Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF include RFG Advisory, LLC, Citadel Advisors Llc, Paladin Wealth, LLC, and Creative Financial Designs Inc /adv .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Gradient Investments LLC | 590,911 | 2.56 | 15,634 | 8.94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18 | 0 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 94,880 | 2,510 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17,285 | 457 | ||||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 16,125 | 427 |
