CSEN Institutional Ownership
Cohen & Steers Future of Energy Active ETF
1W: +0.8%
1M: -2.5%
3M: +7.7%
YTD: +3.1%
$25.34
+0.32 (+1.29%)
Weekly Expected Move ±2.3%
$24
$25
$25
$26
$27
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CSEN
38
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
123M
Total Invested
38
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (38 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tanglewood Wealth Management, Inc. NEW | 1,334,706 | $34M | — | +0.0% | 1Q | SEC ↗ |
| 2 | MORGAN STANLEY NEW | 778,673 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE NEW | 725,818 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA NEW | 330,416 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Blume Capital Management, Inc. NEW | 305,375 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 6 | LPL Financial LLC NEW | 209,484 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 7 | ForthRight Wealth Management, LLC NEW | 168,195 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP NEW | 161,701 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC NEW | 129,851 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Pinnacle Financial Partners, Inc. NEW | 108,456 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 107,605 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Arkadios Wealth Advisors NEW | 104,207 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 13 | BLVD Private Wealth, LLC NEW | 92,615 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | UBS Group AG NEW | 89,772 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors NEW | 89,096 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC NEW | 64,586 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Mutual Advisors, LLC NEW | 54,124 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Range Advisory, LLC NEW | 42,132 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 37,962 | $962K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Cetera Investment Advisers NEW | 28,155 | $713K | — | +0.0% | 1Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC NEW | 26,228 | $665K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Fifth Third Securities, Inc. NEW | 26,109 | $662K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Merit Financial Group, LLC NEW | 22,977 | $582K | — | +0.0% | 1Q | SEC ↗ |
| 24 | MTM FINANCIAL GROUP, LLC NEW | 19,301 | $489K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Savvy Advisors, Inc. NEW | 18,081 | $458K | — | +0.0% | 1Q | SEC ↗ |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 17,863 | $453K | — | +0.0% | 1Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC NEW | 13,780 | $349K | — | +0.0% | 1Q | SEC ↗ |
| 28 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 13,192 | $334K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. NEW | 13,104 | $332K | — | +0.0% | 1Q | SEC ↗ |
| 30 | HighTower Advisors, LLC NEW | 12,444 | $315K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Pettinga Financial Advisors LLC NEW | 11,355 | $288K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Gilman Hill Asset Management, LLC NEW | 10,550 | $267K | — | +0.0% | 1Q | SEC ↗ |
| 33 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW | 10,498 | $266K | — | +0.0% | 1Q | SEC ↗ |
| 34 | FIFTH THIRD BANCORP NEW | 5,274 | $134K | — | +0.0% | 1Q | SEC ↗ |
| 35 | IFP Advisors, Inc NEW | 4,621 | $117K | — | +0.0% | 1Q | SEC ↗ |
| 36 | HARBOUR INVESTMENTS, INC. NEW | 3,703 | $94K | — | +0.0% | 1Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. NEW | 3,616 | $92K | — | +0.0% | 1Q | SEC ↗ |
| 38 | FMR LLC NEW | 793 | $20K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Tanglewood Wealth Management, Inc. | 1,334,706 | $34M |
| MORGAN STANLEY | 778,673 | $20M |
| BANK OF AMERICA CORP /DE | 725,818 | $18M |
| ROYAL BANK OF CANADA | 330,416 | $8M |
| Blume Capital Management, Inc. | 305,375 | $8M |
| LPL Financial LLC | 209,484 | $5M |
| ForthRight Wealth Management, LLC | 168,195 | $4M |
| STIFEL FINANCIAL CORP | 161,701 | $4M |
| RAYMOND JAMES FINANCIAL INC | 129,851 | $3M |
| Pinnacle Financial Partners, Inc. | 108,456 | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 107,605 | $3M |
| Arkadios Wealth Advisors | 104,207 | $3M |
| BLVD Private Wealth, LLC | 92,615 | $2M |
| UBS Group AG | 89,772 | $2M |
| Cambridge Investment Research Advis | 89,096 | $2M |
| CITADEL ADVISORS LLC | 64,586 | $2M |
| Mutual Advisors, LLC | 54,124 | $1M |
| Range Advisory, LLC | 42,132 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 37,962 | $962K |
| Cetera Investment Advisers | 28,155 | $713K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.