| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
| ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 20 |
| Carroll Financial Associates, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
| BANK OF AMERICA CORP /DE/ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 17 |
| OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
| AMERIPRISE FINANCIAL INC | 8 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 14 |
| Carolina Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
| LPL Financial LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
| WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
| AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
| Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
| APPLETON PARTNERS INC/MA | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2019 | 8 |
| JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 8 |
| Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 8 |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
| TRUIST FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
| Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| NewEdge Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
| SILVERHAWK ASSET MANAGEMENT, LLC | 4 | 4 | 5.38% | 5.69% | 5.83% | Q3 2022 | Q2 2023 | 4 |
| JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 3 |
| Golden State Wealth Management, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 3 |
| MONECO Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
| Golden State Equity Partners | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q3 2021 | 2 |
| Archer Investment Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
| Wells Financial Advisors INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
| FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
| CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
| GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Cetera Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
| Capital Investment Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
| Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| CGN Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Prism Advisors, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own COLUMBIA ETF TR I or have owned COLUMBIA ETF TR I in the past.