DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

CSNR

Cohen & Steers Nat Res A Etf

31 institutions still hold Cohen & Steers Nat Res A Etf as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19249U302·31 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 6.4%

vs prior quarter

13F value held

$61M

67.0% inst. owned

of float

Holders

31

-53 QoQ

filers reporting

Activity

+31 / −94

+826 added · −829 reduced

this quarter

Concentration

39.19%

Gradient Investments LLC #1

top holder share

AI Holders Summary · Q1 2026

31 institutions reported CSNR in Q1 2026. Gradient Investments LLC leads at 39.2% of the visible book. -53 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Gradient Investments LLC

$24M633K0.37%Q1 2026 02

Greater Midwest Financial Group, LLC

$9M250K5.05%Q1 2026 03

RFG Advisory, LLC

$8M226K0.16%Q1 2026 04

Waterloo Capital, L.P.

$4M95K0.25%Q1 2026 05

INSPIRION WEALTH ADVISORS, LLC

$2M60K0.28%Q1 2026 06

FINANCIAL MANAGEMENT NETWORK INC

$2M59K0.34%Q1 2026 07

DAYMARK WEALTH PARTNERS, LLC

$2M45K0.05%Q1 2026 08

Brown Financial Advisors

$1M35K0.50%Q1 2026 09

Pinnacle Financial Partners, Inc.

$1M33K0.01%Q1 2026 10

Sigma Planning Corp

$1M28K0.03%Q1 2026 11

Paladin Wealth, LLC

$998,68927K0.69%Q1 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

$952,14025K0.00%Q1 2026 13

Mattson Financial Services, LLC

$791,69821K0.19%Q1 2026 14

IFP Advisors, Inc

$683,84318K0.01%Q1 2026 15

Sanctuary Advisors, LLC

$528,45214K0.00%Q1 2026 16

CITADEL ADVISORS LLC

$415,33213K0.00%Q4 2025 17

Atria Investments, Inc

$353,3279K0.00%Q1 2026 18

Visionary Wealth Advisors

$341,7539K0.02%Q1 2026 19

Prospera Financial Services Inc

$272,1097K0.00%Q1 2026 20

Mills Wealth Advisors LLC

$271,9667K0.10%Q1 2026

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