CSRE — Cohen & Steers ETF Trust Institutional Holders · Q3 2026
Who owns Cohen & Steers ETF Trust (CSRE)? 8 institutions reported holding $16.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Veracity Capital LLC ($4.9M), RFG - Bristol Wealth Advisors, LLC ($4.8M), Valeo Financial Advisors, LLC ($2.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Veracity Capital LLC | $4.9M | 185,339 | Added |
| 2 | RFG - Bristol Wealth Advisors, LLC | $4.8M | 179,380 | Added |
| 3 | Valeo Financial Advisors, LLC | $2.8M | 104,582 | Added |
| 4 | Planning Strategies Inc. | $2.2M | 81,286 | Added |
| 5 | Farther Finance Advisors, LLC | $715,747 | 26,807 | Added |
| 6 | Ballew Advisors, Inc | $666,067 | 24,937 | New |
| 7 | Bill Few Associates, Inc. | $411,741 | 15,421 | Added |
| 8 | FINANCIAL MANAGEMENT NETWORK INC | $215,991 | 8,087 | Added |
Source: SEC Form 13F filings · as of 2026-09-30