DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
CSRE

COHEN & STEERS ETF TRUST

72 institutions still hold COHEN & STEERS ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19249U104·72 13F holders·last filed Mar 31, 2026
Market cap
8.5%
vs prior quarter
13F value held
$172M
60.0% inst. owned
of float
Holders
72
0 QoQ
filers reporting
Activity
+31 / −81
+956 added · −909 reduced
this quarter
Concentration
11.84%
Compound Planning, Inc. #1
top holder share
AI Holders Summary · Q1 2026

72 institutions reported CSRE in Q1 2026. Compound Planning, Inc. leads at 11.8% of the visible book. +0 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Compound Planning, Inc.
CIK 0001978879
$20M774K0.62%Q1 2026
02
ROYAL BANK OF CANADA
CIK 0001000275
$16M627K0.00%Q1 2026
03
Private Wealth Asset Management, LLC
CIK 0001883006
$12M469K1.32%Q1 2026
04
BENJAMIN EDWARDS INC
CIK 0001451623
$12M467K0.12%Q1 2026
05
D.A. DAVIDSON & CO.
CIK 0001080107
$11M400K0.06%Q1 2026
06
NIXON PEABODY TRUST CO
CIK 0001626757
$10M393K0.82%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M385K0.00%Q1 2026
08
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$10M372K0.07%Q1 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M300K0.01%Q1 2026
10
HighTower Advisors, LLC
CIK 0001462245
$8M290K0.01%Q1 2026
11
SK Wealth Management, LLC
CIK 0001867958
$7M261K1.90%Q4 2025
12
New England Capital Financial Advisors LLC
CIK 0001964652
$6M242K1.74%Q1 2026
13
Sanctuary Advisors, LLC
CIK 0001777271
$6M242K0.03%Q1 2026
14
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M221K0.00%Q1 2026
15
FIRST FOUNDATION ADVISORS
CIK 0001086763
$5M206K0.22%Q1 2026
16
Ascension Capital Advisors, Inc.
CIK 0001689227
$5M194K1.60%Q1 2026
17
Visionary Wealth Advisors
CIK 0001802984
$5M191K0.22%Q1 2026
18
United Advisor Group, LLC
CIK 0002004873
$5M173K0.56%Q1 2026
19
RFG - Bristol Wealth Advisors, LLC
CIK 0002055104
$4M169K1.20%Q1 2026
20
Integrity Financial Corp /WA
CIK 0001917704
$4M166K2.17%Q1 2026
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