# COLUMBIA ETF TR I (ESGS)

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

- Reporting holders: 31
- Reported value: $44.9M
- 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 |
|---|---|---|---|---|
| [AMERIPRISE FINANCIAL INC](https://holderbook.com/funds/820027-ameriprise-financial-inc/) | $18.8M | 423,224 | 0.0% | 10 |
| [Sowell Financial Services LLC](https://holderbook.com/funds/1633697-sowell-financial-services-llc/) | $5.3M | 118,705 | 0.2% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $5.2M | 117,803 | 0.0% | 11 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $4.0M | 89,037 | 0.0% | 6 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $2.2M | 48,671 | 0.0% | 4 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $1.3M | 29,605 | 0.4% | 3 |
| [GeoWealth Management, LLC](https://holderbook.com/funds/1593387-geowealth-management-llc/) | $1.0M | 23,036 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $933.6K | 20,964 | 0.0% | 6 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $786.0K | 17,650 | 0.0% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $731.2K | 16,419 | 0.0% | 1 |
| [Raymond James Financial Services Advisors, Inc.](https://holderbook.com/funds/1462284-raymond-james-financial-services-advisors-inc/) | $706.0K | 15,853 | 0.0% | 2 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $538.7K | 12,096 | 0.0% | 9 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $516.1K | 11,589 | 0.0% | 8 |
| [Redwood Financial Network Corp](https://holderbook.com/funds/1927724-redwood-financial-network-corp/) | $480.6K | 10,792 | 0.4% | 1 |
| [Parcion Private Wealth LLC](https://holderbook.com/funds/1801263-parcion-private-wealth-llc/) | $356.0K | 7,994 | 0.0% | 2 |
| [Signal Advisors Wealth, LLC](https://holderbook.com/funds/2010926-signal-advisors-wealth-llc/) | $337.2K | 7,573 | 0.1% | 2 |
| [CWM, LLC](https://holderbook.com/funds/1535847-cwm-llc/) | $336.0K | 7,536 | 0.0% | 4 |
| [MARIPAU WEALTH MANAGEMENT LLC](https://holderbook.com/funds/1890698-maripau-wealth-management-llc/) | $306.3K | 6,878 | 0.2% | 2 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $247.0K | 5,535 | 0.0% | 1 |
| [Keudell/Morrison Wealth Management](https://holderbook.com/funds/1785498-keudell-morrison-wealth-management/) | $234.2K | 5,260 | 0.1% | 2 |
| [Fermata Advisors, LLC](https://holderbook.com/funds/1859259-fermata-advisors-llc/) | $202.1K | 4,539 | 0.0% | 1 |
| [Wells Financial Advisors INC](https://holderbook.com/funds/1844454-wells-financial-advisors-inc/) | $76.0K | 1,706 | 0.1% | 4 |
| [NorthRock Partners, LLC](https://holderbook.com/funds/1632097-northrock-partners-llc/) | $75.7K | 1,700 | 0.0% | 2 |
| [Archer Investment Corp](https://holderbook.com/funds/1803804-archer-investment-corp/) | $72.1K | 1,620 | 0.0% | 4 |
| [Carolina Wealth Advisors, LLC](https://holderbook.com/funds/1786411-carolina-wealth-advisors-llc/) | $35.8K | 805 | 0.0% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2024 | 31 | $44.9M |
| Q4 2023 | 24 | $33.4M |
| Q3 2023 | 20 | $30.7M |
| Q2 2023 | 19 | $35.1M |
| Q1 2023 | 16 | $36.8M |
| Q4 2022 | 13 | $30.9M |
| Q3 2022 | 11 | $26.4M |
| Q2 2022 | 11 | $21.6M |
| Q1 2022 | 10 | $22.4M |
| Q4 2021 | 8 | $21.0M |
| Q3 2021 | 9 | $1.6M |
| Q2 2021 | 8 | $1.5M |