DOSSIER · 13F Holders · Q1 2026
REGS

COLUMBIA ETF TR I

14 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 19761L755·14 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$7M
visible holders
Holders
14
filers reporting
Concentration
74.62%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

14 institutions reported REGS in Q1 2026. LPL Financial LLC leads at 74.6% 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
$5M510K0.00%Q1 2026
02
OSAIC HOLDINGS, INC.
CIK 0001677044
$763K78K0.00%Q1 2026
03
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0001018561
$317K28K0.04%Q2 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$151K15K0.00%Q1 2026
05
NewEdge Advisors, LLC
CIK 0001633516
$133K14K0.00%Q1 2026
06
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$118K12K0.00%Q1 2026
07
Essex Financial Services, Inc.
CIK 0001315785
$102K10K0.01%Q1 2026
08
UBS Group AG
CIK 0001610520
$57K6K0.00%Q1 2026
09
MORGAN STANLEY
CIK 0000895421
$19K2K0.00%Q1 2026
10
FMR LLC
CIK 0000315066
$14K1K0.00%Q1 2026
11
MAI Capital Management
CIK 0001040197
$8K8250.00%Q1 2026
12
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3K3530.00%Q1 2026
13
Arax Advisory Partners
CIK 0001586767
$2K1650.00%Q1 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$1K1280.00%Q1 2026