Who owns Cohen & Steers Future of Energy Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CSEN from SEC Form 13F filings across 38 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 38 institutions disclosed 5.2M shares of Cohen & Steers Future of Energy Active ETF worth $122.9M — about 72.9% of shares outstanding; the largest disclosed holder is Tanglewood Wealth Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
38
13F holders
$122.9M
value, 2026 filers
72.9%
of shares outstanding (5.2M sh)
38
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CSEN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Tanglewood Wealth Management, Inc.NEW | 1.3M | $31.6M | 2.7% | 18.7% | new |
| 2 | MORGAN STANLEYNEW | 778,673 | $18.4M | 0.0% | 10.9% | new |
| 3 | BANK OF AMERICA CORP /DE/NEW | 725,818 | $17.2M | 0.0% | 10.2% | new |
| 4 | ROYAL BANK OF CANADANEW | 330,416 | $7.8M | 0.0% | 4.6% | new |
| 5 | Blume Capital Management, Inc.NEW | 305,375 | $7.2M | 1.1% | 4.3% | new |
| 6 | LPL Financial LLCNEW | 209,484 | $5.0M | 0.0% | 2.9% | new |
| 7 | ForthRight Wealth Management, LLCNEW | 168,195 | $4.0M | 1.0% | 2.4% | new |
| 8 | STIFEL FINANCIAL CORPNEW | 161,701 | $3.8M | 0.0% | 2.3% | new |
| 9 | RAYMOND JAMES FINANCIAL INCNEW | 129,851 | $3.1M | 0.0% | 1.8% | new |
| 10 | Pinnacle Financial Partners, Inc.NEW | 108,456 | $2.6M | 0.0% | 1.5% | new |
| 11 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 107,605 | $2.5M | 0.0% | 1.5% | new |
| 12 | Arkadios Wealth AdvisorsNEW | 104,207 | $2.5M | 0.0% | 1.5% | new |
| 13 | BLVD Private Wealth, LLCNEW | 92,615 | $2.2M | 1.6% | 1.3% | new |
| 14 | UBS Group AGNEW | 89,772 | $2.1M | 0.0% | 1.3% | new |
| 15 | Cambridge Investment Research Advisors, Inc.NEW | 89,096 | $2.1M | 0.0% | 1.2% | new |
| 16 | CITADEL ADVISORS LLCNEW | 64,586 | $1.5M | 0.0% | 0.9% | new |
| 17 | Mutual Advisors, LLCNEW | 54,124 | $1.3M | 0.0% | 0.8% | new |
| 18 | Range Advisory, LLCNEW | 42,132 | $996,541 | 0.1% | 0.6% | new |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 37,962 | $897,919 | 0.0% | 0.5% | new |
| 20 | Cetera Investment AdvisersNEW | 28,155 | $665,953 | 0.0% | 0.4% | new |
| 21 | ENVESTNET ASSET MANAGEMENT INCNEW | 26,228 | $620,373 | 0.0% | 0.4% | new |
| 22 | Fifth Third Securities, Inc.NEW | 26,109 | $617,559 | 0.0% | 0.4% | new |
| 23 | Merit Financial Group, LLCNEW | 22,977 | $543,477 | 0.0% | 0.3% | new |
| 24 | MTM FINANCIAL GROUP, LLCNEW | 19,301 | $444,924 | 0.2% | 0.3% | new |
| 25 | Savvy Advisors, Inc.NEW | 18,081 | $427,672 | 0.0% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.