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REGS Institutional Ownership

Columbia Large Cap Growth ETF
1W: +0.0% 1M: +2.0% 3M: +3.5% YTD: +18.8%
$11.67
+0.04 (+0.39%)
 
Weekly Expected Move ±1.8%
$11 $11 $12 $12 $12
ETF AMEX · AUM $1.8M

Institutional Ownership — REGS

20
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
5
New Positions
3
Increased
6
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (20 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 381,478 4M -128,419 -25.2% 2Q SEC ↗
2 OSAIC HOLDINGS, INC. 87,016 1M +8,558 +10.9% 2Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 33,477 391K — +0.0% 1Q SEC ↗
4 ACORN FINANCIAL ADVISORY SERVICES INC 28,118 328K -25,831 -47.9% 2Q SEC ↗
5 CITADEL ADVISORS LLC NEW 27,206 317K — +0.0% 1Q SEC ↗
6 JPMORGAN CHASE & CO NEW 26,076 304K — +0.0% 1Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC NEW 23,795 278K — +0.0% 1Q SEC ↗
8 UBS Group AG 18,271 213K +12,389 +210.6% 2Q SEC ↗
9 NewEdge Advisors, LLC 13,657 159K — +0.0% 2Q SEC ↗
10 CAPTRUST FINANCIAL ADVISORS 12,139 142K — +0.0% 2Q SEC ↗
11 Essex Financial Services, Inc. 10,443 122K — +0.0% 2Q SEC ↗
12 Allworth Financial LP NEW 4,919 57K — +0.0% 1Q SEC ↗
13 Arax Advisory Partners 3,818 45K +3,653 +2213.9% 2Q SEC ↗
14 MORGAN STANLEY 1,908 22K — +0.0% 2Q SEC ↗
15 HARBOUR INVESTMENTS, INC. 353 4K — +0.0% 2Q SEC ↗
16 ROYAL BANK OF CANADA 127 1K — +0.0% 2Q SEC ↗
17 FMR LLC 0 0K -1,462 -100.0% 1Q SEC ↗
18 MAI Capital Management 0 0K -825 -100.0% 1Q SEC ↗
19 Private Advisor Group, LLC 0 0K -49,834 -100.0% 1Q SEC ↗
20 BANK OF AMERICA CORP /DE 0 0K -15,481 -100.0% 1Q SEC ↗

Recent Activity

New Positions (5)
HolderSharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LL 33,477 391K
CITADEL ADVISORS LLC 27,206 317K
JPMORGAN CHASE & CO 26,076 304K
RAYMOND JAMES FINANCIAL INC 23,795 278K
Allworth Financial LP 4,919 57K
Sold Out (4)
HolderPrev SharesPrev Value
Private Advisor Group, LLC 49,834 582K
BANK OF AMERICA CORP /DE 15,481 181K
FMR LLC 1,462 17K
MAI Capital Management 825 10K
Biggest Increases (3)
HolderAddedChange %Total Shares
UBS Group AG +12,389 +210.6% 18,271
OSAIC HOLDINGS, INC. +8,558 +10.9% 87,016
Arax Advisory Partners +3,653 +2213.9% 3,818
Biggest Decreases (2)
HolderReducedChange %Total Shares
LPL Financial LLC -128,419 -25.2% 381,478
ACORN FINANCIAL ADVISORY SERVICES I -25,831 -47.9% 28,118

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