Cohen & Steers ETF Trust (CSNR) Hedge Fund Ownership (Q1 2026)

Cohen & Steers ETF Trust (CSNR)

28 + Investors. Track Smart Money conviction in CSNR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CSNR

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 4Q

For 2 consecutive quarters, more hedge funds added CSNR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

28 hedge funds hold CSNR right now — the highest count in 1.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +300% more funds vs a year ago

fund count last 5Q

+21 new funds entered over the past year (+300% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 76% buying

25 buying8 selling

Last quarter: 25 funds were net buyers (14 opened a brand new position + 11 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 2 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 75% entered in last year

■ 0% conviction (2yr+) ■ 25% medium ■ 75% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +37%, value +19%

Value

+18%

+36%

Last quarter: funds added +37% more shares while total portfolio value only changed +19%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

4 → 2 → 10 → 14 new funds/Q

New funds entering each quarter: 4 → 2 → 10 → 14. A growing number of institutions are discovering CSNR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 28 current holders: 28 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

1 of 28 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

6.9

out of 10

Moderate Exit Risk

Exit risk score 6.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	28	19	47.37%
13F Shares	2M	2M	36.61%
Total Value	$61M	$51M	18.77%
New Positions	14	10	+4
Increased Positions	11	4	+7
Closed Positions	5	0	+5
Reduced Positions	3	4	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

47.37%

13F Shares

36.61%

Total Value

$61M

$51M

18.77%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSNR. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CSNR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Paladin Wealth, LLC	0.52%	26,939	$900K
2	Financial Management Network Inc	0.43%	87,580	$3.0M
3	RFG Advisory, LLC	0.30%	566,569	$18.9M
4	Gradient Investments LLC	0.27%	584,987	$19.5M
5	Inspirion Wealth Advisors, LLC	0.23%	61,790	$2.0M
6	Mills Wealth Advisors LLC	0.21%	19,553	$653K
7	Waterloo Capital, L.P.	0.16%	84,440	$2.8M
8	Alchemi Wealth, LLC	0.16%	9,995	$334K
9	Mattson Financial Services, LLC	0.13%	18,887	$643K
10	Sunrise Financial Services, LLC	0.10%	4,848	$162K
11	Daymark Wealth Partners, LLC	0.06%	68,072	$2.3M
12	Sigma Planning Corp	0.02%	28,185	$941K
13	Fifth Third Wealth Advisors LLC	0.02%	19,614	$655K
14	IFP Advisors, Inc	0.01%	22,886	$764K
15	Visionary Wealth Advisors	0.01%	8,671	$290K
16	Pinnacle Financial Partners, Inc.	0.01%	38,524	$1.3M
17	Sanctuary Advisors, LLC	0.00%	30,592	$1.0M
18	Prospera Financial Services Inc	0.00%	9,067	$303K
19	Atria Investments, Inc	0.00%	12,338	$412K
20	Commonwealth Equity Services, LLC	0.00%	41,774	$1.4M
21	Blume Capital Management, Inc.	0.00%	250	$8K
22	Wealth Enhancement Advisory Services, LLC	0.00%	17,661	$600K
23	HighTower Advisors, LLC	0.00%	18,696	$624K
24	Toth Financial Advisory Corp	0.00%	147	$5K
25	Fifth Third Bancorp	0.00%	2,800	$94K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Cohen & Steers ETF Trust (CSNR)

What does the Smart Money Trend signal show for CSNR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CSNR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSNR?

More buyers than sellers — 76% buying: Last quarter: 25 funds were net buyers (14 opened a brand new position + 11 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CSNR holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 28 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CSNR?

Mostly new holders — 75% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Cohen & Steers ETF Trust (CSNR)

Smart Money Signals — CSNR

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +300% more funds vs a year ago

More buyers than sellers — 76% buying

Steady new buyers — ~14 new funds per quarter

Mostly new holders — 75% entered in last year

Buying through price weakness — shares +37%, value +19%

Growing discovery — still being found

Early stage — 100% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — CSNR

Hedge Fund Ownership: CSNR

Market Analysis: CSNR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CSNR

Hedge Fund Positioning: CSNR

Statistics: CSNR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Cohen & Steers ETF Trust (CSNR)

Welcome to 13Foresight!