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

COLUMBIA ETF TR I

REVS
Institutions
39
Combined AUM (Q2 2026)
$254.9M
Combined Shares (Q2 2026)
8.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.7M
26 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-372,533
12 · 6 Exit · ≈
⚖️ Net
+1.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$254.9M
Institutions
39
New Buys
8
Adds
18
Reduces
6
Exits
6
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.03%0.03%#11$137.3M4.4M$106.6M3.7M+642,385+17.25%Add
MML INVESTORS SERVICES, LLC
0.1%0.09%#7$48.9M1.6M$34.1M1.2M+361,688+30.33%Add
RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#19$18.2M579,259$16.5M575,714+3,545+0.62%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#22$11.4M361,667$9.1M317,520+44,147+13.90%Add
Arax Advisory Partners
0.05%#10$7.5M239,615$00+239,615New Buy
Cetera Investment Advisers
0.01%<0.01%#16$6.9M218,111$299,65910,470+207,641+1,983.20%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#17$3.7M112,939$3.2M111,541+1,398+1.25%Add
FIRST INTERSTATE BANK
0.18%0.07%#5$3.5M109,803$1.3M46,150+63,653+137.93%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#23$2.1M67,754$1.2M40,831+26,923+65.94%Add
Ruggaard & Associates LLC
0.6%0.59%#1$1.7M53,364$1.5M52,425+939+1.79%Add
Steward Partners Investment Advisory, LLC
0.01%0.01%#15$1.7M52,850$1.5M52,550+300+0.57%Add
NewEdge Advisors, LLC
<0.01%0.01%#20$1.6M51,321$2.8M96,918-45,597-47.05%Reduce
Essex Financial Services, Inc.
0.07%0.05%#9$1.5M46,656$838,65129,303+17,353+59.22%Add
World Investment Advisors
0.02%0.02%#12$1.3M46,609$1.3M46,60900.00%Unchanged
Inscription Capital, LLC
0.11%0.05%#6$1.2M39,136$511,29617,865+21,271+119.07%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#30$1.2M36,736$00+36,736New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#24$1.1M35,330$756,00026,412+8,918+33.76%Add
Frederick Financial Consultants, LLC
0.35%0.37%#2$824,22026,216$752,69626,300-84-0.32%Reduce
Richmond Investment Services, LLC
0.19%#4$604,46419,226$00+19,226New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#33$515,42716,394$787,99427,533-11,139-40.46%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#28$449,67314,302$254,2868,885+5,417+60.97%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#27$402,99812,818$367,00012,81800.00%Unchanged
Medallion Wealth Advisors, LLC
0.1%0.08%#8$314,40010,000$257,5809,000+1,000+11.11%Add
Van Diest Capital, LLC
0.24%#3$270,6438,608$00+8,608New Buy
Pine Valley Investments Ltd Liability Co
0.01%0.01%#14$228,4447,266$200,0836,991+275+3.93%Add
Integrated Wealth Concepts LLC
<0.01%#26$188,2035,986$00+5,986New Buy
IFP Advisors, Inc
<0.01%<0.01%#21$153,5534,884$148,8245,200-316-6.08%Reduce
MORGAN STANLEY
<0.01%<0.01%#35$94,9283,019$84,3713,018+1+0.03%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#25$81,8352,603$79,2462,768-165-5.96%Reduce
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#31$69,2612,203$00+2,203New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#34$58,0001,832$1,00025+1,807+7,228.00%Add
MARK SHEPTOFF FINANCIAL PLANNING, LLC
0.01%0.01%#13$25,152800$24,56080000.00%Unchanged
JPMORGAN CHASE & CO
<0.01%#36$23,314739$00+739New Buy
FMR LLC
<0.01%<0.01%#38$14,347456$112,2733,923-3,467-88.38%Reduce
KERR FINANCIAL PLANNING Corp
0.01%0.01%#18$4,622147$4,43814700.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%#37$2,43677$00+77New Buy
Pflug Koory, LLC
<0.01%<0.01%#29$1,11235$1,0123500.00%Unchanged
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#32$1585$144500.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#39$161$15100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow