AI Holders Summary · Q3 2026

112 institutions reported CSRE in Q3 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 11.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$55M2.1M0.03%Q3 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$41M1.6M0.01%Q3 2026 03

HighTower Advisors, LLC

CIK 0001462245

$27M1.0M0.03%Q3 2026 04

Compound Planning, Inc.

CIK 0001978879

$24M900K0.62%Q3 2026 05

ROYAL BANK OF CANADA

CIK 0001000275

$20M715K0.00%Q2 2026 06

BENJAMIN EDWARDS INC

CIK 0001451623

$19M727K0.17%Q3 2026 07

FIRST FOUNDATION ADVISORS

CIK 0001086763

$19M723K0.67%Q3 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$19M676K0.00%Q2 2026 09

D.A. DAVIDSON & CO.

CIK 0001080107

$18M672K0.10%Q3 2026 10

Private Wealth Asset Management, LLC

CIK 0001883006

$14M500K0.78%Q3 2026 11

EXCHANGE TRADED CONCEPTS, LLC

CIK 0001457320

$12M449K0.05%Q3 2026 12

NIXON PEABODY TRUST CO

CIK 0001626757

$11M424K0.74%Q3 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$11M396K0.01%Q3 2026 14

COHEN & STEERS, INC.

CIK 0001284812

$10M393K0.02%Q1 2026 15

Capital Analysts, LLC

CIK 0001624758

$10M364K0.21%Q3 2026 16

Apollon Wealth Management, LLC

CIK 0001764387

$10M362K0.11%Q3 2026 17

SK Wealth Management, LLC

CIK 0001867958

$9M311K2.01%Q2 2026 18

RFG Advisory, LLC

CIK 0001633387

$9M329K0.12%Q3 2026 19

Sanctuary Advisors, LLC

CIK 0001777271

$8M310K0.04%Q3 2026 20

New England Capital Financial Advisors LLC

CIK 0001964652

$7M253K1.57%Q3 2026

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