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 | 2,249,697 | 63,628 | 0.02% | 0.01% | 1 | +443,608 | 24.56% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 1,138,925 | 32,212 | 0.08% | — | 2 | +1,138,925 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 271,557 | 7,680 | 0.0% | 0.0% | 3 | +13,669 | 5.3% | Q4 2025 | Feb 18, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 121,826 | 3,445 | 0.09% | — | 4 | +121,826 | New | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 115,410 | 3,264 | 0.01% | 0.02% | 5 | -13,618 | -10.55% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 105,326 | 3,052 | 0.0% | 0.0% | 6 | +4,757 | 4.73% | Q4 2025 | Jan 08, 2026 |
| Ruggaard & Associates LLC | History | Added to | 52,103 | 1,473 | 0.58% | 0.52% | 7 | +2,452 | 4.94% | Q4 2025 | Feb 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 41,486 | 1,173 | 0.01% | 0.0% | 8 | +25,443 | 158.59% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 41,326 | 1,168 | 0.02% | — | 9 | +41,326 | New | Q4 2025 | Mar 12, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 26,399 | 746 | 0.41% | 0.51% | 10 | -6,328 | -19.34% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,788 | 701 | 0.0% | 0.0% | 11 | +3,191 | 14.78% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 24,626 | 696 | 0.04% | 0.02% | 12 | +12,815 | 108.5% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,818 | 363 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,578 | 355 | 0.0% | — | 14 | +12,578 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 11,016 | 311 | 0.0% | 0.0% | 15 | +41 | 0.37% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 10,061 | 284 | 0.01% | 0.03% | 16 | -12,950 | -56.28% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,400 | 96 | 0.0% | 0.0% | 17 | +382 | 12.66% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,431 | 68 | 0.0% | 0.0% | 18 | +150 | 6.58% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 1,300 | 36 | 0.0% | — | 19 | +1,300 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 992 | 28 | 0.0% | 0.0% | 20 | +20 | 2.06% | Q4 2025 | Feb 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 800 | 22 | 0.01% | — | 21 | +800 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 367 | 10 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | New | 299 | 8 | 0.0% | — | 23 | +299 | New | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | No change | 106 | 3 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pflug Koory, LLC | History | No change | 35 | 1 | 0.0% | — | 25 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,442 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,161 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |