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Cohen & Steers Future of Energy Active ETF
CSEN

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1
Tanglewood Wealth Management
Texas
$31.6M +$32.1M +1,334,706 New
Morgan Stanley
2
Morgan Stanley
New York
$18.4M +$18.7M +778,673 New
Bank of America
3
Bank of America
North Carolina
$17.2M +$17.5M +725,818 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.82M +$7.95M +330,416 New
BCM
5
Blume Capital Management
California
$7.22M +$7.35M +305,375 New
LPL Financial
6
LPL Financial
California
$4.95M +$5.04M +209,484 New
FWM
7
ForthRight Wealth Management
Georgia
$3.98M +$4.05M +168,195 New
Stifel Financial
8
Stifel Financial
Missouri
$3.82M +$3.89M +161,701 New
Raymond James Financial
9
Raymond James Financial
Florida
$3.07M +$3.13M +129,851 New
Pinnacle Financial Partners (Georgia)
10
Pinnacle Financial Partners (Georgia)
Georgia
$2.57M +$2.61M +108,456 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.55M +$2.59M +107,605 New
Arkadios Wealth Advisors
12
Arkadios Wealth Advisors
Georgia
$2.46M +$2.51M +104,207 New
BPW
13
BLVD Private Wealth
Kentucky
$2.19M +$2.23M +92,615 New
UBS Group
14
UBS Group
Switzerland
$2.12M +$2.16M +89,772 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.11M +$2.14M +89,096 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.53M +$1.55M +64,586 New
MA
17
Mutual Advisors
Nebraska
$1.28M +$1.3M +54,124 New
RA
18
Range Advisory
Virginia
$997K +$1.01M +42,132 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$898K +$914K +37,962 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$666K +$678K +28,155 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$620K +$631K +26,228 New
FTS
22
Fifth Third Securities
Ohio
$618K +$628K +26,109 New
Merit Financial Group
23
Merit Financial Group
Georgia
$543K +$553K +22,977 New
MFG
24
MTM Financial Group
Pennsylvania
$445K +$465K +19,301 New
Savvy Advisors Inc
25
Savvy Advisors Inc
New York
$428K +$435K +18,081 New
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