8M | 62,059 | 0.03% | new | NEW |
| LPL Financial LLC | $1.2M | 40,531 | 0.00% | new | NEW |
| Sigma Planning Corp | $1.1M | 38,853 | 0.03% | 2q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $923.2K | 32,077 | 0.13% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $729.2K | 25,537 | 0.00% | 2q | +81.2%+$326.7K |
| JANE STREET GROUP, LLC | $709.4K | 24,845 | 0.00% | new | NEW |
| United Advisor Group, LLC | $686.5K | 24,041 | 0.07% | 2q | +100.1%+$343.4K |
| CITADEL ADVISORS LLC | $638.2K | 22,353 | 0.00% | new | NEW |
| Alchemi Wealth, LLC | $584.7K | 20,477 | 0.27% | 2q | +124.0%+$323.7K |
| Cordgrass Capital Advisors, LLC | $210.1K | 7,357 | 0.08% | new | NEW |
| IMA Advisory Services, Inc. | $22.4K | 783 | 0.00% | new | NEW |
| COHEN & STEERS, INC. | $16.8K | 590,000 | 0.03% | 3q | +0.9% |
| MORGAN STANLEY | $3.2K | 113 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $19.1M | 667,186 | 9 | 4 | 1 | 0.0% |
| Q1 2026 | 6 | $9.4M | 340,203 | 6 | 0 | 0 | 0.0% |
| Q4 2025 | 2 | $2.1M | 684,900 | 2 | 0 | 0 | 0.0% |