Columbia ETF Trust I - REGS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | New | 509,897 | 4,961 | 0.0% | — | 1 | +509,897 | New | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 78,458 | 763 | 0.0% | — | 2 | +78,458 | New | Q1 2026 | May 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 53,949 | 524 | 0.07% | — | 3 | +53,949 | New | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | New | 49,834 | 484 | 0.0% | — | 4 | +49,834 | New | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 15,481 | 150 | 0.0% | — | 5 | +15,481 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | New | 13,657 | 132 | 0.0% | — | 6 | +13,657 | New | Q1 2026 | Jun 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 12,139 | 118 | 0.0% | — | 7 | +12,139 | New | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | New | 10,443 | 101 | 0.01% | — | 8 | +10,443 | New | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | New | 5,882 | 57 | 0.0% | — | 9 | +5,882 | New | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | New | 1,908 | 18 | 0.0% | — | 10 | +1,908 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | New | 1,462 | 14 | 0.0% | — | 11 | +1,462 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 825 | 8 | 0.0% | — | 12 | +825 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 353 | 3 | 0.0% | — | 13 | +353 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 165 | 1 | 0.0% | — | 15 | +165 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 128 | 1 | 0.0% | — | 14 | +128 | New | Q1 2026 | May 15, 2026 |