DaveManuel.com · Institutional Ownership · Who Owns It
COLUMBIA SELIGM PREM TECH GR (STK)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
101
Reporting holders
$178.9M
Reported value
0.0%
Calls
0.0%
Puts
+22
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $21.5M | 399,385 | 0.00% | 31q | -1.2%-$262.2K |
| MORGAN STANLEY | $20.8M | 385,444 | 0.00% | 35q | +23.7%+$4.0M |
| Janney Montgomery Scott LLC | $16.7M | 309,279 | 0.03% | 31q | +0.9%+$148.8K |
| Invesco Ltd. | $11.1M | 205,485 | 0.00% | 31q | -2.9%-$325.7K |
| LPL Financial LLC | $10.6M | 196,882 | 0.00% | 29q | +0.8%+$84.1K |
| Karpus Management, Inc. | $9.1M | 168,899 | 0.26% | 3q | -9.4%-$941.1K |
| Advisory Solutions Group, LLC | $8.7M | 160,919 | 2.94% | new | FIRST |
| Thomas J. Herzfeld Advisors, Inc. | $7.0M | 129,150 | 2.14% | 13q | +95.0%+$3.4M |
| BANK OF AMERICA CORP /DE/ | $6.1M | 113,493 | 0.00% | 31q | -31.9%-$2.9M |
| ROYAL BANK OF CANADA | $5.0M | 93,526 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.7M | 87,030 | 0.00% | 7q | +11.5%+$483.0K |
| PMG Family Office LLC | $4.1M | 76,732 | 3.81% | 4q | HELD |
| Advisory Advocates, LLC | $2.9M | 54,394 | 2.51% | 3q | +15.0%+$381.7K |
| Cambridge Investment Research Advisors, Inc. | $2.5M | 45,616 | 0.00% | 31q | +109.6%+$1.3M |
| COHEN & STEERS, INC. | $2.4M | 45,000 | 0.00% | 2q | +50.0%+$808.0K |
| Aviance Capital Partners, LLC | $2.4M | 44,393 | 0.25% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $2.4M | 44,072 | 0.00% | 31q | -1.9%-$45.6K |
| Advisors Asset Management, Inc. | $2.1M | 39,707 | 0.03% | 2q | +68.9%+$872.9K |
| Cetera Investment Advisers | $1.8M | 33,256 | 0.00% | 10q | -12.0%-$245.1K |
| UBS Group AG | $1.7M | 31,230 | 0.00% | 31q | -6.0%-$107.1K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.6M | 30,492 | 0.01% | 4q | -32.0%-$772.4K |
| Kingsview Wealth Management, LLC | $1.6M | 29,153 | 0.02% | 22q | -1.0%-$16.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.5M | 28,753 | 0.09% | 26q | -1.7%-$26.7K |
| OSAIC HOLDINGS, INC. | $1.3M | 24,290 | 0.00% | 26q | -8.7%-$124.2K |
| IHT Wealth Management, LLC | $1.1M | 21,015 | 0.02% | 29q | -5.3%-$62.9K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $1.1M | 20,877 | 0.16% | 3q | -3.6%-$41.6K |
| RMR Wealth Builders | $1.1M | 20,648 | 0.07% | new | NEW |
| NewEdge Advisors, LLC | $1.1M | 20,495 | 0.00% | 21q | +682.6%+$963.0K |
| HUB Investment Partners, LLC | $1.0M | 19,000 | 0.02% | 3q | HELD |
| Meridian Wealth Management, LLC | $961.0K | 17,839 | 0.03% | 9q | +0.5%+$5.0K |
| BENJAMIN EDWARDS INC | $948.2K | 17,602 | 0.01% | 4q | +1.7%+$15.5K |
| Alteri Wealth LLC | $939.9K | 17,447 | 0.26% | 7q | -3.1%-$30.3K |
| Kestra Advisory Services, LLC | $936.6K | 17,386 | 0.00% | 7q | HELD |
| World Investment Advisors | $890.1K | 23,466 | 0.01% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $856.5K | 15,898 | 0.00% | 14q | +21.5%+$151.7K |
| &PARTNERS | $855.0K | 15,887 | 0.00% | 5q | +20.1%+$142.9K |
| Shaker Financial Services, LLC | $850.3K | 15,785 | 0.27% | 9q | -84.4%-$4.6M |
| Smith Asset Management Co., LLC | $845.9K | 15,702 | 0.67% | 7q | -2.3%-$19.8K |
| Parallel Advisors, LLC | $776.3K | 14,411 | 0.01% | 26q | +11.7%+$81.1K |
| Compound Planning, Inc. | $746.8K | 13,863 | 0.02% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $716.0K | 13,291 | 0.00% | 31q | +12.7%+$80.5K |
| David J Yvars Group | $660.1K | 12,254 | 0.31% | 8q | -34.1%-$340.9K |
| XTX Topco Ltd | $612.6K | 11,371 | 0.01% | new | NEW |
| LVZ, Inc. | $598.8K | 11,115 | 0.06% | 16q | -20.0%-$149.5K |
| Concurrent Investment Advisors, LLC | $591.3K | 10,976 | 0.01% | 10q | +30.1%+$136.8K |
| OPPENHEIMER & CO INC | $578.3K | 10,735 | 0.01% | 4q | -2.0%-$11.6K |
| NorthRock Partners, LLC | $543.8K | 10,095 | 0.01% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $537.8K | 10,331 | 0.00% | 12q | +35.8%+$141.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $534.1K | 9,915 | 0.01% | 2q | +5.5%+$28.0K |
| Allworth Financial LP | $471.0K | 8,743 | 0.00% | 31q | HELD |
| SteelPeak Wealth, LLC | $448.6K | 8,328 | 0.01% | 8q | +0.9%+$3.9K |
| ENVESTNET ASSET MANAGEMENT INC | $439.6K | 8,160 | 0.00% | new | NEW |
| 1607 Capital Partners, LLC | $420.2K | 7,800 | 0.04% | 3q | -67.4%-$870.3K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $390.4K | 7,247 | 0.03% | 4q | HELD |
| J.W. COLE ADVISORS, INC. | $376.7K | 6,993 | 0.01% | new | NEW |
| LANARK FINANCIAL, INC. | $374.6K | 6,953 | 0.03% | 12q | +4.5%+$16.1K |
| JANE STREET GROUP, LLC | $369.5K | 6,860 | 0.00% | 3q | -21.5%-$101.1K |
| Arax Advisory Partners | $349.1K | 6,480 | 0.00% | new | NEW |
| CHOREO, LLC | $327.8K | 6,086 | 0.00% | 2q | +12.3%+$35.9K |
| Compass Planning Associates Inc | $306.5K | 5,690 | 0.17% | 7q | -44.2%-$242.4K |
| READYSTATE ASSET MANAGEMENT LP | $297.4K | 5,520 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $296.3K | 5,500 | 0.02% | new | NEW |
| Attessa Capital LLC | $289.5K | 5,374 | 0.13% | new | NEW |
| Perigon Wealth Management, LLC | $278.5K | 5,170 | 0.00% | new | NEW |
| PEAPACK GLADSTONE FINANCIAL CORP | $270.0K | 5,000 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $255.6K | 4,745 | 0.00% | new | NEW |
| Kovack Advisors, Inc. | $253.0K | 4,713 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $235.8K | 4,377 | 0.00% | 8q | HELD |
| Capital Investment Advisors, LLC | $231.7K | 4,301 | 0.00% | new | NEW |
| INSIGNEO ADVISORY SERVICES, LLC | $215.5K | 4,000 | 0.01% | new | NEW |
| VISTA INVESTMENT PARTNERS II, LLC | $215.0K | 3,992 | 0.08% | new | NEW |
| Diversify Advisory Services, LLC | $210.3K | 4,420 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $210.3K | 4,420 | 0.00% | 2q | HELD |
| NORTHERN TRUST CORP | $206.9K | 3,841 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $173.2K | 3,216 | 0.00% | 3q | -22.1%-$49.0K |
| BFC Planning, Inc. | $137.4K | 2,550 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $136.1K | 2,527 | 0.00% | 29q | -1.8%-$2.5K |
| Farther Finance Advisors, LLC | $121.6K | 2,258 | 0.00% | 9q | HELD |
| Western Pacific Wealth Management, LP | $80.8K | 1,500 | 0.07% | new | NEW |
| CoreCap Advisors, LLC | $77.7K | 1,442 | 0.00% | 10q | HELD |
| PRIVATE TRUST CO NA | $69.4K | 1,288 | 0.01% | 16q | HELD |
| FIFTH THIRD BANCORP | $67.0K | 1,243 | 0.00% | 2q | HELD |
| MOTCO | $53.9K | 1,000 | 0.00% | 16q | HELD |
| Larson Financial Group LLC | $44.8K | 832 | 0.00% | 3q | +0.7% |
| RHL GROUP, LLC | $31.1K | 575 | 0.03% | 2q | HELD |
| Allied Private Wealth LLC | $30.4K | 598 | 0.02% | new | FIRST |
| Keating Financial Advisory Services, Inc. | $21.2K | 393 | 0.00% | 3q | -81.6%-$94.2K |
| Colonial Trust Advisors | $20.4K | 378 | 0.00% | 5q | HELD |
| US BANCORP \DE\ | $15.6K | 289 | 0.00% | 3q | HELD |
| GoalVest Advisory LLC | $13.1K | 243 | 0.00% | 4q | HELD |
| Rockefeller Capital Management L.P. | $12.7K | 235 | 0.00% | 3q | HELD |
| Noble Wealth Management PBC | $12.1K | 225 | 0.01% | new | NEW |
| MB, LEVIS & ASSOCIATES, LLC | $11.3K | 210 | 0.00% | new | NEW |
| Stone House Investment Management, LLC | $7.8K | 144 | 0.00% | 6q | HELD |
| Atlantic Edge Private Wealth Management, LLC | $6.7K | 125 | 0.00% | new | NEW |
| DUNCKER STREETT & CO INC | $5.4K | 100 | 0.00% | 4q | HELD |
| IFP Advisors, Inc | $4.1K | 76 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $3.7K | 70 | 0.00% | new | NEW |
| Truvestments Capital LLC | $1.2K | 23 | 0.00% | 6q | HELD |
| VSM Wealth Advisory, LLC | $970 | 18 | 0.00% | 3q | HELD |
Showing the largest 100 of 101 reported holders.
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 | 32 | $26.2M | 483,964 | 3 | 4 | 10 | 0.0% |
| Q2 2026 | 101 | $178.9M | 3,330,259 | 25 | 23 | 25 | 0.0% |
| Q1 2026 | 79 | $115.0M | 3,030,100 | 11 | 25 | 15 | 0.0% |
| Q4 2025 | 77 | $105.7M | 2,884,084 | 15 | 36 | 10 | 0.0% |
| Q3 2025 | 63 | $99.2M | 2,814,897 | 9 | 19 | 14 | 0.0% |
| Q2 2025 | 60 | $86.0M | 2,829,151 | 7 | 18 | 15 | 0.0% |
| Q1 2025 | 58 | $68.6M | 2,450,822 | 7 | 29 | 13 | 0.0% |
| Q4 2024 | 60 | $78.0M | 2,439,484 | 3 | 20 | 16 | 0.0% |
| Q3 2024 | 60 | $103.1M | 3,171,174 | 6 | 19 | 19 | 0.0% |
| Q2 2024 | 59 | $74.9M | 2,249,645 | 6 | 27 | 11 | 0.0% |
| Q1 2024 | 56 | $85.9M | 2,696,330 | 10 | 26 | 11 | 0.0% |
| Q4 2023 | 54 | $72.1M | 2,279,945 | 5 | 19 | 13 | 0.0% |
| Q3 2023 | 54 | $53.2M | 1,955,488 | 9 | 15 | 16 | 0.0% |
| Q2 2023 | 51 | $59.6M | 1,942,624 | 8 | 14 | 20 | 0.0% |
| Q1 2023 | 47 | $49.1M | 1,764,795 | 9 | 18 | 12 | 0.0% |
| Q4 2022 | 44 | $42.4M | 1,837,128 | 5 | 14 | 16 | 0.0% |
| Q3 2022 | 41 | $63.0M | 2,715,218 | 6 | 16 | 15 | 0.0% |
| Q2 2022 | 48 | $60.2M | 2,041,696 | 5 | 18 | 13 | 0.0% |
| Q1 2022 | 52 | $55.9M | 1,742,996 | 7 | 25 | 10 | 0.0% |
| Q4 2021 | 50 | $72.9M | 1,970,634 | 2 | 17 | 16 | 0.0% |
| Q3 2021 | 52 | $62.2M | 1,887,743 | 5 | 21 | 13 | 0.0% |
| Q2 2021 | 52 | $78.2M | 1,827,340 | 8 | 16 | 15 | 0.0% |
| Q1 2021 | 50 | $59.0M | 1,891,865 | 8 | 13 | 14 | 0.0% |
| Q4 2020 | 46 | $54.2M | 1,991,249 | 7 | 17 | 11 | 0.0% |
| Q3 2020 | 41 | $38.7M | 1,766,040 | 8 | 12 | 10 | 0.0% |
| Q2 2020 | 42 | $38.3M | 1,743,903 | 6 | 17 | 11 | 0.0% |
| Q1 2020 | 40 | $32.2M | 1,823,088 | 5 | 18 | 8 | 0.0% |
| Q4 2019 | 37 | $35.6M | 1,512,831 | 1 | 13 | 11 | 0.0% |
| Q3 2019 | 36 | $32.8M | 1,552,733 | 2 | 13 | 9 | 0.0% |
| Q2 2019 | 39 | $33.7M | 1,652,602 | 9 | 16 | 7 | 0.0% |
| Q1 2019 | 38 | $30.4M | 1,512,201 | 7 | 14 | 11 | 0.0% |
| Q4 2018 | 34 | $26.4M | 1,568,764 | 0 | 1 | 1 | 0.0% |