SBND Institutional Ownership
Columbia Short Duration Bond ETF
1W: -0.2%
1M: -1.9%
3M: -2.7%
YTD: -2.8%
1Y: -3.0%
3Y: +13.7%
5Y: +6.8%
$18.25
+0.00 (+0.00%)
Weekly Expected Move ±0.4%
$18
$18
$18
$18
$18
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SBND
39
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
133M
Total Invested
7
New Positions
17
Increased
12
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (40 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 2,185,168 | 40M | +2,644 | +0.1% | 16Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,038,699 | 19M | +155,420 | +17.6% | 10Q | SEC ↗ |
| 3 | Spartan Wealth Advisory Services LLC | 551,014 | 10M | +6,054 | +1.1% | 2Q | SEC ↗ |
| 4 | Simplicity Wealth,LLC NEW | 521,467 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Principle Wealth Partners LLC | 453,381 | 8M | +380,288 | +520.3% | 2Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 309,915 | 6M | -57,168 | -15.6% | 14Q | SEC ↗ |
| 7 | IHT Wealth Management, LLC | 306,698 | 6M | +2,964 | +1.0% | 2Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 263,051 | 5M | +1,286 | +0.5% | 7Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 255,460 | 5M | +72,948 | +40.0% | 2Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 182,940 | 3M | +11,327 | +6.6% | 3Q | SEC ↗ |
| 11 | World Investment Advisors | 164,278 | 3M | — | +0.0% | 8Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 158,492 | 3M | +102,944 | +185.3% | 2Q | SEC ↗ |
| 13 | CRUX WEALTH ADVISORS | 123,124 | 2M | +9,047 | +7.9% | 6Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 120,525 | 2M | -439,297 | -78.5% | 4Q | SEC ↗ |
| 15 | Private Advisor Group, LLC NEW | 74,167 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 73,499 | 1M | -5,162 | -6.6% | 3Q | SEC ↗ |
| 17 | Janney Montgomery Scott LLC | 66,050 | 1M | +1,365 | +2.1% | 13Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 51,458 | 939K | +980 | +1.9% | 2Q | SEC ↗ |
| 19 | DAYMARK WEALTH PARTNERS, LLC | 43,063 | 786K | +3,890 | +9.9% | 5Q | SEC ↗ |
| 20 | Warner Group LLC NEW | 39,614 | 723K | — | +0.0% | 1Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 35,063 | 640K | -79,493 | -69.4% | 3Q | SEC ↗ |
| 22 | Axis Wealth Partners, LLC | 30,432 | 555K | +2,891 | +10.5% | 3Q | SEC ↗ |
| 23 | Westside Investment Management, Inc. | 20,650 | 377K | — | +0.0% | 3Q | SEC ↗ |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | 18,930 | 345K | +18,613 | +5871.6% | 3Q | SEC ↗ |
| 25 | Essex Financial Services, Inc. | 13,459 | 246K | +124 | +0.9% | 3Q | SEC ↗ |
| 26 | Huntleigh Advisors, Inc. NEW | 13,300 | 243K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Summit Financial, LLC NEW | 12,368 | 226K | — | +0.0% | 1Q | SEC ↗ |
| 28 | JONES FINANCIAL COMPANIES LLLP NEW | 11,294 | 206K | — | +0.0% | 1Q | SEC ↗ |
| 29 | UBS Group AG | 1,400 | 26K | +127 | +10.0% | 2Q | SEC ↗ |
| 30 | Integrated Wealth Concepts LLC NEW | 224 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 31 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 3Q | SEC ↗ |
| 32 | Western Wealth Management, LLC | 0 | 0K | -3,402 | -100.0% | 1Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 0 | 0K | -1,338 | -100.0% | 2Q | SEC ↗ |
| 34 | PNC FINANCIAL SERVICES GROUP, INC. | 0 | 0K | -345 | -100.0% | 1Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC | 0 | 0K | -19,925 | -100.0% | 2Q | SEC ↗ |
| 36 | StoneX Group Inc. | 0 | 0K | -100,812 | -100.0% | 1Q | SEC ↗ |
| 37 | Mariner, LLC | 0 | 0K | -15,986 | -100.0% | 1Q | SEC ↗ |
| 38 | CITADEL ADVISORS LLC | 0 | 0K | -21,688 | -100.0% | 1Q | SEC ↗ |
| 39 | ADG Wealth Management Group, LLC | 0 | 0K | -2,650 | -100.0% | 1Q | SEC ↗ |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -19,717 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Simplicity Wealth,LLC | 521,467 | 10M |
| Private Advisor Group, LLC | 74,167 | 1M |
| Warner Group LLC | 39,614 | 723K |
| Huntleigh Advisors, Inc. | 13,300 | 243K |
| Summit Financial, LLC | 12,368 | 226K |
| JONES FINANCIAL COMPANIES LLLP | 11,294 | 206K |
| Integrated Wealth Concepts LLC | 224 | 4K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| StoneX Group Inc. | 100,812 | 2M |
| CITADEL ADVISORS LLC | 21,688 | 396K |
| Sanctuary Advisors, LLC | 19,925 | 364K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,717 | 360K |
| Mariner, LLC | 15,986 | 292K |
| Western Wealth Management, LLC | 3,402 | 62K |
| ADG Wealth Management Group, LLC | 2,650 | 48K |
| Farther Finance Advisors, LLC | 1,338 | 24K |
| PNC FINANCIAL SERVICES GROUP, INC. | 345 | 6K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Principle Wealth Partners LLC | +380,288 | +520.3% | 453,381 |
| LPL Financial LLC | +155,420 | +17.6% | 1,038,699 |
| JANE STREET GROUP, LLC | +102,944 | +185.3% | 158,492 |
| RAYMOND JAMES FINANCIAL INC | +72,948 | +40.0% | 255,460 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +18,613 | +5871.6% | 18,930 |
| COMMONWEALTH EQUITY SERVICES, LLC | +11,327 | +6.6% | 182,940 |
| CRUX WEALTH ADVISORS | +9,047 | +7.9% | 123,124 |
| Spartan Wealth Advisory Services LL | +6,054 | +1.1% | 551,014 |
| DAYMARK WEALTH PARTNERS, LLC | +3,890 | +9.9% | 43,063 |
| IHT Wealth Management, LLC | +2,964 | +1.0% | 306,698 |
| Axis Wealth Partners, LLC | +2,891 | +10.5% | 30,432 |
| AMERIPRISE FINANCIAL INC | +2,644 | +0.1% | 2,185,168 |
| Janney Montgomery Scott LLC | +1,365 | +2.1% | 66,050 |
| OSAIC HOLDINGS, INC. | +1,286 | +0.5% | 263,051 |
| Cambridge Investment Research Advis | +980 | +1.9% | 51,458 |
| UBS Group AG | +127 | +10.0% | 1,400 |
| Essex Financial Services, Inc. | +124 | +0.9% | 13,459 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -439,297 | -78.5% | 120,525 |
| GOLDMAN SACHS GROUP INC | -79,493 | -69.4% | 35,063 |
| BANK OF AMERICA CORP /DE | -57,168 | -15.6% | 309,915 |
| Kestra Advisory Services, LLC | -5,162 | -6.6% | 73,499 |