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CSNR Institutional Ownership

Cohen & Steers Natural Resources Active ETF
1W: -2.0% 1M: -6.7% 3M: +7.5% YTD: +15.8% 1Y: +25.1%
$36.29
+0.31 (+0.87%)
 
Weekly Expected Move ±2.1%
$35 $36 $36 $37 $38
ETF AMEX · AUM $60.3M

Institutional Ownership — CSNR

37
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
63M
Total Invested
8
New Positions
18
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (39 total)

# Holder Shares Value Change Change % Holding Period Filing
1 COHEN & STEERS, INC. 590,000 $21M +5,000 +0.9% 6Q SEC ↗
2 Gradient Investments LLC 584,987 $21M -48,027 -7.6% 6Q SEC ↗
3 RFG Advisory, LLC 566,569 $21M +340,515 +150.6% 5Q SEC ↗
4 FINANCIAL MANAGEMENT NETWORK INC 87,580 $3M +28,100 +47.2% 3Q SEC ↗
5 Waterloo Capital, L.P. 84,440 $3M -10,940 -11.5% 2Q SEC ↗
6 DAYMARK WEALTH PARTNERS, LLC 68,072 $2M +22,689 +50.0% 3Q SEC ↗
7 INSPIRION WEALTH ADVISORS, LLC 61,790 $2M +1,680 +2.8% 3Q SEC ↗
8 COMMONWEALTH EQUITY SERVICES, LLC 41,774 $2M +16,438 +64.9% 2Q SEC ↗
9 JANE STREET GROUP, LLC NEW 38,562 $1M — +0.0% 1Q SEC ↗
10 Pinnacle Financial Partners, Inc. 38,524 $1M +5,718 +17.4% 3Q SEC ↗
11 Brown Financial Advisors 31,239 $1M -3,949 -11.2% 6Q SEC ↗
12 Cambridge Investment Research Advisors 30,644 $1M -15,245 -33.2% 2Q SEC ↗
13 Sanctuary Advisors, LLC 30,592 $1M +16,530 +117.6% 2Q SEC ↗
14 Sigma Planning Corp 28,185 $1M +53 +0.2% 6Q SEC ↗
15 Paladin Wealth, LLC 26,939 $978K +364 +1.4% 5Q SEC ↗
16 IFP Advisors, Inc 22,886 $831K +4,689 +25.8% 2Q SEC ↗
17 Fifth Third Wealth Advisors LLC NEW 19,614 $712K — +0.0% 1Q SEC ↗
18 Mills Wealth Advisors LLC 19,553 $710K +12,316 +170.2% 2Q SEC ↗
19 Mattson Financial Services, LLC 18,887 $685K -2,180 -10.3% 6Q SEC ↗
20 HighTower Advisors, LLC 18,696 $678K +13,117 +235.1% 2Q SEC ↗
21 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 17,661 $641K — +0.0% 1Q SEC ↗
22 Atria Investments, Inc 12,338 $448K +2,936 +31.2% 2Q SEC ↗
23 Alchemi Wealth, LLC NEW 9,995 $363K — +0.0% 1Q SEC ↗
24 CITADEL ADVISORS LLC NEW 9,247 $336K — +0.0% 1Q SEC ↗
25 Prospera Financial Services Inc 9,067 $329K +1,826 +25.2% 2Q SEC ↗
26 Visionary Wealth Advisors 8,671 $315K -423 -4.7% 2Q SEC ↗
27 Sunrise Financial Services, LLC 4,848 $176K +320 +7.1% 2Q SEC ↗
28 FIFTH THIRD BANCORP NEW 2,800 $102K — +0.0% 1Q SEC ↗
29 JPMORGAN CHASE & CO 1,362 $49K +775 +132.0% 4Q SEC ↗
30 MORGAN STANLEY 528 $19K +478 +956.0% 3Q SEC ↗
31 Blume Capital Management, Inc. 250 $9K — +0.0% 3Q SEC ↗
32 TOTH FINANCIAL ADVISORY CORP 147 $5K — +0.0% 2Q SEC ↗
33 UBS Group AG NEW 71 $3K — +0.0% 1Q SEC ↗
34 Integrated Wealth Concepts LLC NEW 36 $1K — +0.0% 1Q SEC ↗
35 Bay Colony Advisory Group, Inc d/b/a B 0 $0K -6,462 -100.0% 1Q SEC ↗
36 Janney Montgomery Scott LLC 0 $0K -18,641 -100.0% 2Q SEC ↗
37 Greater Midwest Financial Group, LLC 0 $0K -250,318 -100.0% 1Q SEC ↗
38 A4 Wealth Advisors LLC 0 $0K -7,576 -100.0% 2Q SEC ↗
39 BANK OF AMERICA CORP /DE 0 $0K -375 -100.0% 1Q SEC ↗

Recent Activity

New Positions (8)
Sold Out (5)
Biggest Increases (18)
HolderAddedChange %Total Shares
RFG Advisory, LLC +340,515 +150.6% 566,569
FINANCIAL MANAGEMENT NETWORK INC +28,100 +47.2% 87,580
DAYMARK WEALTH PARTNERS, LLC +22,689 +50.0% 68,072
Sanctuary Advisors, LLC +16,530 +117.6% 30,592
COMMONWEALTH EQUITY SERVICES, LLC +16,438 +64.9% 41,774
HighTower Advisors, LLC +13,117 +235.1% 18,696
Mills Wealth Advisors LLC +12,316 +170.2% 19,553
Pinnacle Financial Partners, Inc. +5,718 +17.4% 38,524
COHEN & STEERS, INC. +5,000 +0.9% 590,000
IFP Advisors, Inc +4,689 +25.8% 22,886
Atria Investments, Inc +2,936 +31.2% 12,338
Prospera Financial Services Inc +1,826 +25.2% 9,067
INSPIRION WEALTH ADVISORS, LLC +1,680 +2.8% 61,790
JPMORGAN CHASE & CO +775 +132.0% 1,362
MORGAN STANLEY +478 +956.0% 528
Paladin Wealth, LLC +364 +1.4% 26,939
Sunrise Financial Services, LLC +320 +7.1% 4,848
Sigma Planning Corp +53 +0.2% 28,185
Biggest Decreases (6)
HolderReducedChange %Total Shares
Gradient Investments LLC -48,027 -7.6% 584,987
Cambridge Investment Research Advis -15,245 -33.2% 30,644
Waterloo Capital, L.P. -10,940 -11.5% 84,440
Brown Financial Advisors -3,949 -11.2% 31,239
Mattson Financial Services, LLC -2,180 -10.3% 18,887
Visionary Wealth Advisors -423 -4.7% 8,671

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