CUSIP 19761L870
COLUMBIA ETF TR I
39 institutions · $25.6M total · 1,051,553 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 540,600 | $11.9M | 51.40% | 2025-03-31 |
| 2 | WealthPlan Investment Management, LLC | 166,748 | $5.1M | 15.85% | 2025-12-31 |
| 3 | WealthPLAN Partners, LLC | 88,127 | $2.7M | 8.38% | 2025-12-31 |
| 4 | Fermata Advisors, LLC | 32,506 | $995.8K | 3.09% | 2025-12-31 |
| 5 | Next Level Private LLC | 17,165 | $525.8K | 1.63% | 2025-12-31 |
| 6 | Cetera Investment Advisers | 14,541 | $445.4K | 1.38% | 2025-12-31 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,457 | $389.5K | 1.18% | 2025-09-30 |
| 8 | Kestra Advisory Services, LLC | 12,409 | $380.1K | 1.18% | 2025-12-31 |
| 9 | NorthRock Partners, LLC | 11,700 | $319.4K | 1.11% | 2025-03-31 |
| 10 | HighTower Advisors, LLC | 11,500 | $295.3K | 1.09% | 2024-12-31 |
| 11 | LPL Financial LLC | 9,065 | $277.7K | 0.86% | 2025-12-31 |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 8,447 | $258.8K | 0.80% | 2025-12-31 |
| 13 | SWEENEY & MICHEL, LLC | 8,000 | $249.8K | 0.76% | 2025-12-31 |
| 14 | CITADEL ADVISORS LLC | 8,575 | $234.1K | 0.81% | 2024-06-30 |
| 15 | Atria Wealth Solutions, Inc. | 8,707 | $223.6K | 0.82% | 2024-12-31 |
| 16 | JFG Wealth Management, LLC | 6,800 | $212.6K | 0.64% | 2025-09-30 |
| 17 | Johnson Financial Group, LLC | 6,800 | $208.3K | 0.64% | 2025-12-31 |
| 18 | Envestnet Portfolio Solutions, Inc. | 7,968 | $205.2K | 0.75% | 2024-09-30 |
| 19 | Royal Bank of Canada | 10,813 | $202.0K | 1.02% | 2023-06-30 |
| 20 | HARBOUR INVESTMENTS, INC. | 3,328 | $101.9K | 0.31% | 2025-12-31 |
| 21 | PNC Financial Services Group, Inc. | 4,000 | $62.1K | 0.38% | 2023-03-31 |
| 22 | Operose Advisors LLC | 2,700 | $52.3K | 0.25% | 2023-12-31 |
| 23 | JPMORGAN CHASE & CO | 1,230 | $37.7K | 0.11% | 2025-12-31 |
| 24 | ORG Partners LLC | 1,230 | $37.7K | 0.11% | 2025-12-31 |
| 25 | Opal Wealth Advisors, LLC | 943 | $26.2K | 0.08% | 2025-06-30 |
| 26 | UBS Group AG | 815 | $25.0K | 0.07% | 2025-12-31 |
| 27 | Sunbelt Securities, Inc. | 450 | $13.8K | 0.04% | 2025-12-31 |
| 28 | Glass Jacobson Investment Advisors llc | 500 | $12.9K | 0.04% | 2024-09-30 |
| 29 | ADVISOR GROUP HOLDINGS, INC. | 382 | $10.6K | 0.03% | 2025-09-30 |
| 30 | ARMSTRONG ADVISORY GROUP, INC | 353 | $9.1K | 0.03% | 2025-03-31 |
| 31 | Global Retirement Partners, LLC | 120 | $3.7K | 0.01% | 2025-12-31 |
| 32 | RAYMOND JAMES FINANCIAL INC | 59 | $1.6K | 0.00% | 2025-06-30 |
| 33 | MONEY CONCEPTS CAPITAL CORP | 100 | $1.6K | 0.00% | 2023-03-31 |
| 34 | CoreCap Advisors, LLC | 42 | $1.3K | 0.00% | 2025-12-31 |
| 35 | Cambridge Investment Research Advisors, Inc. | 29,505 | $904 | 2.80% | 2025-12-31 |
| 36 | Janney Montgomery Scott LLC | 21,667 | $664 | 2.06% | 2025-12-31 |
| 37 | MORGAN STANLEY | 1 | $42 | 0.00% | 2025-12-31 |
| 38 | RESOURCES MANAGEMENT CORP /CT/ /ADV | 1,200 | $31 | 0.11% | 2024-09-30 |
| 39 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |