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Columbia Select Tech ETF (SEMI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
WealthPlan Investment Management, LLC
DECREASED
Shares56,715 from 70,799
Change-14,084 (-20%)
Value$2.3M (-$598.1K)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares49,898 from 20,895
Change+29,003 (+139%)
Value$2.0M (+$1.2M)
Filed 2026-11-06
WealthPLAN Partners, LLC
DECREASED
Shares27,170 from 39,682
Change-12,512 (-32%)
Value$1.1M (-$520.5K)
Filed 2026-10-15
Next Level Private LLC
UNCHANGED
Shares18,365 from 18,365
Change0 (0%)
Value$736.6K (-$8.6K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares14,658 from 13,681
Change+977 (+7%)
Value$587.9K (+$32.8K)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares10,543 from 15,829
Change-5,286 (-33%)
Value$422.9K (-$219.5K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares9,367 from 9,638
Change-271 (-3%)
Value$375.7K (-$15.4K)
Filed 2026-11-02
Sweeney & Michel, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$320.9K (+$10.2K)
Filed 2026-10-16
Geneos Wealth Management Inc.
NEW
Shares6,000
Change+6,000
Value$240.7K
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares3,198 from 3,223
Change-25 (-1%)
Value$128.3K (-$2.5K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares1,230
Change+1,230
Value$49.3K
Filed 2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.0K (-$141)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.0K (-$47)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares26 from 31
Change-5 (-16%)
Value$1.0K (-$215)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$281 (-$3)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 31,078
Change-31,078 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$40.6K)
Filed 2026-10-14
Cetera Investment Advisers
N/A
Shares— from 84,761
Change-84,761 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 17,612
Change-17,612 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,449
Change-6,449 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,891
Change-5,891 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 544
Change-544 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 81
Change-81 (-100%)
Value—
Status
WealthPlan Investment Management, LLC
DECREASED56,71570,799-14,084-20%$2.9M$2.3M-$598.1K2026-10-15
LPL Financial LLC
INCREASED49,89820,895+29,003+139%$847.9K$2.0M+$1.2M2026-11-06
WealthPLAN Partners, LLC
DECREASED27,17039,682-12,512-32%$1.6M$1.1M-$520.5K2026-10-15
Next Level Private LLC
UNCHANGED18,36518,36500%$745.2K$736.6K-$8.6K2026-10-20
Kestra Advisory Services, LLC
INCREASED14,65813,681+977+7%$555.2K$587.9K+$32.8K2026-11-02
Fermata Advisors, LLC
DECREASED10,54315,829-5,286-33%$642.3K$422.9K-$219.5K2026-10-13
Commonwealth Equity Services, LLC
DECREASED9,3679,638-271-3%$391.1K$375.7K-$15.4K2026-11-02
Sweeney & Michel, LLC
UNCHANGED8,0008,00000%$310.7K$320.9K+$10.2K2026-10-16
Geneos Wealth Management Inc.
NEW6,000—+6,000——$240.7K—2026-11-09
Harbour Investments, Inc.
DECREASED3,1983,223-25-1%$130.8K$128.3K-$2.5K2026-11-09
Ascentis Independent Advisors
NEW1,230—+1,230——$49.3K—2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED30030000%$12.2K$12.0K-$1412026-10-30
Creative Financial Designs Inc
UNCHANGED10010000%$4.1K$4.0K-$472026-11-04
CoreCap Advisors, LLC
DECREASED2631-5-16%$1.3K$1.0K-$2152026-10-08
Assetmark, Inc
UNCHANGED7700%$284$281-$32026-10-21
Cambridge Investment Research Advisors, Inc.
CLOSED031,078-31,078-100%$1.3M$0-$1.3M2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,000-1,000-100%$40.6K$0-$40.6K2026-10-14
Cetera Investment Advisers
N/A—84,761-84,761-100%$3.4M———
Janney Montgomery Scott LLC
N/A—17,612-17,612-100%$715.0K———
Stratos Wealth Advisors, LLC
N/A—6,449-6,449-100%$261.7K———
NewEdge Advisors, LLC
N/A—5,891-5,891-100%$239.1K———
Stratos Wealth Partners, Ltd.
N/A—5,350-5,350-100%$217.1K———
JPMorgan Chase & Co
N/A—1,230-1,230-100%$48.6K———
BlackRock, Inc.
N/A—657-657-100%$26.7K———
Osaic Holdings, Inc.
N/A—544-544-100%$22.1K———
Global Retirement Partners, LLC
N/A—470-470-100%$19.1K———
Tripletail Wealth Management, LLC
N/A—300-300-100%$11.4K———
Morgan Stanley
N/A—81-81-100%$3.3K———
Showing 28 of 28 institutions