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 928,656 shares, which have been reported (via 13F filing form) to have a value of $23.5 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
|
$13.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
156,700
shares
|
$3.96 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
|
$3.32 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
37,224
shares
|
$941,022
0.17% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
17,634
shares
|
$445,787
0.15% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
15,617
shares
|
$394,797
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
12,195
shares
|
$308,289
0.0% of portfolio
|
Q4 2024
Added 1.93%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
10,966
shares
|
$277,220
0.0% of portfolio
|
Q1 2025
Reduced 33.91%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,923
shares
|
$73,893
0.0% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,230
shares
|
$31,094
0.01% of portfolio
|
Q1 2025
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,118
shares
|
$28,263
0.01% of portfolio
|
Q1 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
382
shares
|
$9,656
0.0% of portfolio
|
Q1 2025
Added 27.33%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
353
shares
|
$8,923
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
250
shares
|
$6,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$25
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
|