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

DIAL
持有机构数
52
机构合计市值 (Q2 2026)
$2.65亿
机构合计股数 (Q2 2026)
1,460.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+59.7万股
23 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-196.2万股
24 · 6 清仓 · ≈
⚖️ 净额
-136.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.65亿
持有机构数
52
新买入
4
加仓
19
减仓
18
清仓
6
持股不变
11
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
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.03%#14$1.14亿624.8万股$1.13亿625.2万股-4,320股-0.07%减仓
LPL金融LPL Financial LLC
0.01%0.01%#17$4,464.1万245.7万股$4,179.0万231.1万股+14.5万股+6.29%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#32$1,676.4万92.3万股$2,230.2万123.4万股-31.1万股-25.21%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#35$1,583.3万87.1万股$1,657.6万89.8万股-2.7万股-3.01%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#23$1,507.4万83.0万股$1,437.7万79.5万股+3.4万股+4.33%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#26$1,246.2万68.6万股$1,169.3万64.7万股+3.9万股+6.04%加仓
Convergence Financial, LLC
0.98%1.28%#1$1,236.7万68.1万股$1,208.4万66.8万股+1.2万股+1.84%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#33$648.4万35.7万股$425.3万23.5万股+12.2万股+51.72%加仓
Hobart Private Capital, LLC
0.75%1.35%#2$436.5万24.0万股$689.1万38.1万股-14.1万股-36.97%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.03%<0.01%#12$381.5万21.0万股$26.3万1.5万股+19.5万股+1,343.86%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#40$206.9万11.4万股$1,040.5万57.6万股-46.2万股-80.21%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#20$169.6万9.3万股$160.2万8.9万股+4,731股+5.34%加仓
BankPlus Wealth Management LLC
0.69%0.71%#3$154.2万8.5万股$137.6万7.6万股+8,799股+11.56%加仓
New Insight Wealth Advisors
0.43%0.55%#5$145.1万8.0万股$153.8万8.5万股-5,201股-6.12%减仓
Millington Financial Advisors, LLC
0.52%0.53%#4$134.0万7.4万股$125.9万6.9万股+5,326股+7.73%加仓
Pine Valley Investments Ltd Liability Co
0.05%0.68%#9$123.5万6.8万股$1,487.9万82.3万股-75.5万股-91.74%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#39$120.3万6.6万股$106.7万5.9万股+7,201股+12.20%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#29$109.8万6.0万股$96.1万5.3万股+7,252股+13.64%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#44$70.2万3.9万股$136.8万7.6万股-3.7万股-48.96%减仓
Acorn Wealth Advisors, LLC
0.17%0.23%#6$69.7万3.8万股$78.0万4.3万股-4,761股-11.03%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#38$66.5万3.7万股$78.4万4.3万股-6,752股-15.57%减仓
FIRST FOUNDATION 顾问FIRST FOUNDATION ADVISORS
0.02%0.04%#13$64.3万3.5万股$94.7万5.2万股-1.7万股-32.48%减仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#37$62.8万3.5万股$61.2万3.4万股+742股+2.19%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#36$60.9万3.4万股$59.3万3.3万股+730股+2.23%加仓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
0.04%0.05%#11$59.8万3.3万股$59.5万3.3万股+10股+0.03%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#31$47.1万2.6万股$46.1万2.5万股+425股+1.67%加仓
HBK索尔斯顾问HBK Sorce Advisory LLC
0.01%0.01%#19$42.6万2.4万股$43.2万2.4万股00.00%持仓不变
Walkner Condon Financial Advisors LLC
0.05%0.05%#10$41.6万2.3万股$38.5万2.1万股+1,600股+7.52%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#46$40.5万2.2万股$347.2万19.2万股-17.0万股-88.39%减仓
北岩合伙人NorthRock Partners, LLC
<0.01%<0.01%#22$28.0万1.5万股$27.8万1.5万股00.00%持仓不变
Waverly顾问Waverly Advisors, LLC
<0.01%<0.01%#27$26.3万1.4万股$26.7万1.5万股-300股-2.03%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#49$25.3万1.4万股$20.4万1.1万股+2,534股+22.34%加仓
5T Wealth, LLC
0.09%0.08%#7$24.5万1.3万股$19.8万1.1万股+2,534股+23.14%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%<0.01%#25$23.8万1.3万股$24.9万1.4万股-669股-4.85%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#45$20.9万1.1万股$25.1万1.4万股-2,367股-17.08%减仓
咨询服务网络Advisory Services Network, LLC
<0.01%<0.01%#24$18.2万1.0万股$20.2万1.1万股-1,123股-10.07%减仓
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
0.05%0.06%#8$12.5万6,888股$12.5万6,888股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#28$9.8万5,391股$00股+5,391股新买入
Westside Investment Management, Inc.
0.01%0.01%#18$7.3万4,000股$7.2万4,000股00.00%持仓不变
Owl Creek Wealth Partners LLC
0.02%0.02%#15$6.5万3,563股$6.4万3,562股+1股+0.03%加仓
Synergy Investment Management, LLC
0.01%0.02%#16$4.6万2,538股$4.6万2,538股00.00%持仓不变
SouthState Bank Corp
<0.01%<0.01%#30$3.3万1,807股$4.7万2,578股-771股-29.91%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#42$3.1万1,683股$3.0万1,683股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#47$1.7万916股$1.7万916股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#48$1.4万776股$00股+776股新买入
Glass Jacobson Investment Advisors llc
<0.01%<0.01%#21$1.4万776股$1.4万776股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#41$1.4万763股$1.9万1,063股-300股-28.22%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#43$1.4万747股$00股+747股新买入
富达投资FMR LLC
<0.01%<0.01%#52$2,726150股$2,712150股00.00%持仓不变
WPG Advisers, LLC
<0.01%<0.01%#34$1,52684股$1,51984股00.00%持仓不变

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