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

COLUMBIA ETF TR II

ECON
Institutions
38
Combined AUM (Q2 2026)
$315.1M
Combined Shares (Q2 2026)
8.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+171,042
16 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-481,879
11 · 4 Exit · ≈
⚖️ Net
-310,837
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$315.1M
Institutions
38
New Buys
8
Adds
8
Reduces
7
Exits
4
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AMERIPRISE FINANCIAL INC
0.03%0.03%#3$172.9M4.8M$137.0M4.8M+2,764+0.06%Add
LPL Financial LLC
0.02%0.03%#4$109.3M3.0M$97.3M3.4M-369,297-10.91%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#11$16.4M453,480$13.0M451,944+1,536+0.34%Add
MORGAN STANLEY
<0.01%<0.01%#14$9.6M264,121$3.9M147,857+116,264+78.63%Add
OLD MISSION CAPITAL LLC
0.05%0.02%#2$2.8M78,401$1.5M52,237+26,164+50.09%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#18$1.3M35,745$1.0M36,032-287-0.80%Reduce
CIBC Bancorp USA Inc.
<0.01%<0.01%#10$958,16826,433$786,00727,349-916-3.35%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#30$285,0637,864$269,9849,394-1,530-16.29%Reduce
UBS Group AG
<0.01%<0.01%#26$252,4386,964$223,5117,777-813-10.45%Reduce
Corient Private Wealth LLC
<0.01%#22$203,9805,627$00+5,627New Buy
Comprehensive Money Management Services LLC
0.13%#1$203,9015,625$00+5,625New Buy
Integrated Wealth Concepts LLC
<0.01%#12$136,3693,762$00+3,762New Buy
MCF Advisors LLC
<0.01%#5$117,9913,255$00+3,255New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#25$94,6362,642$39,9231,427+1,215+85.14%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#23$80,7862,228$26,381917+1,311+142.97%Add
AlphaCore Capital LLC
<0.01%<0.01%#9$67,0261,849$53,1421,84900.00%Unchanged
FMR LLC
<0.01%<0.01%#36$43,0461,188$24,745861+327+37.98%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#24$39,1491,080$00+1,080New Buy
Global Retirement Partners, LLC
<0.01%#13$37,8591,044$00+1,044New Buy
Capital Advisors, Ltd. LLC
<0.01%<0.01%#7$27,187750$22,00075000.00%Unchanged
WHITTIER TRUST CO
<0.01%<0.01%#19$19,674550$15,90155000.00%Unchanged
PRIVATE TRUST CO NA
<0.01%<0.01%#8$19,466537$15,43353700.00%Unchanged
BANK OF MONTREAL /CAN/
<0.01%<0.01%#34$19,274599$2,06972+527+731.94%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#32$14,210392$00+392New Buy
Medallion Wealth Advisors, LLC
<0.01%<0.01%#6$12,759352$12,014418-66-15.79%Reduce
Parallel Advisors, LLC
<0.01%<0.01%#21$10,875300$8,62230000.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#27$9,969275$7,90427500.00%Unchanged
Spire Wealth Management
<0.01%<0.01%#16$8,229227$6,52422700.00%Unchanged
FIFTH THIRD BANCORP
<0.01%<0.01%#31$6,068167$11,009383-216-56.40%Reduce
Johnson Financial Group, Inc.
<0.01%#20$5,402149$00+149New Buy
Rockefeller Capital Management L.P.
<0.01%<0.01%#33$4,384120$3,47612000.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#37$4,055112$3,21511200.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#28$3,48096$2,7729600.00%Unchanged
Crewe Advisors LLC
<0.01%<0.01%#17$2,90080$2,3008000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#29$1,84951$1,4665100.00%Unchanged
Rossby Financial, LCC
<0.01%<0.01%#15$1,48641$1,1844100.00%Unchanged
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#38$61617$4891700.00%Unchanged
Aptus Capital Advisors, LLC
<0.01%<0.01%#35$61617$4891700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow