DaveManuel.com · Institutional Ownership · Who Owns It
COLUMBIA ETF TR II (ECON)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
36
Reporting holders
$314.9M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $172.9M | 4,770,991 | 0.03% | 4q | HELD |
| LPL Financial LLC | $109.3M | 3,015,903 | 0.02% | 9q | -10.9%-$13.4M |
| BANK OF AMERICA CORP /DE/ | $16.4M | 453,480 | 0.00% | 31q | HELD |
| MORGAN STANLEY | $9.6M | 264,121 | 0.00% | 35q | -7.5%-$775.3K |
| OLD MISSION CAPITAL LLC | $2.8M | 78,401 | 0.05% | 16q | +50.1%+$948.4K |
| ROYAL BANK OF CANADA | $1.3M | 35,745 | 0.00% | 31q | -0.8%-$10.4K |
| CIBC Bancorp USA Inc. | $958.2K | 26,433 | 0.00% | 2q | -3.3%-$33.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $285.1K | 7,864 | 0.00% | 2q | -16.3%-$55.5K |
| UBS Group AG | $252.4K | 6,964 | 0.00% | 31q | -10.5%-$29.5K |
| Corient Private Wealth LP | $204.0K | 5,627 | 0.00% | new | NEW |
| Comprehensive Money Management Services LLC | $203.9K | 5,625 | 0.13% | new | NEW |
| MCF Advisors LLC | $118.0K | 3,255 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $94.6K | 2,642 | 0.00% | 8q | +85.1%+$43.5K |
| OSAIC HOLDINGS, INC. | $80.8K | 2,228 | 0.00% | 26q | +143.0%+$47.5K |
| AlphaCore Capital LLC | $67.0K | 1,849 | 0.00% | 6q | HELD |
| FMR LLC | $43.0K | 1,188 | 0.00% | 4q | +38.0%+$11.8K |
| Global Retirement Partners, LLC | $37.9K | 1,044 | 0.00% | 5q | -10.2%-$4.3K |
| Capital Advisors, Ltd. LLC | $27.0K | 750 | 0.00% | 11q | HELD |
| WHITTIER TRUST CO | $19.7K | 550 | 0.00% | 31q | HELD |
| PRIVATE TRUST CO NA | $19.5K | 537 | 0.00% | 7q | HELD |
| BANK OF MONTREAL /CAN/ | $19.3K | 599 | 0.00% | 2q | +731.9%+$17.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.2K | 392 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $12.8K | 352 | 0.00% | 7q | -15.8%-$2.4K |
| Parallel Advisors, LLC | $10.9K | 300 | 0.00% | 28q | HELD |
| NewEdge Advisors, LLC | $10.0K | 275 | 0.00% | 15q | HELD |
| Spire Wealth Management | $8.2K | 227 | 0.00% | 20q | HELD |
| FIFTH THIRD BANCORP | $6.1K | 167 | 0.00% | 2q | -56.4%-$7.8K |
| Johnson Financial Group, Inc. | $5.4K | 149 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $4.4K | 120 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $4.1K | 112 | 0.00% | 31q | HELD |
| Farther Finance Advisors, LLC | $3.5K | 96 | 0.00% | 6q | HELD |
| Crewe Advisors LLC | $2.9K | 80 | 0.00% | 12q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.8K | 51 | 0.00% | 21q | HELD |
| Rossby Financial, LCC | $1.5K | 41 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $616 | 17 | 0.00% | 15q | HELD |
| Aptus Capital Advisors, LLC | $616 | 17 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 3 | $65.7K | 1,844 | 0 | 1 | 1 | 0.0% |
| Q2 2026 | 36 | $314.9M | 8,688,192 | 5 | 5 | 9 | 0.0% |
| Q1 2026 | 34 | $262.7M | 9,141,524 | 7 | 6 | 4 | 0.0% |
| Q4 2025 | 34 | $218.6M | 7,998,817 | 2 | 7 | 8 | 0.0% |
| Q3 2025 | 35 | $209.2M | 7,886,836 | 5 | 7 | 8 | 0.0% |
| Q2 2025 | 33 | $67.8M | 2,829,857 | 2 | 11 | 4 | 0.0% |
| Q1 2025 | 33 | $66.2M | 3,041,433 | 3 | 6 | 9 | 0.0% |
| Q4 2024 | 35 | $69.9M | 3,367,027 | 5 | 7 | 9 | 0.0% |
| Q3 2024 | 35 | $31.6M | 1,402,106 | 5 | 6 | 12 | 0.0% |
| Q2 2024 | 33 | $27.8M | 1,330,413 | 3 | 4 | 12 | 0.0% |
| Q1 2024 | 32 | $43.4M | 2,110,055 | 1 | 8 | 10 | 0.0% |
| Q4 2023 | 33 | $43.4M | 2,081,399 | 5 | 7 | 10 | 0.0% |
| Q3 2023 | 31 | $36.4M | 1,815,576 | 6 | 5 | 6 | 0.0% |
| Q2 2023 | 30 | $36.9M | 1,784,561 | 1 | 5 | 10 | 0.0% |
| Q1 2023 | 35 | $52.6M | 2,568,881 | 8 | 8 | 12 | 0.0% |
| Q4 2022 | 33 | $46.1M | 2,339,406 | 3 | 6 | 12 | 0.0% |
| Q3 2022 | 34 | $55.1M | 2,876,024 | 3 | 7 | 6 | 0.0% |
| Q2 2022 | 37 | $72.8M | 3,387,891 | 2 | 9 | 10 | 0.0% |
| Q1 2022 | 40 | $74.5M | 3,532,685 | 10 | 8 | 10 | 0.0% |
| Q4 2021 | 37 | $82.4M | 3,439,918 | 5 | 6 | 11 | 0.0% |
| Q3 2021 | 39 | $85.0M | 3,416,147 | 4 | 6 | 9 | 0.0% |
| Q2 2021 | 45 | $112.4M | 3,982,607 | 6 | 11 | 9 | 0.0% |
| Q1 2021 | 42 | $117.4M | 4,213,247 | 4 | 7 | 10 | 0.0% |
| Q4 2020 | 45 | $146.9M | 5,210,339 | 4 | 7 | 11 | 0.0% |
| Q3 2020 | 48 | $127.9M | 5,102,473 | 4 | 7 | 14 | 0.0% |
| Q2 2020 | 51 | $98.2M | 4,300,549 | 8 | 6 | 18 | 0.0% |
| Q1 2020 | 52 | $144.0M | 7,372,311 | 4 | 3 | 23 | 0.0% |
| Q4 2019 | 63 | $160.8M | 6,850,298 | 2 | 9 | 27 | 0.0% |
| Q3 2019 | 69 | $154.6M | 7,048,471 | 4 | 13 | 22 | 0.0% |
| Q2 2019 | 69 | $327.6M | 14,355,603 | 8 | 8 | 25 | 0.0% |
| Q1 2019 | 74 | $180.8M | 8,006,218 | 9 | 8 | 27 | 0.0% |
| Q4 2018 | 73 | $177.1M | 8,666,938 | 1 | 0 | 3 | 0.0% |