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Columbia ETF TR I

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Westside Investment Management, Inc.
UNCHANGED
Shares51,515 from 51,515
Change0 (0%)
Value$1.6M (+$110.0K)
Filed 2024-04-19
Susquehanna International Group, LLP
DECREASED
Shares36,520 from 37,818
Change-1,298 (-3%)
Value$1.1M (+$37.4K)
Filed 2024-05-07
Citadel Advisors LLC
INCREASED
Shares14,536 from 13,690
Change+846 (+6%)
Value$444.3K (+$53.8K)
Filed 2024-05-15
Old Mission Capital LLC
DECREASED
Shares13,582 from 13,645
Change-63 (0%)
Value$415.1K (+$25.9K)
Filed 2024-05-14
Jane Street Group, LLC
DECREASED
Shares10,709 from 11,003
Change-294 (-3%)
Value$327.3K (+$13.5K)
Filed 2024-05-16
Envestnet Asset Management Inc
DECREASED
Shares10,056 from 10,781
Change-725 (-7%)
Value$307.4K (-$173)
Filed 2024-05-13
Flow Traders U.S. LLC
NEW
Shares7,276
Change+7,276
Value$222
Filed 2024-05-15
Osaic Holdings, Inc.
DECREASED
Shares3,383 from 3,783
Change-400 (-11%)
Value$103.4K (-$4.5K)
Filed 2024-05-10
Farther Finance Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$60.7K (+$3.7K)
Filed 2024-05-14
Global Retirement Partners, LLC
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$40.9K (+$3.2K)
Filed 2024-04-23
Principal Securities, Inc.
INCREASED
Shares805 from 228
Change+577 (+253%)
Value$24.6K (+$18.1K)
Filed 2024-05-10
Bank of Montreal
NEW
Shares318
Change+318
Value$9.8K
Filed 2024-05-13
Retirement Group, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$8.8K (+$589)
Filed 2024-04-30
UBS Group AG
NEW
Shares50
Change+50
Value$1.5K
Filed 2024-05-13
Wells Fargo & Company
INCREASED
Shares1 from 0
Change+1
Value$26 (+$25)
Filed 2024-05-10
Bessemer Group Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$6)
Filed 2024-08-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Status
Westside Investment Management, Inc.
UNCHANGED51,51551,51500%$1.5M$1.6M+$110.0K2024-04-19
Susquehanna International Group, LLP
DECREASED36,52037,818-1,298-3%$1.1M$1.1M+$37.4K2024-05-07
Citadel Advisors LLC
INCREASED14,53613,690+846+6%$390.5K$444.3K+$53.8K2024-05-15
Old Mission Capital LLC
DECREASED13,58213,645-630%$389.2K$415.1K+$25.9K2024-05-14
Jane Street Group, LLC
DECREASED10,70911,003-294-3%$313.9K$327.3K+$13.5K2024-05-16
Envestnet Asset Management Inc
DECREASED10,05610,781-725-7%$307.5K$307.4K-$1732024-05-13
Flow Traders U.S. LLC
NEW7,276—+7,276——$222—2024-05-15
Osaic Holdings, Inc.
DECREASED3,3833,783-400-11%$107.9K$103.4K-$4.5K2024-05-10
Farther Finance Advisors, LLC
UNCHANGED2,0002,00000%$57.1K$60.7K+$3.7K2024-05-14
Global Retirement Partners, LLC
UNCHANGED1,3371,33700%$37.7K$40.9K+$3.2K2024-04-23
Principal Securities, Inc.
INCREASED805228+577+253%$6.5K$24.6K+$18.1K2024-05-10
Bank of Montreal
NEW318—+318——$9.8K—2024-05-13
Retirement Group, LLC
UNCHANGED28928900%$8.2K$8.8K+$5892024-04-30
UBS Group AG
NEW50—+50——$1.5K—2024-05-13
Wells Fargo & Company
INCREASED10+1—$1$26+$252024-05-10
Bessemer Group Inc
CLOSED0200-200-100%$6$0-$62024-08-13
Proequities, Inc.
UNCHANGED000—$0$0$02024-05-01
Showing 17 of 17 institutions