Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Columbia ETF Trust I - Columbia Research Enhanced Core ETF include Mason & Associates Inc, Heck Capital Advisors, LLC, Snider Financial Group, Fidelis Capital Partners, LLC, Inscription Capital, LLC, Renaissance Technologies Llc, Y-Intercept (Hong Kong) Ltd, Palumbo Wealth Management LLC, Capital Market Strategies LLC, Stratos Wealth Advisors, LLC, Atomi Financial Group, Inc., Keystone Financial Services, LLC, Integrated Wealth Concepts LLC, Private Trust Co Na, Assetmark, Inc, Creative Financial Designs Inc /adv, and Activest Wealth Management .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 685,926 | 8.83 | 25,235 | 20.56 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 461,922 | 16,994 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1,978,098 | 4.39 | 72,774 | 15.64 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 40,568 | 2.56 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18,761 | 51.27 | 1 | |||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 90,043 | 41.28 | 3,313 | 56.52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16,658,312 | 49,303.34 | 612,859 | 54,668.45 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 19,785 | 26.95 | 728 | 40.62 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 10,558 | 388 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 23,778 | 15.46 | 889 | 41.85 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 68,148 | 102.91 | 2,507 | 124.84 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 374,045 | 6.36 | 14 | 18.18 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1,533,039 | 1.36 | 56,396 | 12.27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 220,971 | 173.50 | 8,130 | 202.98 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8,856 | 326 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 49,943 | 1,896 | ||||||
| 2025-08-22 | NP | CTFAX - Columbia Thermostat Fund Class A | 2,732,920 | 125.79 | 100,544 | 150.13 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 70,820 | 102.04 | 2,605 | 115.82 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 69,125 | 1.37 | 2,543 | 12.32 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 20,580 | 13.53 | 757 | 26.59 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 5,447 | 444.70 | 200 | 506.06 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 73,933 | 328.75 | 2,720 | 375.35 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,517,266 | 77.26 | 93 | 95.74 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 18,951 | 63.55 | 697 | 81.51 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 10,264 | 0.98 | 378 | 11.87 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 269,439 | 2.56 | 9,913 | 13.60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 117 | 4 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,231 | 30.82 | 303 | 45.19 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 567,951 | 30.34 | 20,895 | 44.39 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 720,517 | 14.10 | 26,508 | 26.40 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 555,620 | 0.12 | 20,441 | 10.92 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 123,818 | 4,555 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 11,916 | 438 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 196,458 | 7.83 | 7,228 | 19.45 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,061 | 260 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 65,065 | 1,517.73 | 2,394 | 1,699.25 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 840,273 | 4.37 | 30,914 | 15.61 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 63,469 | 8.08 | 2,394 | 22.77 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 492,981 | 3.98 | 18,137 | 15.19 | ||||
| 2025-07-17 | 13F | KWB Wealth | 236,281 | 57.88 | 7,847 | 51.44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 112,533 | 3.26 | 4,140 | 14.40 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 94,953 | 3,493 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,401,063 | 41.84 | 125,125 | 57.13 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 29,108 | 10.73 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 637,841 | 108.52 | 23,465 | 131.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 110,174 | 3.02 | 4,053 | 14.14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,475 | 128 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 14,803 | 38.60 | 545 | 53.67 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 80,568 | 2.77 | 2,964 | 14.57 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 30,795 | 23.55 | 1,133 | 36.88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,182 | 114.13 | 80 | 142.42 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 385,922 | 2.64 | 14 | 16.67 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 105,535 | 6.41 | 3,883 | 17.89 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 57,620 | 12.59 | 2,120 | 24.72 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240,780 | 12.60 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12,963,845 | 22.35 | 476,940 | 35.54 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6,927 | 10.64 | 255 | 22.71 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 131,024 | 90.96 | 4,820 | 111.59 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55,103 | 62.11 | 2,027 | 79.70 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 523,209 | 7.65 | 19,249 | 19.25 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 27,900 | 1,026 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,167,950 | 15.28 | 116,549 | 27.70 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 80,985 | 25.84 | 2,979 | 39.40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 65,696 | 14.49 | 2,417 | 26.82 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 227,616 | 3.67 | 8,374 | 14.84 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 60,269 | 2.85 | 2,217 | 13.93 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 1,029,239 | 37,866 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 36 | 1 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 160,450 | 5.13 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 6,698 | 246 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 190,216 | 6.16 | 6,998 | 17.61 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 603,600 | 544.87 | 22,206 | 614.48 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 33,241 | 13.75 | 1,223 | 25.98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 145,845 | 36.98 | 5,366 | 51.77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10,820,984 | 20.41 | 398,104 | 33.38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 230,633 | 41.60 | 8,455 | 57.27 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 92,334 | 33.27 | 3,417 | 58.86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 366,954 | 159.97 | 13,500 | 188.03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17,151 | 16.67 | 631 | 29.10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,912 | 218 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 24,351 | 125.26 | 896 | 139.30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12,430 | 85.52 | 457 | 105.86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 99,278 | 10.30 | 3,652 | 22.18 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 241,380 | 34.51 | 8,880 | 49.02 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,961 | 38.39 | 72 | 60.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,732 | 2.32 | 101 | 8.70 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 491,805 | 22.81 | 18,094 | 36.05 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 31,536 | 16.06 | 1,160 | 23.40 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 23,069 | 22.94 | 849 | 36.12 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 2,031,726 | 1.17 | 74,747 | 12.08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 320,671 | 394.61 | 11,983 | 456.57 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 125,694 | 39.50 | 4,624 | 54.55 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 45,678 | 196.11 | 1,680 | 228.13 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 14,683 | 12.12 | 540 | 24.42 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 35,328 | 9.89 | 1,320 | 39.68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,522,931 | 67.65 | 56,029 | 85.72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,201 | 13.12 | 302 | 25.42 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 213,424 | 22.60 | 7,852 | 35.81 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 17,464 | 24.71 | 643 | 38.06 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 296,568 | 143.19 | 10,911 | 169.45 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 179,979 | 898.88 | 6,621 | 1,007.19 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 39,656 | 32.34 | 1,459 | 46.53 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 39,399 | 1,449 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 126,650 | 31.44 | 4,659 | 45.59 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 22,849 | 841 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 90,084 | 13.78 | 3,314 | 26.06 |
