DOSSIER · 13F Holders · Q2 2026
DIAL

COLUMBIA ETF TR I

58 institutions still hold COLUMBIA ETF TR I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19761L508·58 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$259M
visible holders
Holders
58
filers reporting
Concentration
43.83%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

58 institutions reported DIAL in Q2 2026. AMERIPRISE FINANCIAL INC leads at 43.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$114M6.2M0.02%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$45M2.5M0.01%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M923K0.00%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$16M871K0.00%Q2 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M830K0.00%Q2 2026
06
UBS Group AG
CIK 0001610520
$12M686K0.00%Q2 2026
07
Convergence Financial, LLC
CIK 0002034001
$12M681K0.98%Q2 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$6M357K0.00%Q2 2026
09
Hobart Private Capital, LLC
CIK 0001767062
$4M240K0.75%Q2 2026
10
Concurrent Investment Advisors, LLC
CIK 0002001015
$4M210K0.03%Q2 2026
11
CITADEL ADVISORS LLC
CIK 0001423053
$2M114K0.00%Q2 2026
12
Private Advisor Group, LLC
CIK 0001567755
$2M93K0.01%Q2 2026
13
BankPlus Wealth Management LLC
CIK 0002051117
$2M85K0.69%Q2 2026
14
New Insight Wealth Advisors
CIK 0002022328
$1M80K0.43%Q2 2026
15
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M76K0.00%Q1 2026
16
Millington Financial Advisors, LLC
CIK 0001924615
$1M74K0.53%Q2 2026
17
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$1M68K0.05%Q2 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M66K0.00%Q2 2026
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M60K0.00%Q2 2026
20
Acorn Wealth Advisors, LLC
CIK 0001730610
$697K38K0.17%Q2 2026
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Insiders at COLUMBIA ETF TR I
Schore NealWilliams Kenneth C.Landau David MarcSalter AndrewGimbel JonathanStone MarkFord B JamesLazar Hiram M