13F Insight
DOSSIER · 13F Holders · Q1 2026
RECS

COLUMBIA ETF TR I

184 institutions still hold COLUMBIA ETF TR I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19761L706·184 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.1B
visible holders
Holders
184
filers reporting
Concentration
24.99%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

184 institutions reported RECS in Q1 2026. LPL Financial LLC leads at 25.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$782M20.1M0.21%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$587M15.1M0.14%Q1 202603
MORGAN STANLEY
CIK 0000895421
$242M6.2M0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$221M5.7M0.07%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$220M5.6M0.02%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$127M3.3M0.18%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$118M3.0M0.17%Q1 202608
Gradient Investments LLC
CIK 0001542265
$104M2.4M1.44%Q2 202609
Bogart Wealth, LLC
CIK 0001715740
$101M2.3M3.47%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$96M2.5M0.02%Q1 202611
Stratos Investment Management, LLC
CIK 0001707206
$82M2.1M3.29%Q1 202612
Amplius Wealth Advisors, LLC
CIK 0001900584
$72M1.7M5.31%Q2 202613
Stratos Wealth Partners, LTD.
CIK 0001612865
$61M1.6M0.69%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$56M1.4M0.06%Q1 202615
Scarborough Advisors, LLC
CIK 0001815355
$52M1.2M5.97%Q2 202616
ROYAL BANK OF CANADA
CIK 0001000275
$46M1.2M0.01%Q1 202617
Drake & Associates, LLC
CIK 0001935795
$45M1.2M8.62%Q1 202618
Mason & Associates Inc
CIK 0001917686
$44M1.0M7.05%Q2 202619
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$38M972K1.19%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$34M896K0.00%Q1 2026
Page 1 of 10
164 more holders available. Log in →