Filing Research | COLUMBIA ETF TR I Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Gradient Investments LLC	Shares	2.4MSH	$104.4M
2	Bogart Wealth, LLC	Shares	2.3MSH	$101.2M
3	Amplius Wealth Advisors, LLC	Shares	1.7MSH	$72.5M
4	Scarborough Advisors, LLC	Shares	1.2MSH	$52.0M
5	Mason & Associates Inc	Shares	1.0MSH	$43.6M
6	Three Cord True Wealth Management, LLC	Shares	707.5KSH	$30.6M
7	KWB Wealth	Shares	635.7KSH	$27.5M
8	Retirement Management Systems Inc.	Shares	493.3KSH	$21.3M
9	ARQ WEALTH ADVISORS, LLC	Shares	468.5KSH	$20.8M
10	Heck Capital Advisors, LLC	Shares	436.2KSH	$18.9M
11	Pine Valley Investments Ltd Liability Co	Shares	259.0KSH	$11.2M
12	Bensler, LLC	Shares	248.4KSH	$10.8M
13	Whitaker-Myers Wealth Managers, LTD.	Shares	236.5KSH	$10.2M
14	Snider Financial Group	Shares	225.7KSH	$9.8M
15	DAVENPORT & Co LLC	Shares	223.9KSH	$9.7M
16	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	213.3KSH	$9.2M
17	DAGCO, INC.	Shares	180.1KSH	$7.8M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	139.9KSH	$6.2M
19	R2 Capital Strategies, LLC	Shares	120.9KSH	$5.2M
20	RDA Financial Network	Shares	108.5KSH	$4.7M
21	Fermata Advisors, LLC	Shares	94.5KSH	$4.1M
22	Paladin Wealth, LLC	Shares	93.2KSH	$4.0M
23	KPP Advisory Services LLC	Shares	64.3KSH	$2.8M
24	First Growth Capital LLC	Shares	55.4KSH	$2.4M
25	IFP Advisors, Inc	Shares	51.5KSH	$2.2M
26	Pines Wealth Management, LLC	Shares	44.3KSH	$1.9M
27	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	33.3KSH	$1.4M
28	Lakeridge Wealth Management LLC	Shares	30.2KSH	$1.3M
29	Cornerstone Wealth Management, LLC	Shares	28.9KSH	$1.3M
30	Riverbend Wealth Management, LLC	Shares	24.6KSH	$1.1M
31	Farther Finance Advisors, LLC	Shares	23.8KSH	$1.0M
32	HBW ADVISORY SERVICES LLC	Shares	20.4KSH	$883.6K
33	Comprehensive Financial Consultants Institutional, Inc.	Shares	16.9KSH	$731.7K
34	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	16.5KSH	$715.4K
35	Redhawk Wealth Advisors, Inc.	Shares	14.7KSH	$636.4K
36	Oxinas Partners, LLC	Shares	13.2KSH	$569.1K
37	RiverTree Advisors, LLC	Shares	13.1KSH	$567.3K
38	John W. Brooker & Co., CPAs	Shares	10.2KSH	$441.6K
39	Balance Wealth Partners LLC	Shares	8.7KSH	$376.9K
40	Keystone Financial Services, LLC	Shares	7.9KSH	$343.8K
41	Archford Capital Strategies, LLC	Shares	7.7KSH	$334.5K
42	Envestnet Portfolio Solutions, Inc.	Shares	7.4KSH	$322.0K
43	BostonPremier Wealth LLC	Shares	5.8KSH	$249.3K
44	TCFG Investment Advisors, LLC	Shares	4.7KSH	$201.9K
45	Community Financial Services Group, LLC	Shares	1.4KSH	$62.7K
46	Capital Investment Advisory Services, LLC	Shares	1.1KSH	$48.7K
47	Richardson Capital Management LLC	Shares	276SH	$11.9K
48	CoreCap Advisors, LLC	Shares	106SH	$4.6K
49	HIGHLINE WEALTH PARTNERS LLC	Shares	102SH	$4.4K
50	BARRETT & COMPANY, INC.	Shares	30SH	$1.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 53 loaded

#		Instrument
1	Scarborough Advisors, LLC added	Shares	+664.4K	+$31.1M	$52.0M
2	Gradient Investments LLC added	Shares	+91.0K	+$13.9M	$104.4M
3	Bogart Wealth, LLC added	Shares	+52.6K	+$12.1M	$101.2M
4	Amplius Wealth Advisors, LLC added	Shares	+12.1K	+$7.7M	$72.5M
5	ARQ WEALTH ADVISORS, LLC added	Shares	+131.5K	+$7.6M	$20.8M
6	KWB Wealth added	Shares	+148.7K	+$7.6M	$27.5M
7	Three Cord True Wealth Management, LLC added	Shares	+41.8K	+$4.7M	$30.6M
8	Mason & Associates Inc trimmed	Shares	-25.3K	+$4.4M	$43.6M
9	Retirement Management Systems Inc. added	Shares	+32.5K	+$3.4M	$21.3M
10	DAGCO, INC. added	Shares	+52.0K	+$2.8M	$7.8M
11	DAVENPORT & Co LLC added	Shares	+41.6K	+$2.6M	$9.7M
12	IFP Advisors, Inc added	Shares	+51.4K	+$2.2M	$2.2M
13	Heck Capital Advisors, LLC added	Shares	+6.3K	+$2.1M	$18.9M
14	Whitaker-Myers Wealth Managers, LTD. added	Shares	+26.0K	+$2.0M	$10.2M
15	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+23.6K	+$1.8M	$9.2M
16	Pine Valley Investments Ltd Liability Co added	Shares	+15.4K	+$1.7M	$11.2M
17	Snider Financial Group added	Shares	+18.0K	+$1.7M	$9.8M
18	Bensler, LLC added	Shares	+3.1K	+$1.2M	$10.8M
19	Farther Finance Advisors, LLC added	Shares	+23.6K	+$1.0M	$1.0M
20	Paladin Wealth, LLC added	Shares	+8.3K	+$724.6K	$4.0M
21	RDA Financial Network added	Shares	+3.8K	+$615.5K	$4.7M
22	Fermata Advisors, LLC trimmed	Shares	-1.4K	+$353.0K	$4.1M
23	Pines Wealth Management, LLC added	Shares	+3.2K	+$314.1K	$1.9M
24	Cornerstone Wealth Management, LLC added	Shares	+4.2K	+$288.9K	$1.3M
25	KPP Advisory Services LLC trimmed	Shares	-201	+$268.7K	$2.8M
26	Lakeridge Wealth Management LLC added	Shares	+2.6K	+$232.6K	$1.3M
27	First Growth Capital LLC trimmed	Shares	-313	+$210.9K	$2.4M
28	TCFG Investment Advisors, LLC new	Shares	+4.7K	+$201.9K	$201.9K
29	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+1.4K	+$197.8K	$1.4M
30	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+2.2K	+$158.9K	$731.7K
31	Riverbend Wealth Management, LLC added	Shares	+849	+$138.8K	$1.1M
32	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+1.7K	+$138.5K	$715.4K
33	John W. Brooker & Co., CPAs added	Shares	+1.8K	+$113.8K	$441.6K
34	RiverTree Advisors, LLC added	Shares	+302	+$68.1K	$567.3K
35	Community Financial Services Group, LLC new	Shares	+1.4K	+$62.7K	$62.7K
36	Envestnet Portfolio Solutions, Inc. added	Shares	+523	+$52.4K	$322.0K
37	Capital Investment Advisory Services, LLC new	Shares	+1.1K	+$48.7K	$48.7K
38	Keystone Financial Services, LLC added	Shares	+214	+$42.5K	$343.8K
39	Archford Capital Strategies, LLC trimmed	Shares	-54	+$31.1K	$334.5K
40	BostonPremier Wealth LLC trimmed	Shares	-250	+$15.0K	$249.3K
41	Balance Wealth Partners LLC trimmed	Shares	-638	+$12.5K	$376.9K
42	HIGHLINE WEALTH PARTNERS LLC new	Shares	+102	+$4.4K	$4.4K
43	Richardson Capital Management LLC unchanged	Shares	0	+$1.2K	$11.9K
44	CoreCap Advisors, LLC unchanged	Shares	0	+$456	$4.6K
45	HBW ADVISORY SERVICES LLC trimmed	Shares	-2.2K	+$300	$883.6K
46	BARRETT & COMPANY, INC. unchanged	Shares	0	+$131	$1.3K
47	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$22	$217
48	FINANCIAL CONSULATE, INC exited	Shares	-79	-$3.1K	$0
49	Indiana Trust & Investment Management Co exited	Shares	-418	-$16.3K	$0
50	Oxinas Partners, LLC trimmed	Shares	-7.5K	-$237.8K	$569.1K

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