CSRE(CSRE)
CSRE
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.03M | Jun 30, 26 | +1.03M | 43.89% |
| RAYMOND JAMES FINANCIAL INC | 878.49K | Jun 30, 26 | +820.28K | 37.36% |
| Atomi Financial Group, Inc. | 852.34K | Jun 30, 26 | +78.31K | 36.25% |
| ROYAL BANK OF CANADA | 715.28K | Jun 30, 26 | +88.44K | 30.42% |
| BANK OF AMERICA CORP /DE/ | 675.71K | Jun 30, 26 | +290.66K | 28.74% |
| FIRST FOUNDATION ADVISORS | 593.31K | Jun 30, 26 | +387.47K | 25.23% |
| BENJAMIN EDWARDS INC | 571.51K | Jun 30, 26 | +104.47K | 24.31% |
| Private Wealth Asset Management, LLC | 470.84K | Jun 30, 26 | +1.43K | 20.02% |
| D.A. DAVIDSON & CO. | 430.66K | Jun 30, 26 | +30.41K | 18.32% |
| NIXON PEABODY TRUST CO | 417.07K | Jun 30, 26 | +24.51K | 17.74% |
| EXCHANGE TRADED CONCEPTS, LLC | 401.10K | Jun 30, 26 | +29.13K | 17.06% |
| Capital Analysts, LLC | 394.36K | Jun 30, 26 | +217.39K | 16.77% |
| ADVISOR GROUP HOLDINGS, INC. | 372.25K | Jun 30, 26 | +71.79K | 15.83% |
| HighTower Advisors, LLC | 341.65K | Jun 30, 26 | +52.12K | 14.53% |
| SK Wealth Management, LLC | 311.25K | Jun 30, 26 | +42.43K | 13.24% |
| Sanctuary Advisors, LLC | 289.56K | Jun 30, 26 | +47.47K | 12.31% |
| Apollon Wealth Management, LLC | 282.58K | Jun 30, 26 | +183.52K | 12.02% |
| New England Capital Financial Advisors LLC | 251.15K | Jun 30, 26 | +8.85K | 10.68% |
| RFG Advisory, LLC | 226.27K | Jun 30, 26 | +98.64K | 9.62% |
| ENVESTNET ASSET MANAGEMENT INC | 225.97K | Jun 30, 26 | +192.52K | 9.61% |
| Ascension Capital Advisors, Inc. | 209.27K | Jun 30, 26 | +15.75K | 8.90% |
| United Advisor Group, LLC | 191.60K | Jun 30, 26 | +18.88K | 8.15% |
| Visionary Wealth Advisors | 190.13K | Jun 30, 26 | -873 | 8.09% |
| Integrity Financial Corp /WA | 176.29K | Jun 30, 26 | +10.27K | 7.50% |
| Veracity Capital LLC | 174.24K | Jun 30, 26 | +174.24K | 7.41% |
| RFG - Bristol Wealth Advisors, LLC | 169.60K | Jun 30, 26 | +621 | 7.21% |
| Mariner, LLC | 156.13K | Jun 30, 26 | +4.76K | 6.64% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 149.05K | Jun 30, 26 | +149.05K | 6.34% |
| ABLE Financial Group, LLC | 135.94K | Jun 30, 26 | +29.82K | 5.78% |
| COMMONWEALTH EQUITY SERVICES, LLC | 135.03K | Jun 30, 26 | +10.83K | 5.74% |
| Blume Capital Management, Inc. | 115.14K | Jun 30, 26 | +700 | 4.90% |
| Janney Montgomery Scott LLC | 110.57K | Jun 30, 26 | +4.69K | 4.70% |
| Valeo Financial Advisors, LLC | 98.06K | Jun 30, 26 | +677 | 4.17% |
| HHM Wealth Advisors, LLC | 91.07K | Jun 30, 26 | +33.66K | 3.87% |
| DAYMARK WEALTH PARTNERS, LLC | 90.92K | Jun 30, 26 | +2.36K | 3.87% |
| William Mack & Associates, Inc. | 90.80K | Jun 30, 26 | +55.81K | 3.86% |
| JANE STREET GROUP, LLC | 84.02K | Jun 30, 26 | -136.70K | 3.57% |
| Planning Strategies Inc. | 78.55K | Jun 30, 26 | +78.55K | 3.34% |
| Beacon Pointe Advisors, LLC | 68.12K | Jun 30, 26 | +68.12K | 2.90% |
| Dakota Wealth Management | 65.24K | Jun 30, 26 | +17.02K | 2.77% |
| Oak Wealth Advisors LLC | 64.20K | Jun 30, 26 | +1.45K | 2.73% |
| OPPENHEIMER & CO INC | 56.54K | Jun 30, 26 | +56.54K | 2.40% |
| Freedom Financial Partners LLC | 56.34K | Jun 30, 26 | +13.24K | 2.40% |
| IFP Advisors, Inc | 46.61K | Jun 30, 26 | +7.37K | 1.98% |
| CITADEL ADVISORS LLC | 45.61K | Jun 30, 26 | -240.76K | 1.94% |
| Bank of New York Mellon Corp | 44.48K | Jun 30, 26 | +13.81K | 1.89% |
| SITTNER & NELSON, LLC | 42.88K | Jun 30, 26 | +18.98K | 1.82% |
| Mills Wealth Advisors LLC | 40.37K | Jun 30, 26 | +40.37K | 1.72% |
| Red Mountain Financial, LLC | 38.15K | Jun 30, 26 | +5.29K | 1.62% |
| BOURGEON CAPITAL MANAGEMENT LLC | 37.30K | Jun 30, 26 | +37.30K | 1.59% |
| Cambridge Investment Research Advisors, Inc. | 35.67K | Jun 30, 26 | +35.67K | 1.52% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 33.70K | Jun 30, 26 | -5.61K | 1.43% |
| Rockefeller Capital Management L.P. | 33.68K | Jun 30, 26 | +21.84K | 1.43% |
| HBW Advisory Services LLC | 32.68K | Jun 30, 26 | +7.75K | 1.39% |
| Clayton Financial Group LLC | 27.49K | Jun 30, 26 | -3.15K | 1.17% |
| PCA Investment Advisory Services Inc. | 25.98K | Jun 30, 26 | +11.53K | 1.10% |
| Tevis Investment Management | 24.84K | Jun 30, 26 | -2.81K | 1.06% |
| MBE Wealth Management, LLC | 24.40K | Jun 30, 26 | +24.40K | 1.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 23.77K | Jun 30, 26 | +1.24K | 1.01% |
| Alchemi Wealth, LLC | 23.47K | Jun 30, 26 | +6.07K | 1.00% |
| Atria Investments, Inc | 22.14K | Jun 30, 26 | +22.14K | 0.94% |
| STIFEL FINANCIAL CORP | 21.45K | Jun 30, 26 | +10.36K | 0.91% |
| Clearstead Advisors, LLC | 20.87K | Jun 30, 26 | -- | 0.89% |
| Quantum Financial Planning Services, Inc. | 20.21K | Jun 30, 26 | +20.21K | 0.86% |
| Providence First Trust Co | 19.95K | Jun 30, 26 | +19.95K | 0.85% |
| NWF Advisory Services Inc. | 19.85K | Jun 30, 26 | -- | 0.84% |
| Apollon Financial, LLC | 18.46K | Jun 30, 26 | +18.46K | 0.79% |
| Sterling Financial Planning, Inc. | 18.09K | Jun 30, 26 | +2.16K | 0.77% |
| Creative Planning | 17.75K | Jun 30, 26 | -- | 0.75% |
| SageView Advisory Group, LLC | 17.75K | Jun 30, 26 | -- | 0.75% |
| Maridea Wealth Management LLC | 17.57K | Jun 30, 26 | +4.59K | 0.75% |
| Krilogy Financial LLC | 13.36K | Jun 30, 26 | +38 | 0.57% |
| Ellis Investment Partners, LLC | 12.88K | Jun 30, 26 | +54 | 0.55% |
| FIFTH THIRD BANCORP | 11.37K | Jun 30, 26 | -- | 0.48% |
| Bill Few Associates, Inc. | 11.05K | Jun 30, 26 | +11.05K | 0.47% |
| Walleye Partners, LLC | 10.69K | Jun 30, 26 | +10.69K | 0.45% |
| Prime Capital Investment Advisors, LLC | 9.65K | Jun 30, 26 | +9.65K | 0.41% |
| Virtu Financial LLC | 9.01K | Jun 30, 26 | +9.01K | 0.38% |
| FINANCIAL MANAGEMENT NETWORK INC | 7.71K | Jun 30, 26 | +7.71K | 0.33% |
| LJI Wealth Management, LLC | 7.62K | Jun 30, 26 | +7.62K | 0.32% |
| Essex Financial Services, Inc. | 7.47K | Jun 30, 26 | +7.47K | 0.32% |
| Steward Partners Investment Advisory, LLC | 7.02K | Jun 30, 26 | +6.56K | 0.30% |
| Farther Finance Advisors, LLC | 5.30K | Jun 30, 26 | -13.72K | 0.23% |
| OAK HARBOR WEALTH PARTNERS, LLC | 2.91K | Jun 30, 26 | +2.91K | 0.12% |
| 1620 INVESTMENT ADVISORS, INC. | 2.86K | Jun 30, 26 | -75 | 0.12% |
| MORGAN STANLEY | 2.00K | Jun 30, 26 | +2.00K | 0.09% |
| Global Retirement Partners, LLC | 692 | Jun 30, 26 | +692 | 0.03% |
| Lavaca Capital LLC | 439 | Jun 30, 26 | +439 | 0.02% |
| BESSEMER GROUP INC | 400 | Jun 30, 26 | -- | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 312 | Jun 30, 26 | +312 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 200 | Jun 30, 26 | +52 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 154 | Jun 30, 26 | +154 | 0.01% |
| Cornerstone Planning Group LLC | -- | Jun 30, 26 | -695 | -- |
| COHEN & STEERS, INC. | -- | Jun 30, 26 | -392.50K | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | -- | Jun 30, 26 | -83.42K | -- |
| SHP Wealth Management | -- | Jun 30, 26 | -337 | -- |
| COMERICA BANK | 6.30K | Dec 31, 25 | +6.30K | 0.27% |
| Congress Wealth Management LLC / DE / | 24.29K | Jun 30, 25 | +24.29K | 1.03% |