COLUMBIA ETF TR I
CUSIP 19761L300
Columbia Etf Tr I has 27 institutional holders in Filings Flow’s 13F database, together reporting 969.7K shares worth $43M as of Q1 2024. The largest reported holders are Ameriprise Financial Inc, Silverhawk Asset Management, LLC, and Sowell Financial Services LLC.
Institutional Holders
27
Q1 2024
Reported Value
$43M
Ticker
unmapped
private placement or foreign
Quarters Tracked
21
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $19M | 423.2K | Q1 2024 |
| SILVERHAWK ASSET MANAGEMENT, LLC$122M AUM | 5.83% | $7M | 187.3K | Q2 2023OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.25% | $5M | 118.7K | Q1 2024 |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 117.8K | Q1 2024 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $4M | 89.0K | Q1 2024 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 72.7K | Q3 2023OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 48.7K | Q1 2024 |
| Prism Advisors, Inc.$375M AUM | 0.40% | $1M | 29.6K | Q1 2024 |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 23.0K | Q1 2024 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $731,197 | 16.4K | Q1 2024 |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.00% | $705,991 | 15.9K | Q1 2024 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $538,678 | 12.1K | Q1 2024 |
| Allworth Financial LP$24.7B AUM | 0.00% | $516,100 | 11.6K | Q1 2024 |
| Redwood Financial Network Corp$153M AUM | 0.42% | $480,606 | 10.8K | Q1 2024 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.12% | $427,772 | 11.4K | Q3 2023OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.03% | $356,002 | 8.0K | Q1 2024 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.08% | $337,232 | 7.6K | Q1 2024 |
| CWM, LLC$38.1B AUM | 0.00% | $336,000 | 7.5K | Q1 2024 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.23% | $306,281 | 6.9K | Q1 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $247,000 | 5.5K | Q1 2024 |
| Keudell/Morrison Wealth Management$489M AUM | 0.07% | $234,247 | 5.3K | Q1 2024 |
| Fermata Advisors, LLC$495M AUM | 0.05% | $202,125 | 4.5K | Q1 2024 |
| Wells Financial Advisors INC$22M AUM | 0.05% | $75,974 | 1.7K | Q1 2024 |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $75,707 | 1.7K | Q1 2024 |
| Archer Investment Corp$469M AUM | 0.02% | $72,144 | 1.6K | Q1 2024 |
| Carolina Wealth Advisors, LLC$255M AUM | 0.02% | $35,849 | 805 | Q1 2024 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $32,688 | 734 | Q1 2024 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $25,473 | 572 | Q1 2024 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $19,058 | 428 | Q1 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $9,499 | 251 | Q2 2023OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q1 2024 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.