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 |
|---|---|---|---|---|---|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
3,769
shares
|
$240,198
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,715
shares
|
$236,756
0.0% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
3,517
shares
|
$224,138
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
3,457
shares
|
$220,314
0.03% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,428
shares
|
$218,466
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,840
shares
|
$180,993
0.02% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,825
shares
|
$116,307
0.0% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,200
shares
|
$76,476
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
900
shares
|
$57,357
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
823
shares
|
$52,449
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
720
shares
|
$45,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
675
shares
|
$43,017
0.0% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
582
shares
|
$37,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
569
shares
|
$36,262
0.01% of portfolio
|
Q1 2025
Reduced 44.11%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
522
shares
|
$33,267
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
480
shares
|
$30,590
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
476
shares
|
$30,335
0.0% of portfolio
|
Q1 2025
Reduced 93.85%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
330
shares
|
$21,030
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
300
shares
|
$19,119
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
300
shares
|
$19,119
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
286
shares
|
$18,226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
261
shares
|
$16,633
0.0% of portfolio
|
Q1 2025
Added 51.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
139
shares
|
$8,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
130
shares
|
$8,284
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
130
shares
|
$8,284
0.0% of portfolio
|
Q3 2024
New holding
|