Columbia ETF Trust I - SEMI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | No change | 84,761 | 3,439 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 56,715 | 2,274 | 0.11% | 0.14% | 2 | -14,084 | -19.89% | Q3 2026 | Oct 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 31,078 | 1,261 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 27,170 | 1,089 | 0.2% | 0.31% | 4 | -12,512 | -31.53% | Q3 2026 | Oct 15, 2026 |
| LPL Financial LLC | History | No change | 20,895 | 847 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Next Level Private LLC | History | No change | 18,365 | 745 | 0.15% | 0.15% | 6 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 17,612 | 715 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 13,681 | 555 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fermata Advisors, LLC | History | Reduced | 10,543 | 422 | 0.08% | 0.13% | 9 | -5,286 | -33.39% | Q3 2026 | Oct 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 9,638 | 391 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 8,000 | 320 | 0.09% | 0.08% | 11 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 6,449 | 261 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,891 | 239 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,350 | 217 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,223 | 130 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,230 | 48 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 657 | 26 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 544 | 22 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 470 | 19 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 300 | 11 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 4 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | No change | 81 | 3 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 24 | -5 | -16.13% | Q3 2026 | Oct 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2026 | Oct 14, 2026 |
| ASSETMARK, INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |