COLUMBIA ETF TR II (ECON)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
37
Reporting holders
$315.3M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $172.9M | 4,770,991 | 0.03% | 4q | -50.0%-$172.7M |
| LPL Financial LLC | $109.3M | 3,015,903 | 0.02% | 9q | -10.9%-$13.4M |
| BANK OF AMERICA CORP /DE/ | $16.4M | 453,480 | 0.00% | 31q | HELD |
| MORGAN STANLEY | $9.6M | 264,121 | 0.00% | 35q | -7.5%-$775.3K |
| OLD MISSION CAPITAL LLC | $2.8M | 78,401 | 0.05% | 16q | +50.1%+$948.4K |
| ROYAL BANK OF CANADA | $1.3M | 35,745 | 0.00% | 31q | -0.8%-$10.4K |
| CIBC Bancorp USA Inc. | $958.2K | 26,433 | 0.00% | 2q | -3.3%-$33.2K |
| Corient Private Wealth LP | $408.0K | 11,254 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $285.1K | 7,864 | 0.00% | 2q | -16.3%-$55.5K |
| UBS Group AG | $252.4K | 6,964 | 0.00% | 31q | -10.5%-$29.5K |
| Comprehensive Money Management Services LLC | $203.9K | 5,625 | 0.13% | new | NEW |
| Integrated Wealth Concepts LLC | $136.4K | 3,762 | 0.00% | new | NEW |
| MCF Advisors LLC | $118.0K | 3,255 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $94.6K | 2,642 | 0.00% | 8q | +85.1%+$43.5K |
| OSAIC HOLDINGS, INC. | $80.8K | 2,228 | 0.00% | 26q | +143.0%+$47.5K |
| AlphaCore Capital LLC | $67.0K | 1,849 | 0.00% | 6q | HELD |
| FMR LLC | $43.0K | 1,188 | 0.00% | 4q | +38.0%+$11.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $39.1K | 1,080 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $37.9K | 1,044 | 0.00% | 5q | -10.2%-$4.3K |
| WHITTIER TRUST CO | $19.7K | 550 | 0.00% | 31q | HELD |
| PRIVATE TRUST CO NA | $19.5K | 537 | 0.00% | 7q | HELD |
| BANK OF MONTREAL /CAN/ | $19.3K | 599 | 0.00% | 2q | +731.9%+$17.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.2K | 392 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $12.8K | 352 | 0.00% | 7q | -15.8%-$2.4K |
| Parallel Advisors, LLC | $10.9K | 300 | 0.00% | 28q | HELD |
| NewEdge Advisors, LLC | $10.0K | 275 | 0.00% | new | NEW |
| Spire Wealth Management | $8.2K | 227 | 0.00% | 20q | HELD |
| FIFTH THIRD BANCORP | $6.1K | 167 | 0.00% | 2q | -56.4%-$7.8K |
| Johnson Financial Group, Inc. | $5.4K | 149 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $4.4K | 120 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $4.1K | 112 | 0.00% | 31q | -50.0%-$4.1K |
| Farther Finance Advisors, LLC | $3.5K | 96 | 0.00% | 6q | HELD |
| Crewe Advisors LLC | $2.9K | 80 | 0.00% | 12q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.8K | 51 | 0.00% | 21q | HELD |
| Rossby Financial, LCC | $1.5K | 41 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $616 | 17 | 0.00% | 15q | HELD |
| Aptus Capital Advisors, LLC | $616 | 17 | 0.00% | 7q | HELD |
| Capital Advisors, Ltd. LLC | $27 | 750 | 0.00% | 11q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $315.3M | 8,697,911 | 8 | 5 | 11 | 0.0% |
| Q1 2026 | 32 | $399.2M | 13,890,065 | 7 | 7 | 4 | 0.0% |
| Q4 2025 | 33 | $218.6M | 7,998,067 | 2 | 7 | 8 | 0.0% |
| Q3 2025 | 33 | $208.9M | 7,877,829 | 5 | 7 | 7 | 0.0% |
| Q2 2025 | 31 | $67.3M | 2,805,701 | 2 | 10 | 4 | 0.0% |
| Q1 2025 | 31 | $65.9M | 3,026,719 | 2 | 6 | 9 | 0.0% |
| Q4 2024 | 34 | $69.8M | 3,366,277 | 5 | 7 | 8 | 0.0% |
| Q3 2024 | 32 | $30.8M | 1,368,097 | 5 | 6 | 9 | 0.0% |
| Q2 2024 | 30 | $26.1M | 1,246,705 | 3 | 3 | 11 | 0.0% |
| Q1 2024 | 29 | $41.8M | 2,030,586 | 1 | 7 | 8 | 0.0% |
| Q4 2023 | 30 | $40.6M | 1,947,971 | 4 | 7 | 8 | 0.0% |
| Q3 2023 | 29 | $33.5M | 1,673,599 | 6 | 4 | 5 | 0.0% |
| Q2 2023 | 27 | $34.8M | 1,682,740 | 0 | 4 | 9 | 0.0% |
| Q1 2023 | 32 | $49.4M | 2,413,532 | 7 | 8 | 10 | 0.0% |
| Q4 2022 | 29 | $43.3M | 2,212,086 | 4 | 5 | 10 | 0.0% |
| Q3 2022 | 34 | $55.1M | 2,876,024 | 3 | 7 | 6 | 0.0% |
| Q2 2022 | 37 | $72.8M | 3,387,891 | 2 | 9 | 10 | 0.0% |
| Q1 2022 | 40 | $74.5M | 3,532,685 | 10 | 8 | 10 | 0.0% |
| Q4 2021 | 37 | $82.2M | 3,433,924 | 5 | 6 | 11 | 0.0% |
| Q3 2021 | 39 | $85.0M | 3,416,147 | 4 | 6 | 9 | 0.0% |
| Q2 2021 | 45 | $112.4M | 3,982,607 | 6 | 11 | 9 | 0.0% |
| Q1 2021 | 43 | $117.5M | 4,217,035 | 4 | 8 | 10 | 0.0% |
| Q4 2020 | 45 | $117.2M | 4,157,393 | 4 | 7 | 11 | 0.0% |
| Q3 2020 | 48 | $101.3M | 4,042,534 | 4 | 7 | 14 | 0.0% |
| Q2 2020 | 51 | $98.2M | 4,300,549 | 8 | 6 | 18 | 0.0% |
| Q1 2020 | 52 | $114.7M | 5,873,811 | 4 | 3 | 23 | 0.0% |
| Q4 2019 | 63 | $160.8M | 6,850,298 | 2 | 9 | 27 | 0.0% |
| Q3 2019 | 69 | $154.6M | 7,048,471 | 4 | 13 | 22 | 0.0% |
| Q2 2019 | 69 | $175.9M | 7,707,258 | 8 | 8 | 25 | 0.0% |
| Q1 2019 | 74 | $180.8M | 8,006,218 | 9 | 8 | 27 | 0.0% |
| Q4 2018 | 73 | $177.1M | 8,666,938 | 1 | 0 | 3 | 0.0% |