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CSIO Institutional Ownership

Cohen & Steers Infrastructure Opportunities Active ETF
1W: +0.3% 1M: -4.8% 3M: -4.8% YTD: +7.4%
$27.10
+0.36 (+1.35%)
 
Weekly Expected Move ±1.3%
$26 $27 $27 $27 $28
ETF AMEX · AUM $268.4M

Institutional Ownership — CSIO

16
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
9
New Positions
6
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (16 total)

# Holder Shares Value Change Change % Holding Period Filing
1 COHEN & STEERS, INC. 590,000 $16M +5,000 +0.9% 3Q SEC ↗
2 Centurion Wealth Management LLC 160,180 $4M -16,996 -9.6% 2Q SEC ↗
3 Brookwood Investment Group LLC NEW 108,213 $3M — +0.0% 1Q SEC ↗
4 BUILDER INVESTMENT GROUP INC /ADV 99,767 $3M +10,715 +12.0% 2Q SEC ↗
5 RFG Advisory, LLC NEW 62,059 $2M — +0.0% 1Q SEC ↗
6 LPL Financial LLC NEW 40,531 $1M — +0.0% 1Q SEC ↗
7 Sigma Planning Corp 38,853 $1M +128 +0.3% 2Q SEC ↗
8 FINANCIAL MANAGEMENT NETWORK INC NEW 32,077 $869K — +0.0% 1Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 25,537 $692K +11,442 +81.2% 2Q SEC ↗
10 JANE STREET GROUP, LLC NEW 24,845 $673K — +0.0% 1Q SEC ↗
11 United Advisor Group, LLC 24,041 $652K +12,028 +100.1% 2Q SEC ↗
12 CITADEL ADVISORS LLC NEW 22,353 $606K — +0.0% 1Q SEC ↗
13 Alchemi Wealth, LLC 20,477 $555K +11,335 +124.0% 2Q SEC ↗
14 Cordgrass Capital Advisors, LLC NEW 7,357 $199K — +0.0% 1Q SEC ↗
15 IMA Advisory Services, Inc. NEW 783 $21K — +0.0% 1Q SEC ↗
16 MORGAN STANLEY NEW 113 $3K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (9)
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (6)
HolderAddedChange %Total Shares
United Advisor Group, LLC +12,028 +100.1% 24,041
COMMONWEALTH EQUITY SERVICES, LLC +11,442 +81.2% 25,537
Alchemi Wealth, LLC +11,335 +124.0% 20,477
BUILDER INVESTMENT GROUP INC /ADV +10,715 +12.0% 99,767
COHEN & STEERS, INC. +5,000 +0.9% 590,000
Sigma Planning Corp +128 +0.3% 38,853
Biggest Decreases (1)
HolderReducedChange %Total Shares
Centurion Wealth Management LLC -16,996 -9.6% 160,180

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms