COLUMBIA ETF TR I (SBND)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
31
Reporting holders
$135.1M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $41.1M | 2,185,168 | 0.01% | 19q | -49.9%-$41.0M |
| LPL Financial LLC | $19.5M | 1,038,699 | 0.00% | 10q | +17.6%+$2.9M |
| Spartan Wealth Advisory Services LLC | $10.4M | 551,014 | 0.85% | 2q | +1.1%+$113.8K |
| Simplicity Wealth,LLC | $9.8M | 521,467 | 0.33% | new | NEW |
| Principle Wealth Partners LLC | $8.5M | 453,381 | 0.42% | 2q | +520.3%+$7.1M |
| BANK OF AMERICA CORP /DE/ | $5.8M | 309,915 | 0.00% | 14q | -15.6%-$1.1M |
| IHT Wealth Management, LLC | $5.8M | 306,698 | 0.12% | 2q | +1.0%+$55.7K |
| OSAIC HOLDINGS, INC. | $4.9M | 263,051 | 0.01% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.8M | 255,460 | 0.00% | 2q | +40.0%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 182,940 | 0.00% | 3q | +6.6%+$212.9K |
| World Investment Advisors | $3.1M | 164,278 | 0.05% | 8q | HELD |
| JANE STREET GROUP, LLC | $3.0M | 158,492 | 0.00% | 2q | +185.3%+$1.9M |
| CRUX WEALTH ADVISORS | $2.3M | 123,124 | 0.80% | 6q | +7.9%+$170.0K |
| Cetera Investment Advisers | $2.3M | 120,525 | 0.00% | 4q | -78.5%-$8.3M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | 102,916 | 0.00% | 2q | +103.9%+$985.4K |
| Private Advisor Group, LLC | $1.4M | 74,167 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $1.4M | 73,499 | 0.00% | 3q | -6.6%-$97.0K |
| Janney Montgomery Scott LLC | $1.2M | 66,050 | 0.00% | 13q | +2.1%+$25.6K |
| DAYMARK WEALTH PARTNERS, LLC | $809.4K | 43,063 | 0.02% | 5q | +9.9%+$73.1K |
| Warner Group LLC | $744.5K | 39,614 | 0.18% | new | NEW |
| GOLDMAN SACHS GROUP INC | $659.0K | 35,063 | 0.00% | 3q | -69.4%-$1.5M |
| Axis Wealth Partners, LLC | $572.0K | 30,432 | 0.27% | 3q | +10.5%+$54.3K |
| Westside Investment Management, Inc. | $388.1K | 20,650 | 0.05% | 3q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $355.8K | 18,930 | 0.02% | 3q | +5871.6%+$349.8K |
| Essex Financial Services, Inc. | $253.0K | 13,459 | 0.01% | 3q | +0.9%+$2.3K |
| Huntleigh Advisors, Inc. | $250.0K | 13,300 | 0.03% | new | NEW |
| Summit Financial, LLC | $232.5K | 12,368 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $212.3K | 11,294 | 0.00% | new | NEW |
| UBS Group AG | $26.3K | 1,400 | 0.00% | 2q | +10.0%+$2.4K |
| Integrated Wealth Concepts LLC | $4.2K | 224 | 0.00% | new | NEW |
| MORGAN STANLEY | $22 | 1 | 0.00% | 3q | 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 | 31 | $135.1M | 7,190,642 | 7 | 15 | 5 | 0.0% |
| Q1 2026 | 32 | $160.5M | 8,542,533 | 12 | 12 | 4 | 0.0% |
| Q4 2025 | 22 | $77.3M | 4,083,979 | 12 | 6 | 3 | 0.0% |
| Q3 2025 | 13 | $64.6M | 3,404,818 | 3 | 8 | 1 | 0.0% |
| Q2 2025 | 12 | $51.4M | 2,724,041 | 4 | 6 | 2 | 0.0% |
| Q1 2025 | 9 | $57.6M | 3,096,044 | 2 | 6 | 0 | 0.0% |
| Q4 2024 | 10 | $53.1M | 2,875,378 | 2 | 3 | 3 | 0.0% |
| Q3 2024 | 8 | $53.0M | 2,810,567 | 1 | 4 | 2 | 0.0% |
| Q2 2024 | 7 | $50.5M | 2,749,516 | 0 | 2 | 3 | 0.0% |
| Q1 2024 | 11 | $51.0M | 2,774,562 | 3 | 3 | 2 | 0.0% |
| Q4 2023 | 8 | $49.8M | 2,705,238 | 2 | 1 | 2 | 0.0% |
| Q3 2023 | 7 | $47.7M | 2,677,815 | 3 | 1 | 1 | 0.0% |
| Q2 2023 | 5 | $47.4M | 2,625,122 | 2 | 1 | 1 | 0.0% |
| Q1 2023 | 3 | $47.8M | 2,630,298 | 1 | 0 | 1 | 0.0% |
| Q4 2022 | 2 | $47.1M | 2,632,261 | 0 | 1 | 0 | 0.0% |
| Q3 2022 | 2 | $46.1M | 2,612,613 | 0 | 0 | 1 | 0.0% |
| Q2 2022 | 2 | $47.4M | 2,615,577 | 0 | 1 | 1 | 0.0% |
| Q1 2022 | 2 | $33.7M | 1,782,234 | 0 | 1 | 0 | 0.0% |
| Q4 2021 | 4 | $41.8M | 2,111,526 | 2 | 1 | 1 | 0.0% |
| Q3 2021 | 2 | $19.9M | 998,440 | 2 | 0 | 0 | 0.0% |