INCO Institutional Ownership
Columbia India Consumer ETF
1W: -3.8%
1M: -6.9%
3M: -5.3%
YTD: -11.9%
1Y: -11.7%
3Y: +14.6%
5Y: +24.1%
$57.41
+0.52 (+0.91%)
Weekly Expected Move ±2.1%
$55
$56
$57
$59
$60
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — INCO
70
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
110M
Total Invested
10
New Positions
11
Increased
31
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (81 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 398,194 | 23M | -47,966 | -10.8% | 15Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 336,833 | 19M | +336,342 | +68501.4% | 3Q | SEC ↗ |
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, L | 230,518 | 13M | -32,511 | -12.4% | 22Q | SEC ↗ |
| 4 | MORGAN STANLEY | 115,511 | 7M | -655 | -0.6% | 39Q | SEC ↗ |
| 5 | LPL Financial LLC | 114,356 | 7M | -27,444 | -19.4% | 12Q | SEC ↗ |
| 6 | tru Independence LLC | 91,235 | 5M | +5,970 | +7.0% | 6Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 69,930 | 4M | -6,922 | -9.0% | 12Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 60,988 | 4M | +9,317 | +18.0% | 12Q | SEC ↗ |
| 9 | OLD MISSION CAPITAL LLC | 59,834 | 3M | -31,435 | -34.4% | 4Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 39,993 | 2M | -141 | -0.4% | 7Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 34,351 | 2M | +2,688 | +8.5% | 10Q | SEC ↗ |
| 12 | Haven Private, LLC | 30,301 | 2M | -11,425 | -27.4% | 7Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 27,298 | 2M | +18,804 | +221.4% | 26Q | SEC ↗ |
| 14 | KRAEMATON INVESTMENT ADVISORS, INC | 25,461 | 1M | -5,378 | -17.4% | 10Q | SEC ↗ |
| 15 | Integras Partners LLC | 25,274 | 1M | -56 | -0.2% | 7Q | SEC ↗ |
| 16 | Aubrey Capital Management Ltd | 16,955 | 973K | — | +0.0% | 12Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 15,110 | 867K | -1,781 | -10.5% | 10Q | SEC ↗ |
| 18 | PNC Financial Services Group, Inc. | 14,507 | 833K | — | +0.0% | 15Q | SEC ↗ |
| 19 | UBS Group AG | 12,434 | 714K | -1,675 | -11.9% | 39Q | SEC ↗ |
| 20 | WealthCare Investment Partners, LLC | 11,859 | 681K | -4,735 | -28.5% | 9Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 11,784 | 677K | -567 | -4.6% | 8Q | SEC ↗ |
| 22 | Merit Financial Group, LLC | 9,966 | 572K | -1,673 | -14.4% | 10Q | SEC ↗ |
| 23 | Ignite Planners, LLC | 9,523 | 547K | +564 | +6.3% | 5Q | SEC ↗ |
| 24 | DOVER ADVISORS, LLC | 8,162 | 469K | +1,265 | +18.3% | 5Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 7,981 | 458K | -1,015 | -11.3% | 11Q | SEC ↗ |
| 26 | Arax Advisory Partners | 5,766 | 331K | -86 | -1.5% | 2Q | SEC ↗ |
| 27 | BANK OF MONTREAL /CAN | 5,675 | 326K | — | +0.0% | 10Q | SEC ↗ |
| 28 | Sigma Planning Corp | 5,670 | 326K | -177 | -3.0% | 6Q | SEC ↗ |
| 29 | D. E. Shaw & Co., Inc. | 4,871 | 280K | -3,001 | -38.1% | 2Q | SEC ↗ |
| 30 | NORTHSTAR ASSET MANAGEMENT Co NEW | 4,700 | 270K | — | +0.0% | 1Q | SEC ↗ |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 4,651 | 267K | +1,784 | +62.2% | 8Q | SEC ↗ |
| 32 | LYELL WEALTH MANAGEMENT, LP | 4,512 | 259K | — | +0.0% | 5Q | SEC ↗ |
| 33 | Archford Capital Strategies, LLC | 4,354 | 250K | +268 | +6.6% | 7Q | SEC ↗ |
| 34 | Western Wealth Management, LLC | 4,349 | 250K | -170 | -3.8% | 9Q | SEC ↗ |
| 35 | Migdal Insurance & Financial Holdings | 4,280 | 246K | — | +0.0% | 11Q | SEC ↗ |
| 36 | Cresset Asset Management, LLC | 4,128 | 237K | — | +0.0% | 9Q | SEC ↗ |
| 37 | Miller Global Investments, LLC | 4,099 | 235K | — | +0.0% | 3Q | SEC ↗ |
| 38 | Parallel Advisors, LLC | 2,410 | 138K | -5 | -0.2% | 3Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 2,004 | 115K | -266 | -11.7% | 39Q | SEC ↗ |
| 40 | Integrated Wealth Concepts LLC NEW | 1,400 | 80K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Larson Financial Group LLC | 1,163 | 67K | -3,638 | -75.8% | 9Q | SEC ↗ |
| 42 | FMR LLC NEW | 1,015 | 58K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Geneos Wealth Management Inc. | 900 | 52K | — | +0.0% | 7Q | SEC ↗ |
| 44 | Sankala Group LLC | 783 | 45K | — | +0.0% | 3Q | SEC ↗ |
| 45 | CoreCap Advisors, LLC | 582 | 33K | — | +0.0% | 7Q | SEC ↗ |
| 46 | VALLEY NATIONAL ADVISERS INC | 569 | 33K | — | +0.0% | 13Q | SEC ↗ |
| 47 | Graney & King, LLC | 480 | 28K | — | +0.0% | 7Q | SEC ↗ |
| 48 | MERCER GLOBAL ADVISORS INC /ADV NEW | 435 | 25K | — | +0.0% | 1Q | SEC ↗ |
| 49 | ATWOOD & PALMER INC | 330 | 19K | — | +0.0% | 23Q | SEC ↗ |
| 50 | LANARK FINANCIAL, INC. | 300 | 17K | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co | 4,700 | 270K |
| Integrated Wealth Concepts LLC | 1,400 | 80K |
| FMR LLC | 1,015 | 58K |
| MERCER GLOBAL ADVISORS INC /ADV | 435 | 25K |
| Evelyn Partners Group Ltd | 300 | 17K |
| MCDONALD PARTNERS LLC | 150 | 9K |
| FIFTH THIRD BANCORP | 110 | 6K |
| Global Retirement Partners, LLC | 82 | 5K |
| COMPASS FINANCIAL MANAGEMENT LLC | 0 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 65,900 | 4M |
| HRT FINANCIAL LP | 32,250 | 2M |
| FLOW TRADERS U.S. LLC | 26,820 | 2M |
| Quattro Advisors LLC | 25,392 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 24,581 | 1M |
| CITADEL ADVISORS LLC | 14,571 | 837K |
| Pictet North America Advisors SA | 7,182 | 412K |
| Clear Creek Financial Management, L | 4,333 | 249K |
| Pathstone Holdings, LLC | 3,300 | 189K |
| Kestra Advisory Services, LLC | 1,821 | 105K |
| FLAGSHIP WEALTH ADVISORS, LLC | 1,200 | 69K |
| FLAGSHIP HARBOR ADVISORS, LLC | 279 | 16K |
| ASSETMARK, INC | 133 | 8K |
| Qube Research & Technologies Ltd | 120 | 7K |
| Allworth Financial LP | 92 | 5K |
| Essential Partners LLC | 66 | 4K |
| ROTHSCHILD INVESTMENT LLC | 10 | 1K |
| MASECO LLP | 8 | 0K |
| Triumph Capital Management | 5 | 0K |
| Merkkuri Wealth Advisors LLC | 0 | 0K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +336,342 | +68501.4% | 336,833 |
| OSAIC HOLDINGS, INC. | +18,804 | +221.4% | 27,298 |
| JANE STREET GROUP, LLC | +9,317 | +18.0% | 60,988 |
| tru Independence LLC | +5,970 | +7.0% | 91,235 |
| Cetera Investment Advisers | +2,688 | +8.5% | 34,351 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,784 | +62.2% | 4,651 |
| DOVER ADVISORS, LLC | +1,265 | +18.3% | 8,162 |
| Ignite Planners, LLC | +564 | +6.3% | 9,523 |
| Archford Capital Strategies, LLC | +268 | +6.6% | 4,354 |
| Rockefeller Capital Management L.P. | +53 | +26.4% | 254 |
| WELLS FARGO & COMPANY/MN | +32 | +31.4% | 134 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -47,966 | -10.8% | 398,194 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT | -32,511 | -12.4% | 230,518 |
| OLD MISSION CAPITAL LLC | -31,435 | -34.4% | 59,834 |
| LPL Financial LLC | -27,444 | -19.4% | 114,356 |
| Haven Private, LLC | -11,425 | -27.4% | 30,301 |
| COMMONWEALTH EQUITY SERVICES, LLC | -6,922 | -9.0% | 69,930 |
| KRAEMATON INVESTMENT ADVISORS, INC | -5,378 | -17.4% | 25,461 |
| WealthCare Investment Partners, LLC | -4,735 | -28.5% | 11,859 |
| Larson Financial Group LLC | -3,638 | -75.8% | 1,163 |
| D. E. Shaw & Co., Inc. | -3,001 | -38.1% | 4,871 |
| Cambridge Investment Research Advis | -1,781 | -10.5% | 15,110 |
| UBS Group AG | -1,675 | -11.9% | 12,434 |
| Merit Financial Group, LLC | -1,673 | -14.4% | 9,966 |
| ENVESTNET ASSET MANAGEMENT INC | -1,015 | -11.3% | 7,981 |
| MORGAN STANLEY | -655 | -0.6% | 115,511 |
| AMERIPRISE FINANCIAL INC | -567 | -4.6% | 11,784 |
| ROYAL BANK OF CANADA | -266 | -11.7% | 2,004 |
| Sigma Planning Corp | -177 | -3.0% | 5,670 |
| Western Wealth Management, LLC | -170 | -3.8% | 4,349 |
| RAYMOND JAMES FINANCIAL INC | -141 | -0.4% | 39,993 |