CSRE(CSRE)

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CSRE(CSRE)

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CSRE(CSRE)

CSRE

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Institutional Ownership

Top 71 Institutional Holders

Holder	Shares	Date	Change	% Held
Atomi Financial Group, Inc.	774.03K	Mar 31, 26	+172.48K	32.92%
ROYAL BANK OF CANADA	626.84K	Mar 31, 26	+82.83K	26.66%
Private Wealth Asset Management, LLC	469.41K	Mar 31, 26	+235.40K	19.96%
BENJAMIN EDWARDS INC	467.05K	Mar 31, 26	+467.05K	19.86%
D.A. DAVIDSON & CO.	400.24K	Mar 31, 26	+2.46K	17.02%
NIXON PEABODY TRUST CO	392.56K	Mar 31, 26	+392.56K	16.70%
COHEN & STEERS, INC.	392.50K	Mar 31, 26	-387.50K	16.69%
BANK OF AMERICA CORP /DE/	385.05K	Mar 31, 26	+384.83K	16.38%
EXCHANGE TRADED CONCEPTS, LLC	371.97K	Mar 31, 26	+22.33K	15.82%
ADVISOR GROUP HOLDINGS, INC.	300.46K	Mar 31, 26	+100.88K	12.78%
HighTower Advisors, LLC	289.53K	Mar 31, 26	+138.65K	12.31%
CITADEL ADVISORS LLC	286.37K	Mar 31, 26	+286.37K	12.18%
SK Wealth Management, LLC	268.81K	Mar 31, 26	+8.22K	11.43%
New England Capital Financial Advisors LLC	242.30K	Mar 31, 26	+86.56K	10.31%
Sanctuary Advisors, LLC	242.09K	Mar 31, 26	+50.37K	10.30%
JANE STREET GROUP, LLC	220.71K	Mar 31, 26	+170.31K	9.39%
FIRST FOUNDATION ADVISORS	205.84K	Mar 31, 26	+205.84K	8.75%
Ascension Capital Advisors, Inc.	193.52K	Mar 31, 26	+107.87K	8.23%
Visionary Wealth Advisors	191.00K	Mar 31, 26	+164.13K	8.12%
Capital Analysts, LLC	176.97K	Mar 31, 26	+95.25K	7.53%
United Advisor Group, LLC	172.72K	Mar 31, 26	+56.81K	7.35%
RFG - Bristol Wealth Advisors, LLC	168.98K	Mar 31, 26	+38.61K	7.19%
Integrity Financial Corp /WA	166.03K	Mar 31, 26	+6.62K	7.06%
Mariner, LLC	151.36K	Mar 31, 26	+151.36K	6.44%
RFG Advisory, LLC	127.63K	Mar 31, 26	+3.89K	5.43%
COMMONWEALTH EQUITY SERVICES, LLC	124.20K	Mar 31, 26	+67.10K	5.28%
Blume Capital Management, Inc.	114.44K	Mar 31, 26	+39.12K	4.87%
ABLE Financial Group, LLC	106.13K	Mar 31, 26	+106.13K	4.51%
Janney Montgomery Scott LLC	105.88K	Mar 31, 26	+33.53K	4.50%
Apollon Wealth Management, LLC	99.06K	Mar 31, 26	+99.06K	4.21%
Valeo Financial Advisors, LLC	97.39K	Mar 31, 26	+39.92K	4.14%
DAYMARK WEALTH PARTNERS, LLC	88.55K	Mar 31, 26	+19.45K	3.77%
THRIVENT FINANCIAL FOR LUTHERANS	83.42K	Mar 31, 26	+83.42K	3.55%
Oak Wealth Advisors LLC	62.75K	Mar 31, 26	+48.68K	2.67%
RAYMOND JAMES FINANCIAL INC	58.21K	Mar 31, 26	+58.21K	2.48%
HHM Wealth Advisors, LLC	57.41K	Mar 31, 26	+57.41K	2.44%
Dakota Wealth Management	48.22K	Mar 31, 26	+48.22K	2.05%
Freedom Financial Partners LLC	43.10K	Mar 31, 26	+43.10K	1.83%
ARBOR CAPITAL MANAGEMENT INC /ADV	39.31K	Mar 31, 26	-1.25K	1.67%
IFP Advisors, Inc	39.24K	Mar 31, 26	+8.25K	1.67%
ENVESTNET ASSET MANAGEMENT INC	33.46K	Mar 31, 26	+33.46K	1.42%
Red Mountain Financial, LLC	32.87K	Mar 31, 26	-503	1.40%
Bank of New York Mellon Corp	30.67K	Mar 31, 26	+30.67K	1.30%
Clayton Financial Group LLC	30.64K	Mar 31, 26	+3.78K	1.30%
Tevis Investment Management	27.65K	Mar 31, 26	+852	1.18%
HBW Advisory Services LLC	24.93K	Mar 31, 26	+332	1.06%
SITTNER & NELSON, LLC	23.90K	Mar 31, 26	+9.66K	1.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	22.53K	Mar 31, 26	+6.89K	0.96%
Clearstead Advisors, LLC	20.87K	Mar 31, 26	--	0.89%
NWF Advisory Services Inc.	19.85K	Mar 31, 26	+3.60K	0.84%
Farther Finance Advisors, LLC	19.02K	Mar 31, 26	+19.02K	0.81%
Creative Planning	17.75K	Mar 31, 26	+17.75K	0.75%
Sterling Financial Planning, Inc.	15.93K	Mar 31, 26	+1.08K	0.68%
PCA Investment Advisory Services Inc.	14.45K	Mar 31, 26	+14.45K	0.61%
Krilogy Financial LLC	13.32K	Mar 31, 26	+3.02K	0.57%
Maridea Wealth Management LLC	12.98K	Mar 31, 26	+2.42K	0.55%
Ellis Investment Partners, LLC	12.82K	Mar 31, 26	+12.82K	0.55%
Rockefeller Capital Management L.P.	11.84K	Mar 31, 26	+11.70K	0.50%
FIFTH THIRD BANCORP	11.37K	Mar 31, 26	+11.37K	0.48%
STIFEL FINANCIAL CORP	11.08K	Mar 31, 26	+2.05K	0.47%
1620 INVESTMENT ADVISORS, INC.	2.93K	Mar 31, 26	+469	0.12%
Cornerstone Planning Group LLC	695	Mar 31, 26	+3	0.03%
Steward Partners Investment Advisory, LLC	460	Mar 31, 26	+460	0.02%
BESSEMER GROUP INC	400	Mar 31, 26	--	0.02%
JONES FINANCIAL COMPANIES LLLP	148	Mar 31, 26	+148	0.01%
MORGAN STANLEY	1	Mar 31, 26	+1	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-46.34K	--
Virtu Financial LLC	--	Mar 31, 26	-44.71K	--
SageView Advisory Group, LLC	17.75K	Dec 31, 25	+17.75K	0.75%
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%

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Holder

Date

Change

% Held

Atomi Financial Group, Inc.

774.03K

Mar 31, 26

+172.48K

32.92%

ROYAL BANK OF CANADA

626.84K

Mar 31, 26

+82.83K

26.66%

Private Wealth Asset Management, LLC

469.41K

Mar 31, 26

+235.40K

19.96%

BENJAMIN EDWARDS INC

467.05K

Mar 31, 26

+467.05K

19.86%

D.A. DAVIDSON & CO.

400.24K

Mar 31, 26

+2.46K

17.02%

NIXON PEABODY TRUST CO

392.56K

Mar 31, 26

+392.56K

16.70%

COHEN & STEERS, INC.

392.50K

Mar 31, 26

-387.50K

16.69%

BANK OF AMERICA CORP /DE/

385.05K

Mar 31, 26

+384.83K

16.38%

EXCHANGE TRADED CONCEPTS, LLC

371.97K

Mar 31, 26

+22.33K

15.82%

ADVISOR GROUP HOLDINGS, INC.

300.46K

Mar 31, 26

+100.88K

12.78%

HighTower Advisors, LLC

289.53K

Mar 31, 26

+138.65K

12.31%

CITADEL ADVISORS LLC

286.37K

Mar 31, 26

+286.37K

12.18%

SK Wealth Management, LLC

268.81K

Mar 31, 26

+8.22K

11.43%

New England Capital Financial Advisors LLC

242.30K

Mar 31, 26

+86.56K

10.31%

Sanctuary Advisors, LLC

242.09K

Mar 31, 26

+50.37K

10.30%

JANE STREET GROUP, LLC

220.71K

Mar 31, 26

+170.31K

9.39%

FIRST FOUNDATION ADVISORS

205.84K

Mar 31, 26

+205.84K

8.75%

Ascension Capital Advisors, Inc.

193.52K

Mar 31, 26

+107.87K

8.23%

Visionary Wealth Advisors

191.00K

Mar 31, 26

+164.13K

8.12%

Capital Analysts, LLC

176.97K

Mar 31, 26

+95.25K

7.53%

United Advisor Group, LLC

172.72K

Mar 31, 26

+56.81K

7.35%

RFG - Bristol Wealth Advisors, LLC

168.98K

Mar 31, 26

+38.61K

7.19%

Integrity Financial Corp /WA

166.03K

Mar 31, 26

+6.62K

7.06%

Mariner, LLC

151.36K

Mar 31, 26

+151.36K

6.44%

RFG Advisory, LLC

127.63K

Mar 31, 26

+3.89K

5.43%

COMMONWEALTH EQUITY SERVICES, LLC

124.20K

Mar 31, 26

+67.10K

5.28%

Blume Capital Management, Inc.

114.44K

Mar 31, 26

+39.12K

4.87%

ABLE Financial Group, LLC

106.13K

Mar 31, 26

+106.13K

4.51%

Janney Montgomery Scott LLC

105.88K

Mar 31, 26

+33.53K

4.50%

Apollon Wealth Management, LLC

99.06K

Mar 31, 26

+99.06K

4.21%

Valeo Financial Advisors, LLC

97.39K

Mar 31, 26

+39.92K

4.14%

DAYMARK WEALTH PARTNERS, LLC

88.55K

Mar 31, 26

+19.45K

3.77%

THRIVENT FINANCIAL FOR LUTHERANS

83.42K

Mar 31, 26

+83.42K

3.55%

Oak Wealth Advisors LLC

62.75K

Mar 31, 26

+48.68K

2.67%

RAYMOND JAMES FINANCIAL INC

58.21K

Mar 31, 26

+58.21K

2.48%

HHM Wealth Advisors, LLC

57.41K

Mar 31, 26

+57.41K

2.44%

Dakota Wealth Management

48.22K

Mar 31, 26

+48.22K

2.05%

Freedom Financial Partners LLC

43.10K

Mar 31, 26

+43.10K

1.83%

ARBOR CAPITAL MANAGEMENT INC /ADV

39.31K

Mar 31, 26

-1.25K

1.67%

IFP Advisors, Inc

39.24K

Mar 31, 26

+8.25K

1.67%

ENVESTNET ASSET MANAGEMENT INC

33.46K

Mar 31, 26

+33.46K

1.42%

Red Mountain Financial, LLC

32.87K

Mar 31, 26

-503

1.40%

Bank of New York Mellon Corp

30.67K

Mar 31, 26

+30.67K

1.30%

Clayton Financial Group LLC

30.64K

Mar 31, 26

+3.78K

1.30%

Tevis Investment Management

27.65K

Mar 31, 26

+852

1.18%

HBW Advisory Services LLC

24.93K

Mar 31, 26

+332

1.06%

SITTNER & NELSON, LLC

23.90K

Mar 31, 26

+9.66K

1.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

22.53K

Mar 31, 26

+6.89K

0.96%

Clearstead Advisors, LLC

20.87K

Mar 31, 26

0.89%

NWF Advisory Services Inc.

19.85K

Mar 31, 26

+3.60K

0.84%

Farther Finance Advisors, LLC

19.02K

Mar 31, 26

+19.02K

0.81%

Creative Planning

17.75K

Mar 31, 26

+17.75K

0.75%

Sterling Financial Planning, Inc.

15.93K

Mar 31, 26

+1.08K

0.68%

PCA Investment Advisory Services Inc.

14.45K

Mar 31, 26

+14.45K

0.61%

Krilogy Financial LLC

13.32K

Mar 31, 26

+3.02K

0.57%

Maridea Wealth Management LLC

12.98K

Mar 31, 26

+2.42K

0.55%

Ellis Investment Partners, LLC

12.82K

Mar 31, 26

+12.82K

0.55%

Rockefeller Capital Management L.P.

11.84K

Mar 31, 26

+11.70K

0.50%

FIFTH THIRD BANCORP

11.37K

Mar 31, 26

+11.37K

0.48%

STIFEL FINANCIAL CORP

11.08K

Mar 31, 26

+2.05K

0.47%

1620 INVESTMENT ADVISORS, INC.

2.93K

Mar 31, 26

+469

0.12%

Cornerstone Planning Group LLC

695

Mar 31, 26

0.03%

Steward Partners Investment Advisory, LLC

460

Mar 31, 26

+460

0.02%

BESSEMER GROUP INC

400

Mar 31, 26

0.02%

JONES FINANCIAL COMPANIES LLLP

148

Mar 31, 26

+148

0.01%

MORGAN STANLEY

Mar 31, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-46.34K

Virtu Financial LLC

Mar 31, 26

-44.71K

SageView Advisory Group, LLC

17.75K

Dec 31, 25

+17.75K

0.75%

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%