Institutional Ownership Columbia ETF Tr Ii Columbia In (INCO)
This table provides information about the institutional ownership of Columbia ETF Tr Ii Columbia In (INCO). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 2.05 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aubrey Capital Management LTD
Edinburgh, X0 |
Jul 29, 2025 Q2 2025 |
13,955
shares
|
$918,239
0.36% of portfolio
|
Q1 2025
Reduced 42.47%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
13,280
shares
|
$873,824
0.01% of portfolio
|
Q1 2025
Reduced 64.85%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,220
shares
|
$869,876
0.09% of portfolio
|
Q2 2025
Added 39.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,959
shares
|
$786,902
0.0% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
10,733
shares
|
$706,231
0.91% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
8,522
shares
|
$560,747
0.0% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,455
shares
|
$556,339
0.01% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
8,370
shares
|
$550,746
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
7,182
shares
|
$472,575
0.04% of portfolio
|
Q4 2023
Reduced 25.73%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,359
shares
|
$418,422
0.0% of portfolio
|
Q2 2025
Reduced 49.26%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,825
shares
|
$383,285
0.0% of portfolio
|
Q3 2023
Added 5.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,675
shares
|
$373,415
0.0% of portfolio
|
Q2 2024
Reduced 86.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,667
shares
|
$372,888
0.0% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,624
shares
|
$304,259
0.0% of portfolio
|
Q3 2024
Added 32.64%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,585
shares
|
$301,693
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
4,567
shares
|
$300,508
0.0% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
4,512
shares
|
$296,889
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,305
shares
|
$283,269
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,190
shares
|
$275,702
0.02% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,732
shares
|
$245,565
0.0% of portfolio
|
Q2 2025
Reduced 34.79%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,552
shares
|
$233,721
0.04% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
3,397
shares
|
$223,522
0.03% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,306
shares
|
$217,534
0.0% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
3,300
shares
|
$217,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
3,190
shares
|
$209,902
0.04% of portfolio
|
Q3 2025
Reduced 1.88%
|