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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,283
shares
|
$150,221
0.0% of portfolio
|
Q2 2025
Added 25.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,218
shares
|
$80,144
0.0% of portfolio
|
Q2 2025
Added 366.67%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$78,960
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,056
shares
|
$69,484
0.0% of portfolio
|
Q2 2025
Reduced 69.19%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
900
shares
|
$59,220
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
823
shares
|
$54,153
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
582
shares
|
$38,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
569
shares
|
$37,440
0.01% of portfolio
|
Q1 2025
Reduced 44.11%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
480
shares
|
$31,584
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
330
shares
|
$21,714
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
300
shares
|
$19,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
273
shares
|
$17,963
0.0% of portfolio
|
Q2 2025
Reduced 90.39%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
260
shares
|
$17,108
0.0% of portfolio
|
Q2 2025
Reduced 61.48%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
253
shares
|
$16,647
0.0% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
151
shares
|
$9,935
0.0% of portfolio
|
Q2 2025
Reduced 49.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
139
shares
|
$9,146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
130
shares
|
$8,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
130
shares
|
$8,554
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
93
shares
|
$6,119
0.0% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
88
shares
|
$5,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
42
shares
|
$2,763
0.0% of portfolio
|
Q2 2025
Reduced 91.18%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10
shares
|
$658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
6
shares
|
$394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|