COLUMBIA ACORN TRUST - 197199409
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOFEN & GLOSSBERG LLC /IL/ | History | No change | 132,532 | 4,970 | 0.22% | 0.22% | 1 | 0 | 0.0% | Q2 2014 | Jul 15, 2014 |
| ROTHSCHILD INVESTMENT CORP /IL | History | No change | 18,784 | 704 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2014 | Jul 24, 2014 |
| Ethos Financial Group, LLC | History | New | 21,417 | 267 | 0.02% | — | 3 | +21,417 | New | Q1 2026 | May 05, 2026 |
| HIGH POINT BANK & TRUST CO | History | No change | 724 | 27 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2014 | Aug 04, 2014 |
| McIlrath & Eck, LLC | History | New | 165 | 2 | 0.0% | — | 5 | +165 | New | Q1 2026 | May 19, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,364 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,142 | -100.0% | Q1 2026 | May 12, 2026 |