SEC 13F Intelligence

SEMICOLUMBIA ETF TR I

CUSIP 19761L870 · Yahoo Finance ↗ · Google Finance ↗

Columbia Etf Tr I (SEMI) has 23 institutional holders in Filings Flow’s 13F database, together reporting 397.5K shares worth $12M as of Q1 2026. The largest reported holders are Wealthplan Investment Management, LLC, Wealthplan Partners, LLC, and Cetera Investment Advisers.

Institutional Holders
23
Q1 2026
Reported Value
$12M
Ticker
SEMI
Quarters Tracked
17

Ownership Trend

Institutional holders
Q1 ’22: 1Q1 ’22Q2 ’22: 5Q3 ’22: 8Q4 ’22: 6Q4 ’22Q1 ’23: 5Q2 ’23: 5Q3 ’23: 9Q3 ’23Q4 ’23: 10Q1 ’24: 9Q2 ’24: 17Q2 ’24Q3 ’24: 17Q4 ’24: 15Q1 ’25: 14Q1 ’25Q2 ’25: 20Q3 ’25: 18Q4 ’25: 20Q4 ’25Q1 ’26: 23filingsflow.com
Total reported value
Q1 ’22: $0Q1 ’22Q2 ’22: $10MQ3 ’22: $9MQ4 ’22: $10MQ4 ’22Q1 ’23: $18MQ2 ’23: $14MQ3 ’23: $8MQ3 ’23Q4 ’23: $10MQ1 ’24: $10MQ2 ’24: $12MQ2 ’24Q3 ’24: $11MQ4 ’24: $11MQ1 ’25: $9MQ1 ’25Q2 ’25: $12MQ3 ’25: $14MQ4 ’25: $13MQ4 ’25Q1 ’26: $12Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
WealthPLAN Partners, LLC$518M AUM0.36%$2M64.4KQ1 2026
WealthPlan Investment Management, LLC$1.8B AUM0.15%$3M91.7KQ1 2026
Next Level Private LLC$511M AUM0.12%$530,24818.4KQ1 2026
Fermata Advisors, LLC$495M AUM0.11%$473,13016.4KQ1 2026
SWEENEY & MICHEL, LLC$340M AUM0.08%$258,1408.0KQ1 2026
JFG Wealth Management, LLC$511M AUM0.04%$212,6016.8KQ3 2025OLDER
Johnson Financial Group, LLC$1.5B AUM0.01%$208,3046.8KQ4 2025OLDER
ORG Partners LLC$568M AUM0.01%$37,6781.2KQ4 2025OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$24,052833Q1 2026
Ascentis Independent Advisors$1.3B AUM0.00%$35,5141.2KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$866,00030.0KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$2M63.5KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$96,8133.4KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$394,47213.7KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$521,00018.0KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$12,993450Q1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$373,91212.9KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$273,2809.5KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$2,887100Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$597,56620.7KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$3,678120Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$244,0108.5KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$422,73714.6KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$98234Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$10,607382Q2 2025OLDER
UBS Group AG$666.3B AUM0.00%$24,966815Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$33,8991.2KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1,63859Q2 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$2027Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$421Q1 2026

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