HolderBook

COLUMBIA ETF TR I (SEMI)

Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.

25
Reporting holders
$12.5M
Reported value
0.0%
Held as options
+4
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
Cetera Investment Advisers$3.4M84,7610.00%3q+33.5%+$863.8K
WealthPlan Investment Management, LLC$2.9M70,7990.14%12q-22.8%-$849.5K
WealthPLAN Partners, LLC$1.6M39,6820.31%12q-38.4%-$1.0M
LPL Financial LLC$847.9K20,8950.00%5q+147.2%+$505.0K
Next Level Private LLC$745.2K18,3650.15%14qHELD
Fermata Advisors, LLC$642.3K15,8290.13%11q-3.4%-$22.6K
Kestra Advisory Services, LLC$555.2K13,6810.00%9qHELD
COMMONWEALTH EQUITY SERVICES, LLC$391.1K9,6380.00%4q+1.8%+$7.0K
SWEENEY & MICHEL, LLC$310.7K8,0000.08%5qHELD
Stratos Wealth Advisors, LLC$261.7K6,4490.01%newNEW
NewEdge Advisors, LLC$239.1K5,8910.00%newNEW
Stratos Wealth Partners, LTD.$217.1K5,3500.00%newNEW
HARBOUR INVESTMENTS, INC.$130.8K3,2230.00%11q-3.9%-$5.3K
JPMORGAN CHASE & CO$48.6K1,2300.00%5qHELD
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$40.6K1,0000.01%newNEW
BlackRock, Inc.$26.7K6570.00%newNEW
OSAIC HOLDINGS, INC.$22.1K5440.00%newNEW
Global Retirement Partners, LLC$19.1K4700.00%4q+291.7%+$14.2K
Capital Investment Advisory Services, LLC$12.2K3000.00%newNEW
Tripletail Wealth Management, LLC$11.4K3000.01%newNEW
MERCER GLOBAL ADVISORS INC /ADV$5.7K1400.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$4.1K1000.00%2qHELD
MORGAN STANLEY$3.3K810.00%3q+8000.0%+$3.3K
Cambridge Investment Research Advisors, Inc.$2.5K62,1560.00%5q+107.2%+$1.3K
CoreCap Advisors, LLC$1.3K310.00%5q-8.8%
Janney Montgomery Scott LLC$71517,6120.00%9q-2.4%
ASSETMARK, INC$28470.00%2qHELD

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 202625$12.5M307,4239550.0%
Q1 202621$10.1M349,4887550.0%
Q4 202518$11.4M371,1024550.0%
Q3 202515$12.4M394,9992440.0%
Q2 202517$11.1M398,8358130.0%
Q1 202513$19.9M902,0735040.0%
Q4 202411$26.2M1,021,9501350.0%
Q3 202414$27.1M1,051,9411340.0%
Q2 202416$29.0M1,063,4717340.0%
Q1 20249$26.0M1,036,0760340.0%
Q4 20239$24.1M1,078,6853040.0%
Q3 20237$20.0M1,033,4944110.0%
Q2 20234$13.6M663,8190110.0%
Q1 20234$12.6M673,0662100.0%
Q4 20224$10.1M649,2500000.0%
Q3 20226$9.4M650,5153000.0%
Q2 20224$9.9M650,6144000.0%
Q1 20221$4.8M242,5861000.0%