Who owns CSEN?
Cohen & Steers Future of Energy Active ETF · Cohen & Steers
37 institutions reported holding CSEN, worth $124.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CSEN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tanglewood Wealth Management, Inc. | Houston, TX | $31.6M | 1,334,706 | New position |
| Morgan Stanley | New York, NY | $18.4M | 778,673 | New position |
| Bank of America Corp. | Charlotte, NC | $17.2M | 725,818 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $7.8M | 330,416 | New position |
| Blume Capital Management, Inc. | Berkeley, CA | $7.2M | 305,375 | New position |
| LPL Financial LLC | Fort Mill, SC | $5.0M | 209,484 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.2M | 178,192 | New position |
| ForthRight Wealth Management, LLC | Alpharetta, GA | $4.0M | 168,195 | New position |
| Stifel Financial Corp. | St. Louis, MO | $3.8M | 161,701 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.1M | 129,851 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CSEN?
37 institutional managers reported holding CSEN in Form 13F filings for June 30, 2026, worth $124.0M in total. The largest reported position was held by Tanglewood Wealth Management, Inc., at $31.6M.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CSEN ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.