13FBOX
COLUMBIA ETF TR I · 13F Institutional Holdings
Options Calculator Rankings
C

COLUMBIA ETF TR I

SEMI
Institutions
28
Combined AUM (Q2 2026)
$14.5M
Combined Shares (Q2 2026)
357,343
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+56,178
16 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-96,371
11 · 5 Exit · ≈
⚖️ Net
-40,193
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$14.5M
Institutions
28
New Buys
11
Adds
5
Reduces
6
Exits
5
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cetera Investment Advisers
<0.01%<0.01%#10$3.4M84,761$1.8M63,474+21,287+33.54%Add
WealthPlan Investment Management, LLC
0.14%0.15%#3$2.9M70,799$2.6M91,734-20,935-22.82%Reduce
WealthPLAN Partners, LLC
0.31%0.36%#1$1.6M39,682$1.9M64,426-24,744-38.41%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#11$1.3M31,078$866,00030,005+1,073+3.58%Add
LPL Financial LLC
<0.01%<0.01%#21$847,90620,895$244,0108,451+12,444+147.25%Add
Next Level Private LLC
0.15%0.12%#2$745,22118,365$530,24818,36500.00%Unchanged
Janney Montgomery Scott LLC
<0.01%<0.01%#15$714,68417,612$521,00018,044-432-2.39%Reduce
Fermata Advisors, LLC
0.13%0.11%#4$642,34415,829$473,13016,386-557-3.40%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#13$555,16613,681$394,47213,662+19+0.14%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#18$391,1009,638$273,2809,465+173+1.83%Add
SWEENEY & MICHEL, LLC
0.08%0.08%#5$310,6718,000$258,1408,00000.00%Unchanged
Stratos Wealth Advisors, LLC
0.01%#7$261,7066,449$00+6,449New Buy
NewEdge Advisors, LLC
<0.01%#17$239,0535,891$00+5,891New Buy
Stratos Wealth Partners, LTD.
<0.01%#12$217,1005,350$00+5,350New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#14$130,7873,223$96,8133,353-130-3.88%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#25$48,6221,230$33,8991,23000.00%Unchanged
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
0.01%#6$40,5791,000$00+1,000New Buy
Ascentis Independent Advisors
<0.01%<0.01%#9$35,5141,230$35,5141,23000.00%Unchanged
BlackRock, Inc.
<0.01%#27$26,661657$00+657New Buy
OSAIC HOLDINGS, INC.
<0.01%#23$22,075544$00+544New Buy
Global Retirement Partners, LLC
<0.01%#19$19,076470$00+470New Buy
Capital Investment Advisory Services, LLC
<0.01%#16$12,174300$00+300New Buy
Tripletail Wealth Management, LLC
0.01%#8$11,378300$00+300New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#24$5,681140$00+140New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#20$4,058100$2,88710000.00%Unchanged
MORGAN STANLEY
<0.01%#28$3,29181$00+81New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#22$1,25831$98234-3-8.82%Reduce
ASSETMARK, INC
<0.01%<0.01%#26$2847$202700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow