DOSSIER · 13F Holders · Q1 2026
REVS

COLUMBIA ETF TR I

40 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 19761L805·40 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$197M
visible holders
Holders
40
filers reporting
Concentration
54.06%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported REVS in Q1 2026. LPL Financial LLC leads at 54.1% 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
$107M3.7M0.03%Q1 2026
02
MML INVESTORS SERVICES, LLC
CIK 0000701059
$34M1.2M0.09%Q1 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M576K0.01%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M362K0.00%Q2 2026
05
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$7M243K0.17%Q1 2026
06
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M113K0.01%Q2 2026
07
FIRST INTERSTATE BANK
CIK 0001125727
$3M110K0.18%Q2 2026
08
NewEdge Advisors, LLC
CIK 0001633516
$3M97K0.01%Q1 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M68K0.00%Q2 2026
10
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M53K0.01%Q1 2026
11
Ruggaard & Associates LLC
CIK 0001971230
$2M52K0.59%Q1 2026
12
World Investment Advisors
CIK 0001652594
$1M47K0.02%Q1 2026
13
Essex Financial Services, Inc.
CIK 0001315785
$839K29K0.05%Q1 2026
14
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$788K28K0.00%Q1 2026
15
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$756K26K0.00%Q1 2026
16
Frederick Financial Consultants, LLC
CIK 0002055328
$753K26K0.37%Q1 2026
17
GOLDMAN SACHS GROUP INC
CIK 0000886982
$637K22K0.00%Q1 2026
18
Richmond Investment Services, LLC
CIK 0002031991
$604K19K0.19%Q2 2026
19
Inscription Capital, LLC
CIK 0001767868
$511K18K0.05%Q1 2026
20
Janney Montgomery Scott LLC
CIK 0001329948
$367K13K0.00%Q1 2026
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