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CSRE

Cohen & Steers Real Estate Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$20.6M
SWM
2
SK Wealth Management
Rhode Island
$2.86M +$1.6M +63,207 +133%
AIA
3
Armor Investment Advisors
North Carolina
$2.3M +$2.25M +89,087 New
IF
4
Integrity Financial
Wyoming
$1.54M +$1.51M +59,789 New
RA
5
RFG Advisory
Alabama
$1.45M +$1.42M +56,105 New
DWP
6
Daymark Wealth Partners
Ohio
$1.22M +$1.19M +47,180 New
ACMA
7
Arbor Capital Management (Alaska)
Alaska
$836K +$817K +32,303 New
TIM
8
Tevis Investment Management
Texas
$685K +$672K +26,560 New
SA
9
Sanctuary Advisors
Indiana
$676K +$663K +26,206 New
CWM
10
Congress Wealth Management
Massachusetts
$627K +$614K +24,287 New
VF
11
Virtu Financial
New York
$609K +$597K +23,610 New
Osaic Holdings
12
Osaic Holdings
Arizona
$370K +$303K +11,991 +510%
KF
13
Krilogy Financial
Missouri
$263K +$257K +10,175 New
NAS
14
NWF Advisory Services
California
$241K +$236K +9,325 New
MWM
15
Maridea Wealth Management
New York
$225K +$220K +8,700 New
SN
16
Sittner & Nelson
Oregon
$67.6K +$26.8K +1,061 +68%
Jane Street
17
Jane Street
New York
-$290K -11,348 Closed
UBS Group
18
UBS Group
Switzerland
-$21.9K -858 Closed