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Columbia US ESG Eqty Inc ETF (ESGSUSD)

CUSIP: 19761L300 | EO | 54 institutional holders

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
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Institutional Holders — Q1 2024

Ameriprise Financial Inc423,224
0.0% of portfolio›$18.8M
Sowell Financial Services LLC118,705
0.2% of portfolio›$5.3M
LPL Financial LLC117,803
0.0% of portfolio›$5.2M
NewEdge Advisors, LLC89,037
0.0% of portfolio›$4.0M
Susquehanna International Group, LLP48,671
0.0% of portfolio›$2.2M
Prism Advisors, Inc.29,605
0.4% of portfolio›$1.3M
GeoWealth Management, LLC23,036
0.0% of portfolio›$1.0M
Goldman Sachs Group Inc17,650
0.0% of portfolio›$786.0K
Citadel Advisors LLC16,419
0.0% of portfolio›$731.2K
Raymond James Financial Services Advisors, Inc.15,853
0.0% of portfolio›$706.0K
Private Advisor Group, LLC12,096
0.0% of portfolio›$538.7K
Allworth Financial LP11,589
0.0% of portfolio›$516.1K
Redwood Financial Network Corp10,792
0.4% of portfolio›$480.6K
JPMorgan Chase & Co10,482
0.0% of portfolio›$466.8K
Parcion Private Wealth LLC7,994
0.0% of portfolio›$356.0K
Signal Advisors Wealth, LLC7,573
0.1% of portfolio›$337.2K
CWM, LLC7,536
0.0% of portfolio›$336
Maripau Wealth Management LLC6,878
0.2% of portfolio›$306.3K
Commonwealth Equity Services, LLC5,535
0.0% of portfolio›$247
Keudell ison Wealth Management5,260
0.1% of portfolio›$234.2K
Fermata Advisors, LLC4,539
0.0% of portfolio›$202.1K
Wells Financial Advisors Inc1,706
0.1% of portfolio›$76.0K
NorthRock Partners, LLC1,700
0.0% of portfolio›$75.7K
Archer Investment Corp1,620
0.0% of portfolio›$72.1K
Carolina Wealth Advisors, LLC805
0.0% of portfolio›$35.8K
Principal Securities, Inc.734
0.0% of portfolio›$32.7K
Royal Bank of Canada700
0.0% of portfolio›$31.0K
Global Retirement Partners, LLC572
0.0% of portfolio›$25.5K
Osaic Holdings, Inc.428
0.0% of portfolio›$19.1K
Wells Fargo & Company1
0.0% of portfolio›$46
FMR LLC1
0.0% of portfolio›$45
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Ameriprise Financial Inc
423,224$18.8M0.0%CoreMediumMinneapolis, MN2024-05-15
Sowell Financial Services LLC
118,705$5.3M0.2%CoreLowNorth Little Rock, AR2024-05-03
LPL Financial LLC
117,803$5.2M0.0%IndexVery LowFort Mill, SC2024-05-10
NewEdge Advisors, LLC
89,037$4.0M0.0%CoreLowNew Orleans, LA2024-05-14
Susquehanna International Group, LLP
48,671$2.2M0.0%GrowthHighBala Cynwyd, PA2024-05-07
Prism Advisors, Inc.
29,605$1.3M0.4%ETFMediumStudio City, CA2024-04-05
GeoWealth Management, LLC
23,036$1.0M0.0%ETFMediumChicago, IL2024-05-15
Goldman Sachs Group Inc
17,650$786.0K0.0%CoreMediumNew York, NY2024-05-15
Citadel Advisors LLC
16,419$731.2K0.0%CoreVery HighMiami, FL2024-05-15
Raymond James Financial Services Advisors, Inc.
15,853$706.0K0.0%GrowthVery LowSt. Petersburg, FL2024-04-22
Private Advisor Group, LLC
12,096$538.7K0.0%ETFMediumMorristown, NJ2024-04-30
Allworth Financial LP
11,589$516.1K0.0%IndexLowFolsom, CA2024-04-25
Redwood Financial Network Corp
10,792$480.6K0.4%ETFLowSolon, OH2024-05-02
JPMorgan Chase & Co
10,482$466.8K0.0%GrowthMediumNew York, NY2024-12-26
Parcion Private Wealth LLC
7,994$356.0K0.0%CoreMediumBellevue, WA2024-04-24
Signal Advisors Wealth, LLC
7,573$337.2K0.1%ETFLowDetroit, MI2024-04-10
CWM, LLC
7,536$3360.0%GrowthVery LowOmaha, NE2024-04-05
Maripau Wealth Management LLC
6,878$306.3K0.2%ETFLowFort Wayne, IN2024-05-14
Commonwealth Equity Services, LLC
5,535$2470.0%ETFLowWaltham, MA2024-04-29
Keudell ison Wealth Management
5,260$234.2K0.1%ETFMediumSalem, OR2024-05-07
Fermata Advisors, LLC
4,539$202.1K0.0%ETFLowSonoma, CA2024-04-12
Wells Financial Advisors Inc
1,706$76.0K0.1%ETFVery LowFramingham, MA2024-05-14
NorthRock Partners, LLC
1,700$75.7K0.0%ETFLowMinneapolis, MN2025-04-22
Archer Investment Corp
1,620$72.1K0.0%CoreMediumCarmel, IN2024-05-09
Carolina Wealth Advisors, LLC
805$35.8K0.0%YieldHighMyrtle Beach, SC2024-04-05
Principal Securities, Inc.
734$32.7K0.0%ETFLowDes Moines, IA2024-05-10
Royal Bank of Canada
700$31.0K0.0%CoreLowToronto, Australia2024-11-05
Global Retirement Partners, LLC
572$25.5K0.0%CoreLowSan Rafael, CA2024-04-23
Osaic Holdings, Inc.
428$19.1K0.0%IndexLowScottsdale, AZ2024-05-10
Wells Fargo & Company
1$460.0%CoreLowSan Francisco, CA2024-05-10
FMR LLC
1$450.0%GrowthMediumBoston, MA2026-11-05
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-05-01