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 | No change | 4,365,673 | 137,256 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,554,384 | 48,869 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 579,259 | 18,211 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 361,667 | 11,370 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arax Advisory Partners | History | No change | 239,615 | 7,533 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 218,111 | 6,857 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST INTERSTATE BANK | History | No change | 109,803 | 3,601 | 0.19% | 0.18% | 7 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 104,812 | 3,502 | 0.01% | 0.01% | 8 | -8,127 | -7.2% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 70,402 | 2,309 | 0.0% | 0.0% | 9 | +2,648 | 3.91% | Q3 2026 | Nov 02, 2026 |
| Inscription Capital, LLC | History | Added to | 56,081 | 1,839 | 0.2% | 0.11% | 10 | +16,945 | 43.3% | Q3 2026 | Nov 02, 2026 |
| Ruggaard & Associates LLC | History | No change | 53,364 | 1,677 | 0.6% | 0.6% | 11 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 52,850 | 1,661 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 51,321 | 1,613 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 46,656 | 1,466 | 0.07% | 0.07% | 14 | 0 | 0.0% | 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 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 37,410 | 1,227 | 0.0% | 0.0% | 16 | +2,080 | 5.89% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 36,736 | 1,154 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 26,339 | 863 | 0.36% | 0.35% | 18 | +123 | 0.47% | Q3 2026 | Oct 29, 2026 |
| Richmond Investment Services, LLC | History | Added to | 19,365 | 635 | 0.2% | 0.19% | 19 | +139 | 0.72% | Q3 2026 | Oct 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 16,394 | 515 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,302 | 449 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,818 | 403 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 10,000 | 314 | 0.1% | 0.1% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Diest Capital, LLC | History | No change | 8,608 | 270 | 0.24% | 0.24% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 7,266 | 228 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 4,884 | 160 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MORGAN STANLEY | History | No change | 3,019 | 94 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,603 | 81 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,832 | 58 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,214 | 39 | 0.0% | — | 30 | +1,214 | New | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | New | 923 | 30 | 0.0% | — | 31 | +923 | New | Q3 2026 | Oct 08, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 800 | 25 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 739 | 23 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 456 | 14 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 147 | 4 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Buck Wealth Strategies, LLC | History | New | 75 | 2 | 0.0% | — | 37 | +75 | New | Q3 2026 | Oct 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 77 | 2 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pflug Koory, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Investors Research Corp | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |