Institutional Ownership Columbia ETF Tr I Seligman Sem (SEMI)
This table provides information about the institutional ownership of Columbia ETF Tr I Seligman Sem (SEMI). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 936,616 shares, which have been reported (via 13F filing form) to have a value of $26.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
540,600
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
156,700
shares
|
$4.42 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
131,463
shares
|
$3.71 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
37,224
shares
|
$1.05 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
16,434
shares
|
$463,931
0.16% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
16,305
shares
|
$460,290
0.0% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
12,195
shares
|
$344,264
0.0% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
10,966
shares
|
$309,570
0.0% of portfolio
|
Q1 2025
Reduced 33.91%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
9,000
shares
|
$254,070
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,923
shares
|
$82,516
0.0% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,230
shares
|
$34,722
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
943
shares
|
$26,620
0.01% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
382
shares
|
$10,783
0.0% of portfolio
|
Q1 2025
Added 27.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
250
shares
|
$7,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$28
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|