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 84 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
13,845
shares
|
$882,341
0.01% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
13,280
shares
|
$846,334
0.01% of portfolio
|
Q1 2025
Reduced 64.85%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,533
shares
|
$798,728
0.0% of portfolio
|
Q1 2025
Reduced 23.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,166
shares
|
$775,339
0.0% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
10,733
shares
|
$684,014
0.91% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,637
shares
|
$614,166
0.0% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,459
shares
|
$602,822
0.06% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
8,415
shares
|
$536,287
0.02% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
7,546
shares
|
$480,906
0.01% of portfolio
|
Q1 2025
Reduced 24.89%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
7,398
shares
|
$471,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
7,182
shares
|
$457,708
0.04% of portfolio
|
Q4 2023
Reduced 25.73%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
6,732
shares
|
$429,030
0.11% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,570
shares
|
$418,706
0.0% of portfolio
|
Q1 2025
Added 38.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,825
shares
|
$371,227
0.0% of portfolio
|
Q3 2023
Added 5.05%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,723
shares
|
$364,726
0.0% of portfolio
|
Q1 2025
Added 49.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,675
shares
|
$361,667
0.0% of portfolio
|
Q2 2024
Reduced 86.32%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,174
shares
|
$329,739
0.0% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,829
shares
|
$307,752
0.0% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,790
shares
|
$305,266
0.02% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,624
shares
|
$294,687
0.0% of portfolio
|
Q3 2024
Added 32.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,445
shares
|
$283,279
0.0% of portfolio
|
Q1 2025
Reduced 54.61%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,282
shares
|
$272,891
0.02% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,278
shares
|
$272,636
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
3,971
shares
|
$253,071
0.04% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
3,788
shares
|
$241,409
0.0% of portfolio
|
Q1 2025
New holding
|