How many institutions own CSRE stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CSRE shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Cohen & Steers Real Estate Active ETF stock?

VISIONARY WEALTH ADVISORS, in the last quarter, reduced its stake in CSRE by -0.46% restricting it's holding to 190.13 thousand shares of worth nearly $5.40M. TEVIS INVESTMENT MANAGEMENT also lessened -10.16% of the CSRE shares from its portfolio, reducing its holding to 24.84 thousand shares of worth $705.04K. CLAYTON FINANCIAL GROUP LLC also shunned CSRE shares holding by -10.28% last quarter which brought its holding to 27.49 thousand shares worth $780.12K.

Investors who are buying CSRE stock?

As per its latest 13F filing, BANK OF NEW YORK MELLON CORP increased its stake in CSRE by 45.04% in the last quarter. The institutional holder raised its holding to 44.48 thousand shares having worth more than $1.26M. ABLE FINANCIAL GROUP, LLC also added 28.1% more shares of CSRE to its portfolio, raising its holding to 135.95 thousand shares of worth $3.86M. MARINER, LLC also increased its CSRE shares holding by 3.15% which brought its holding to 156.13 thousand shares worth $4.43M.

CSRE's major insiders: who are they?

The insider with the most stakes in CSRE is N/A , N/A at the company. Additionally, CSRE stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell CSRE stock?

Company executives, directors, and other insiders own N/A percent of Cohen & Steers Real Estate Active ETF's stock. Within the last six months, there have been 0 transaction(s) in which CSRE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CSRE stock?

There have been 0 transaction(s) during the past 6-months in which Cohen & Steers Real Estate Active ETF insiders have bought stock, totalling 0 shares

How much of CSRE does insiders own?

Around 0 Cohen & Steers Real Estate Active ETF shares are held by insiders, which represents about N/A of CSRE stock.

Who is the insider with the largest stake?

CSRE N/A, N/A holds the largest portfolio of the company's shares. CSRE shares owned by N/A total nearly -.

Which institution holds the most shares in CSRE?

VISIONARY WEALTH ADVISORS is the largest institutional owner in CSRE which holds 190.13 thousand shares worth $5.40M or 8.09% of the total CSRE shares outstanding followed by BANK OF NEW YORK MELLON CORP with ownership of 44.48 thousand shares representing 1.89% of the CSRE ownership. ABLE FINANCIAL GROUP, LLC is the third largest stakeholder with 135.95 thousand shares or 5.78% of the ownership worth more than $3.86M.

Is Cohen & Steers Real Estate Active ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CSRE is concerned, it is a stock which is not optionable.

Is there a short position on CSRE's shares?

Number of CSRE shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CSRE shares are there?

As of today, null shares of CSRE are outstanding.

Is there many float in CSRE stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CSRE has null shares in float.

CSRE short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CSRE is null.

Cohen & Steers Real Estate Active ETF (CSRE) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. VISIONARY WEALTH ADVISORS is the top corporate investor, holding 190.13K shares valued at $5.40M. A 8.09% stake in Cohen & Steers Real Estate Active ETF is owned by the company. BANK OF NEW YORK MELLON CORP owns 44.48K shares valued at $1.26M, which translates its holding of 1.89% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	VISIONARY WEALTH ADVISORS	8.09%	190.13K	5.4M	-873	-0.46%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.89%	44.48K	1.26M	13.81K	+45.04%
Jun 30, 2026	ABLE FINANCIAL GROUP, LLC	5.78%	135.95K	3.86M	29.82K	+28.10%
Jun 30, 2026	MARINER, LLC	6.64%	156.13K	4.43M	4.76K	+3.15%
Jun 30, 2026	RED MOUNTAIN FINANCIAL, LLC	1.62%	38.15K	1.08M	5.29K	+16.08%
Jun 30, 2026	MILLS WEALTH ADVISORS LLC	1.72%	40.37K	1.15M	40.37K	+100.00%
Jun 30, 2026	PLANNING STRATEGIES INC.	3.34%	78.55K	2.23M	78.55K	+100.00%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	8.15%	191.6K	5.44M	18.88K	+10.93%
Jun 30, 2026	PRIVATE WEALTH ASSET MANAGEMENT, LLC	20.02%	470.84K	13.43M	1.43K	+0.30%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	12.32%	289.56K	8.22M	47.47K	+19.61%
Jun 30, 2026	SK WEALTH MANAGEMENT, LLC	13.24%	311.25K	8.92M	42.43K	+15.78%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	14.53%	341.65K	9.7M	52.12K	+18.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	15.83%	372.25K	10.57M	71.79K	+23.89%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	16.77%	394.36K	11.19M	217.39K	+122.84%
Jun 30, 2026	FIRST FOUNDATION ADVISORS	25.23%	593.31K	16.84M	387.47K	+188.24%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	28.74%	675.71K	19.18M	290.66K	+75.49%
Jun 30, 2026	ROYAL BANK OF CANADA	30.42%	715.28K	20.3M	88.44K	+14.11%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	37.36%	878.49K	24.93M	820.28K	+1,409.13%
Jun 30, 2026	SITTNER & NELSON, LLC	1.82%	42.88K	1.22M	18.98K	+79.41%
Jun 30, 2026	OPPENHEIMER & CO INC	2.4%	56.54K	1.6M	56.54K	+100.00%
Jun 30, 2026	OAK WEALTH ADVISORS LLC	2.73%	64.2K	1.82M	1.45K	+2.31%
Jun 30, 2026	DAKOTA WEALTH MANAGEMENT	2.77%	65.24K	1.85M	17.02K	+35.29%
Jun 30, 2026	WILLIAM MACK & ASSOCIATES, INC.	3.86%	90.8K	2.58M	55.81K	+159.48%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	6.34%	149.05K	4.23M	149.05K	+100.00%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	2.9%	68.12K	1.93M	68.12K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	9.61%	225.97K	6.41M	192.52K	+575.43%
Jun 30, 2026	EXCHANGE TRADED CONCEPTS, LLC	17.06%	401.1K	11.38M	29.13K	+7.83%
Jun 30, 2026	NIXON PEABODY TRUST CO	17.74%	417.07K	11.84M	24.51K	+6.24%
Jun 30, 2026	BENJAMIN EDWARDS INC	24.31%	571.51K	16.22M	104.47K	+22.37%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	36.25%	852.34K	24.19M	78.31K	+10.12%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	1.01%	23.77K	674.58K	1.24K	+5.49%
Jun 30, 2026	MBE WEALTH MANAGEMENT, LLC	1.04%	24.4K	692.59K	24.4K	+100.00%
Jun 30, 2026	TEVIS INVESTMENT MANAGEMENT	1.06%	24.84K	705.04K	-2.81K	-10.16%
Jun 30, 2026	PCA INVESTMENT ADVISORY SERVICES INC.	1.1%	25.98K	737.17K	11.53K	+79.82%
Jun 30, 2026	CLAYTON FINANCIAL GROUP LLC	1.17%	27.49K	780.12K	-3.15K	-10.28%
Jun 30, 2026	HBW ADVISORY SERVICES LLC	1.39%	32.68K	927.5K	7.75K	+31.08%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.43%	33.68K	955.9K	21.84K	+184.52%
Jun 30, 2026	ARBOR CAPITAL MANAGEMENT INC /ADV	1.43%	33.7K	995.9K	-5.61K	-14.28%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.52%	35.67K	1.01M	35.67K	+100.00%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	3.87%	90.92K	2.58M	2.36K	+2.67%
Jun 30, 2026	HHM WEALTH ADVISORS, LLC	3.87%	91.07K	2.58M	33.66K	+58.64%
Jun 30, 2026	BLUME CAPITAL MANAGEMENT, INC.	4.9%	115.14K	3.27M	700	+0.61%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	5.74%	135.03K	3.83M	10.83K	+8.72%
Jun 30, 2026	INTEGRITY FINANCIAL CORP /WA	7.5%	176.3K	5M	10.27K	+6.18%
Jun 30, 2026	ASCENSION CAPITAL ADVISORS, INC.	8.9%	209.27K	5.94M	15.75K	+8.14%
Jun 30, 2026	RFG ADVISORY, LLC	9.62%	226.27K	6.42M	98.64K	+77.28%
Jun 30, 2026		3.34%	78.55K	2.23M	78.55K	+100.00%
Jun 30, 2026	FREEDOM FINANCIAL PARTNERS LLC	2.4%	56.34K	1.6M	13.24K	+30.71%
Jun 30, 2026	BOURGEON CAPITAL MANAGEMENT LLC	1.59%	37.3K	1.06M	37.3K	+100.00%
Jun 30, 2026	NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC	10.68%	251.15K	7.13M	8.85K	+3.65%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	12.02%	282.58K	8.02M	183.52K	+185.26%
Jun 30, 2026	D.A. DAVIDSON & CO.	18.32%	430.66K	12.22M	30.42K	+7.60%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	43.89%	1.03M	29.29M	1.03M	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	1.94%	45.61K	1.29M	-240.76K	-84.07%
Jun 30, 2026	IFP ADVISORS, INC	1.98%	46.61K	1.32M	7.37K	+18.77%
Jun 30, 2026	JANE STREET GROUP, LLC	3.57%	84.02K	2.38M	-136.7K	-61.93%
Jun 30, 2026	VALEO FINANCIAL ADVISORS, LLC	4.17%	98.06K	2.78M	677	+0.70%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	4.7%	110.57K	3.14M	4.69K	+4.43%
Jun 30, 2026	RFG - BRISTOL WEALTH ADVISORS, LLC	7.21%	169.61K	4.81M	621	+0.37%
Jun 30, 2026	VERACITY CAPITAL LLC	7.41%	174.24K	4.94M	174.24K	+100.00%
Mar 31, 2026	BENJAMIN EDWARDS INC	19.86%	467.05K	12.27M	467.05K	+100.00%
Mar 31, 2026	MARINER, LLC	6.44%	151.36K	3.98M	151.36K	+100.00%
Mar 31, 2026	ARBOR CAPITAL MANAGEMENT INC /ADV	1.67%	39.31K	1.09M	-1.25K	-3.08%
Mar 31, 2026	SITTNER & NELSON, LLC	1.02%	23.9K	628.12K	9.66K	+67.82%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	32.92%	774.03K	20.34M	172.48K	+28.67%
Mar 31, 2026	ROYAL BANK OF CANADA	26.66%	626.84K	16.47M	82.84K	+15.23%
Mar 31, 2026	ABLE FINANCIAL GROUP, LLC	4.51%	106.13K	2.79M	106.13K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	4.5%	105.88K	2.78M	33.53K	+46.34%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.48%	58.21K	1.53M	58.21K	+100.00%
Mar 31, 2026	RFG ADVISORY, LLC	5.43%	127.63K	3.35M	3.89K	+3.14%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	5.28%	124.2K	3.26M	67.1K	+117.49%
Mar 31, 2026	BLUME CAPITAL MANAGEMENT, INC.	4.87%	114.44K	3.01M	39.12K	+51.93%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	4.21%	99.06K	2.6M	99.06K	+100.00%
Mar 31, 2026	VALEO FINANCIAL ADVISORS, LLC	4.14%	97.39K	2.56M	39.92K	+69.47%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	3.77%	88.55K	2.33M	19.45K	+28.15%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	3.55%	83.42K	2.19M	83.42K	+100.00%
Mar 31, 2026	OAK WEALTH ADVISORS LLC	2.67%	62.75K	1.65M	48.68K	+346.10%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	2.05%	48.22K	1.27M	48.22K	+100.00%
Mar 31, 2026	FREEDOM FINANCIAL PARTNERS LLC	1.83%	43.1K	1.13M	43.1K	+100.00%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.84%	19.85K	521.55K	3.6K	+22.17%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.81%	19.02K	502.24K	19.02K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.75%	17.75K	466.47K	17.75K	+100.00%
Mar 31, 2026	HHM WEALTH ADVISORS, LLC	2.44%	57.41K	1.51M	57.41K	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	1.67%	39.25K	1.03M	8.25K	+26.60%
Mar 31, 2026		1.49%	35K	919.67K	22.67K	+183.87%
Mar 31, 2026	PRIVATE WEALTH ASSET MANAGEMENT, LLC	19.96%	469.41K	12.34M	235.4K	+100.60%
Mar 31, 2026	D.A. DAVIDSON & CO.	17.02%	400.24K	10.52M	2.46K	+0.62%
Mar 31, 2026	NIXON PEABODY TRUST CO	16.7%	392.56K	10.32M	392.56K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.42%	33.46K	879.23K	33.46K	+100.00%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.89%	20.87K	548.54K	0	0
Mar 31, 2026	COHEN & STEERS, INC.	16.69%	392.5K	10.32M	-387.5K	-49.68%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	16.38%	385.05K	10.12M	384.83K	+178,992.09%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	15.82%	371.97K	9.78M	22.33K	+6.39%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	12.78%	300.46K	7.9M	100.88K	+50.55%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	12.31%	289.53K	7.61M	138.65K	+91.89%
Mar 31, 2026	CITADEL ADVISORS LLC	12.18%	286.37K	7.53M	286.37K	+100.00%
Mar 31, 2026	SK WEALTH MANAGEMENT, LLC	11.43%	268.82K	7.24M	8.22K	+3.16%
Mar 31, 2026	NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC	10.31%	242.3K	6.37M	86.56K	+55.58%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	10.3%	242.09K	6.36M	50.37K	+26.27%
Mar 31, 2026	JANE STREET GROUP, LLC	9.39%	220.71K	5.8M	170.32K	+337.94%
Mar 31, 2026	FIRST FOUNDATION ADVISORS	8.75%	205.84K	5.41M	205.84K	+100.00%
Mar 31, 2026	ASCENSION CAPITAL ADVISORS, INC.	8.23%	193.52K	5.09M	107.87K	+125.94%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	8.12%	191K	5.02M	164.14K	+610.96%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	7.53%	176.97K	4.65M	95.25K	+116.57%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	7.35%	172.72K	4.54M	56.81K	+49.01%
Mar 31, 2026	RFG - BRISTOL WEALTH ADVISORS, LLC	7.19%	168.98K	4.44M	38.61K	+29.61%
Mar 31, 2026	INTEGRITY FINANCIAL CORP /WA	7.06%	166.03K	4.36M	6.62K	+4.15%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.3%	30.67K	805.99K	30.67K	+100.00%
Mar 31, 2026	CLAYTON FINANCIAL GROUP LLC	1.3%	30.64K	805.12K	3.78K	+14.09%
Mar 31, 2026	TEVIS INVESTMENT MANAGEMENT	1.18%	27.65K	726.72K	852	+3.18%
Mar 31, 2026	RED MOUNTAIN FINANCIAL, LLC	1.4%	32.87K	863.76K	-503	-1.51%
Mar 31, 2026	HBW ADVISORY SERVICES LLC	1.06%	24.93K	655.23K	332	+1.35%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.96%	22.53K	592.19K	6.89K	+44.08%
Dec 31, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	1.72%	40.56K	1.04M	899	+2.27%
Dec 31, 2025	SK WEALTH MANAGEMENT, LLC	11.08%	260.59K	6.82M	126.57K	+94.44%
Dec 31, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	9.95%	234.01K	5.97M	234.01K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	8.49%	199.58K	5.09M	60.49K	+43.49%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	8.15%	191.72K	4.89M	80.1K	+71.76%
Dec 31, 2025	D.A. DAVIDSON & CO.	16.92%	397.79K	10.15M	165.96K	+71.59%
Dec 31, 2025	ARMOR INVESTMENT ADVISORS, LLC	0%	0	-	-122.09K	-100.00%
Dec 31, 2025	INTEGRITY FINANCIAL CORP /WA	6.78%	159.41K	4.07M	18.39K	+13.04%
Dec 31, 2025	1620 INVESTMENT ADVISORS, INC.	0.1%	2.46K	62.87K	1.95K	+374.76%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	3.48%	81.72K	2.09M	52.84K	+182.95%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.45%	10.55K	269.28K	178	+1.72%
Dec 31, 2025	KRILOGY FINANCIAL LLC	0.44%	10.3K	268.13K	66	+0.65%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.38%	9.03K	230.39K	893	+10.97%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-13	-100.00%
Dec 31, 2025	COHEN & STEERS, INC.	33.17%	780K	19.9M	-20K	-2.50%
Dec 31, 2025	RFG ADVISORY, LLC	5.26%	123.74K	3.16M	17.82K	+16.82%
Dec 31, 2025	JANE STREET GROUP, LLC	2.14%	50.4K	1.29M	50.4K	+100.00%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	25.58%	601.55K	15.35M	601.55K	+100.00%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	2.94%	69.1K	1.76M	7.82K	+12.76%
Dec 31, 2025	VALEO FINANCIAL ADVISORS, LLC	2.44%	57.47K	1.47M	17.76K	+44.72%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.43%	57.11K	1.46M	1.26K	+2.25%
Dec 31, 2025	VIRTU FINANCIAL LLC	1.9%	44.71K	1.14M	44.71K	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	1.32%	31K	790.91K	28.52K	+1,151.47%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.97%	46.34K	1.18M	46.34K	+100.00%
Dec 31, 2025	COMERICA BANK	0.27%	6.3K	160.82K	6.3K	+100.00%
Dec 31, 2025	CORNERSTONE PLANNING GROUP LLC	0.03%	692	17.83K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	215	5.49K	215	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	138	3.52K	138	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-23.67K	-100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	6.42%	150.89K	3.85M	48.03K	+46.70%
Dec 31, 2025	STERLING FINANCIAL PLANNING, INC.	0.63%	14.86K	379.06K	2.9K	+24.25%
Dec 31, 2025	BESSEMER GROUP INC	0.02%	400	10K	400	+100.00%
Dec 31, 2025	OAK WEALTH ADVISORS LLC	0.6%	14.07K	358.88K	14.07K	+100.00%
Dec 31, 2025	SITTNER & NELSON, LLC	0.61%	14.24K	381.05K	8.57K	+151.23%
Dec 31, 2025		0.52%	12.33K	314.54K	12.33K	+100.00%
Dec 31, 2025	NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC	6.62%	155.74K	3.97M	10.67K	+7.35%
Dec 31, 2025	ASCENSION CAPITAL ADVISORS, INC.	3.64%	85.65K	2.19M	85.65K	+100.00%
Dec 31, 2025	BLUME CAPITAL MANAGEMENT, INC.	3.2%	75.33K	1.92M	75.33K	+100.00%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	4.93%	115.91K	2.96M	115.91K	+100.00%
Dec 31, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	5.54%	130.37K	3.33M	7.27K	+5.91%
Dec 31, 2025	ROYAL BANK OF CANADA	23.14%	544.01K	13.88M	544.01K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	3.08%	72.35K	1.85M	72.35K	+100.00%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	14.87%	349.64K	8.92M	18.93K	+5.73%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.67%	15.64K	399.03K	15.64K	+100.00%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.69%	16.25K	414.48K	2.77K	+20.51%
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.75%	17.75K	452.87K	17.75K	+100.00%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.89%	20.87K	532.55K	0	0
Dec 31, 2025	HBW ADVISORY SERVICES LLC	1.05%	24.6K	627.64K	1.73K	+7.56%
Dec 31, 2025	TEVIS INVESTMENT MANAGEMENT	1.14%	26.8K	698.17K	0	0
Dec 31, 2025	CLAYTON FINANCIAL GROUP LLC	1.14%	26.85K	685.11K	23.89K	+805.33%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	1.14%	26.87K	685.45K	26.87K	+100.00%
Dec 31, 2025	RED MOUNTAIN FINANCIAL, LLC	1.42%	33.37K	851.4K	33.37K	+100.00%
Sep 30, 2025	UBS GROUP AG	0%	13	339	13	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.35%	8.14K	211.97K	8.14K	+100.00%
Sep 30, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	1.69%	39.66K	1.03M	7.36K	+22.77%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.57%	13.48K	351.15K	4.16K	+44.56%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.89%	20.87K	543.74K	20.87K	+100.00%
Sep 30, 2025	VALEO FINANCIAL ADVISORS, LLC	1.69%	39.71K	1.03M	39.71K	+100.00%
Sep 30, 2025	NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC	6.17%	145.07K	3.78M	145.07K	+100.00%
Sep 30, 2025	D.A. DAVIDSON & CO.	9.86%	231.83K	6.04M	231.83K	+100.00%
Sep 30, 2025	KRILOGY FINANCIAL LLC	0.44%	10.23K	263.45K	56	+0.55%
Sep 30, 2025	RFG ADVISORY, LLC	4.51%	105.93K	2.76M	49.82K	+88.80%
Sep 30, 2025	INTEGRITY FINANCIAL CORP /WA	6%	141.02K	3.67M	81.23K	+135.87%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	14.06%	330.7K	8.61M	330.7K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.38%	55.85K	1.46M	55.85K	+100.00%
Sep 30, 2025	CLAYTON FINANCIAL GROUP LLC	0.13%	2.97K	77.26K	2.97K	+100.00%
Sep 30, 2025	1620 INVESTMENT ADVISORS, INC.	0.02%	519	13.52K	519	+100.00%
Sep 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-23.61K	-100.00%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.44%	10.38K	271.06K	1.68K	+19.26%
Sep 30, 2025	TEVIS INVESTMENT MANAGEMENT	1.14%	26.8K	698.17K	241	+0.91%
Sep 30, 2025	IFP ADVISORS, INC	0.11%	2.48K	64.53K	2.48K	+100.00%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	2.61%	61.28K	1.6M	14.1K	+29.89%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	4.37%	102.86K	2.68M	102.86K	+100.00%
Sep 30, 2025	ARMOR INVESTMENT ADVISORS, LLC	5.19%	122.09K	3.18M	33K	+37.04%
Sep 30, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	5.24%	123.1K	3.21M	123.1K	+100.00%
Sep 30, 2025	SK WEALTH MANAGEMENT, LLC	5.7%	134.02K	3.43M	23.14K	+20.87%
Sep 30, 2025	STERLING FINANCIAL PLANNING, INC.	0.51%	11.96K	311.48K	11.96K	+100.00%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.97%	22.87K	595.79K	22.87K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	1.01%	23.67K	616.58K	23.67K	+100.00%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	1.23%	28.88K	752K	28.88K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	5.92%	139.09K	3.63M	124.75K	+869.89%
Sep 30, 2025	COHEN & STEERS, INC.	34.02%	800K	20.84M	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	4.75%	111.62K	2.91M	85.42K	+325.94%
Sep 30, 2025	SITTNER & NELSON, LLC	0.24%	5.67K	147.68K	3.05K	+116.46%
Sep 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.03%	692	17.61K	692	+100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	1%	23.61K	609K	23.61K	+100.00%
Jun 30, 2025	COHEN & STEERS, INC.	34.02%	800K	20.64M	0	0
Jun 30, 2025	SK WEALTH MANAGEMENT, LLC	4.72%	110.88K	2.86M	63.21K	+132.58%
Jun 30, 2025	ARMOR INVESTMENT ADVISORS, LLC	3.79%	89.09K	2.3M	89.09K	+100.00%
Jun 30, 2025	KRILOGY FINANCIAL LLC	0.43%	10.18K	262.56K	10.18K	+100.00%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.4%	9.33K	240.63K	9.33K	+100.00%
Jun 30, 2025	INTEGRITY FINANCIAL CORP /WA	2.54%	59.79K	1.54M	59.79K	+100.00%
Jun 30, 2025	RFG ADVISORY, LLC	2.39%	56.11K	1.45M	56.11K	+100.00%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	2.01%	47.18K	1.22M	47.18K	+100.00%
Jun 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.37%	8.7K	224.51K	8.7K	+100.00%
Jun 30, 2025	SITTNER & NELSON, LLC	0.11%	2.62K	67.58K	1.06K	+68.10%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.61%	14.34K	370.02K	11.99K	+510.26%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-11.35K	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-858	-100.00%
Jun 30, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	1.37%	32.3K	835.75K	32.3K	+100.00%
Jun 30, 2025	TEVIS INVESTMENT MANAGEMENT	1.13%	26.56K	685.38K	26.56K	+100.00%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.03%	24.29K	626.73K	24.29K	+100.00%

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