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Public ownership evidence

Cohen & Steers Real Estate Active ETF (CSRE) Ownership Disclosures

Read CSRE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2026-03-312026-08-2748,224$1,267,322None
Beacon Pointe Advisors, LLC2026-06-302026-08-1968,119$1,933,218None
OSAIC HOLDINGS, INC.2026-06-302026-08-1539,806$1,129,680None
OSAIC HOLDINGS, INC.2026-06-302026-08-15166,991$4,739,196None
OSAIC HOLDINGS, INC.2026-06-302026-08-15165,457$4,696,153None
JANE STREET GROUP, LLC2026-06-302026-08-1584,015$2,384,346None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15149,053$4,230,124None
Lavaca Capital LLC2026-06-302026-08-15439$12,459None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15200$5,842None
ROYAL BANK OF CANADA2026-06-302026-08-15709,928$20,148,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,349$152,000None
CITADEL ADVISORS LLC2026-06-302026-08-1545,607$1,294,327None
FIRST FOUNDATION ADVISORS2026-06-302026-08-15553,156$15,698,556None
FIRST FOUNDATION ADVISORS2026-06-302026-08-1540,151$1,139,485None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15733,880$20,827,514None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15144,612$4,104,089None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15456,156$12,945,707None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15219,555$6,230,974None
Visionary Wealth Advisors2026-06-302026-08-14190,127$5,395,792None
Sanctuary Advisors, LLC2026-06-302026-08-14289,556$8,217,605None
Rockefeller Capital Management L.P.2026-06-302026-08-1433,681$955,895None
Steward Partners Investment Advisory, LLC2026-06-302026-08-147,021$199,256None
Mariner, LLC2026-06-302026-08-14156,128$4,430,926None
Creative Planning2026-06-302026-08-1417,750$503,745None
Virtu Financial LLC2026-06-302026-08-149,007$256,000None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14312$8,855None
MORGAN STANLEY2026-06-302026-08-141$39None
MORGAN STANLEY2026-06-302026-08-142,000$56,760None
SK Wealth Management, LLC2026-06-302026-08-13311,247$8,924,998None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,031,995$29,288,017None
BESSEMER GROUP INC2026-06-302026-08-13400$11,000None
STIFEL FINANCIAL CORP2026-06-302026-08-1321,448$608,699None
Private Wealth Asset Management, LLC2026-06-302026-08-12470,837$13,428,196None
Sterling Financial Planning, Inc.2026-06-302026-08-1218,093$513,479None
EXCHANGE TRADED CONCEPTS, LLC2026-06-302026-08-12401,098$11,383,161None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12154$4,371None
Essex Financial Services, Inc.2026-06-302026-08-117,468$211,954None
SageView Advisory Group, LLC2026-06-302026-08-1117,750$503,745None
SageView Advisory Group, LLC2026-03-312026-08-1117,750$466,470None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Beacon Pointe Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Lavaca Capital LLC ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.