80 tracked 13F filers disclose a position in CSRE as of the latest SEC 13F filings, a combined $256.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Compound Planning, Inc. | $24.2M | 852K | ▲+10% Added · +78K sh | Q2 2026 | |
| 2 | ROYAL BANK OF CANADA | $16.5M | 627K | ▲+15% Added · +83K sh | Q1 2026 | |
| 3 | BENJAMIN EDWARDS INC | $16.2M | 572K | ▲+22% Added · +104K sh | Q2 2026 | |
| 4 | D.A. DAVIDSON & CO. | $12.2M | 431K | ▲+7.6% Added · +30K sh | Q2 2026 | |
| 5 | NIXON PEABODY TRUST CO | $11.8M | 417K | ▲+6.2% Added · +25K sh | Q2 2026 | |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | $11.4M | 401K | ▲+7.8% Added · +29K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $10.1M | 385K | ▲2k× Added · +385K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $7.9M | 300K | ▲+51% Added · +101K sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $8.2M | 290K | ▲+20% Added · +47K sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | $7.6M | 290K | ▲+92% Added · +139K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $7.5M | 286K | ▲New +286K sh | Q1 2026 | |
| 12 | New England Capital Financial Advisors LLC | $7.1M | 251K | ▲+3.6% Added · +9K sh | Q2 2026 | |
| 13 | Private Wealth Asset Management, LLC | $6.0M | 234K | ▲New +234K sh | Q4 2025 | |
| 14 | RFG Advisory, LLC | $6.4M | 226K | ▲+77% Added · +99K sh | Q2 2026 | |
| 15 | JANE STREET GROUP, LLC | $5.8M | 221K | ▲+338% Added · +170K sh | Q1 2026 | |
| 16 | Ascension Capital Advisors, Inc. | $5.9M | 209K | ▲+8.1% Added · +16K sh | Q2 2026 | |
| 17 | FIRST FOUNDATION ADVISORS | $5.4M | 206K | ▲New +206K sh | Q1 2026 | |
| 18 | United Advisor Group, LLC | $5.4M | 192K | ▲+11% Added · +19K sh | Q2 2026 | |
| 19 | Visionary Wealth Advisors | $5.4M | 190K | ▼−0.5% Reduced · −873 sh | Q2 2026 | |
| 20 | Integrity Financial Corp /WA | $5.0M | 176K | ▲+6.2% Added · +10K sh | Q2 2026 | |
| 21 | Veracity Capital LLC | $4.9M | 174K | ▲New +174K sh | Q2 2026 | |
| 22 | RFG - Bristol Wealth Advisors, LLC | $4.8M | 170K | ▲+0.4% Added · +621 sh | Q2 2026 | |
| 23 | Mariner, LLC | $4.0M | 151K | ▲New +151K sh | Q1 2026 | |
| 24 | ABLE Financial Group, LLC | $3.9M | 136K | ▲+28% Added · +30K sh | Q2 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 124K | ▲+117% Added · +67K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 15 funds opened a new position in CSRE and 19 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 40 funds | $6.5B |
| APPLE INCAAPL | 40 funds | $5.8B |
| MICROSOFT CORPMSFT | 40 funds | $3.9B |
| ALPHABET INC-CL AGOOGL | 39 funds | $2.6B |
| AMAZON.COM INCAMZN | 38 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 37 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 37 funds | $1.8B |
| COSTCO WHOLESALE CORPCOST | 37 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 37 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 37 funds | $1.1B |
| HOME DEPOT INCHD | 37 funds | $900.6M |
| CHEVRON CORPCVX | 37 funds | $713.1M |
Ranked by how many of CSRE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CSREthis pagemc | 80 funds | $256.7M |
| CSPFmc | 37 funds | $133.4M |
| CSNRmc | 27 funds | $59.1M |
| CSENmc | 14 funds | $51.2M |
| CSIOINFRASTRUCTURE | 11 funds | $16.2M |
| 19249U401mc | 8 funds | $17.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CSRE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CSRE/capital-change-brief"
Use Arkolith's capital_change_brief for CSRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CSRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.