HolderBook

COLUMBIA ETF TR I (SBND)

Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.

29
Reporting holders
$132.0M
Reported value
0.0%
Held as options
-1
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

FilerValueShares Their book Held Change
AMERIPRISE FINANCIAL INC$41.1M2,185,1680.01%19q-49.9%-$41.0M
LPL Financial LLC$19.5M1,038,6990.00%10q+17.6%+$2.9M
Spartan Wealth Advisory Services LLC$10.4M551,0140.85%2q+1.1%+$113.8K
Simplicity Wealth,LLC$9.8M521,4670.33%newNEW
Principle Wealth Partners LLC$8.5M453,3810.42%2q+520.3%+$7.1M
BANK OF AMERICA CORP /DE/$5.8M309,9150.00%14q-15.6%-$1.1M
IHT Wealth Management, LLC$5.8M306,6980.12%2q+1.0%+$55.7K
OSAIC HOLDINGS, INC.$4.9M263,0510.01%7qHELD
RAYMOND JAMES FINANCIAL INC$4.8M255,4600.00%2q+40.0%+$1.4M
COMMONWEALTH EQUITY SERVICES, LLC$3.4M182,9400.00%3q+6.6%+$212.9K
World Investment Advisors$3.1M164,2780.05%8qHELD
JANE STREET GROUP, LLC$3.0M158,4920.00%2q+185.3%+$1.9M
CRUX WEALTH ADVISORS$2.3M123,1240.80%6q+7.9%+$170.0K
Cetera Investment Advisers$2.3M120,5250.00%4q-78.5%-$8.3M
Private Advisor Group, LLC$1.4M74,1670.01%newNEW
Kestra Advisory Services, LLC$1.4M73,4990.00%3q-6.6%-$97.0K
DAYMARK WEALTH PARTNERS, LLC$809.4K43,0630.02%5q+9.9%+$73.1K
Warner Group LLC$744.5K39,6140.18%newNEW
GOLDMAN SACHS GROUP INC$659.0K35,0630.00%3q-69.4%-$1.5M
Axis Wealth Partners, LLC$572.0K30,4320.27%3q+10.5%+$54.3K
Westside Investment Management, Inc.$388.1K20,6500.05%3qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$355.8K18,9300.02%3q+5871.6%+$349.8K
Essex Financial Services, Inc.$253.0K13,4590.01%3q+0.9%+$2.3K
Huntleigh Advisors, Inc.$250.0K13,3000.03%newNEW
Summit Financial, LLC$232.5K12,3680.00%newNEW
JONES FINANCIAL COMPANIES LLLP$212.3K11,2940.00%newNEW
UBS Group AG$26.3K1,4000.00%2q+10.0%+$2.4K
Integrated Wealth Concepts LLC$4.2K2240.00%newNEW
Cambridge Investment Research Advisors, Inc.$1.9K102,9160.00%2q+103.9%
Janney Montgomery Scott LLC$1.2K66,0500.00%13q+2.1%
MORGAN STANLEY$2210.00%3qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202629$132.0M7,021,67671350.0%
Q1 202630$158.3M8,427,370111140.0%
Q4 202521$76.1M4,021,43412530.0%
Q3 202512$63.7M3,356,0983800.0%
Q2 202511$50.5M2,674,5874520.0%
Q1 20258$56.7M3,049,7742500.0%
Q4 20249$52.5M2,843,8252230.0%
Q3 20247$52.6M2,793,0431320.0%
Q2 20246$50.2M2,733,9040220.0%
Q1 202410$50.7M2,758,8693220.0%
Q4 20237$49.6M2,690,3222020.0%
Q3 20236$47.5M2,663,4993010.0%
Q2 20234$47.1M2,612,2561110.0%
Q1 20233$47.8M2,630,2981010.0%
Q4 20222$47.1M2,632,2610100.0%
Q3 20222$46.1M2,612,6130010.0%
Q2 20222$47.4M2,615,5770110.0%
Q1 20222$33.7M1,782,2340100.0%
Q4 20214$41.8M2,111,5262110.0%
Q3 20212$19.9M998,4402000.0%