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 | 3,723,288 | 106,560 | 0.03% | 0.02% | 1 | +1,473,591 | 65.5% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,192,696 | 34,134 | 0.09% | 0.08% | 2 | +53,771 | 4.72% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 575,714 | 16,476 | 0.01% | 0.0% | 3 | +304,157 | 112.0% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 317,520 | 9,087 | 0.0% | — | 4 | +317,520 | New | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 243,142 | 6,958 | 0.17% | 0.09% | 5 | +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% | 6 | +6,215 | 5.9% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 96,918 | 2,773 | 0.01% | 0.01% | 7 | -18,492 | -16.02% | Q1 2026 | Jun 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 52,550 | 1,503 | 0.01% | 0.0% | 8 | +51,250 | 3942.31% | Q1 2026 | May 08, 2026 |
| Ruggaard & Associates LLC | History | Added to | 52,425 | 1,500 | 0.59% | 0.58% | 9 | +322 | 0.62% | Q1 2026 | May 26, 2026 |
| World Investment Advisors | History | Added to | 46,609 | 1,333 | 0.02% | 0.02% | 10 | +5,283 | 12.78% | Q1 2026 | Apr 27, 2026 |
| FIRST INTERSTATE BANK | History | New | 46,150 | 1,320 | 0.07% | — | 11 | +46,150 | New | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 42,408 | 1,213 | 0.01% | 0.01% | 12 | +922 | 2.22% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 40,831 | 1,168 | 0.0% | 0.0% | 13 | +16,043 | 64.72% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 29,303 | 838 | 0.05% | 0.04% | 14 | +4,677 | 18.99% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | New | 27,533 | 787 | 0.0% | — | 15 | +27,533 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 26,412 | 756 | 0.0% | — | 16 | +26,412 | New | Q1 2026 | Apr 30, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 26,300 | 752 | 0.37% | 0.41% | 17 | -99 | -0.38% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 22,256 | 636 | 0.0% | — | 18 | +22,256 | New | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | New | 17,865 | 511 | 0.05% | — | 19 | +17,865 | New | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,818 | 367 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | New | 10,470 | 299 | 0.0% | — | 21 | +10,470 | New | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 9,000 | 257 | 0.08% | — | 22 | +9,000 | New | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,885 | 254 | 0.0% | 0.0% | 23 | +7,893 | 795.67% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 6,991 | 200 | 0.01% | 0.01% | 24 | -3,070 | -30.51% | Q1 2026 | Jun 08, 2026 |
| IFP Advisors, Inc | History | Added to | 5,200 | 148 | 0.0% | 0.0% | 25 | +4,833 | 1316.89% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 3,923 | 112 | 0.0% | 0.0% | 26 | +3,817 | 3600.94% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,651 | 104 | 0.0% | 0.0% | 27 | +3,352 | 1121.07% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 3,019 | 86 | 0.0% | 0.0% | 28 | -381 | -11.21% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,768 | 79 | 0.0% | 0.0% | 29 | +337 | 13.86% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 997 | 28 | 0.0% | — | 30 | +997 | New | Q1 2026 | May 19, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 800 | 24 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | New | 256 | 7 | 0.0% | — | 32 | +256 | New | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 147 | 4 | 0.0% | — | 33 | +147 | New | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 52 | 1 | 0.0% | — | 34 | +52 | New | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 25 | 1 | 0.0% | — | 35 | +25 | New | Q1 2026 | May 15, 2026 |
| Pflug Koory, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,578 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,016 | -100.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |