13F Insight
DOSSIER · 13F Holders · Q2 2026
RECS

COLUMBIA ETF TR I

199 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 19761L706·199 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.6B
visible holders
Holders
199
filers reporting
Concentration
25.95%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

199 institutions reported RECS in Q2 2026. LPL Financial LLC leads at 26.0% 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
$939M21.7M0.21%Q2 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$643M14.9M0.13%Q2 202603
MORGAN STANLEY
CIK 0000895421
$305M7.1M0.02%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$254M5.9M0.07%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$227M5.2M0.01%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$156M3.6M0.20%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$142M3.3M0.17%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$125M2.9M0.02%Q2 202609
Gradient Investments LLC
CIK 0001542265
$110M2.4M1.57%Q3 202610
Bogart Wealth, LLC
CIK 0001715740
$101M2.3M3.47%Q2 202611
Stratos Investment Management, LLC
CIK 0001707206
$93M2.1M3.35%Q2 202612
Amplius Wealth Advisors, LLC
CIK 0001900584
$74M1.6M5.08%Q3 202613
Ameritas Advisory Services, LLC
CIK 0001901275
$73M1.7M1.47%Q2 202614
Stratos Wealth Partners, LTD.
CIK 0001612865
$72M1.7M0.73%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$64M1.5M0.06%Q2 202616
Drake & Associates, LLC
CIK 0001935795
$54M1.3M9.13%Q2 202617
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$49M1.1M1.20%Q2 202618
ROYAL BANK OF CANADA
CIK 0001000275
$48M1.1M0.01%Q2 202619
JPMORGAN CHASE & CO
CIK 0000019617
$45M1.1M0.00%Q2 202620
Mason & Associates Inc
CIK 0001917686
$44M1.0M7.05%Q2 2026
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