Public ownership evidence

Cohen & Steers Real Estate Active ETF (CSRE) Ownership Disclosures

Read CSRE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Cohen & Steers Real Estate Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2026-03-31
Available
2026-08-27
Reported shares
48,224
Value (USD)
$1,267,322
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001603
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CSRE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CSRE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2026-03-312026-08-2748,224$1,267,322None
Beacon Pointe Advisors, LLC2026-06-302026-08-1968,119$1,933,218None
OSAIC HOLDINGS, INC.2026-06-302026-08-1539,806$1,129,680None
OSAIC HOLDINGS, INC.2026-06-302026-08-15166,991$4,739,196None
OSAIC HOLDINGS, INC.2026-06-302026-08-15165,457$4,696,153None
JANE STREET GROUP, LLC2026-06-302026-08-1584,015$2,384,346None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15149,053$4,230,124None
Lavaca Capital LLC2026-06-302026-08-15439$12,459None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15200$5,842None
ROYAL BANK OF CANADA2026-06-302026-08-15709,928$20,148,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,349$152,000None
CITADEL ADVISORS LLC2026-06-302026-08-1545,607$1,294,327None
FIRST FOUNDATION ADVISORS2026-06-302026-08-15553,156$15,698,556None
FIRST FOUNDATION ADVISORS2026-06-302026-08-1540,151$1,139,485None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15733,880$20,827,514None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15144,612$4,104,089None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15456,156$12,945,707None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15219,555$6,230,974None
Visionary Wealth Advisors2026-06-302026-08-14190,127$5,395,792None
Sanctuary Advisors, LLC2026-06-302026-08-14289,556$8,217,605None
Rockefeller Capital Management L.P.2026-06-302026-08-1433,681$955,895None
Steward Partners Investment Advisory, LLC2026-06-302026-08-147,021$199,256None
Mariner, LLC2026-06-302026-08-14156,128$4,430,926None
Creative Planning2026-06-302026-08-1417,750$503,745None
Virtu Financial LLC2026-06-302026-08-149,007$256,000None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14312$8,855None
MORGAN STANLEY2026-06-302026-08-141$39None
MORGAN STANLEY2026-06-302026-08-142,000$56,760None
SK Wealth Management, LLC2026-06-302026-08-13311,247$8,924,998None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,031,995$29,288,017None
BESSEMER GROUP INC2026-06-302026-08-13400$11,000None
STIFEL FINANCIAL CORP2026-06-302026-08-1321,448$608,699None
Private Wealth Asset Management, LLC2026-06-302026-08-12470,837$13,428,196None
Sterling Financial Planning, Inc.2026-06-302026-08-1218,093$513,479None
EXCHANGE TRADED CONCEPTS, LLC2026-06-302026-08-12401,098$11,383,161None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12154$4,371None
Essex Financial Services, Inc.2026-06-302026-08-117,468$211,954None
SageView Advisory Group, LLC2026-06-302026-08-1117,750$503,745None
SageView Advisory Group, LLC2026-03-312026-08-1117,750$466,470None
Dakota Wealth Management2026-06-302026-08-0865,240$1,851,514None
SITTNER & NELSON, LLC2026-06-302026-08-08500$14,190None
SITTNER & NELSON, LLC2026-06-302026-08-0842,380$1,202,745None
Freedom Financial Partners LLC2026-06-302026-08-0756,338$1,598,867None
Tevis Investment Management2026-06-302026-08-0724,843$705,044None
Maridea Wealth Management LLC2026-06-302026-08-0717,565$498,506None
FINANCIAL MANAGEMENT NETWORK INC2026-06-302026-08-077,707$227,115None
Global Retirement Partners, LLC2026-06-302026-08-07692$19,629None
Cordgrass Capital Advisors, LLC2026-06-302026-08-072,907$82,501None
Bank of New York Mellon Corp2026-06-302026-08-071,669$47,361None
Bank of New York Mellon Corp2026-06-302026-08-0742,814$1,215,061None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Beacon Pointe Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Lavaca Capital LLC ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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