CUSIP 19762B707
COLUMBIA ETF TR II
114 institutions · $130.0M total · 2,054,360 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 269,608 | $17.5M | 13.12% | 2025-12-31 |
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 229,351 | $14.9M | 11.16% | 2025-12-31 |
| 3 | MORGAN STANLEY | 176,968 | $11.5M | 8.61% | 2025-12-31 |
| 4 | JANE STREET GROUP, LLC | 159,436 | $10.3M | 7.76% | 2025-12-31 |
| 5 | LPL Financial LLC | 138,053 | $8.9M | 6.72% | 2025-12-31 |
| 6 | JENNISON ASSOCIATES LLC | 97,057 | $7.5M | 4.72% | 2024-09-30 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 75,627 | $4.9M | 3.68% | 2025-12-31 |
| 8 | tru Independence LLC | 70,265 | $4.6M | 3.42% | 2025-12-31 |
| 9 | RAYMOND JAMES & ASSOCIATES | 42,067 | $3.2M | 2.04% | 2024-09-30 |
| 10 | Haven Private, LLC | 41,831 | $2.7M | 2.03% | 2025-12-31 |
| 11 | RAYMOND JAMES FINANCIAL INC | 37,922 | $2.5M | 1.84% | 2025-12-31 |
| 12 | KRAEMATON INVESTMENT ADVISORS, INC | 33,119 | $2.1M | 1.61% | 2025-12-31 |
| 13 | DHK Financial Advisors, Inc. | 32,763 | $2.1M | 1.59% | 2025-06-30 |
| 14 | Cetera Investment Advisers | 31,839 | $2.1M | 1.54% | 2025-12-31 |
| 15 | Mirae Asset Global Investments Co., Ltd. | 29,600 | $1.9M | 1.44% | 2025-06-30 |
| 16 | Atria Wealth Solutions, Inc. | 28,223 | $1.7M | 1.37% | 2025-03-31 |
| 17 | OSAIC HOLDINGS, INC. | 25,553 | $1.7M | 1.24% | 2025-12-31 |
| 18 | Quattro Advisors LLC | 25,392 | $1.6M | 1.23% | 2025-12-31 |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,581 | $1.6M | 1.19% | 2025-12-31 |
| 20 | SteelPeak Wealth, LLC | 24,499 | $1.6M | 1.19% | 2024-12-31 |
| 21 | UBS Group AG | 22,816 | $1.5M | 1.11% | 2025-12-31 |
| 22 | Integras Partners LLC | 22,577 | $1.5M | 1.09% | 2025-12-31 |
| 23 | Mariner, LLC | 21,104 | $1.4M | 1.02% | 2024-12-31 |
| 24 | WealthCare Investment Partners, LLC | 20,393 | $1.3M | 0.99% | 2025-12-31 |
| 25 | AVANTAX ADVISORY SERVICES, INC. | 20,452 | $1.3M | 0.99% | 2025-06-30 |
| 26 | OLD MISSION CAPITAL LLC | 19,667 | $1.3M | 0.95% | 2025-12-31 |
| 27 | Aubrey Capital Management Ltd | 16,955 | $1.1M | 0.82% | 2025-12-31 |
| 28 | CITADEL ADVISORS LLC | 14,571 | $944.3K | 0.70% | 2025-12-31 |
| 29 | Clear Creek Financial Management, LLC | 13,447 | $871.5K | 0.65% | 2025-12-31 |
| 30 | Merit Financial Group, LLC | 11,918 | $772.4K | 0.58% | 2025-12-31 |
| 31 | AMERIPRISE FINANCIAL INC | 11,419 | $740.1K | 0.55% | 2025-12-31 |
| 32 | GG Group Ventures, LLC | 10,733 | $691.5K | 0.52% | 2024-12-31 |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 10,108 | $655.1K | 0.49% | 2025-12-31 |
| 34 | PNC Financial Services Group, Inc. | 8,650 | $560.6K | 0.42% | 2025-12-31 |
| 35 | Beacon Pointe Advisors, LLC | 8,455 | $548.6K | 0.41% | 2025-06-30 |
| 36 | Ignite Planners, LLC | 8,710 | $533.6K | 0.42% | 2025-12-31 |
| 37 | Larson Financial Group LLC | 8,179 | $530.1K | 0.39% | 2025-12-31 |
| 38 | DOVER ADVISORS, LLC | 8,162 | $529.0K | 0.39% | 2025-12-31 |
| 39 | Avior Wealth Management, LLC | 8,415 | $500.9K | 0.40% | 2025-03-31 |
| 40 | Per Stirling Capital Management, LLC. | 6,447 | $496.1K | 0.31% | 2024-09-30 |
| 41 | Pictet North America Advisors SA | 7,182 | $465.5K | 0.34% | 2025-12-31 |
| 42 | CIBC WORLD MARKET INC. | 6,800 | $439.7K | 0.33% | 2025-09-30 |
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,920 | $399.6K | 0.58% | 2025-12-31 |
| 44 | BANK OF MONTREAL /CAN/ | 5,675 | $367.8K | 0.27% | 2025-12-31 |
| 45 | Raymond James Financial Services Advisors, Inc. | 4,624 | $355.8K | 0.22% | 2024-09-30 |
| 46 | Sigma Planning Corp | 5,308 | $344.0K | 0.25% | 2025-12-31 |
| 47 | SUMMIT WEALTH GROUP LLC / CO | 3,844 | $329.5K | 0.18% | 2025-12-31 |
| 48 | D. E. Shaw & Co., Inc. | 5,174 | $308.0K | 0.25% | 2025-03-31 |
| 49 | Western Wealth Management, LLC | 4,636 | $300.4K | 0.22% | 2025-12-31 |
| 50 | LYELL WEALTH MANAGEMENT, LP | 4,512 | $292.4K | 0.21% | 2025-12-31 |
| 51 | Atria Investments, Inc | 4,829 | $287.5K | 0.23% | 2025-03-31 |
| 52 | GREAT VALLEY ADVISOR GROUP, INC. | 4,144 | $267.0K | 0.20% | 2024-12-31 |
| 53 | Miller Global Investments, LLC | 4,117 | $266.8K | 0.20% | 2025-12-31 |
| 54 | Cresset Asset Management, LLC | 3,732 | $242.1K | 0.18% | 2025-12-31 |
| 55 | Vivaldi Capital Management LP | 3,552 | $230.5K | 0.17% | 2025-06-30 |
| 56 | Archford Capital Strategies, LLC | 3,499 | $226.8K | 0.17% | 2025-12-31 |
| 57 | DRIVE WEALTH MANAGEMENT, LLC | 3,769 | $224.4K | 0.18% | 2025-03-31 |
| 58 | Sovran Advisors, LLC | 3,457 | $216.1K | 0.16% | 2025-03-31 |
| 59 | Private Advisor Group, LLC | 3,306 | $214.5K | 0.16% | 2025-06-30 |
| 60 | Pathstone Holdings, LLC | 3,300 | $213.9K | 0.16% | 2025-12-31 |
| 61 | MARSHALL WACE, LLP | 3,294 | $213.7K | 0.16% | 2025-06-30 |
| 62 | Perennial Investment Advisors, LLC | 3,262 | $210.2K | 0.15% | 2024-12-31 |
| 63 | Parallel Advisors, LLC | 2,145 | $139.0K | 0.10% | 2025-12-31 |
| 64 | Royal Bank of Canada | 1,873 | $121.0K | 0.09% | 2025-12-31 |
| 65 | Kestra Advisory Services, LLC | 1,821 | $118.0K | 0.08% | 2025-12-31 |
| 66 | FLAGSHIP WEALTH ADVISORS, LLC | 1,500 | $97.0K | 0.07% | 2025-09-30 |
| 67 | PRINCIPAL SECURITIES, INC. | 980 | $63.4K | 0.04% | 2025-09-30 |
| 68 | Geneos Wealth Management Inc. | 900 | $58.3K | 0.04% | 2025-12-31 |
| 69 | AMERIFLEX GROUP, INC. | 823 | $53.4K | 0.04% | 2025-06-30 |
| 70 | CoreCap Advisors, LLC | 582 | $37.7K | 0.02% | 2025-12-31 |
| 71 | GPS Wealth Strategies Group, LLC | 497 | $32.1K | 0.02% | 2025-09-30 |
| 72 | Graney & King, LLC | 480 | $31.1K | 0.02% | 2025-12-31 |
| 73 | Parkside Financial Bank & Trust | 522 | $31.1K | 0.02% | 2025-03-31 |
| 74 | Wingate Wealth Advisors, Inc. | 356 | $23.0K | 0.01% | 2024-12-31 |
| 75 | ATWOOD & PALMER INC | 330 | $21.4K | 0.01% | 2025-12-31 |
| 76 | NBC SECURITIES, INC. | 300 | $19.4K | 0.01% | 2025-12-31 |
| 77 | Evelyn Partners Asset Management Ltd | 300 | $19.4K | 0.01% | 2025-12-31 |
| 78 | OPTIMUM INVESTMENT ADVISORS | 300 | $19.3K | 0.01% | 2024-12-31 |
| 79 | FLAGSHIP HARBOR ADVISORS, LLC | 279 | $18.1K | 0.01% | 2025-12-31 |
| 80 | CIBC Private Wealth Group LLC | 255 | $16.5K | 0.01% | 2025-12-31 |
| 81 | Wilmington Savings Fund Society, FSB | 253 | $16.4K | 0.01% | 2025-09-30 |
| 82 | Rockefeller Capital Management L.P. | 177 | $11.5K | 0.00% | 2025-12-31 |
| 83 | Steward Partners Investment Advisory, LLC | 139 | $9.0K | 0.00% | 2025-12-31 |
| 84 | JPMORGAN CHASE & CO | 135 | $8.7K | 0.00% | 2025-12-31 |
| 85 | ASSETMARK, INC | 133 | $8.6K | 0.00% | 2025-12-31 |
| 86 | Centricity Wealth Management, LLC | 130 | $8.4K | 0.00% | 2025-06-30 |
| 87 | PRIVATE TRUST CO NA | 130 | $8.4K | 0.00% | 2025-09-30 |
| 88 | Qube Research & Technologies Ltd | 128 | $8.3K | 0.00% | 2025-12-31 |
| 89 | US BANCORP \DE\ | 118 | $7.0K | 0.00% | 2025-03-31 |
| 90 | Fourth Dimension Wealth, LLC | 100 | $6.0K | 0.00% | 2025-03-31 |
| 91 | Transce3nd, LLC | 88 | $5.7K | 0.00% | 2025-06-30 |
| 92 | MAI Capital Management | 86 | $5.6K | 0.00% | 2025-09-30 |
| 93 | Glass Jacobson Investment Advisors llc | 85 | $5.5K | 0.00% | 2025-03-31 |
| 94 | Global Retirement Partners, LLC | 82 | $5.3K | 0.00% | 2025-12-31 |
| 95 | COMERICA BANK | 64 | $4.1K | 0.00% | 2025-09-30 |
| 96 | CITIGROUP INC | 63 | $4.1K | 0.00% | 2025-12-31 |
| 97 | Advisory Services Network, LLC | 54 | $3.5K | 0.00% | 2025-09-30 |
| 98 | FLOW TRADERS U.S. LLC | 26,820 | $1.7K | 1.30% | 2025-12-31 |
| 99 | Cambridge Investment Research Advisors, Inc. | 17,023 | $1.1K | 0.82% | 2025-12-31 |
| 100 | NEW WAVE WEALTH ADVISORS LLC | 14 | $902 | 0.00% | 2024-12-31 |
| 101 | ROTHSCHILD INVESTMENT LLC | 10 | $648 | 0.00% | 2025-12-31 |
| 102 | Stonebridge Financial Group, LLC | 10 | $595 | 0.00% | 2025-03-31 |
| 103 | MML INVESTORS SERVICES, LLC | 9,637 | $574 | 0.46% | 2025-03-31 |
| 104 | MASECO LLP | 8 | $519 | 0.00% | 2025-12-31 |
| 105 | Blue Trust, Inc. | 6 | $389 | 0.00% | 2025-12-31 |
| 106 | Triumph Capital Management | 5 | $324 | 0.00% | 2025-12-31 |
| 107 | OneAscent Financial Services LLC | 4,790 | $285 | 0.23% | 2025-03-31 |
| 108 | Migdal Insurance & Financial Holdings Ltd. | 4,280 | $274 | 0.20% | 2025-12-31 |
| 109 | HRT FINANCIAL LP | 3,390 | $219 | 0.16% | 2025-09-30 |
| 110 | FMR LLC | 1 | $64 | 0.00% | 2024-12-31 |
| 111 | CWM, LLC | 720 | $43 | 0.03% | 2025-03-31 |
| 112 | WELLS FARGO & COMPANY/MN | 1 | $38 | 0.00% | 2025-12-31 |
| 113 | VALLEY NATIONAL ADVISERS INC | 569 | $36 | 0.02% | 2025-12-31 |
| 114 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |