Cohen & Steers ETF Trust - CSIO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COHEN & STEERS, INC. | History | Added to | 590,000 | 16,846 | 0.03% | 0.03% | 1 | +5,000 | 0.85% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 160,180 | 4,573 | 1.09% | 1.11% | 2 | -16,996 | -9.59% | Q2 2026 | Jul 09, 2026 |
| Brookwood Investment Group LLC | History | New | 108,213 | 3,089 | 0.35% | — | 3 | +108,213 | New | Q2 2026 | Jul 23, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 99,767 | 2,848 | 0.56% | 0.54% | 4 | +10,715 | 12.03% | Q2 2026 | Jul 17, 2026 |
| RFG Advisory, LLC | History | New | 62,059 | 1,771 | 0.03% | — | 5 | +62,059 | New | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | New | 40,531 | 1,157 | 0.0% | — | 6 | +40,531 | New | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | Added to | 38,853 | 1,109 | 0.03% | 0.03% | 7 | +128 | 0.33% | Q2 2026 | Aug 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 32,077 | 923 | 0.13% | — | 8 | +32,077 | New | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,537 | 729 | 0.0% | 0.0% | 9 | +11,442 | 81.18% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 24,845 | 709 | 0.0% | — | 10 | +24,845 | New | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | Added to | 24,041 | 686 | 0.07% | 0.04% | 11 | +12,028 | 100.12% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 22,353 | 638 | 0.0% | — | 12 | +22,353 | New | Q2 2026 | Sep 02, 2026 |
| Alchemi Wealth, LLC | History | Added to | 20,477 | 584 | 0.27% | 0.14% | 13 | +11,335 | 123.99% | Q2 2026 | Jul 29, 2026 |
| Cordgrass Capital Advisors, LLC | History | New | 7,357 | 210 | 0.08% | — | 14 | +7,357 | New | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | New | 783 | 22 | 0.0% | — | 15 | +783 | New | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | New | 113 | 3 | 0.0% | — | 16 | +113 | New | Q2 2026 | Aug 13, 2026 |