COLUMBIA ETF TR I (REGS)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
16
Reporting holders
$7.6M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $4.3M | 381,478 | 0.00% | 2q | -25.2%-$1.4M |
| OSAIC HOLDINGS, INC. | $981.5K | 87,016 | 0.00% | 2q | +10.9%+$96.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $377.6K | 33,477 | 0.00% | new | NEW |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $317.1K | 28,118 | 0.04% | 2q | -47.9%-$291.3K |
| CITADEL ADVISORS LLC | $306.9K | 27,206 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $289.8K | 26,076 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $268.4K | 23,795 | 0.00% | new | NEW |
| UBS Group AG | $206.1K | 18,271 | 0.00% | 2q | +210.6%+$139.7K |
| NewEdge Advisors, LLC | $154.0K | 13,657 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $136.9K | 12,139 | 0.00% | 2q | HELD |
| Essex Financial Services, Inc. | $117.8K | 10,443 | 0.01% | 2q | HELD |
| Allworth Financial LP | $55.5K | 4,919 | 0.00% | new | NEW |
| Arax Advisory Partners | $43.1K | 3,818 | 0.00% | 2q | +2213.9%+$41.2K |
| MORGAN STANLEY | $21.5K | 1,908 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $4.0K | 353 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $1.0K | 127 | 0.00% | 2q | 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 | 16 | $7.6M | 672,801 | 6 | 3 | 2 | 0.0% |
| Q1 2026 | 14 | $7.2M | 740,923 | 14 | 0 | 0 | 0.0% |