— Know what they know.
Not Investment Advice

ECON Institutional Ownership

Columbia Research Enhanced Emerging Economies ETF
1W: -0.9% 1M: +0.7% 3M: +0.2% YTD: +28.1% 1Y: +36.6% 3Y: +87.0% 5Y: +53.6%
$35.82
+0.34 (+0.97%)
 
Weekly Expected Move ±3.1%
$34 $35 $36 $37 $38
ETF AMEX · AUM $366.7M

Institutional Ownership — ECON

43
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
315M
Total Invested
8
New Positions
7
Increased
13
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (46 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AMERIPRISE FINANCIAL INC 4,770,991 $171M +2,764 +0.1% 4Q SEC ↗
2 LPL Financial LLC 3,015,903 $108M -369,297 -10.9% 9Q SEC ↗
3 BANK OF AMERICA CORP /DE 453,480 $16M +1,536 +0.3% 15Q SEC ↗
4 MORGAN STANLEY 264,121 $9M -21,389 -7.5% 39Q SEC ↗
5 OLD MISSION CAPITAL LLC 78,401 $3M +26,164 +50.1% 16Q SEC ↗
6 ROYAL BANK OF CANADA 35,745 $1M -287 -0.8% 39Q SEC ↗
7 CIBC Bancorp USA Inc. 26,433 $947K -916 -3.3% 2Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,864 $282K -1,530 -16.3% 2Q SEC ↗
9 UBS Group AG 6,964 $249K -813 -10.5% 39Q SEC ↗
10 Corient Private Wealth LP NEW 5,627 $202K — +0.0% 1Q SEC ↗
11 Comprehensive Money Management Service NEW 5,625 $202K — +0.0% 1Q SEC ↗
12 Integrated Wealth Concepts LLC NEW 3,762 $135K — +0.0% 1Q SEC ↗
13 MCF Advisors LLC NEW 3,255 $117K — +0.0% 1Q SEC ↗
14 JONES FINANCIAL COMPANIES LLLP 2,642 $95K +1,215 +85.1% 8Q SEC ↗
15 OSAIC HOLDINGS, INC. 2,228 $80K +1,311 +143.0% 26Q SEC ↗
16 AlphaCore Capital LLC 1,849 $66K — +0.0% 6Q SEC ↗
17 FMR LLC 1,188 $43K +327 +38.0% 4Q SEC ↗
18 MERCER GLOBAL ADVISORS INC /ADV NEW 1,080 $39K — +0.0% 1Q SEC ↗
19 Global Retirement Partners, LLC NEW 1,044 $37K — +0.0% 1Q SEC ↗
20 Capital Advisors, Ltd. LLC 750 $27K — +0.0% 11Q SEC ↗
21 BANK OF MONTREAL /CAN 599 $21K +527 +731.9% 2Q SEC ↗
22 WHITTIER TRUST CO 550 $20K — +0.0% 39Q SEC ↗
23 PRIVATE TRUST CO NA 537 $19K — +0.0% 7Q SEC ↗
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 392 $14K — +0.0% 1Q SEC ↗
25 Medallion Wealth Advisors, LLC 352 $13K -66 -15.8% 7Q SEC ↗
26 Parallel Advisors, LLC 300 $11K — +0.0% 28Q SEC ↗
27 NewEdge Advisors, LLC 275 $10K — +0.0% 15Q SEC ↗
28 Spire Wealth Management 227 $8K — +0.0% 20Q SEC ↗
29 FIFTH THIRD BANCORP 167 $6K -216 -56.4% 2Q SEC ↗
30 Johnson Financial Group, Inc. NEW 149 $5K — +0.0% 1Q SEC ↗
31 Rockefeller Capital Management L.P. 120 $4K — +0.0% 4Q SEC ↗
32 WELLS FARGO & COMPANY/MN 112 $4K — +0.0% 39Q SEC ↗
33 Farther Finance Advisors, LLC 96 $3K — +0.0% 6Q SEC ↗
34 Crewe Advisors LLC 80 $3K — +0.0% 12Q SEC ↗
35 HARBOUR INVESTMENTS, INC. 51 $2K — +0.0% 17Q SEC ↗
36 Rossby Financial, LCC 41 $1K — +0.0% 5Q SEC ↗
37 PNC Financial Services Group, Inc. 17 $1K — +0.0% 15Q SEC ↗
38 Aptus Capital Advisors, LLC 17 $1K — +0.0% 7Q SEC ↗
39 JANE STREET GROUP, LLC 0 $0K -14,923 -100.0% 11Q SEC ↗
40 FLOW TRADERS U.S. LLC 0 $0K -19,239 -100.0% 1Q SEC ↗
41 CITADEL ADVISORS LLC 0 $0K -26,474 -100.0% 1Q SEC ↗
42 Kingsview Wealth Management, LLC 0 $0K -230,310 -100.0% 1Q SEC ↗
43 Karnit Road Accident Victims Compensat 0 $0K -8,716 -100.0% 1Q SEC ↗
44 GOLDMAN SACHS GROUP INC 0 $0K -48,118 -100.0% 1Q SEC ↗
45 RAYMOND JAMES FINANCIAL INC 0 $0K -11,281 -100.0% 3Q SEC ↗
46 Western Wealth Management, LLC 0 $0K -466 -100.0% 1Q SEC ↗
Biggest Increases (7)
HolderAddedChange %Total Shares
OLD MISSION CAPITAL LLC +26,164 +50.1% 78,401
AMERIPRISE FINANCIAL INC +2,764 +0.1% 4,770,991
BANK OF AMERICA CORP /DE +1,536 +0.3% 453,480
OSAIC HOLDINGS, INC. +1,311 +143.0% 2,228
JONES FINANCIAL COMPANIES LLLP +1,215 +85.1% 2,642
BANK OF MONTREAL /CAN +527 +731.9% 599
FMR LLC +327 +38.0% 1,188
Biggest Decreases (8)
HolderReducedChange %Total Shares
LPL Financial LLC -369,297 -10.9% 3,015,903
MORGAN STANLEY -21,389 -7.5% 264,121
SUSQUEHANNA INTERNATIONAL GROUP, LL -1,530 -16.3% 7,864
CIBC Bancorp USA Inc. -916 -3.3% 26,433
UBS Group AG -813 -10.5% 6,964
ROYAL BANK OF CANADA -287 -0.8% 35,745
FIFTH THIRD BANCORP -216 -56.4% 167
Medallion Wealth Advisors, LLC -66 -15.8% 352

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms