13FBOX
COLUMBIA ETF TR I · 13F 机构持仓分析
期权收益计算器 机构排行
C

COLUMBIA ETF TR I

RECS
持有机构数
187
机构合计市值 (Q2 2026)
$45.09亿
机构合计股数 (Q2 2026)
1.04亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,067.0万股
127 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-168.8万股
53 · 12 清仓 · ≈
⚖️ 净额
+898.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$45.09亿
持有机构数
187
新买入
24
加仓
103
减仓
41
清仓
12
持股不变
19
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
0.21%0.21%#69$9.39亿2,169.9万股$7.82亿2,006.7万股+163.2万股+8.13%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.13%0.14%#82$6.43亿1,485.9万股$5.87亿1,506.9万股-21.0万股-1.39%减仓
摩根士丹利MORGAN STANLEY
0.02%0.01%#123$3.05亿705.5万股$1.59亿395.0万股+310.5万股+78.60%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.07%0.07%#93$2.54亿587.8万股$2.21亿566.8万股+21.0万股+3.70%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.02%#126$2.27亿524.6万股$2.20亿564.8万股-40.1万股-7.10%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.2%0.18%#74$1.56亿360.9万股$1.27亿325.8万股+35.0万股+10.75%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.17%0.17%#79$1.42亿327.9万股$1.18亿303.7万股+24.2万股+7.96%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#118$1.25亿287.9万股$9,622.0万246.8万股+41.1万股+16.64%加仓
梯度投资Gradient Investments LLC
1.44%1.4%#29$1.04亿241.1万股$9,044.6万232.0万股+9.1万股+3.92%加仓
Bogart Wealth, LLC
3.47%3.43%#10$1.01亿233.9万股$8,913.4万228.7万股+5.3万股+2.30%加仓
Stratos 投资管理Stratos Investment Management, LLC
3.35%3.29%#11$9,261.2万214.0万股$8,194.8万210.2万股+3.8万股+1.79%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
1.47%1.06%#27$7,278.1万168.2万股$2,733.4万70.1万股+98.0万股+139.81%加仓
Amplius Wealth Advisors, LLC
5.31%5.4%#7$7,249.8万167.5万股$6,482.3万166.3万股+1.2万股+0.73%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.73%0.69%#42$7,203.5万166.4万股$6,109.3万156.7万股+9.7万股+6.20%加仓
Cetera投资顾问Cetera Investment Advisers
0.06%0.06%#98$6,398.4万147.8万股$5,583.8万143.2万股+4.6万股+3.20%加仓
Drake & Associates, LLC
9.13%8.62%#4$5,420.0万125.2万股$4,522.9万116.0万股+9.2万股+7.93%加仓
Scarborough Advisors, LLC
5.97%2.3%#6$5,203.4万120.3万股$2,097.8万53.8万股+66.4万股+123.45%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
1.2%1.19%#30$4,903.1万113.3万股$3,789.9万97.2万股+16.1万股+16.52%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#137$4,839.9万111.8万股$4,573.8万117.3万股-5.5万股-4.70%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#154$4,522.4万105.1万股$3,398.6万89.6万股+15.5万股+17.35%加仓
Mason & Associates Inc
7.05%7.6%#5$4,364.7万100.8万股$3,923.1万103.4万股-2.5万股-2.45%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.02%#121$4,277.9万100.1万股$3,318.7万87.4万股+12.7万股+14.52%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#145$3,740.8万86.4万股$3,309.0万84.9万股+1.5万股+1.82%加仓
Spectrum Wealth Advisory Group, LLC
10.56%12.02%#3$3,708.8万85.7万股$3,231.9万82.9万股+2.8万股+3.36%加仓
Stadion Money Management, LLC
2.95%3.18%#14$3,424.2万79.1万股$3,163.9万81.2万股-2.1万股-2.53%减仓
BlueStem Wealth Partners, LLC
3.3%3.74%#12$3,314.2万76.6万股$3,361.2万86.2万股-9.7万股-11.19%减仓
Three Cord True Wealth Management, LLC
14.57%14.42%#1$3,062.2万70.8万股$2,595.2万66.6万股+4.2万股+6.27%加仓
KWB Wealth
2.35%1.97%#19$2,751.4万63.6万股$1,989.1万48.7万股+14.9万股+30.53%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.05%0.05%#102$2,576.4万59.5万股$1,862.6万47.8万股+11.7万股+24.58%加仓
Trajan Wealth LLC
0.87%0.84%#35$2,310.1万53.4万股$2,069.5万53.1万股+2,843股+0.54%加仓
Gladstone Institutional Advisory LLC
0.73%0.66%#41$2,303.8万53.2万股$1,776.1万45.6万股+7.7万股+16.83%加仓
Tower Wealth Partners, Inc.
10.93%10.9%#2$2,213.0万51.1万股$1,972.7万50.6万股+5,226股+1.03%加仓
Retirement Management Systems Inc.
4.37%4.33%#8$2,134.8万49.3万股$1,796.2万46.1万股+3.2万股+7.04%加仓
ARQ WEALTH ADVISORS, LLC
2.58%2.37%#15$2,077.4万46.9万股$1,313.8万33.7万股+13.1万股+39.01%加仓
SUN LIFE FINANCIAL INC
1.06%#32$2,068.9万47.8万股$00股+47.8万股新买入
CENTAURUS FINANCIAL, INC.
0.78%0.87%#39$2,023.5万46.8万股$1,832.9万47.0万股-2,687股-0.57%减仓
Heck Capital Advisors, LLC
1.13%1.24%#31$1,887.9万43.6万股$1,675.9万43.0万股+6,273股+1.46%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.21%0.2%#72$1,871.6万43.2万股$1,627.7万41.8万股+1.5万股+3.56%加仓
Essex Financial Services, Inc.
0.84%0.92%#37$1,695.6万39.2万股$1,645.7万42.2万股-3.0万股-7.21%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.05%0.06%#101$1,646.1万38.0万股$1,453.5万37.3万股+7,462股+2.00%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#127$1,532.1万35.4万股$1,353.5万34.7万股+6,776股+1.95%加仓
IAG Wealth Partners, LLC
1.49%1.47%#26$1,503.7万34.7万股$1,317.5万33.8万股+9,455股+2.80%加仓
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#110$1,473.6万34.0万股$1,194.7万30.6万股+3.4万股+11.09%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#139$1,177.4万27.2万股$948.1万24.3万股+2.9万股+11.84%加仓
Pine Valley Investments Ltd Liability Co
0.44%0.44%#53$1,121.1万25.9万股$949.5万24.4万股+1.5万股+6.34%加仓
Bensler, LLC
0.95%0.99%#34$1,075.1万24.8万股$956.2万24.5万股+3,084股+1.26%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#151$1,028.2万23.8万股$742.7万19.1万股+4.7万股+24.69%加仓
Whitaker-Myers Wealth Managers, LTD.
1.71%1.64%#24$1,023.4万23.6万股$820.4万21.0万股+2.6万股+12.36%加仓
Snider Financial Group
2.49%2.44%#16$976.8万22.6万股$809.6万20.8万股+1.8万股+8.67%加仓
Davenport公司DAVENPORT & Co LLC
0.05%0.04%#104$969.2万22.4万股$710.6万18.2万股+4.2万股+22.84%加仓

🧭 机构资金流板块热力图

净流出 净流入