# COLUMBIA ETF TR I (ESGN)

> Institutional ownership reported to the SEC as of Q1 2024, from Form 13F filings. Source: https://holderbook.com/stocks/ESGN/

- Reporting holders: 16
- Reported value: $4.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Westside Investment Management, Inc.](https://holderbook.com/funds/1538383-westside-investment-management-inc/) | $1.6M | 51,515 | 0.4% | 19 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.1M | 36,520 | 0.0% | 7 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $444.3K | 14,536 | 0.0% | 6 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $415.1K | 13,582 | 0.0% | 10 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $327.3K | 10,709 | 0.0% | 6 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $307.4K | 10,056 | 0.0% | 4 |
| [FLOW TRADERS U.S. LLC](https://holderbook.com/funds/1466697-flow-traders-u-s-llc/) | $222.0K | 7,276 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $103.4K | 3,383 | 0.0% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $60.7K | 2,000 | 0.0% | 6 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $40.9K | 1,337 | 0.0% | 9 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $24.6K | 805 | 0.0% | 2 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $9.8K | 318 | 0.0% | 1 |
| [Retirement Group, LLC](https://holderbook.com/funds/1740491-retirement-group-llc/) | $8.8K | 289 | 0.0% | 6 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $5.9K | 194 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $1.5K | 50 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $26 | 1 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2024 | 16 | $4.7M |
| Q4 2023 | 13 | $4.2M |
| Q3 2023 | 11 | $3.8M |
| Q2 2023 | 11 | $4.1M |
| Q1 2023 | 10 | $4.0M |
| Q4 2022 | 10 | $3.8M |
| Q3 2022 | 7 | $3.1M |
| Q2 2022 | 7 | $2.5M |
| Q1 2022 | 8 | $3.0M |
| Q4 2021 | 7 | $2.8M |
| Q3 2021 | 8 | $2.9M |
| Q2 2021 | 8 | $2.8M |

