COLUMBIA ETF TR I shareholder history

Current and past COLUMBIA ETF TR I shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMERIPRISE FINANCIAL INC 24240.01%0.04%0.08%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
LPL Financial LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
UBS Group AG 1930.00%0.00%0.01%Q4 2017Q3 202322
ROYAL BANK OF CANADA 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.04%Q3 2018Q3 202321
BANK OF AMERICA CORP /DE/ 20200.00%0.00%0.00%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.01%Q4 2018Q3 202320
Cambridge Investment Research Advisors, Inc. 19190.00%0.01%0.02%Q1 2019Q3 202319
Private Advisor Group, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
JANE STREET GROUP, LLC 820.00%0.00%0.02%Q4 2017Q3 202319
RAYMOND JAMES & ASSOCIATES 19190.00%0.00%0.00%Q1 2019Q3 202319
Raymond James Financial Services Advisors, Inc. 18180.00%0.02%0.07%Q2 2019Q3 202318
OneDigital Investment Advisors LLC 17170.04%2.14%4.95%Q3 2019Q3 202317
MORGAN STANLEY 17170.00%0.00%0.00%Q3 2019Q3 202317
Cetera Advisor Networks LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Citadel Advisors 820.00%0.00%0.00%Q2 2019Q3 202315
NorthRock Partners, LLC 1050.02%0.06%0.10%Q1 2018Q4 202115
NewEdge Advisors, LLC 15150.00%0.08%0.26%Q1 2020Q3 202315
Allworth Financial LP 15150.00%0.00%0.00%Q1 2020Q3 202315
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.02%0.06%Q1 2020Q3 202315
Steward Partners Investment Advisory, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Parallel Advisors, LLC 14140.00%0.01%0.04%Q2 2020Q3 202314
FIRST FOUNDATION ADVISORS 14140.01%0.10%0.13%Q2 2020Q3 202314
Rehmann Capital Advisory Group 14140.07%0.12%0.22%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.01%0.04%Q2 2020Q3 202314
IFP Advisors, Inc 14140.00%0.01%0.02%Q3 2019Q4 202214
HighTower Advisors, LLC 13130.00%0.01%0.02%Q1 2019Q1 202213
WealthPLAN Partners, LLC 850.02%0.14%0.36%Q2 2020Q4 202313
Schneider Downs Wealth Management Advisors, LP 13130.56%0.79%0.92%Q1 2020Q1 202313
Financial Insights, Inc. 1210.11%0.66%1.26%Q2 2020Q3 202313
Orion Portfolio Solutions, LLC 12120.01%0.04%0.06%Q4 2020Q3 202312
Sloy Dahl & Holst, LLC 12120.10%0.87%2.51%Q3 2020Q2 202312
Kestra Advisory Services, LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
Equitable Holdings, Inc. 12120.00%0.04%0.08%Q4 2019Q3 202212
Prentice Wealth Management LLC 11110.40%3.36%5.70%Q1 2021Q3 202311
Janney Montgomery Scott LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Atria Investments, Inc 10100.02%0.05%0.10%Q4 2020Q1 202310
Signature Wealth Management Partners, LLC 10100.61%2.42%3.88%Q4 2020Q1 202310
Horizon Investments, LLC 550.22%0.31%0.64%Q3 2019Q1 202210
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 990.04%0.15%0.43%Q2 2020Q2 20229
Great Diamond Partners, LLC 990.28%0.43%0.50%Q3 2020Q3 20229
COLONY GROUP LLC 990.01%0.07%0.14%Q3 2021Q3 20239
STIFEL FINANCIAL CORP 720.00%0.00%0.00%Q4 2020Q1 20239
Syverson Strege & Co 990.00%1.52%3.51%Q1 2021Q1 20239
Andesa Financial Management Inc. 540.21%0.87%1.65%Q2 2019Q1 20229
MML INVESTORS SERVICES, LLC 990.00%0.00%0.01%Q4 2020Q4 20229
Bogart Wealth, LLC 990.00%0.51%2.44%Q3 2021Q3 20239
Global Retirement Partners, LLC 720.01%0.07%0.14%Q2 2021Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 990.03%0.09%0.13%Q4 2020Q4 20229
Strategic Family Wealth Counselors, L.L.C. 880.14%0.21%0.53%Q4 2021Q3 20238
Moors & Cabot, Inc. 880.01%0.02%0.03%Q3 2020Q2 20228
Collaborative Wealth Managment Inc. 610.49%0.65%0.79%Q1 2021Q3 20238
US BANCORP \DE\ 880.00%0.00%0.00%Q3 2021Q2 20238
PSI Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
F3Logic, LLC 770.10%0.46%0.64%Q3 2020Q1 20227
TruWealth Advisors, LLC 770.03%5.70%8.92%Q4 2020Q2 20227
OLD MISSION CAPITAL LLC 770.01%0.03%0.08%Q1 2022Q3 20237
GYL FINANCIAL SYNERGIES, LLC 770.11%0.64%1.74%Q1 2022Q3 20237
Eudaimonia Partners, LLC 520.15%0.29%0.37%Q3 2020Q2 20227
Legacy Wealth Partners, Inc. 773.17%3.86%4.20%Q4 2019Q2 20217
CAPTRUST FINANCIAL ADVISORS 770.00%0.00%0.00%Q4 2020Q2 20227
Archford Capital Strategies, LLC 770.16%0.17%0.18%Q1 2021Q3 20227
Ameritas Advisory Services, LLC 610.14%0.95%1.58%Q4 2021Q3 20237
Capital Wealth Alliance, LLC 520.15%0.41%1.37%Q4 2019Q4 20217
HARBOUR INVESTMENTS, INC. 610.00%0.00%0.01%Q4 2021Q3 20237
MARINER INDEPENDENT ADVISOR NETWORK, LLC 770.01%0.02%0.02%Q4 2020Q2 20227
AE Wealth Management LLC 430.00%0.00%0.01%Q1 2020Q4 20217
Advisory Resource Group 661.36%2.52%3.03%Q3 2020Q4 20216
Cutter & CO Brokerage, Inc. 660.07%0.12%0.15%Q3 2019Q4 20206
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 510.08%0.13%0.18%Q2 2020Q4 20216
BARCLAYS PLC 420.00%0.00%0.00%Q1 2019Q3 20216
Cetera Advisors LLC 660.01%0.01%0.01%Q3 2020Q4 20216
Advisory Services Network, LLC 420.00%0.00%0.01%Q3 2020Q1 20236
TRUIST FINANCIAL CORP 660.00%0.00%0.00%Q4 2021Q1 20236
Belpointe Asset Management LLC 660.00%0.02%0.04%Q4 2021Q1 20236
Silicon Hills Wealth Management, LLC 550.55%1.31%2.01%Q4 2020Q4 20215
Laurel Wealth Advisors, Inc. 550.02%0.03%0.04%Q4 2020Q4 20215
Coe Capital Management, LLC 550.34%0.39%0.50%Q1 2019Q1 20205
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.00%0.01%0.01%Q4 2018Q4 20195
Patriot Financial Group Insurance Agency, LLC 410.00%0.00%0.00%Q2 2020Q3 20215
Cetera Investment Advisers 550.01%0.01%0.02%Q1 2021Q1 20225
IHT Wealth Management, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Sowell Financial Services LLC 550.02%0.06%0.12%Q1 2021Q1 20225
WealthPlan Investment Management, LLC 410.01%0.01%0.02%Q1 2022Q2 20235
CGN Advisors LLC 550.13%0.20%0.26%Q1 2021Q1 20225
20/20 Capital Management, Inc. 550.07%0.20%0.39%Q2 2020Q2 20215
LINCOLN NATIONAL CORP 220.01%0.03%0.05%Q3 2019Q4 20204
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 440.00%0.00%0.00%Q4 2022Q3 20234
Wayfinding Financial, LLC 310.70%0.82%0.89%Q4 2021Q4 20224
Retirement Group, LLC 440.02%0.02%0.02%Q1 2021Q4 20214
Simplicity Solutions, LLC 440.00%0.01%0.01%Q1 2020Q4 20204
AVANTAX ADVISORY SERVICES, INC. 440.00%0.03%0.06%Q2 2022Q1 20234
HBK Sorce Advisory LLC 310.10%0.15%0.18%Q2 2022Q3 20234
Price Capital Management, Inc. 440.03%0.09%0.22%Q1 2019Q4 20194
Millington Financial Advisors, LLC 440.74%0.81%0.90%Q4 2022Q3 20234
Western Wealth Management, LLC 310.02%0.02%0.02%Q2 2021Q3 20224
Total Clarity Wealth Management, Inc. 210.01%0.03%0.05%Q1 2021Q2 20224
CITIGROUP INC 210.00%0.00%0.00%Q4 2017Q1 20234
Carroll Financial Associates, Inc. 310.00%0.00%0.00%Q3 2019Q3 20204
Gallacher Capital Management LLC 440.16%0.17%0.17%Q4 2022Q3 20234
ENZI WEALTH 440.58%3.20%5.43%Q3 2022Q2 20234
Pine Valley Investments Ltd Liability Co 330.78%0.90%1.14%Q1 2023Q3 20233
Sweet Financial Partners, LLC 330.11%4.11%7.80%Q4 2021Q2 20223
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q1 2022Q3 20223
Advisor Group, Inc. 330.00%0.01%0.01%Q2 2019Q4 20193
FLAGSHIP HARBOR ADVISORS, LLC 330.02%0.02%0.02%Q1 2020Q3 20203
Glass Jacobson Investment Advisors llc 210.01%0.03%0.04%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Regal Wealth Group, Inc. 330.05%0.06%0.07%Q4 2017Q2 20183
BIVIN & ASSOCIATES, INC. 330.02%0.69%1.06%Q4 2021Q2 20223
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Stegent Equity Advisors, Inc. 331.25%1.73%2.45%Q4 2021Q2 20223
Imprint Wealth LLC 330.25%0.27%0.29%Q1 2023Q3 20233
Brio Consultants, LLC 210.06%0.33%0.49%Q4 2019Q3 20203
PRIVATE CAPITAL MANAGEMENT LLC 330.05%0.06%0.06%Q1 2023Q3 20233
Cornerstone Wealth Management, LLC 330.04%0.04%0.05%Q4 2020Q2 20213
FLOW TRADERS U.S. LLC 210.00%0.03%0.06%Q4 2019Q2 20213
Virtu Financial LLC 330.01%0.01%0.02%Q4 2017Q2 20183
FMR LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Ameritas Investment Company, LLC 220.06%0.26%0.46%Q2 2021Q3 20212
DAVENPORT & Co LLC 220.00%0.00%0.00%Q4 2021Q1 20222
BENJAMIN F. EDWARDS & COMPANY, INC. 220.01%0.01%0.01%Q4 2020Q1 20212
Castleview Partners, LLC 110.11%0.13%0.14%Q2 2021Q4 20212
Qube Research & Technologies Ltd 110.00%0.00%0.01%Q3 2021Q3 20232
WealthShield Partners, LLC 220.01%0.02%0.02%Q1 2021Q2 20212
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
PALO ALTO WEALTH ADVISORS, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
ORG Partners LLC 220.04%0.05%0.06%Q1 2023Q2 20232
Hilltop Holdings Inc. 220.04%0.10%0.17%Q1 2020Q2 20202
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q3 20232
Trail Ridge Investment Advisors, LLC 220.32%0.35%0.39%Q2 2022Q3 20222
Naviter Wealth, LLC 223.86%5.20%6.53%Q4 2021Q1 20222
Herold Advisors, Inc. 110.00%0.02%0.04%Q3 2021Q1 20222
Essex Financial Services, Inc. 220.01%0.02%0.02%Q1 2022Q2 20222
Wedmont Private Capital 220.09%0.12%0.14%Q4 2021Q1 20222
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q4 2020Q1 20212
FDx Advisors, Inc. 220.45%0.49%0.52%Q4 2021Q1 20222
Advisor Resource Council 110.08%0.10%0.12%Q2 2021Q4 20212
HERITAGE WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Walkner Condon Financial Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Boyd Wealth Management, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Tranquilli Financial Advisor LLC 110.44%0.44%0.44%Q1 2022Q1 20221
Veracity Capital LLC 110.20%0.20%0.20%Q3 2020Q3 20201
Avior Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CWM, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
PRIVATE TRUST CO NA 110.01%0.01%0.01%Q2 2022Q2 20221
IFG Advisory, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Live Oak Investment Partners 115.76%5.76%5.76%Q4 2022Q4 20221
PFS INVESTMENTS INC. 110.25%0.25%0.25%Q1 2022Q1 20221
Filbrandt Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Redhawk Wealth Advisors, Inc. 111.37%1.37%1.37%Q2 2019Q2 20191
Fragasso Group Inc. 110.02%0.02%0.02%Q4 2023Q4 20231
Winslow, Evans & Crocker, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Tyler-Stone Wealth Management 110.01%0.01%0.01%Q4 2021Q4 20211
COLTON GROOME FINANCIAL ADVISORS, LLC 110.80%0.80%0.80%Q1 2022Q1 20221
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ipsen Advisor Group LLC 110.49%0.49%0.49%Q4 2022Q4 20221
WOODWARD DIVERSIFIED CAPITAL, LLC 110.66%0.66%0.66%Q4 2020Q4 20201
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
WBI INVESTMENTS, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
GODSEY & GIBB, INC 110.00%0.00%0.00%Q2 2022Q2 20221
PCA Investment Advisory Services Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
FOUNDERS FINANCIAL SECURITIES LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MATHER GROUP, LLC. 110.02%0.02%0.02%Q3 2022Q3 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Global Assets Advisory, LLC 110.24%0.24%0.24%Q3 2022Q3 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Stratos Wealth Partners, LTD. 110.03%0.03%0.03%Q4 2021Q4 20211
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.