DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
STK

COLUMBIA SELIGM PREM TECH GR

86 institutions still hold COLUMBIA SELIGM PREM TECH GR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19842X109·86 13F holders·last filed Mar 31, 2026
Market cap
5.4%
vs prior quarter
13F value held
$86M
56.0% inst. owned
of float
Holders
86
+84 QoQ
filers reporting
Activity
+25 / −89
+920 added · −800 reduced
this quarter
Concentration
17.92%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

86 institutions reported STK in Q1 2026. WELLS FARGO & COMPANY/MN leads at 17.9% of the visible book. +84 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M404K0.00%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$12M312K0.00%Q1 2026
03
Invesco Ltd.
CIK 0000914208
$8M212K0.00%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$7M195K0.00%Q1 2026
05
Karpus Management, Inc.
CIK 0001048703
$7M186K0.22%Q1 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M167K0.00%Q1 2026
07
Shaker Financial Services, LLC
CIK 0001511794
$4M101K1.33%Q1 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$4M94K0.00%Q1 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M78K0.00%Q1 2026
10
PMG Family Office LLC
CIK 0002102299
$3M77K3.25%Q1 2026
11
Thomas J. Herzfeld Advisors, Inc.
CIK 0001509510
$3M66K0.85%Q1 2026
12
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$2M56K0.08%Q4 2025
13
Advisory Advocates, LLC
CIK 0002111697
$2M47K1.83%Q1 2026
14
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M45K0.00%Q1 2026
15
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$2M45K0.02%Q1 2026
16
Aviance Capital Partners, LLC
CIK 0001542383
$2M44K0.19%Q4 2025
17
Cetera Investment Advisers
CIK 0001666741
$1M38K0.00%Q1 2026
18
UBS Group AG
CIK 0001610520
$1M33K0.00%Q1 2026
19
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$1M29K0.08%Q1 2026
20
Kingsview Wealth Management, LLC
CIK 0001791965
$1M29K0.02%Q1 2026
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