Institutional Ownership Columbia ETF Tr Ii Columbia In (INCO)
This table provides information about the institutional ownership of Columbia ETF Tr Ii Columbia In (INCO). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 1.86 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
900
shares
|
$58,482
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
700
shares
|
$45,486
0.0% of portfolio
|
Q3 2025
Reduced 91.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
582
shares
|
$37,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
569
shares
|
$36,973
0.01% of portfolio
|
Q1 2025
Reduced 44.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
497
shares
|
$32,295
0.0% of portfolio
|
Q3 2025
Added 82.05%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
480
shares
|
$31,190
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
330
shares
|
$21,443
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
300
shares
|
$19,494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
300
shares
|
$19,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
139
shares
|
$9,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
130
shares
|
$8,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
130
shares
|
$8,447
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
128
shares
|
$8,317
0.0% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
124
shares
|
$8,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
93
shares
|
$6,043
0.0% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
86
shares
|
$5,588
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
64
shares
|
$4,158
0.0% of portfolio
|
Q3 2025
Reduced 75.38%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
54
shares
|
$3,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10
shares
|
$649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
8
shares
|
$519
0.0% of portfolio
|
Q3 2025
Reduced 80.95%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
6
shares
|
$389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|