COLUMBIA SELIGM PREM TECH GR (STK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
97
Reporting holders
$157.1M
Reported value
0.0%
Held as options
+21
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $21.5M | 399,385 | 0.00% | 31q | -50.6%-$22.0M |
| MORGAN STANLEY | $20.8M | 385,444 | 0.00% | 35q | +23.7%+$4.0M |
| Invesco Ltd. | $11.1M | 205,485 | 0.00% | 31q | -2.9%-$325.7K |
| LPL Financial LLC | $10.6M | 196,882 | 0.00% | 29q | +0.8%+$84.1K |
| Karpus Management, Inc. | $9.1M | 168,899 | 0.26% | 3q | -9.4%-$941.1K |
| Advisory Solutions Group, LLC | $8.7M | 160,919 | 2.94% | new | FIRST |
| Thomas J. Herzfeld Advisors, Inc. | $7.0M | 129,150 | 2.14% | 13q | +95.0%+$3.4M |
| BANK OF AMERICA CORP /DE/ | $6.1M | 113,493 | 0.00% | 31q | -31.9%-$2.9M |
| ROYAL BANK OF CANADA | $5.0M | 93,526 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.7M | 87,030 | 0.00% | 7q | +11.5%+$483.0K |
| PMG Family Office LLC | $4.1M | 76,732 | 3.81% | 4q | HELD |
| Advisory Advocates, LLC | $2.9M | 54,394 | 2.51% | 3q | +15.0%+$381.7K |
| Aviance Capital Partners, LLC | $2.4M | 44,393 | 0.25% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $2.4M | 44,072 | 0.00% | 31q | -50.9%-$2.5M |
| Advisors Asset Management, Inc. | $2.1M | 39,707 | 0.03% | 2q | +68.9%+$872.9K |
| Cetera Investment Advisers | $1.8M | 33,256 | 0.00% | 10q | -12.0%-$245.1K |
| UBS Group AG | $1.7M | 31,230 | 0.00% | 31q | -6.0%-$107.1K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.6M | 30,492 | 0.01% | 4q | -32.0%-$772.4K |
| Kingsview Wealth Management, LLC | $1.6M | 29,153 | 0.02% | 22q | -1.0%-$16.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.5M | 28,753 | 0.09% | 26q | -1.7%-$26.7K |
| OSAIC HOLDINGS, INC. | $1.3M | 24,290 | 0.00% | 26q | -8.7%-$124.2K |
| IHT Wealth Management, LLC | $1.1M | 21,015 | 0.02% | 29q | -5.3%-$62.9K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $1.1M | 20,877 | 0.16% | 3q | -3.6%-$41.6K |
| RMR Wealth Builders | $1.1M | 20,648 | 0.07% | new | NEW |
| NewEdge Advisors, LLC | $1.1M | 20,495 | 0.00% | new | NEW |
| HUB Investment Partners, LLC | $1.0M | 19,000 | 0.02% | 3q | HELD |
| Meridian Wealth Management, LLC | $961.0K | 17,839 | 0.03% | 9q | +0.5%+$5.0K |
| BENJAMIN EDWARDS INC | $948.2K | 17,602 | 0.01% | 4q | +1.7%+$15.5K |
| Alteri Wealth LLC | $939.9K | 17,447 | 0.26% | 7q | -3.1%-$30.3K |
| Kestra Advisory Services, LLC | $936.6K | 17,386 | 0.00% | 7q | HELD |
| World Investment Advisors | $890.1K | 23,466 | 0.01% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $856.5K | 15,898 | 0.00% | 14q | +21.5%+$151.7K |
| &PARTNERS | $855.0K | 15,887 | 0.00% | 5q | +20.1%+$142.9K |
| Shaker Financial Services, LLC | $850.3K | 15,785 | 0.27% | 9q | -84.4%-$4.6M |
| Smith Asset Management Co., LLC | $845.9K | 15,702 | 0.67% | 7q | -2.3%-$19.8K |
| Parallel Advisors, LLC | $776.3K | 14,411 | 0.01% | 26q | +11.7%+$81.1K |
| Compound Planning, Inc. | $746.8K | 13,863 | 0.02% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $716.0K | 13,291 | 0.00% | 31q | +12.7%+$80.5K |
| David J Yvars Group | $660.1K | 12,254 | 0.31% | 8q | -34.1%-$340.9K |
| XTX Topco Ltd | $612.6K | 11,371 | 0.01% | new | NEW |
| LVZ, Inc. | $598.8K | 11,115 | 0.06% | 16q | -20.0%-$149.5K |
| Concurrent Investment Advisors, LLC | $591.3K | 10,976 | 0.01% | 10q | +30.1%+$136.8K |
| OPPENHEIMER & CO INC | $578.3K | 10,735 | 0.01% | 4q | -2.0%-$11.6K |
| NorthRock Partners, LLC | $543.8K | 10,095 | 0.01% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $537.8K | 10,331 | 0.00% | 12q | +35.8%+$141.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $534.1K | 9,915 | 0.01% | 2q | +5.5%+$28.0K |
| Allworth Financial LP | $471.0K | 8,743 | 0.00% | 31q | HELD |
| SteelPeak Wealth, LLC | $448.6K | 8,328 | 0.01% | 8q | +0.9%+$3.9K |
| ENVESTNET ASSET MANAGEMENT INC | $439.6K | 8,160 | 0.00% | new | NEW |
| 1607 Capital Partners, LLC | $420.2K | 7,800 | 0.04% | 3q | -67.4%-$870.3K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $390.4K | 7,247 | 0.03% | 4q | HELD |
| J.W. COLE ADVISORS, INC. | $376.7K | 6,993 | 0.01% | new | NEW |
| LANARK FINANCIAL, INC. | $374.6K | 6,953 | 0.03% | 12q | +4.5%+$16.1K |
| JANE STREET GROUP, LLC | $369.5K | 6,860 | 0.00% | 3q | -21.5%-$101.1K |
| Arax Advisory Partners | $349.1K | 6,480 | 0.00% | new | NEW |
| CHOREO, LLC | $327.8K | 6,086 | 0.00% | 2q | +12.3%+$35.9K |
| Compass Planning Associates Inc | $306.5K | 5,690 | 0.17% | 7q | -44.2%-$242.4K |
| READYSTATE ASSET MANAGEMENT LP | $297.4K | 5,520 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $296.3K | 5,500 | 0.02% | new | NEW |
| Attessa Capital LLC | $289.5K | 5,374 | 0.13% | new | NEW |
| Perigon Wealth Management, LLC | $278.5K | 5,170 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $255.6K | 4,745 | 0.00% | new | NEW |
| Kovack Advisors, Inc. | $253.0K | 4,713 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $235.8K | 4,377 | 0.00% | 8q | HELD |
| Capital Investment Advisors, LLC | $231.7K | 4,301 | 0.00% | new | NEW |
| INSIGNEO ADVISORY SERVICES, LLC | $215.5K | 4,000 | 0.01% | new | NEW |
| VISTA INVESTMENT PARTNERS II, LLC | $215.0K | 3,992 | 0.08% | new | NEW |
| Diversify Advisory Services, LLC | $210.3K | 4,420 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $210.3K | 4,420 | 0.00% | 2q | HELD |
| NORTHERN TRUST CORP | $206.9K | 3,841 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $173.2K | 3,216 | 0.00% | 3q | -22.1%-$49.0K |
| Steward Partners Investment Advisory, LLC | $136.1K | 2,527 | 0.00% | 29q | -1.8%-$2.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $127.6K | 2,368 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $121.6K | 2,258 | 0.00% | 9q | HELD |
| Western Pacific Wealth Management, LP | $80.8K | 1,500 | 0.07% | new | NEW |
| CoreCap Advisors, LLC | $77.7K | 1,442 | 0.00% | 10q | HELD |
| PRIVATE TRUST CO NA | $69.4K | 1,288 | 0.01% | 16q | HELD |
| FIFTH THIRD BANCORP | $67.0K | 1,243 | 0.00% | 2q | HELD |
| MOTCO | $53.9K | 1,000 | 0.00% | 16q | HELD |
| Larson Financial Group LLC | $44.8K | 832 | 0.00% | 3q | +0.7% |
| RHL GROUP, LLC | $31.1K | 575 | 0.03% | 2q | HELD |
| Allied Private Wealth LLC | $30.4K | 598 | 0.02% | new | FIRST |
| Keating Financial Advisory Services, Inc. | $21.2K | 393 | 0.00% | 3q | -81.6%-$94.2K |
| Colonial Trust Advisors | $20.4K | 378 | 0.00% | 5q | HELD |
| Janney Montgomery Scott LLC | $16.7K | 309,279 | 0.03% | 31q | +0.9% |
| US BANCORP \DE\ | $15.6K | 289 | 0.00% | 3q | HELD |
| GoalVest Advisory LLC | $13.1K | 243 | 0.00% | 4q | HELD |
| Rockefeller Capital Management L.P. | $12.7K | 235 | 0.00% | 3q | HELD |
| Noble Wealth Management PBC | $12.1K | 225 | 0.01% | new | NEW |
| MB, LEVIS & ASSOCIATES, LLC | $11.3K | 210 | 0.00% | new | NEW |
| Stone House Investment Management, LLC | $7.8K | 144 | 0.00% | 6q | HELD |
| Atlantic Edge Private Wealth Management, LLC | $6.7K | 125 | 0.00% | new | NEW |
| DUNCKER STREETT & CO INC | $5.4K | 100 | 0.00% | 4q | HELD |
| IFP Advisors, Inc | $4.1K | 76 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $3.7K | 70 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.5K | 45,616 | 0.00% | 31q | +109.6%+$1.3K |
| COHEN & STEERS, INC. | $2.4K | 45,000 | 0.00% | 2q | +50.0% |
| Truvestments Capital LLC | $1.2K | 23 | 0.00% | 6q | HELD |
| VSM Wealth Advisory, LLC | $970 | 18 | 0.00% | 3q | HELD |
| PEAPACK GLADSTONE FINANCIAL CORP | $270 | 5,000 | 0.00% | new | NEW |
Showing the largest 100 of 101 reported holders.
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 | 97 | $157.1M | 2,925,182 | 25 | 19 | 25 | 0.0% |
| Q1 2026 | 76 | $118.4M | 3,119,873 | 11 | 25 | 12 | 0.0% |
| Q4 2025 | 75 | $93.7M | 2,557,293 | 15 | 35 | 9 | 0.0% |
| Q3 2025 | 60 | $87.4M | 2,482,095 | 9 | 17 | 13 | 0.0% |
| Q2 2025 | 56 | $75.7M | 2,490,057 | 7 | 18 | 13 | 0.0% |
| Q1 2025 | 53 | $58.8M | 2,102,040 | 6 | 25 | 13 | 0.0% |
| Q4 2024 | 57 | $68.2M | 2,133,232 | 3 | 18 | 15 | 0.0% |
| Q3 2024 | 55 | $67.2M | 2,008,028 | 6 | 18 | 16 | 0.0% |
| Q2 2024 | 55 | $64.6M | 1,940,857 | 6 | 24 | 11 | 0.0% |
| Q1 2024 | 50 | $74.3M | 2,332,534 | 9 | 22 | 10 | 0.0% |
| Q4 2023 | 50 | $62.5M | 1,976,803 | 5 | 19 | 11 | 0.0% |
| Q3 2023 | 48 | $44.6M | 1,639,519 | 8 | 14 | 13 | 0.0% |
| Q2 2023 | 45 | $49.4M | 1,611,438 | 6 | 12 | 18 | 0.0% |
| Q1 2023 | 43 | $40.4M | 1,453,258 | 8 | 16 | 11 | 0.0% |
| Q4 2022 | 39 | $35.4M | 1,536,465 | 4 | 14 | 14 | 0.0% |
| Q3 2022 | 41 | $43.9M | 1,891,043 | 6 | 16 | 15 | 0.0% |
| Q2 2022 | 48 | $51.3M | 2,041,342 | 4 | 19 | 13 | 0.0% |
| Q1 2022 | 54 | $64.8M | 2,020,234 | 7 | 27 | 10 | 0.0% |
| Q4 2021 | 50 | $72.8M | 1,970,256 | 2 | 17 | 16 | 0.0% |
| Q3 2021 | 52 | $62.2M | 1,887,365 | 5 | 21 | 13 | 0.0% |
| Q2 2021 | 52 | $64.8M | 1,826,962 | 8 | 16 | 15 | 0.0% |
| Q1 2021 | 51 | $59.2M | 1,897,921 | 8 | 14 | 14 | 0.0% |
| Q4 2020 | 46 | $54.2M | 1,991,249 | 7 | 17 | 11 | 0.0% |
| Q3 2020 | 41 | $38.7M | 1,766,040 | 8 | 12 | 10 | 0.0% |
| Q2 2020 | 42 | $38.3M | 1,743,903 | 6 | 17 | 11 | 0.0% |
| Q1 2020 | 40 | $33.0M | 1,865,923 | 5 | 19 | 7 | 0.0% |
| Q4 2019 | 37 | $35.6M | 1,512,831 | 1 | 13 | 11 | 0.0% |
| Q3 2019 | 36 | $34.7M | 1,645,271 | 2 | 13 | 9 | 0.0% |
| Q2 2019 | 39 | $35.7M | 1,748,289 | 9 | 16 | 7 | 0.0% |
| Q1 2019 | 38 | $32.5M | 1,617,186 | 7 | 14 | 11 | 0.0% |
| Q4 2018 | 34 | $28.2M | 1,676,400 | 0 | 1 | 1 | 0.0% |