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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 19762B509

COLUMBIA ETF TR II

67 institutions · $223.1M total · 8,251,417 shares

#ManagerSharesValue% of TotalPeriod
1AMERIPRISE FINANCIAL INC4,768,345$130.3M57.78%2025-12-31
2LPL Financial LLC2,259,627$61.8M27.38%2025-12-31
3BANK OF AMERICA CORP /DE/294,051$8.0M3.56%2025-12-31
4Kingsview Wealth Management, LLC183,201$5.0M2.22%2025-12-31
5MORGAN STANLEY144,776$4.0M1.75%2025-12-31
6HighTower Advisors, LLC114,478$2.6M1.38%2024-09-30
7SEGALL BRYANT & HAMILL, LLC89,270$1.8M1.08%2023-12-31
8OLD MISSION CAPITAL LLC38,910$1.1M0.47%2025-12-31
9Royal Bank of Canada35,891$981.0K0.43%2025-12-31
10CIBC Private Wealth Group, LLC27,349$747.4K0.33%2025-12-31
11Keystone Financial Group770$682.7K0.00%2024-12-31
12CIBC Bancorp USA Inc.24,635$653.3K0.29%2025-09-30
13CI Private Wealth, LLC24,686$556.6K0.29%2024-09-30
14UBS Group AG19,262$526.4K0.23%2025-12-31
15GOLDMAN SACHS GROUP INC19,500$517.1K0.23%2025-09-30
16JANE STREET GROUP, LLC17,152$468.8K0.20%2025-12-31
17CITADEL ADVISORS LLC17,107$410.1K0.20%2025-06-30
18Vontobel Holding Ltd.17,770$367.2K0.21%2024-06-30
19SUSQUEHANNA INTERNATIONAL GROUP, LLP13,702$363.4K0.16%2025-09-30
20RAYMOND JAMES FINANCIAL INC11,258$307.7K0.13%2025-12-31
21NORTHERN TRUST CORP10,500$251.7K0.12%2025-06-30
22Creative Planning12,212$250.0K0.14%2023-06-30
23RAYMOND JAMES & ASSOCIATES11,713$241.0K0.14%2024-03-31
24Karnit Road Accident Victims Compensation Fund8,716$238.2K0.10%2025-12-31
25Breakwater Capital Group11,629$238.0K0.14%2023-06-30
26JPMORGAN CHASE & CO10,250$214.2K0.12%2024-12-31
27Ameliora Wealth Management Ltd.7,125$147.2K0.08%2023-09-30
28AlphaCore Capital LLC2,049$56.0K0.02%2025-12-31
29BANK OF MONTREAL /CAN/2,217$50.9K0.02%2024-09-30
30Arete Wealth Advisors, LLC15,920$32.0K0.19%2023-06-30
31Global Retirement Partners, LLC1,163$31.8K0.01%2025-12-31
32ADVISOR GROUP HOLDINGS, INC.917$25.1K0.01%2025-12-31
33FMR LLC861$23.5K0.01%2025-12-31
34Geneos Wealth Management Inc.1,050$21.8K0.01%2024-12-31
35PRIVATE TRUST CO NA537$14.7K0.00%2025-12-31
36WHITTIER TRUST CO500$14.2K0.00%2025-12-31
37Pinnacle Bancorp, Inc.585$14.0K0.00%2025-06-30
38LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA500$10.8K0.00%2024-06-30
39COMERICA BANK380$10.4K0.00%2025-12-31
40Steward Partners Investment Advisory, LLC500$10.4K0.00%2024-12-31
41NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO312$8.5K0.00%2025-12-31
42Parallel Advisors, LLC300$8.2K0.00%2025-12-31
43NewEdge Advisors, LLC275$7.5K0.00%2025-12-31
44WHITTIER TRUST CO OF NEVADA INC332$7.2K0.00%2025-03-31
45Spire Wealth Management227$6.2K0.00%2025-12-31
46Johnson Financial Group, Inc.231$6.1K0.00%2025-09-30
47Qube Research & Technologies Ltd170$3.6K0.00%2024-06-30
48Rockefeller Capital Management L.P.120$3.3K0.00%2025-12-31
49BerganKDV Wealth Management, LLC154$3.2K0.00%2023-09-30
50UMA Financial Services, Inc.126$2.7K0.00%2025-03-31
51JONES FINANCIAL COMPANIES LLLP97$2.7K0.00%2025-12-31
52Farther Finance Advisors, LLC96$2.6K0.00%2025-12-31
53Golden State Wealth Management, LLC103$2.2K0.00%2025-03-31
54WELLS FARGO & COMPANY/MN80$2.2K0.00%2025-12-31
55Crewe Advisors LLC80$2.2K0.00%2025-12-31
56HARBOUR INVESTMENTS, INC.51$1.4K0.00%2025-12-31
57Rossby Financial, LCC41$1.1K0.00%2025-12-31
58Aptus Capital Advisors, LLC17$4650.00%2025-12-31
59PNC Financial Services Group, Inc.17$4650.00%2025-12-31
60ALTFEST L J & CO INC17,344$3910.21%2024-09-30
61Allworth Financial LP10$2260.00%2024-09-30
62FLOW TRADERS U.S. LLC8,257$2190.10%2025-09-30
63PFS Partners, LLC6$1460.00%2023-12-31
64Baystate Wealth Management LLC7$1450.00%2023-12-31
65Capital Analysts, LLC1,150$240.01%2023-09-30
66Capital Advisors, Ltd. LLC750$200.00%2025-12-31
67CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30