CUSIP 19762B202
COLUMBIA ETF TR II
189 institutions · $901.8M total · 24,595,693 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,799,522 | $107.4M | 11.38% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 1,457,481 | $55.9M | 5.92% | 2025-12-31 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,446,939 | $55.5M | 5.88% | 2025-12-31 |
| 4 | LPL Financial LLC | 999,763 | $38.4M | 4.06% | 2025-12-31 |
| 5 | Marotta Asset Management | 909,165 | $34.9M | 3.69% | 2025-12-31 |
| 6 | Flaharty Asset Management, LLC | 772,465 | $29.6M | 3.14% | 2025-12-31 |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 732,437 | $28.1M | 2.97% | 2025-12-31 |
| 8 | O'Brien Wealth Partners LLC | 730,973 | $28.0M | 2.97% | 2025-12-31 |
| 9 | RAYMOND JAMES FINANCIAL INC | 724,529 | $27.8M | 2.94% | 2025-12-31 |
| 10 | Hennion & Walsh Asset Management, Inc. | 668,209 | $25.6M | 2.71% | 2025-12-31 |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 535,200 | $20.5M | 2.17% | 2025-12-31 |
| 12 | Prism Advisors, Inc. | 503,323 | $19.3M | 2.04% | 2025-12-31 |
| 13 | ALPS ADVISORS INC | 403,540 | $15.5M | 1.64% | 2025-12-31 |
| 14 | Savvy Advisors, Inc. | 391,355 | $15.0M | 1.59% | 2025-12-31 |
| 15 | SYON CAPITAL LLC | 343,678 | $13.2M | 1.39% | 2025-12-31 |
| 16 | AMERIPRISE FINANCIAL INC | 325,566 | $12.5M | 1.32% | 2025-12-31 |
| 17 | PLANNING ALTERNATIVES LTD /ADV | 324,397 | $12.4M | 1.31% | 2025-12-31 |
| 18 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 320,043 | $12.3M | 1.30% | 2025-12-31 |
| 19 | UBS Group AG | 308,865 | $11.8M | 1.25% | 2025-12-31 |
| 20 | CENTRAL TRUST Co | 260,801 | $10.0M | 1.06% | 2025-12-31 |
| 21 | WELLS FARGO & COMPANY/MN | 242,162 | $9.3M | 0.98% | 2025-12-31 |
| 22 | CITADEL ADVISORS LLC | 250,973 | $9.1M | 1.02% | 2025-09-30 |
| 23 | O'Dell Group, LLC | 250,404 | $9.1M | 1.01% | 2025-09-30 |
| 24 | Pine Valley Investments Ltd Liability Co | 224,997 | $8.6M | 0.91% | 2025-12-31 |
| 25 | McKinley Carter Wealth Services, Inc. | 217,633 | $8.3M | 0.88% | 2025-12-31 |
| 26 | EARNED WEALTH ADVISORS, LLC | 205,605 | $7.9M | 0.83% | 2025-12-31 |
| 27 | JANE STREET GROUP, LLC | 229,428 | $7.8M | 0.93% | 2025-06-30 |
| 28 | HighTower Advisors, LLC | 196,912 | $7.6M | 0.80% | 2025-12-31 |
| 29 | Wealthcare Advisory Partners LLC | 195,534 | $7.5M | 0.79% | 2025-12-31 |
| 30 | Focus Partners Wealth | 190,192 | $7.3M | 0.77% | 2025-12-31 |
| 31 | Richard P Slaughter Associates Inc | 188,186 | $7.2M | 0.76% | 2025-12-31 |
| 32 | LEAVELL INVESTMENT MANAGEMENT, INC. | 174,213 | $6.7M | 0.70% | 2025-12-31 |
| 33 | STIFEL FINANCIAL CORP | 174,135 | $6.7M | 0.70% | 2025-12-31 |
| 34 | Breakwater Capital Group | 169,312 | $6.5M | 0.68% | 2025-12-31 |
| 35 | AlphaCore Capital LLC | 169,152 | $6.5M | 0.68% | 2025-12-31 |
| 36 | MA Private Wealth | 168,951 | $6.5M | 0.68% | 2025-12-31 |
| 37 | GUARDIAN WEALTH ADVISORS, LLC / NC | 168,326 | $6.5M | 0.68% | 2025-12-31 |
| 38 | Aptus Capital Advisors, LLC | 168,290 | $6.5M | 0.68% | 2025-12-31 |
| 39 | Cerity Partners LLC | 167,012 | $6.4M | 0.67% | 2025-12-31 |
| 40 | Highland Financial Advisors, LLC | 166,813 | $6.4M | 0.67% | 2025-12-31 |
| 41 | Bleakley Financial Group, LLC | 163,932 | $6.3M | 0.66% | 2025-12-31 |
| 42 | Nelson Capital Management, LLC | 159,893 | $6.1M | 0.65% | 2025-12-31 |
| 43 | KWB Wealth | 204,916 | $6.1M | 0.83% | 2025-06-30 |
| 44 | Private Advisor Group, LLC | 153,115 | $5.9M | 0.62% | 2025-12-31 |
| 45 | Krilogy Financial LLC | 134,463 | $5.6M | 0.54% | 2025-12-31 |
| 46 | Cetera Investment Advisers | 137,980 | $5.3M | 0.56% | 2025-12-31 |
| 47 | Total Clarity Wealth Management, Inc. | 128,387 | $4.9M | 0.52% | 2025-12-31 |
| 48 | Gladstone Institutional Advisory LLC | 128,302 | $4.9M | 0.52% | 2025-12-31 |
| 49 | D.A. DAVIDSON & CO. | 126,146 | $4.8M | 0.51% | 2025-12-31 |
| 50 | Fortitude Financial, LLC | 116,126 | $4.5M | 0.47% | 2025-12-31 |
| 51 | OSAIC HOLDINGS, INC. | 115,054 | $4.4M | 0.46% | 2025-12-31 |
| 52 | New England Capital Financial Advisors LLC | 109,643 | $4.2M | 0.44% | 2025-12-31 |
| 53 | ARQ WEALTH ADVISORS, LLC | 107,896 | $4.1M | 0.43% | 2025-12-31 |
| 54 | Vertex Planning Partners, LLC | 102,119 | $3.9M | 0.41% | 2025-12-31 |
| 55 | Kestra Advisory Services, LLC | 101,040 | $3.9M | 0.41% | 2025-12-31 |
| 56 | ENVESTNET ASSET MANAGEMENT INC | 95,483 | $3.7M | 0.38% | 2025-12-31 |
| 57 | FIRST NATIONAL CORP /MA/ /ADV | 98,807 | $3.6M | 0.40% | 2025-09-30 |
| 58 | FIRST FOUNDATION ADVISORS | 88,921 | $3.4M | 0.36% | 2025-12-31 |
| 59 | Mason & Associates Inc | 88,793 | $3.4M | 0.36% | 2025-12-31 |
| 60 | Sebold Capital Management, Inc. | 99,601 | $3.4M | 0.40% | 2025-06-30 |
| 61 | Creative Planning | 88,115 | $3.4M | 0.35% | 2025-12-31 |
| 62 | Focus Financial Network, Inc. | 85,288 | $3.3M | 0.34% | 2025-12-31 |
| 63 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76,545 | $2.9M | 0.31% | 2025-12-31 |
| 64 | Rockefeller Capital Management L.P. | 72,425 | $2.8M | 0.29% | 2025-12-31 |
| 65 | WATERSHED PRIVATE WEALTH LLC | 70,587 | $2.7M | 0.28% | 2025-12-31 |
| 66 | &PARTNERS | 68,010 | $2.6M | 0.27% | 2025-12-31 |
| 67 | Prospera Financial Services Inc | 62,712 | $2.4M | 0.25% | 2025-12-31 |
| 68 | EXENCIAL WEALTH ADVISORS, LLC | 59,583 | $2.3M | 0.24% | 2025-12-31 |
| 69 | Quadcap Wealth Management, LLC | 58,204 | $2.2M | 0.23% | 2025-12-31 |
| 70 | FINANCIAL LIFE ADVISORS | 52,321 | $2.0M | 0.21% | 2025-12-31 |
| 71 | WealthCare Investment Partners, LLC | 49,664 | $1.9M | 0.20% | 2025-12-31 |
| 72 | Diversify Advisory Services, LLC | 45,283 | $1.8M | 0.18% | 2025-12-31 |
| 73 | Arkadios Wealth Advisors | 47,514 | $1.8M | 0.19% | 2025-12-31 |
| 74 | NewEdge Advisors, LLC | 46,160 | $1.8M | 0.18% | 2025-12-31 |
| 75 | Fortis Capital Advisors, LLC | 45,126 | $1.7M | 0.18% | 2025-12-31 |
| 76 | Belpointe Asset Management LLC | 45,126 | $1.7M | 0.18% | 2025-12-31 |
| 77 | Sheridan Capital Management, LLC | 43,948 | $1.7M | 0.17% | 2025-12-31 |
| 78 | United Advisor Group, LLC | 41,076 | $1.6M | 0.16% | 2025-12-31 |
| 79 | Scarborough Advisors, LLC | 39,011 | $1.5M | 0.15% | 2025-12-31 |
| 80 | Royal Bank of Canada | 38,845 | $1.5M | 0.15% | 2025-12-31 |
| 81 | Sigma Planning Corp | 38,219 | $1.5M | 0.15% | 2025-12-31 |
| 82 | CIBC Private Wealth Group LLC | 37,955 | $1.5M | 0.15% | 2025-12-31 |
| 83 | Sanctuary Advisors, LLC | 47,128 | $1.4M | 0.19% | 2025-12-31 |
| 84 | Nicholas Hoffman & Company, LLC. | 34,435 | $1.3M | 0.14% | 2025-12-31 |
| 85 | Legacy Financial Advisors, Inc. | 33,301 | $1.3M | 0.13% | 2025-12-31 |
| 86 | CoreCap Advisors, LLC | 32,873 | $1.3M | 0.13% | 2025-12-31 |
| 87 | Brand Asset Management Group, Inc. | 31,452 | $1.2M | 0.12% | 2025-12-31 |
| 88 | Coastline Trust Co | 28,484 | $1.1M | 0.11% | 2025-12-31 |
| 89 | CWC Advisors, LLC. | 29,374 | $1.1M | 0.11% | 2025-09-30 |
| 90 | Merit Financial Group, LLC | 27,527 | $1.1M | 0.11% | 2025-12-31 |
| 91 | U.S. Capital Wealth Advisors, LLC | 26,494 | $1.0M | 0.10% | 2025-12-31 |
| 92 | EASTERN BANK | 26,109 | $1.0M | 0.10% | 2025-12-31 |
| 93 | Redwood Financial Network Corp | 26,075 | $1.0M | 0.10% | 2025-12-31 |
| 94 | GPS Wealth Strategies Group, LLC | 26,475 | $961.9K | 0.10% | 2025-09-30 |
| 95 | Miracle Mile Advisors, LLC | 24,520 | $940.6K | 0.09% | 2025-12-31 |
| 96 | Farther Finance Advisors, LLC | 22,497 | $863.0K | 0.09% | 2025-12-31 |
| 97 | Cresset Asset Management, LLC | 22,435 | $860.6K | 0.09% | 2025-12-31 |
| 98 | CIBC Bancorp USA Inc. | 23,278 | $845.7K | 0.09% | 2025-09-30 |
| 99 | CreativeOne Wealth, LLC | 22,018 | $844.6K | 0.08% | 2025-12-31 |
| 100 | Western Wealth Management, LLC | 21,743 | $834.0K | 0.08% | 2025-12-31 |
| 101 | Telos Capital Management, Inc. | 20,905 | $801.9K | 0.08% | 2025-12-31 |
| 102 | MANAGED ASSET PORTFOLIOS, LLC | 20,075 | $770.1K | 0.08% | 2025-12-31 |
| 103 | Advisory Services Network, LLC | 19,995 | $767.0K | 0.08% | 2025-12-31 |
| 104 | FMR LLC | 19,916 | $764.0K | 0.08% | 2025-12-31 |
| 105 | Cypress Wealth Services, LLC | 18,292 | $701.7K | 0.07% | 2025-12-31 |
| 106 | RFG Advisory, LLC | 18,032 | $691.7K | 0.07% | 2025-12-31 |
| 107 | BROWN ADVISORY INC | 17,514 | $671.8K | 0.07% | 2025-12-31 |
| 108 | OXFORD FINANCIAL GROUP, LTD. LLC | 17,175 | $658.8K | 0.06% | 2025-12-31 |
| 109 | JPMORGAN CHASE & CO | 16,842 | $646.1K | 0.06% | 2025-12-31 |
| 110 | LaFleur & Godfrey LLC | 15,662 | $600.8K | 0.06% | 2025-12-31 |
| 111 | Cornerstone Wealth Management, LLC | 15,542 | $596.2K | 0.06% | 2025-12-31 |
| 112 | McIlrath & Eck, LLC | 15,527 | $595.6K | 0.06% | 2025-12-31 |
| 113 | Mariner, LLC | 14,772 | $566.6K | 0.06% | 2025-12-31 |
| 114 | Koss-Olinger Consulting, LLC | 14,617 | $561.0K | 0.05% | 2025-12-31 |
| 115 | Equitable Holdings, Inc. | 14,613 | $560.6K | 0.05% | 2025-12-31 |
| 116 | GW HENSSLER & ASSOCIATES LTD | 14,800 | $537.7K | 0.06% | 2025-12-31 |
| 117 | Amplius Wealth Advisors, LLC | 13,668 | $524.3K | 0.05% | 2025-12-31 |
| 118 | WESCAP Management Group, Inc. | 12,937 | $496.3K | 0.05% | 2025-12-31 |
| 119 | EverSource Wealth Advisors, LLC | 12,750 | $489.1K | 0.05% | 2025-12-31 |
| 120 | Pacific Sage Partners, LLC | 12,491 | $479.2K | 0.05% | 2025-12-31 |
| 121 | RETIREMENT PLANNING GROUP, LLC / NY | 12,372 | $474.6K | 0.05% | 2025-12-31 |
| 122 | Pure Financial Advisors, LLC | 10,803 | $414.4K | 0.04% | 2025-12-31 |
| 123 | TRUIST FINANCIAL CORP | 9,975 | $382.6K | 0.04% | 2025-12-31 |
| 124 | OLD MISSION CAPITAL LLC | 9,694 | $371.9K | 0.03% | 2025-12-31 |
| 125 | Snider Financial Group | 9,170 | $351.7K | 0.03% | 2025-12-31 |
| 126 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | 9,145 | $350.8K | 0.03% | 2025-12-31 |
| 127 | MYECFO, LLC | 8,840 | $339.1K | 0.03% | 2025-12-31 |
| 128 | McAdam, LLC | 8,566 | $328.6K | 0.03% | 2025-12-31 |
| 129 | NORTHERN TRUST CORP | 8,203 | $314.7K | 0.03% | 2025-12-31 |
| 130 | BSW Wealth Partners | 7,780 | $298.4K | 0.03% | 2025-12-31 |
| 131 | EHRLICH FINANCIAL GROUP | 7,999 | $290.6K | 0.03% | 2025-09-30 |
| 132 | MISSION WEALTH MANAGEMENT, LP | 7,533 | $289.0K | 0.03% | 2025-12-31 |
| 133 | ONE Advisory Partners, LLC | 7,482 | $287.0K | 0.03% | 2025-12-31 |
| 134 | Qube Research & Technologies Ltd | 7,359 | $282.3K | 0.02% | 2025-12-31 |
| 135 | Ridgeline Wealth Planning, LLC | 6,507 | $249.6K | 0.02% | 2025-12-31 |
| 136 | Avior Wealth Management, LLC | 6,499 | $249.3K | 0.02% | 2025-12-31 |
| 137 | PRINCIPAL SECURITIES, INC. | 6,483 | $248.7K | 0.02% | 2025-12-31 |
| 138 | MML INVESTORS SERVICES, LLC | 6,483 | $248.7K | 0.02% | 2025-12-31 |
| 139 | GTS SECURITIES LLC | 6,501 | $236.2K | 0.02% | 2025-09-30 |
| 140 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,939 | $227.8K | 0.02% | 2025-12-31 |
| 141 | Focus Partners Advisor Solutions, LLC | 5,808 | $224.1K | 0.02% | 2025-09-30 |
| 142 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,434 | $218.0K | 0.02% | 2025-12-31 |
| 143 | Fortress Wealth Management, Inc. | 5,906 | $214.6K | 0.02% | 2025-09-30 |
| 144 | Diversified Enterprises, LLC | 5,405 | $207.3K | 0.02% | 2025-12-31 |
| 145 | RAINEY & RANDALL WEALTH ADVISORS INC. | 5,382 | $206.5K | 0.02% | 2025-12-31 |
| 146 | Northwest Capital Management Inc | 5,165 | $198.1K | 0.02% | 2025-12-31 |
| 147 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,136 | $197.0K | 0.02% | 2025-12-31 |
| 148 | Westside Investment Management, Inc. | 4,675 | $179.3K | 0.01% | 2025-12-31 |
| 149 | Bogart Wealth, LLC | 3,445 | $132.2K | 0.01% | 2025-12-31 |
| 150 | Sunbelt Securities, Inc. | 3,200 | $116.3K | 0.01% | 2025-09-30 |
| 151 | KERR FINANCIAL PLANNING Corp | 2,762 | $115.5K | 0.01% | 2025-12-31 |
| 152 | ATLAS CAPITAL ADVISORS INC. | 2,559 | $98.2K | 0.01% | 2025-12-31 |
| 153 | ARMSTRONG ADVISORY GROUP, INC | 2,432 | $93.3K | 0.00% | 2025-12-31 |
| 154 | Allworth Financial LP | 2,234 | $85.7K | 0.00% | 2025-12-31 |
| 155 | Battery Global Advisors, LLC | 957 | $75.6K | 0.00% | 2025-12-31 |
| 156 | Pinnacle Bancorp, Inc. | 1,816 | $69.7K | 0.00% | 2025-12-31 |
| 157 | MAI Capital Management | 1,776 | $68.1K | 0.00% | 2025-12-31 |
| 158 | HARBOUR INVESTMENTS, INC. | 1,608 | $61.7K | 0.00% | 2025-12-31 |
| 159 | COMERICA BANK | 1,599 | $61.3K | 0.00% | 2025-12-31 |
| 160 | REDMONT WEALTH ADVISORS LLC | 1,495 | $57.3K | 0.00% | 2025-12-31 |
| 161 | Graney & King, LLC | 1,090 | $41.8K | 0.00% | 2025-12-31 |
| 162 | Global Retirement Partners, LLC | 851 | $32.6K | 0.00% | 2025-12-31 |
| 163 | Larson Financial Group LLC | 783 | $30.0K | 0.00% | 2025-12-31 |
| 164 | ALERUS FINANCIAL NA | 720 | $27.6K | 0.00% | 2025-12-31 |
| 165 | Penserra Capital Management LLC | 673,827 | $25.8K | 2.73% | 2025-12-31 |
| 166 | Stone House Investment Management, LLC | 660 | $25.3K | 0.00% | 2025-12-31 |
| 167 | Key Capital Management, INC | 620 | $23.8K | 0.00% | 2025-12-31 |
| 168 | PRIVATE TRUST CO NA | 610 | $23.4K | 0.00% | 2025-12-31 |
| 169 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 600 | $22.8K | 0.00% | 2025-09-30 |
| 170 | Investment Research & Advisory Group, Inc. | 569 | $21.8K | 0.00% | 2025-12-31 |
| 171 | Golden State Wealth Management, LLC | 556 | $21.3K | 0.00% | 2025-12-31 |
| 172 | Abound Wealth Management | 525 | $20.1K | 0.00% | 2025-12-31 |
| 173 | Arax Advisory Partners | 485 | $18.6K | 0.00% | 2025-12-31 |
| 174 | WHITTIER TRUST CO | 212 | $7.8K | 0.00% | 2025-09-30 |
| 175 | Tidemark, LLC | 109 | $4.2K | 0.00% | 2025-12-31 |
| 176 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 108 | $4.2K | 0.00% | 2025-12-31 |
| 177 | IFP Advisors, Inc | 106 | $4.1K | 0.00% | 2025-12-31 |
| 178 | Steward Partners Investment Advisory, LLC | 100 | $3.8K | 0.00% | 2025-12-31 |
| 179 | Janney Montgomery Scott LLC | 93,504 | $3.6K | 0.38% | 2025-12-31 |
| 180 | SoundView Advisors Inc. | 57,569 | $2.2K | 0.23% | 2025-12-31 |
| 181 | CWM, LLC | 48,748 | $1.9K | 0.19% | 2025-12-31 |
| 182 | Cambridge Investment Research Advisors, Inc. | 42,728 | $1.6K | 0.17% | 2025-12-31 |
| 183 | DHJJ Financial Advisors, Ltd. | 34 | $1.3K | 0.00% | 2025-12-31 |
| 184 | IFC & Insurance Marketing, Inc. | 27,119 | $1.0K | 0.11% | 2025-12-31 |
| 185 | Thrivent Financial for Lutherans | 18,766 | $720 | 0.07% | 2025-12-31 |
| 186 | Smithfield Trust Co | 6,600 | $254 | 0.02% | 2025-12-31 |
| 187 | Navigoe, LLC | 4,683 | $179 | 0.01% | 2025-12-31 |
| 188 | Principia Wealth Advisory, LLC | 1 | $38 | 0.00% | 2025-12-31 |
| 189 | Main Management LLC | 125 | $5 | 0.00% | 2025-12-31 |