AI Holders Summary · Q2 2026

94 institutions reported CSRE in Q2 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 10.6% 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

$29M1.0M0.02%Q2 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$25M878K0.01%Q2 2026 03

Compound Planning, Inc.

CIK 0001978879

$24M852K0.63%Q2 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$20M715K0.00%Q2 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$19M676K0.00%Q2 2026 06

FIRST FOUNDATION ADVISORS

CIK 0001086763

$17M593K0.61%Q2 2026 07

BENJAMIN EDWARDS INC

CIK 0001451623

$16M572K0.15%Q2 2026 08

Private Wealth Asset Management, LLC

CIK 0001883006

$13M471K1.29%Q2 2026 09

D.A. DAVIDSON & CO.

CIK 0001080107

$12M431K0.07%Q2 2026 10

NIXON PEABODY TRUST CO

CIK 0001626757

$12M417K0.84%Q2 2026 11

EXCHANGE TRADED CONCEPTS, LLC

CIK 0001457320

$11M401K0.05%Q2 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$11M372K0.01%Q2 2026 13

COHEN & STEERS, INC.

CIK 0001284812

$10M393K0.02%Q1 2026 14

HighTower Advisors, LLC

CIK 0001462245

$10M342K0.01%Q2 2026 15

SK Wealth Management, LLC

CIK 0001867958

$9M311K2.01%Q2 2026 16

Sanctuary Advisors, LLC

CIK 0001777271

$8M290K0.04%Q2 2026 17

Apollon Wealth Management, LLC

CIK 0001764387

$8M283K0.10%Q2 2026 18

New England Capital Financial Advisors LLC

CIK 0001964652

$7M251K1.70%Q2 2026 19

RFG Advisory, LLC

CIK 0001633387

$6M226K0.10%Q2 2026 20

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$6M226K0.00%Q2 2026

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