COLUMBIA ETF TR II shareholder history

Current and past COLUMBIA ETF TR II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 28280.00%0.00%0.01%Q4 2016Q3 202328
WHITTIER TRUST CO 28280.00%0.01%0.02%Q4 2016Q3 202328
UBS Group AG 28280.00%0.01%0.02%Q4 2016Q3 202328
BANK OF AMERICA CORP /DE/ 28280.00%0.01%0.05%Q4 2016Q3 202328
NORTHERN TRUST CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
HighTower Advisors, LLC 28280.00%0.06%0.15%Q4 2016Q3 202328
PNC FINANCIAL SERVICES GROUP, INC. 28280.00%0.00%0.00%Q4 2016Q3 202328
WHITTIER TRUST CO OF NEVADA INC 28280.00%0.00%0.00%Q4 2016Q3 202328
SEGALL BRYANT & HAMILL, LLC 2170.02%0.03%0.06%Q3 2016Q3 202328
WELLS FARGO & COMPANY/MN 28280.00%0.00%0.01%Q4 2016Q3 202328
MORGAN STANLEY 28280.00%0.01%0.04%Q4 2016Q3 202328
Creative Planning 26260.00%0.00%0.01%Q4 2016Q1 202326
JANE STREET GROUP, LLC 1010.00%0.00%0.02%Q4 2016Q3 202324
Geneos Wealth Management Inc. 1680.00%0.00%0.00%Q4 2016Q3 202324
IFP Advisors, Inc 1110.00%0.01%0.06%Q1 2016Q4 202224
LPL Financial LLC 1350.00%0.00%0.01%Q4 2016Q2 202323
KINGS POINT CAPITAL MANAGEMENT 22220.01%0.06%0.20%Q4 2016Q1 202222
Steward Partners Investment Advisory, LLC 870.00%0.02%0.10%Q1 2017Q3 202322
RAYMOND JAMES & ASSOCIATES 1330.00%0.00%0.01%Q4 2016Q3 202322
SFE Investment Counsel 1390.06%0.11%0.21%Q4 2016Q2 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q4 2016Q3 202321
Gradient Investments LLC 1830.00%0.00%0.00%Q4 2016Q1 202221
BerganKDV Wealth Management, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
Jacobi Capital Management LLC 20200.00%0.00%0.00%Q4 2016Q3 202120
Covington Capital Management 20200.00%0.03%0.07%Q3 2017Q2 202220
Millburn Ridgefield Corp 20200.00%0.01%0.04%Q4 2016Q3 202120
Citadel Advisors 1610.00%0.00%0.01%Q4 2016Q1 202320
OLD MISSION CAPITAL LLC 510.01%0.10%0.51%Q3 2016Q3 202319
FOSTER DYKEMA CABOT & CO INC/MA 840.02%0.20%0.84%Q4 2016Q4 202119
Wharton Business Group, LLC 19190.02%0.08%0.15%Q4 2016Q2 202119
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.00%0.01%Q4 2017Q1 202218
Fusion Family Wealth LLC 18180.04%3.58%6.23%Q4 2016Q1 202118
Parallel Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.01%Q4 2018Q4 202217
Allworth Financial LP 17170.00%0.00%0.00%Q4 2016Q4 202017
Cambridge Investment Research Advisors, Inc. 1510.00%0.01%0.03%Q4 2016Q2 202116
BANK OF MONTREAL /CAN/ 1410.00%0.02%0.05%Q4 2016Q3 202316
Global Retirement Partners, LLC 640.00%0.00%0.00%Q4 2016Q4 202215
Psagot Value Holdings Ltd. 15150.00%0.23%0.69%Q4 2016Q2 202015
Haverford Trust Co 1320.01%0.01%0.02%Q4 2016Q3 202115
Patriot Financial Group Insurance Agency, LLC 15150.00%0.00%0.00%Q4 2018Q2 202215
Baystate Wealth Management LLC 870.00%0.00%0.01%Q1 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
FIFTH THIRD BANCORP 1230.00%0.00%0.00%Q4 2016Q1 202115
BLAIR WILLIAM & CO/IL 1310.00%0.00%0.00%Q2 2017Q4 202014
CITIGROUP INC 1310.00%0.00%0.00%Q4 2016Q3 202014
FLOW TRADERS U.S. LLC 410.01%0.04%0.11%Q4 2016Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.00%0.00%Q1 2017Q1 202314
Fernwood Investment Management, LLC 13130.14%0.34%0.56%Q3 2016Q3 201913
Advisor Group, Inc. 13130.00%0.00%0.01%Q4 2016Q4 201913
FIRST MANHATTAN CO. LLC. 13130.00%0.00%0.00%Q4 2016Q4 201913
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.00%0.01%0.03%Q4 2016Q4 201913
J.P. Morgan Private Wealth Advisors LLC 13130.00%0.00%0.01%Q3 2018Q3 202113
Advisory Services Network, LLC 13130.00%0.01%0.02%Q1 2017Q1 202013
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
Whitnell & Co. 13130.01%0.13%0.21%Q4 2016Q4 201913
Baird Financial Group, Inc. 12120.00%0.00%0.00%Q4 2016Q3 201912
SYNOVUS FINANCIAL CORP 1020.00%0.00%0.00%Q4 2016Q2 202012
AdvisorNet Financial, Inc 12120.00%0.00%0.00%Q4 2017Q3 202012
Parallax Volatility Advisers, L.P. 11110.00%0.00%0.00%Q4 2016Q2 201911
FMR LLC 620.00%0.00%0.00%Q1 2019Q2 202311
Raymond James Financial Services Advisors, Inc. 740.00%0.00%0.01%Q4 2016Q4 201911
Community Bank, N.A. 11110.00%0.27%0.54%Q4 2016Q2 201911
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Vontobel Swiss Wealth Advisors AG 730.12%0.46%2.91%Q4 2016Q2 202110
JPMORGAN CHASE & CO 10100.00%0.00%0.00%Q4 2016Q1 201910
Omnia Family Wealth, LLC 10100.00%0.78%1.42%Q4 2016Q1 201910
SevenBridge Financial Group, LLC 10100.00%0.00%0.00%Q1 2017Q2 201910
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
RESOURCES MANAGEMENT CORP /CT/ /ADV 990.00%0.00%0.00%Q3 2019Q3 20219
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 990.00%0.00%0.00%Q3 2017Q3 20199
Vontobel Holding Ltd. 990.00%0.00%0.01%Q3 2021Q3 20239
CONDOR CAPITAL MANAGEMENT 990.15%0.35%0.49%Q4 2016Q4 20189
Parkside Investments, LLC 510.00%1.76%3.73%Q1 2017Q1 20229
Spire Wealth Management 990.00%0.00%0.00%Q3 2021Q3 20239
NOTTINGHAM ADVISORS, INC. 990.92%1.47%1.81%Q4 2016Q4 20189
CEDAR HILL ASSOCIATES, LLC 880.32%1.68%2.51%Q1 2017Q4 20188
Private Capital Group, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
Spears Abacus Advisors LLC 880.03%0.03%0.04%Q4 2016Q3 20188
Bank of New York Mellon Corp 880.00%0.00%0.00%Q4 2016Q3 20188
STIFEL FINANCIAL CORP 620.00%0.00%0.00%Q4 2016Q1 20198
ALTFEST L J & CO INC 880.09%0.19%0.47%Q4 2021Q3 20238
Ferris Capital, LLC 880.02%0.07%0.11%Q2 2017Q1 20198
Hanson & Doremus Investment Management 880.01%0.01%0.02%Q4 2016Q3 20188
CAPTRUST FINANCIAL ADVISORS 520.00%0.00%0.00%Q2 2020Q2 20227
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
HOLDERNESS INVESTMENTS CO 770.14%0.24%0.58%Q4 2016Q2 20187
HOWLAND CAPITAL MANAGEMENT LLC 770.92%2.08%2.58%Q1 2017Q3 20187
PATHSTONE FAMILY OFFICE, LLC 430.00%0.00%0.00%Q1 2019Q4 20207
BOSTON ADVISORS LLC 770.01%0.04%0.06%Q4 2016Q2 20187
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 770.03%0.04%0.07%Q3 2016Q1 20187
SeaCrest Wealth Management, LLC 660.01%0.01%0.01%Q4 2017Q1 20196
IHT Wealth Management, LLC 660.00%0.01%0.02%Q4 2016Q1 20186
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q1 2019Q2 20206
Grace Capital 660.04%0.07%0.11%Q2 2018Q3 20196
FIRST TRUST ADVISORS LP 660.01%0.02%0.02%Q1 2017Q2 20186
J.W. COLE ADVISORS, INC. 660.02%0.02%0.02%Q3 2021Q4 20226
LEAVELL INVESTMENT MANAGEMENT, INC. 660.04%0.04%0.04%Q4 2016Q1 20186
Arkos Global Advisors 660.25%0.35%0.38%Q4 2018Q1 20206
Edge Advisors, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
Selective Wealth Management, Inc. 660.00%0.00%0.01%Q2 2021Q3 20226
Wealthspire Advisors, L.P. 660.00%0.00%0.01%Q4 2017Q1 20196
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 660.00%0.00%0.00%Q1 2017Q2 20186
ROTHSCHILD INVESTMENT LLC /IL 550.05%0.17%0.22%Q2 2017Q2 20185
SG Americas Securities, LLC 320.00%0.01%0.03%Q4 2016Q1 20185
M&T BANK CORP 550.00%0.00%0.00%Q1 2017Q1 20185
Cribstone Capital Management, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
Fortis Advisors, LLC 550.05%0.05%0.06%Q2 2018Q2 20195
L & S Advisors Inc 550.07%0.08%0.08%Q1 2017Q1 20185
EDMOND DE ROTHSCHILD HOLDING S.A. 550.00%0.00%0.00%Q4 2016Q4 20175
TCI Wealth Advisors, Inc. 550.01%0.01%0.02%Q2 2017Q2 20185
Verition Fund Management LLC 210.01%0.01%0.02%Q3 2017Q3 20195
SHEPHERD KAPLAN KROCHUK, LLC 550.22%0.47%0.63%Q4 2017Q4 20185
Versant Capital Management, Inc 440.00%0.00%0.00%Q4 2017Q3 20184
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
Asset Dedication, LLC 310.00%0.01%0.01%Q1 2018Q1 20194
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2016Q1 20224
INVESTMENT CENTERS OF AMERICA INC 440.04%0.05%0.05%Q4 2016Q3 20174
tru Independence LLC 310.00%3.02%12.06%Q4 2019Q4 20204
Global Trust Asset Management, LLC 440.38%0.47%0.53%Q4 2017Q3 20184
Merriman Wealth Management, LLC 220.06%0.11%0.20%Q1 2018Q2 20194
Next Capital Management LLC 440.01%0.02%0.02%Q4 2018Q3 20194
Capital Analysts, LLC 310.00%0.03%0.04%Q4 2016Q2 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Investment Advisors, LLC 440.01%0.01%0.01%Q3 2020Q2 20214
REGATTA CAPITAL GROUP, LLC 440.17%0.19%0.20%Q4 2021Q3 20224
Commonwealth Equity Services, Inc 440.01%0.01%0.01%Q4 2016Q3 20174
Walleye Trading LLC 310.00%0.00%0.00%Q4 2016Q4 20174
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q2 2019Q1 20204
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2019Q3 20193
Snowden Capital Advisors LLC 330.00%0.00%0.00%Q2 2019Q4 20193
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q1 2018Q3 20183
Avestar Capital, LLC 330.23%0.40%0.54%Q4 2017Q2 20183
One Capital Management, LLC 331.23%1.30%1.34%Q4 2016Q2 20173
Pinnacle Bancorp, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q4 2016Q2 20173
FFT WEALTH MANAGEMENT LLC 330.94%1.19%1.50%Q4 2016Q2 20173
Cardan Capital Partners, LLC 330.27%0.29%0.30%Q2 2020Q4 20203
Hirtle Callaghan & Co LLC 210.00%0.00%0.00%Q4 2017Q1 20193
WFG Advisors, LP 330.00%0.00%0.00%Q4 2016Q2 20173
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
XPONANCE, INC. 220.10%0.11%0.11%Q4 2016Q1 20172
CENTAURUS FINANCIAL, INC. 110.00%0.15%0.30%Q4 2017Q2 20182
Virtu KCG Holdings LLC 220.02%0.02%0.02%Q4 2016Q1 20172
US BANCORP \DE\ 110.00%0.00%0.00%Q1 2017Q3 20182
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2016Q3 20172
Camarda Financial Advisors, LLC 220.02%0.02%0.03%Q4 2016Q1 20172
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q2 2021Q3 20212
GHP Investment Advisors, Inc. 220.01%0.01%0.01%Q1 2022Q2 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Cable Hill Partners, LLC 220.09%0.10%0.10%Q4 2018Q1 20192
Royal Fund Management, LLC 110.00%0.00%0.01%Q4 2016Q3 20172
MONETA GROUP INVESTMENT ADVISORS LLC 220.09%0.10%0.11%Q3 2017Q4 20172
Cetera Advisors LLC 220.07%0.08%0.08%Q3 2018Q4 20182
Price Wealth, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q2 2019Q3 20192
Parisi Gray Wealth Management 220.01%0.01%0.01%Q4 2017Q1 20182
Fiera Capital Corp 220.00%0.00%0.00%Q4 2017Q1 20182
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q1 2017Q2 20172
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2016Q4 20162
Ameliora Wealth Management Ltd. 220.08%0.09%0.09%Q1 2023Q2 20232
TWO SIGMA SECURITIES, LLC 110.00%0.04%0.07%Q4 2016Q2 20182
Kestra Advisory Services, LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Breakwater Capital Group 220.10%0.14%0.18%Q4 2022Q1 20232
Janney Montgomery Scott LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Arete Wealth Advisors, LLC 110.00%0.01%0.02%Q3 2019Q4 20222
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Birch Hill Investment Advisors LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
MSI Financial Services Inc 110.00%0.00%0.00%Q4 2016Q4 20161
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2022Q4 20221
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q4 2016Q4 20161
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Ruggie Capital Group 110.00%0.00%0.00%Q4 2017Q4 20171
St. Louis Trust Co 110.10%0.10%0.10%Q1 2017Q1 20171
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Daiwa SB Investments Ltd. 110.02%0.02%0.02%Q3 2018Q3 20181
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Total Clarity Wealth Management, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
Renaissance Technologies 110.00%0.00%0.00%Q3 2018Q3 20181
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
Cornerstone Advisors, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
BBR PARTNERS, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Squar Milner Financial Services LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
PFS Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Corient Capital Partners, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
ATLAS CAPITAL ADVISORS LLC 110.01%0.01%0.01%Q1 2020Q1 20201
SUNTRUST BANKS INC 110.00%0.00%0.00%Q2 2018Q2 20181
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2016Q4 20161
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Sunbelt Securities, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Rossmore Private Capital 110.20%0.20%0.20%Q4 2017Q4 20171
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2018Q1 20181
Brinker Capital Investments, LLC 110.63%0.63%0.63%Q4 2016Q4 20161
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q2 2020Q2 20201
CABOT WEALTH MANAGEMENT INC 110.05%0.05%0.05%Q3 2017Q3 20171
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2017Q3 20171
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
TRAIN BABCOCK ADVISORS LLC 110.15%0.15%0.15%Q4 2016Q4 20161
HC Financial Advisors, Inc. 110.85%0.85%0.85%Q4 2017Q4 20171
HC FINANCIAL ADVISORS INC 110.81%0.81%0.81%Q1 2018Q1 20181
WealthStone, Inc. 110.07%0.07%0.07%Q2 2019Q2 20191
External links

This page lists all the filers that currently own COLUMBIA ETF TR II or have owned COLUMBIA ETF TR II in the past.