Who Owns COHEN & STEERS ETF TRUST (CSRE)? -- Institutional Holders (2026-06-30)

47 institutions reported holding $172.5M of COHEN & STEERS ETF TRUST (CSRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Compound Planning, Inc. ($24.2M), BENJAMIN EDWARDS INC ($16.2M), D.A. DAVIDSON & CO. ($12.2M), NIXON PEABODY TRUST CO ($11.8M), EXCHANGE TRADED CONCEPTS, LLC ($11.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Compound Planning, Inc.$24.2M852,343Added
2BENJAMIN EDWARDS INC$16.2M571,512Added
3D.A. DAVIDSON & CO.$12.2M430,658Added
4NIXON PEABODY TRUST CO$11.8M417,073Added
5EXCHANGE TRADED CONCEPTS, LLC$11.4M401,098Added
6Apollon Wealth Management, LLC$8.0M282,576Added
7New England Capital Financial Advisors LLC$7.1M251,152Added
8RFG Advisory, LLC$6.4M226,267Added
9ENVESTNET ASSET MANAGEMENT INC$6.4M225,972Added
10Ascension Capital Advisors, Inc.$5.9M209,272Added
11United Advisor Group, LLC$5.4M191,597Added
12Integrity Financial Corp /WA$5.0M176,295Added
13Veracity Capital LLC$4.9M174,237New
14RFG - Bristol Wealth Advisors, LLC$4.8M169,605Added
15ABLE Financial Group, LLC$3.9M135,945Added
16COMMONWEALTH EQUITY SERVICES, LLC$3.8M135,030Added
17Blume Capital Management, Inc.$3.3M115,141Added
18Valeo Financial Advisors, LLC$2.8M98,064Added
19HHM Wealth Advisors, LLC$2.6M91,071Added
20DAYMARK WEALTH PARTNERS, LLC$2.6M90,917Added
21William Mack & Associates, Inc.$2.6M90,804Added
22Planning Strategies Inc.$2.2M78,546New
23Cambridge Investment Research Advisors, Inc.$2.0M71,346New
24Oak Wealth Advisors LLC$1.8M64,200Added
25OPPENHEIMER & CO INC$1.6M56,537New

Source: SEC Form 13F filings · as of 2026-06-30