HolderBook

COHEN & STEERS ETF TRUST (CSNR)

Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.

31
Reporting holders
$61.4M
Reported value
0.0%
Held as options
+5
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

FilerValueShares Their book Held Change
Gradient Investments LLC$19.5M584,9870.27%6q-7.6%-$1.6M
RFG Advisory, LLC$18.9M566,5690.30%5q+150.6%+$11.4M
FINANCIAL MANAGEMENT NETWORK INC$3.0M87,5800.43%3q+47.2%+$965.6K
Waterloo Capital, L.P.$2.8M84,4400.16%2q-11.5%-$365.3K
DAYMARK WEALTH PARTNERS, LLC$2.3M68,0720.06%3q+50.0%+$757.7K
INSPIRION WEALTH ADVISORS, LLC$2.0M61,7900.23%3q+2.8%+$55.6K
COMMONWEALTH EQUITY SERVICES, LLC$1.4M41,7740.00%2q+64.9%+$548.9K
JANE STREET GROUP, LLC$1.3M38,5620.00%newNEW
Pinnacle Financial Partners, Inc.$1.3M38,5240.01%3q+17.4%+$191.0K
Sanctuary Advisors, LLC$1.0M30,5920.00%2q+117.6%+$552.0K
Sigma Planning Corp$941.2K28,1850.02%6qHELD
Paladin Wealth, LLC$899.6K26,9390.52%5q+1.4%+$12.2K
IFP Advisors, Inc$764.3K22,8860.01%2q+25.8%+$156.6K
Fifth Third Wealth Advisors LLC$655.0K19,6140.02%newNEW
Mills Wealth Advisors LLC$653.0K19,5530.21%2q+170.2%+$411.3K
Mattson Financial Services, LLC$643.3K18,8870.13%6q-10.3%-$74.3K
HighTower Advisors, LLC$624.4K18,6960.00%2q+235.1%+$438.0K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$600.1K17,6610.00%newNEW
Atria Investments, Inc$412.0K12,3380.00%2q+31.2%+$98.0K
Alchemi Wealth, LLC$333.8K9,9950.16%newNEW
CITADEL ADVISORS LLC$308.8K9,2470.00%newNEW
Prospera Financial Services Inc$302.8K9,0670.00%2q+25.2%+$61.0K
Visionary Wealth Advisors$289.6K8,6710.01%2q-4.7%-$14.1K
Sunrise Financial Services, LLC$161.9K4,8480.10%2q+7.1%+$10.7K
FIFTH THIRD BANCORP$93.5K2,8000.00%newNEW
JPMORGAN CHASE & CO$45.6K1,3620.00%4q+132.0%+$25.9K
COHEN & STEERS, INC.$19.7K590,0000.03%6q+0.9%
MORGAN STANLEY$17.6K5280.00%3q+956.0%+$16.0K
Blume Capital Management, Inc.$8.3K2500.00%3qHELD
TOTH FINANCIAL ADVISORY CORP$4.9K1470.00%2qHELD
UBS Group AG$2.4K710.00%newNEW
Cambridge Investment Research Advisors, Inc.$2.0K61,2880.00%2q+33.6%
Integrated Wealth Concepts LLC$1.2K360.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202631$61.4M1,834,67181640.0%
Q1 202626$61.0M1,621,679131120.0%
Q4 202517$32.8M1,063,4168430.0%
Q3 20258$23.3M801,6681320.0%
Q2 20259$21.2M802,7964140.0%
Q1 20256$17.0M683,3036000.0%