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

COLUMBIA ETF TR I

INEQ
Institutions
34
Combined AUM (Q2 2026)
$53.3M
Combined Shares (Q2 2026)
1.4M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+497,672
23 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-523,104
8 · 1 Exit · ≈
⚖️ Net
-25,432
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$53.3M
Institutions
34
New Buys
8
Adds
15
Reduces
7
Exits
1
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Private Advisor Group, LLC
0.07%0.04%#6$16.0M414,696$7.9M202,680+212,016+104.61%Add
Arax Advisory Partners
0.04%#9$6.7M174,945$00+174,945New Buy
LPL Financial LLC
<0.01%<0.01%#22$5.7M148,562$5.3M135,086+13,476+9.98%Add
Cetera Investment Advisers
<0.01%<0.01%#18$4.6M120,362$4.4M111,639+8,723+7.81%Add
Retirement Planning Group, LLC
0.06%0.06%#8$2.2M57,766$2.0M50,386+7,380+14.65%Add
Financial Insights, Inc.
0.6%0.71%#1$2.2M57,093$2.2M56,101+992+1.77%Add
Westside Investment Management, Inc.
0.23%0.28%#2$1.8M45,607$1.8M46,128-521-1.13%Reduce
FLOW TRADERS U.S. LLC
0.07%0.05%#7$1.7M45,387$1.5M37,591+7,796+20.74%Add
LaSalle St. Investment Advisors, LLC
0.21%0.06%#3$1.7M44,288$407,75010,444+33,844+324.05%Add
BENJAMIN EDWARDS INC
0.02%0.02%#12$1.7M44,047$1.8M46,640-2,593-5.56%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#25$1.5M39,667$1.3M32,414+7,253+22.38%Add
HARBOUR INVESTMENTS, INC.
0.01%0.02%#13$1.1M28,363$1.1M28,586-223-0.78%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#21$1.1M27,347$833,22021,342+6,005+28.14%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#24$968,03525,122$693,42617,761+7,361+41.44%Add
HBW ADVISORY SERVICES LLC
0.09%0.1%#5$955,27824,791$917,12723,491+1,300+5.53%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#27$731,74418,990$774,11719,828-838-4.23%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#28$675,21617,523$13.9M356,716-339,193-95.09%Reduce
Axis Wealth Partners, LLC
0.18%0.12%#4$366,8599,521$226,7965,809+3,712+63.90%Add
VestGen Advisors, LLC
0.01%0.01%#16$269,7327,000$286,3017,100-100-1.41%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#29$261,0636,805$220,2125,640+1,165+20.66%Add
Legacy Financial Advisors, Inc.
0.03%0.03%#10$250,5816,503$240,3016,155+348+5.65%Add
Madison Wealth Partners, Inc
0.03%#11$218,7915,678$00+5,678New Buy
Capital Investment Advisory Services, LLC
0.01%#14$183,7644,769$00+4,769New Buy
AdvisorNet Financial, Inc
<0.01%<0.01%#19$78,3762,034$79,2612,030+4+0.20%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#23$77,0662,000$78,9682,00000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$76,9481,997$79,5262,037-40-1.96%Reduce
Medallion Wealth Advisors, LLC
0.01%#17$21,309553$00+553New Buy
Noble Wealth Management PBC
0.01%0.01%#15$19,267500$19,52150000.00%Unchanged
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#20$6,089158$6,16915800.00%Unchanged
UBS Group AG
<0.01%#32$5,279137$00+137New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#31$5,009130$00+130New Buy
Integrated Wealth Concepts LLC
<0.01%#30$3,24184$00+84New Buy
MORGAN STANLEY
<0.01%<0.01%#34$581$56100.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%#33$341$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow