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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 4,365,673 | 137,256 | 0.03% | 0.03% | 1 | +642,385 | 17.25% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,554,384 | 48,869 | 0.1% | 0.09% | 2 | +361,688 | 30.33% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 579,259 | 18,211 | 0.0% | 0.01% | 3 | +3,545 | 0.62% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 361,667 | 11,370 | 0.0% | 0.0% | 4 | +44,147 | 13.9% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | New | 239,615 | 7,533 | 0.05% | — | 5 | +239,615 | New | Q2 2026 | Aug 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 243,142 | 6,958 | 0.17% | 0.17% | 6 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Added to | 218,111 | 6,857 | 0.01% | 0.0% | 7 | +207,641 | 1983.2% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 112,939 | 3,664 | 0.01% | 0.01% | 8 | +1,398 | 1.25% | Q2 2026 | Jul 15, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 109,803 | 3,452 | 0.18% | 0.07% | 9 | +63,653 | 137.93% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,754 | 2,130 | 0.0% | 0.0% | 10 | +26,923 | 65.94% | Q2 2026 | Jul 29, 2026 |
| Ruggaard & Associates LLC | History | Added to | 53,364 | 1,677 | 0.6% | 0.59% | 11 | +939 | 1.79% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 52,850 | 1,661 | 0.01% | 0.01% | 12 | +300 | 0.57% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 51,321 | 1,613 | 0.0% | 0.01% | 13 | -45,597 | -47.05% | Q2 2026 | Aug 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 46,656 | 1,466 | 0.07% | 0.05% | 14 | +17,353 | 59.22% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 46,609 | 1,333 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inscription Capital, LLC | History | Added to | 39,136 | 1,230 | 0.11% | 0.05% | 16 | +21,271 | 119.07% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 36,736 | 1,154 | 0.0% | — | 17 | +36,736 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 35,330 | 1,111 | 0.0% | 0.0% | 18 | +8,918 | 33.76% | Q2 2026 | Jul 27, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 26,216 | 824 | 0.35% | 0.37% | 19 | -84 | -0.32% | Q2 2026 | Aug 14, 2026 |
| Richmond Investment Services, LLC | History | New | 19,226 | 604 | 0.19% | — | 20 | +19,226 | New | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,394 | 515 | 0.0% | 0.0% | 21 | -11,139 | -40.46% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,302 | 449 | 0.0% | 0.0% | 22 | +5,417 | 60.97% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,818 | 403 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 10,000 | 314 | 0.1% | 0.08% | 24 | +1,000 | 11.11% | Q2 2026 | Aug 14, 2026 |
| Van Diest Capital, LLC | History | New | 8,608 | 270 | 0.24% | — | 25 | +8,608 | New | Q2 2026 | Aug 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 7,266 | 228 | 0.01% | 0.01% | 26 | +275 | 3.93% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,884 | 153 | 0.0% | 0.0% | 27 | -316 | -6.08% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 3,019 | 94 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,603 | 81 | 0.0% | 0.0% | 29 | -165 | -5.96% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,832 | 58 | 0.0% | 0.0% | 30 | +1,807 | 7228.0% | Q2 2026 | Aug 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 800 | 25 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 739 | 23 | 0.0% | — | 32 | +739 | New | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 456 | 14 | 0.0% | 0.0% | 33 | -3,467 | -88.38% | Q2 2026 | Aug 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 147 | 4 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 77 | 2 | 0.0% | — | 35 | +77 | New | Q2 2026 | Aug 14, 2026 |
| Pflug Koory, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -42,408 | -100.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,256 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -3,651 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |