Columbia ETF Trust I - REVS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | History | Added to | 243,142 | 6,958 | 0.17% | 0.09% | 1 | +121,316 | 99.58% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 111,541 | 3,211 | 0.01% | 0.0% | 2 | +6,215 | 5.9% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Added to | 46,609 | 1,333 | 0.02% | 0.02% | 3 | +5,283 | 12.78% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 42,408 | 1,213 | 0.01% | 0.01% | 4 | +922 | 2.22% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 40,831 | 1,168 | 0.0% | 0.0% | 5 | +16,043 | 64.72% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 29,303 | 838 | 0.05% | 0.04% | 6 | +4,677 | 18.99% | Q1 2026 | Apr 24, 2026 |
| Inscription Capital, LLC | History | New | 17,865 | 511 | 0.05% | — | 7 | +17,865 | New | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,818 | 367 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 9,000 | 257 | 0.08% | — | 9 | +9,000 | New | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 5,200 | 148 | 0.0% | 0.0% | 10 | +4,833 | 1316.89% | Q1 2026 | Apr 13, 2026 |
| Pflug Koory, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,249,697 | -100.0% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,138,925 | -100.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -271,557 | -100.0% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -115,410 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Ruggaard & Associates LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -52,103 | -100.0% | Q4 2025 | Feb 20, 2026 |
| Frederick Financial Consultants, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -26,399 | -100.0% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,578 | -100.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,016 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.01% | — | -10,061 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -3,400 | -100.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,431 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -992 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |