Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 19761L508

COLUMBIA ETF TR I

89 institutions · $298.1M total · 16,291,612 shares

#ManagerSharesValue% of TotalPeriod
1AMERIPRISE FINANCIAL INC6,521,771$119.7M40.03%2025-12-31
2LPL Financial LLC2,183,465$40.1M13.40%2025-12-31
3Pine Valley Investments Ltd Liability Co1,447,429$26.6M8.88%2025-12-31
4MORGAN STANLEY921,129$16.9M5.65%2025-12-31
5BANK OF AMERICA CORP /DE/868,148$15.9M5.32%2025-12-31
6GOLDMAN SACHS GROUP INC749,943$13.8M4.60%2025-12-31
7UBS Group AG600,793$11.0M3.68%2025-12-31
8Convergence Financial, LLC326,547$6.0M2.00%2025-12-31
9WELLS FARGO & COMPANY/MN318,502$5.8M1.95%2025-12-31
10Hobart Private Capital, LLC311,382$5.7M1.91%2025-12-31
11TruNorth Capital Management, LLC305,906$5.7M1.87%2024-09-30
12Royal Bank of Canada206,184$3.8M1.26%2025-12-31
13Rehmann Capital Advisory Group108,387$2.0M0.66%2025-06-30
14Private Advisor Group, LLC91,820$1.7M0.56%2025-12-31
15New Insight Wealth Advisors78,489$1.4M0.48%2025-12-31
16Millington Financial Advisors, LLC67,349$1.2M0.41%2025-12-31
17BankPlus Wealth Management LLC58,402$1.1M0.35%2025-12-31
18CITADEL ADVISORS LLC57,785$1.1M0.35%2025-06-30
19RAYMOND JAMES & ASSOCIATES54,646$964.1K0.33%2024-06-30
20FIRST FOUNDATION ADVISORS52,404$961.9K0.32%2025-12-31
21Brinker Capital Investments, LLC51,035$898.7K0.31%2025-06-30
22Acorn Wealth Advisors, LLC44,845$823.1K0.27%2025-12-31
23Cetera Investment Advisers44,771$821.8K0.27%2025-12-31
24Focus Partners Wealth40,996$750.0K0.25%2025-12-31
25RAYMOND JAMES FINANCIAL INC40,683$746.7K0.24%2025-12-31
26Raymond James Financial Services Advisors, Inc.36,243$669.8K0.22%2024-09-30
27SUSQUEHANNA INTERNATIONAL GROUP, LLP36,731$668.9K0.22%2025-06-30
28GYL Financial Synergies, LLC35,324$652.8K0.21%2024-09-30
29COMMONWEALTH EQUITY SERVICES, LLC35,122$644.7K0.21%2025-12-31
30Kaydan Wealth Management, Inc.33,825$593.0K0.20%2024-12-31
31ADVISOR GROUP HOLDINGS, INC.31,551$579.3K0.19%2025-12-31
32Collaborative Wealth Managment Inc.30,665$562.9K0.18%2025-12-31
33MAINSTAY CAPITAL MANAGEMENT LLC /ADV27,821$510.7K0.17%2025-12-31
34Focus Financial Network, Inc.24,515$438.1K0.15%2024-06-30
35HBK Sorce Advisory LLC23,690$437.0K0.14%2025-12-31
36Accelerate Investment Advisors LLC22,563$395.5K0.13%2024-12-31
37Prentice Wealth Management LLC19,695$352.1K0.12%2025-03-31
38Walkner Condon Financial Advisors LLC17,785$326.2K0.10%2025-12-31
39IHT Wealth Management, LLC16,426$303.3K0.10%2024-09-30
40MML INVESTORS SERVICES, LLC16,236$298.0K0.09%2025-12-31
41Waverly Advisors, LLC15,804$290.1K0.09%2025-12-31
42NorthRock Partners, LLC15,400$282.7K0.09%2025-12-31
43Atria Wealth Solutions, Inc.15,170$276.2K0.09%2025-06-30
44OLD MISSION CAPITAL LLC14,385$257.2K0.08%2025-03-31
45Resources Investment Advisors, LLC.13,778$252.9K0.08%2025-12-31
46ENVESTNET ASSET MANAGEMENT INC13,697$251.4K0.08%2025-12-31
47Concurrent Investment Advisors, LLC11,851$217.5K0.07%2025-12-31
48CHOREO, LLC11,772$217.2K0.07%2025-09-30
49WealthPlan Investment Management, LLC11,756$215.8K0.07%2025-12-31
50STIFEL FINANCIAL CORP11,597$211.2K0.07%2025-06-30
51WealthPLAN Partners, LLC11,387$210.4K0.06%2024-09-30
52PRIVATE CAPITAL MANAGEMENT LLC11,702$208.1K0.07%2025-03-31
53Lifeworks Advisors, LLC11,724$205.5K0.07%2024-12-31
545T Wealth, LLC10,986$201.6K0.06%2025-12-31
55Strategic Wealth Partners, Ltd.10,772$198.7K0.06%2025-09-30
56JPMORGAN CHASE & CO10,555$193.7K0.06%2025-12-31
57JANE STREET GROUP, LLC10,252$189.1K0.06%2025-09-30
58Advisory Services Network, LLC10,066$184.8K0.06%2025-12-31
59Cornerstone Planning Group LLC8,633$159.4K0.05%2025-12-31
60Alexis Investment Partners, LLC8,300$153.1K0.05%2025-09-30
61Kestra Advisory Services, LLC8,300$152.3K0.05%2025-12-31
62MORGAN DEMPSEY CAPITAL MANAGEMENT LLC6,888$126.4K0.04%2025-12-31
63Global Retirement Partners, LLC5,748$105.5K0.03%2025-12-31
64Westside Investment Management, Inc.4,000$73.4K0.02%2025-12-31
65Ameritas Advisory Services, LLC3,489$63.5K0.02%2025-06-30
66SouthState Corp2,578$47.3K0.01%2025-12-31
67Boreal Capital Management LLC2,500$46.1K0.01%2025-12-31
68Steward Partners Investment Advisory, LLC1,683$30.9K0.01%2025-12-31
69NewEdge Advisors, LLC1,630$30.1K0.01%2024-09-30
70ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/1,521$28.1K0.00%2025-09-30
71NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,246$23.0K0.00%2024-09-30
72Sunbelt Securities, Inc.1,164$21.4K0.00%2025-12-31
73HARBOUR INVESTMENTS, INC.1,063$19.5K0.00%2025-12-31
74COMERICA BANK916$16.8K0.00%2025-12-31
75PRINCIPAL SECURITIES, INC.778$14.4K0.00%2025-09-30
76Glass Jacobson Investment Advisors llc776$14.2K0.00%2025-12-31
77Parallel Advisors, LLC600$10.9K0.00%2025-06-30
78FMR LLC150$2.8K0.00%2025-12-31
79THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.119$2.2K0.00%2025-12-31
80WPG Advisers, LLC84$1.5K0.00%2025-12-31
81North Star Investment Management Corp.63$1.2K0.00%2025-09-30
82PSI Advisors, LLC42$7510.00%2025-03-31
83Cambridge Investment Research Advisors, Inc.22,073$4050.13%2025-12-31
84IFP Advisors, Inc15$2770.00%2025-12-31
85HRT FINANCIAL LP11,638$2080.07%2025-03-31
86Janney Montgomery Scott LLC11,135$1950.06%2024-12-31
87CWM, LLC573$110.00%2025-12-31
88Householder Group Estate & Retirement Specialist, LLC250$40.00%2024-09-30
89CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30