STKCOLUMBIA SELIGM PREM TECH GR
CUSIP 19842X109 · Yahoo Finance ↗ · Google Finance ↗
Columbia Seligm Prem Tech Gr (STK) has 79 institutional holders in Filings Flow’s 13F database, together reporting 3.04M shares worth $102M as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Morgan Stanley, and Invesco Ltd..
Institutional Holders
79
Q1 2026
Reported Value
$102M
Ticker
STK
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shaker Financial Services, LLC$287M AUM | 1.33% | $4M | 100.9K | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.85% | $3M | 66.2K | Q1 2026OLDER |
| Smith Asset Management Co., LLC$127M AUM | 0.67% | $845,867 | 15.7K | Q2 2026 |
| David J Yvars Group$212M AUM | 0.31% | $660,103 | 12.3K | Q2 2026 |
| Compass Planning Associates Inc$156M AUM | 0.25% | $386,507 | 10.2K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.22% | $683,119 | 18.0K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.22% | $7M | 186.4K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.20% | $2M | 44.4K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.14% | $821,150 | 21.6K | Q1 2026OLDER |
| Attessa Capital LLC$223M AUM | 0.13% | $289,497 | 5.4K | Q2 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.09% | $685,139 | 19.4K | Q3 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.08% | $2M | 56.0K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.08% | $1M | 29.3K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.07% | $908,613 | 24.0K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.06% | $598,765 | 11.1K | Q2 2026 |
| Cornerstone Advisors, LLC$2.7B AUM | 0.05% | $1M | 38.7K | Q4 2025OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.03% | $274,879 | 7.2K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $673,148 | 17.7K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $297,925 | 8.1K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $841,404 | 22.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $252,423 | 6.7K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.02% | $21,829 | 575 | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $720,670 | 19.0K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.02% | $2M | 44.8K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.02% | $19,648 | 518 | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 29.4K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $891,469 | 23.5K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $890,072 | 23.5K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $81,225 | 2.1K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $448,649 | 8.3K | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $489,521 | 12.9K | Q2 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $295,073 | 8.0K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $656,747 | 17.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $382,903 | 10.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $210,512 | 5.7K | Q4 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $12,121 | 225 | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $415,371 | 11.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $356,390 | 9.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $48,854 | 1.3K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $209,817 | 4.4K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.00% | $37,930 | 1.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $320,013 | 8.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $15M | 404.3K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $166,020 | 4.4K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $205,548 | 5.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $659,304 | 17.4K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $502,214 | 13.2K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $13,090 | 243 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $77,685 | 1.4K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $56,778 | 1.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 195.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 37.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 26.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $331,417 | 8.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 211.5K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $14,338 | 378 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $31,332 | 826 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $5,462 | 144 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 78.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $88,039 | 2.3K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,845 | 75 | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $3,793 | 100 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $12M | 325.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $496,200 | 13.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 94.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $296,650 | 7.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $97,628 | 2.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 166.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 44.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $99,324 | 2.6K | Q2 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $273,412 | 7.7K | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $48,094 | 1.3K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $447,422 | 11.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $202,167 | 5.3K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $683 | 18 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 33.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $45,730 | 1.2K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $13,276 | 350 | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $872 | 23 | Q1 2026OLDER |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.00% | $189 | 5 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $156,499 | 4.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $47,147 | 1.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $62,543 | 12.4K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $331,356 | 8.7K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $18,960 | 500 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $8,914 | 235 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $10,962 | 289 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $152 | 4 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.