Columbia ETF Trust I - 19761L748
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | No change | 24,905,747 | 746,674 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 13,271,311 | 397,873 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HCR Wealth Advisors | History | New | 1,758,417 | 50,194 | 3.97% | — | 3 | +1,758,417 | New | Q3 2026 | Oct 15, 2026 |
| LPL Financial LLC | History | No change | 1,368,519 | 41,028 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 1,330,753 | 39,895 | 2.92% | 2.92% | 5 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,306,443 | 39,167 | 0.18% | 0.18% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 978,219 | 29,326 | 1.16% | 1.16% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 704,222 | 21,112 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tassel Capital Management, Inc. | History | No change | 447,838 | 13,426 | 6.28% | 6.28% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 428,096 | 12,834 | 0.22% | 0.22% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 337,697 | 10,124 | 2.75% | 2.75% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 304,359 | 9,145 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 237,187 | 7,110 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Systelligence, LLC | History | No change | 235,301 | 7,054 | 1.18% | 1.18% | 14 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 155,339 | 4,674 | 0.51% | 0.51% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 141,428 | 4,240 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 125,780 | 3,770 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Private Advisor Group, LLC | History | No change | 118,458 | 3,551 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 115,780 | 3,471 | 1.89% | 1.89% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 108,050 | 3,239 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 86,654 | 2,598 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAGCO, INC. | History | No change | 74,241 | 2,225 | 0.41% | 0.41% | 22 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 68,577 | 2,055 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Associates, Inc. | History | No change | 53,220 | 1,595 | 0.44% | 0.44% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 41,608 | 1,247 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 33,912 | 1,016 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 32,608 | 977 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18,713 | 561 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,610 | 499 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 12,678 | 361 | 0.04% | 0.11% | 30 | -23,276 | -64.74% | Q3 2026 | Oct 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,861 | 355 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,059 | 331 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,765 | 292 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 9,758 | 292 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 9,068 | 271 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,959 | 268 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRENTISS SMITH & CO INC | History | No change | 7,389 | 221 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5,000 | 149 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,726 | 51 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Key FInancial Inc | History | No change | 1,202 | 36 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 835 | 25 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 687 | 20 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 417 | 12 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 230 | 6 | 0.0% | 0.0% | 44 | +186 | 422.73% | Q3 2026 | Oct 08, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 47 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Group, LTD | History | No change | 39 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MORGAN STANLEY | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |