SEC 13F Intelligence

ECONCOLUMBIA ETF TR II

CUSIP 19762B509 · Yahoo Finance ↗ · Google Finance ↗

Columbia Etf Tr II (ECON) has 34 institutional holders in Filings Flow’s 13F database, together reporting 9.00M shares worth $258M as of Q1 2026. The largest reported holders are Ameriprise Financial Inc, Lpl Financial LLC, and Bank Of America Corp /De/.

Institutional Holders
34
Q1 2026
Reported Value
$258M
Ticker
ECON
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 64Q4 ’18Q1 ’19: 68Q2 ’19: 65Q2 ’19Q3 ’19: 64Q2 ’21: 43Q2 ’21Q4 ’21: 34Q4 ’22: 31Q4 ’22Q4 ’25: 33Q1 ’26: 34Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $68MQ4 ’18Q1 ’19: $66MQ2 ’19: $229MQ2 ’19Q3 ’19: $64MQ2 ’21: $262MQ2 ’21Q4 ’21: $25MQ4 ’22: $15MQ4 ’22Q4 ’25: $219MQ1 ’26: $258MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Karnit Road Accident Victims Compensation Fund$170M AUM0.13%$238,2088.7KQ4 2025OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.09%$6M230.3KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.03%$137M4.77MQ1 2026
LPL Financial LLC$376.6B AUM0.03%$97M3.39MQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$2M52.2KQ1 2026
Pinnacle Bancorp, Inc.$339M AUM0.00%$14,025585Q2 2025OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$12,014418Q1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$15,433537Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$747,44527.3KQ4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$53,1421.8KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$786,00727.3KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$13M451.9KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$31,7961.2KQ4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$13,393466Q1 2026
Rossby Financial, LCC$489M AUM0.00%$1,18441Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$4M144.8KQ1 2026
Johnson Financial Group, Inc.$2.8B AUM0.00%$6,127231Q3 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$6,524227Q1 2026
Crewe Advisors LLC$1.2B AUM0.00%$2,30080Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M36.0KQ1 2026
WHITTIER TRUST CO$8.9B AUM0.00%$15,901550Q1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M48.1KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$8,622300Q1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$760,86326.5KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$308,31011.3KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$428,88714.9KQ1 2026
COMERICA BANK$25.1B AUM0.00%$10,387380Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$26,381917Q1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$251,73310.5KQ2 2025OLDER
UBS Group AG$666.3B AUM0.00%$223,5117.8KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$269,9849.4KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$7,516275Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,77296Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,46651Q1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$11,009383Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$39,9231.4KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$3,476120Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$8,527312Q4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$48917Q1 2026
FMR LLC$1.90T AUM0.00%$24,745861Q1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2,06972Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3,215112Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$48917Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.