COLUMBIA ETF TR I
CUSIP 19761L508
Columbia Etf Tr I has 55 institutional holders in Filings Flow’s 13F database, together reporting 15.18M shares worth $274M as of Q1 2026. The largest reported holders are Ameriprise Financial Inc, Lpl Financial LLC, and Bank Of America Corp /De/.
Institutional Holders
55
Q1 2026
Reported Value
$274M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Convergence Financial, LLC$943M AUM | 1.28% | $12M | 668.3K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.75% | $4M | 240.2K | Q2 2026 |
| BankPlus Wealth Management LLC$194M AUM | 0.71% | $1M | 76.1K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.68% | $15M | 822.9K | Q2 2026 |
| New Insight Wealth Advisors$279M AUM | 0.55% | $2M | 85.0K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.53% | $1M | 68.9K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.23% | $780,062 | 43.1K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.20% | $562,861 | 30.7K | Q4 2025OLDER |
| 5T Wealth, LLC$253M AUM | 0.08% | $198,012 | 11.0K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 0.06% | $124,538 | 6.9K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.05% | $384,591 | 21.3K | Q1 2026OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.05% | $594,995 | 32.9K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.04% | $947,489 | 52.4K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.04% | $45,200 | 2.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $113M | 6.25M | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.02% | $159,365 | 8.6K | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.02% | $64,406 | 3.6K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.02% | $45,887 | 2.5K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 0.01% | $153,135 | 8.3K | Q3 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.01% | $212,549 | 11.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $42M | 2.31M | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $72,320 | 4.0K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $432,231 | 23.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 88.6K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $14,031 | 776 | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $278,432 | 15.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $262,901 | 14.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $217,184 | 11.8K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 795.2K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $201,610 | 11.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $249,288 | 13.8K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $46,611 | 2.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $266,752 | 14.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $105,505 | 5.7K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12M | 646.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $14M | 749.9K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $10M | 575.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $22M | 1.23M | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $28,062 | 1.5K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $961,190 | 53.2K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $21,134 | 1.2K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $1,519 | 84 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $17M | 921.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $593,024 | 32.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $784,095 | 43.4K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $2,184 | 119 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 235.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $298,004 | 16.2K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $611,510 | 33.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $152,347 | 8.3K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $16,381 | 906 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 192.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 59.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $19,219 | 1.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $14,354 | 778 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 75.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $30,429 | 1.7K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $1,162 | 63 | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $16,813 | 916 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $250,533 | 13.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $16,561 | 916 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $10,360 | 573 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $203,664 | 11.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $9,799 | 542 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $271 | 15 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $752 | 42 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2,712 | 150 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.