CSNR institutional holders

Cohen & Steers Natural Resources Active ETF · 34 reporting institutions · $62.4M reported value

Institutional holdings

Institutions reporting CSNR, largest first
InstitutionReported positionAdvisors at firmReport period
Gradient Investments, LLC$19.5M312026-06-30
Rfg Advisory, LLC$18.9M1912026-06-30
Financial Management Network Inc$3M212026-06-30
Waterloo Capital, LP$2.8M572026-06-30
Daymark Wealth Partners, LLC$2.3M372026-06-30
Inspirion Wealth Advisors, LLC$2M102026-06-30
Commonwealth Equity Services, LLC$1.4M2,8632026-06-30
Jane Street Group, LLC$1.3M02026-06-30
Pinnacle Financial Partners, Inc.$1.3M02026-06-30
Brown Financial Advisors$1M32026-06-30
Sanctuary Advisors, LLC$1M4012026-06-30
Sigma Planning Corp$941.2K4742026-06-30
Paladin Wealth, LLC$899.6K82026-06-30
Ifp Advisors, Inc$764.3K3182026-06-30
Fifth Third Wealth Advisors LLC$655K662026-06-30
Mills Wealth Advisors, LLC$653K72026-06-30
Mattson Financial Services, LLC$643.3K92026-06-30
Hightower Advisors, LLC$624.4K1,0462026-06-30
Wealth Enhancement Advisory Services, LLC$600.1K1,0262026-06-30
Atria Investments, Inc$412K62026-06-30
Alchemi Wealth, LLC$333.8K62026-06-30
Citadel Advisors LLC$308.8K02026-06-30
Prospera Financial Services, Inc.$302.8K2702026-06-30
Visionary Wealth Advisors$289.6K462026-06-30
Sunrise Financial Services, LLC$161.9K32026-06-30
Fifth Third Bancorp$93.5K02026-06-30
Jpmorgan Chase & Co$45.6K02026-06-30
Cohen & Steers, Inc.$19.7K02026-06-30
Morgan Stanley$17.6K23,1852026-06-30
Blume Capital Management, Inc.$8.3K42026-06-30
Toth Financial Advisory Corp$4.9K102026-06-30
UBS Group AG$2.4K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.7K3,9402026-03-31
Integrated Wealth Concepts LLC$1.2K4802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30