SEMI Institutional Ownership
Columbia Select Technology ETF
1W: +2.4%
1M: +8.4%
3M: +6.1%
YTD: +32.4%
1Y: +35.6%
3Y: +129.3%
$40.87
+0.42 (+1.03%)
Weekly Expected Move ±2.7%
$39
$40
$41
$42
$43
Overview
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Holdings
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Short Interest
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Institutional Ownership — SEMI
32
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
10
New Positions
6
Increased
11
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 84,761 | $3M | +21,287 | +33.5% | 3Q | SEC ↗ |
| 2 | WealthPlan Investment Management, LLC | 70,799 | $3M | -20,935 | -22.8% | 12Q | SEC ↗ |
| 3 | WealthPLAN Partners, LLC | 39,682 | $2M | -24,744 | -38.4% | 12Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 31,078 | $1M | +1,073 | +3.6% | 5Q | SEC ↗ |
| 5 | LPL Financial LLC | 20,895 | $854K | +12,444 | +147.2% | 5Q | SEC ↗ |
| 6 | Next Level Private LLC | 18,365 | $751K | — | +0.0% | 14Q | SEC ↗ |
| 7 | Janney Montgomery Scott LLC | 17,612 | $720K | -432 | -2.4% | 9Q | SEC ↗ |
| 8 | Fermata Advisors, LLC | 15,829 | $647K | -557 | -3.4% | 11Q | SEC ↗ |
| 9 | Kestra Advisory Services, LLC | 13,681 | $559K | +19 | +0.1% | 9Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 9,638 | $394K | +173 | +1.8% | 4Q | SEC ↗ |
| 11 | SWEENEY & MICHEL, LLC | 8,000 | $327K | — | +0.0% | 5Q | SEC ↗ |
| 12 | Stratos Wealth Advisors, LLC NEW | 6,449 | $264K | — | +0.0% | 1Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC NEW | 5,891 | $241K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Stratos Wealth Partners, LTD. NEW | 5,350 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 3,223 | $132K | -130 | -3.9% | 11Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 1,230 | $50K | — | +0.0% | 5Q | SEC ↗ |
| 17 | THURSTON, SPRINGER, MILLER, HERD & TIT NEW | 1,000 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 18 | BlackRock, Inc. NEW | 657 | $27K | — | +0.0% | 1Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. NEW | 544 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Global Retirement Partners, LLC NEW | 470 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Sunbelt Securities, Inc. | 450 | $18K | — | +0.0% | 3Q | SEC ↗ |
| 22 | Capital Investment Advisory Services, NEW | 300 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Tripletail Wealth Management, LLC NEW | 300 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 24 | MERCER GLOBAL ADVISORS INC /ADV NEW | 140 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | 100 | $4K | — | +0.0% | 2Q | SEC ↗ |
| 26 | MORGAN STANLEY | 81 | $3K | +80 | +8000.0% | 3Q | SEC ↗ |
| 27 | CoreCap Advisors, LLC | 31 | $1K | -3 | -8.8% | 5Q | SEC ↗ |
| 28 | ASSETMARK, INC | 7 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Opal Wealth Advisors, LLC | 0 | $0K | -833 | -100.0% | 1Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -20,696 | -100.0% | 1Q | SEC ↗ |
| 31 | CAPTRUST FINANCIAL ADVISORS | 0 | $0K | -12,950 | -100.0% | 1Q | SEC ↗ |
| 32 | UBS Group AG | 0 | $0K | -815 | -100.0% | 1Q | SEC ↗ |
| 33 | Johnson Financial Group, LLC | 0 | $0K | -6,800 | -100.0% | 1Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC | 0 | $0K | -14,641 | -100.0% | 1Q | SEC ↗ |
| 35 | Ascentis Independent Advisors | 0 | $0K | -1,230 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Stratos Wealth Advisors, LLC | 6,449 | $264K |
| NewEdge Advisors, LLC | 5,891 | $241K |
| Stratos Wealth Partners, LTD. | 5,350 | $219K |
| THURSTON, SPRINGER, MILLER, HERD & | 1,000 | $41K |
| BlackRock, Inc. | 657 | $27K |
| OSAIC HOLDINGS, INC. | 544 | $22K |
| Global Retirement Partners, LLC | 470 | $19K |
| Tripletail Wealth Management, LLC | 300 | $12K |
| Capital Investment Advisory Service | 300 | $12K |
| MERCER GLOBAL ADVISORS INC /ADV | 140 | $6K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 20,696 | $846K |
| JANE STREET GROUP, LLC | 14,641 | $598K |
| CAPTRUST FINANCIAL ADVISORS | 12,950 | $529K |
| Johnson Financial Group, LLC | 6,800 | $278K |
| Ascentis Independent Advisors | 1,230 | $50K |
| Opal Wealth Advisors, LLC | 833 | $34K |
| UBS Group AG | 815 | $33K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | +21,287 | +33.5% | 84,761 |
| LPL Financial LLC | +12,444 | +147.2% | 20,895 |
| Cambridge Investment Research Advis | +1,073 | +3.6% | 31,078 |
| COMMONWEALTH EQUITY SERVICES, LLC | +173 | +1.8% | 9,638 |
| MORGAN STANLEY | +80 | +8000.0% | 81 |
| Kestra Advisory Services, LLC | +19 | +0.1% | 13,681 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WealthPLAN Partners, LLC | -24,744 | -38.4% | 39,682 |
| WealthPlan Investment Management, L | -20,935 | -22.8% | 70,799 |
| Fermata Advisors, LLC | -557 | -3.4% | 15,829 |
| Janney Montgomery Scott LLC | -432 | -2.4% | 17,612 |
| HARBOUR INVESTMENTS, INC. | -130 | -3.9% | 3,223 |
| CoreCap Advisors, LLC | -3 | -8.8% | 31 |