Columbia Shrt DUR BND ETF (SBND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares1,096,204 from 1,038,699

Change+57,505 (+6%)

Value$20.0M (+$527.2K)

Filed 2026-11-06

Principle Wealth Partners LLC

DECREASED

Shares384,347 from 453,381

Change-69,034 (-15%)

Value$7.0M (-$1.5M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares195,245 from 182,940

Change+12,305 (+7%)

Value$3.6M (+$132.7K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares150,938 from 73,499

Change+77,439 (+105%)

Value$2.8M (+$1.4M)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares51,702 from 51,458

Change+244 (+0%)

Value$946.0K (+$945.0K)

Filed 2026-11-02

Daymark Wealth Partners, LLC

INCREASED

Shares45,522 from 43,063

Change+2,459 (+6%)

Value$832.6K (+$23.2K)

Filed 2026-11-04

Creative Financial Designs Inc

INCREASED

Shares19,754 from 18,930

Change+824 (+4%)

Value$361.3K (+$5.5K)

Filed 2026-11-04

Simplicity Wealth,LLC

DECREASED

Shares14,045 from 521,467

Change-507,422 (-97%)

Value$256.9K (-$9.5M)

Filed 2026-10-23

Huntleigh Advisors, Inc.

UNCHANGED

Shares13,300 from 13,300

Change0 (0%)

Value$243.3K (-$6.7K)

Filed 2026-11-03

Westside Investment Management, Inc.

DECREASED

Shares7,650 from 20,650

Change-13,000 (-63%)

Value$139.9K (-$248.2K)

Filed 2026-11-02

Ameriprise Financial Inc

N/A

Shares— from 2,185,168

Change-2,185,168 (-100%)

Value—

Spartan Wealth Advisory Services LLC

N/A

Shares— from 551,014

Change-551,014 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 309,915

Change-309,915 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 306,698

Change-306,698 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 263,051

Change-263,051 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 255,460

Change-255,460 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 164,278

Change-164,278 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 158,492

Change-158,492 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 123,124

Change-123,124 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 120,525

Change-120,525 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 74,167

Change-74,167 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 66,050

Change-66,050 (-100%)

Value—

Warner Group LLC

N/A

Shares— from 39,614

Change-39,614 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 35,063

Change-35,063 (-100%)

Value—

Axis Wealth Partners, LLC

N/A

Shares— from 30,432

Change-30,432 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 13,459

Change-13,459 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 12,368

Change-12,368 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 11,294

Change-11,294 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,096,204	1,038,699	+57,505	+6%	$19.5M	$20.0M	+$527.2K	2026-11-06
Principle Wealth Partners LLC	DECREASED	384,347	453,381	-69,034	-15%	$8.5M	$7.0M	-$1.5M	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	195,245	182,940	+12,305	+7%	$3.4M	$3.6M	+$132.7K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	150,938	73,499	+77,439	+105%	$1.4M	$2.8M	+$1.4M	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	51,702	51,458	+244	+0%	$967	$946.0K	+$945.0K	2026-11-02
Daymark Wealth Partners, LLC	INCREASED	45,522	43,063	+2,459	+6%	$809.4K	$832.6K	+$23.2K	2026-11-04
Creative Financial Designs Inc	INCREASED	19,754	18,930	+824	+4%	$355.8K	$361.3K	+$5.5K	2026-11-04
Simplicity Wealth,LLC	DECREASED	14,045	521,467	-507,422	-97%	$9.8M	$256.9K	-$9.5M	2026-10-23
Huntleigh Advisors, Inc.	UNCHANGED	13,300	13,300	0	0%	$250.0K	$243.3K	-$6.7K	2026-11-03
Westside Investment Management, Inc.	DECREASED	7,650	20,650	-13,000	-63%	$388.1K	$139.9K	-$248.2K	2026-11-02
Ameriprise Financial Inc	N/A	—	2,185,168	-2,185,168	-100%	$41.1M	—	—	—
Spartan Wealth Advisory Services LLC	N/A	—	551,014	-551,014	-100%	$10.4M	—	—	—
Bank of America Corp	N/A	—	309,915	-309,915	-100%	$5.8M	—	—	—
IHT Wealth Management, LLC	N/A	—	306,698	-306,698	-100%	$5.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	263,051	-263,051	-100%	$4.9M	—	—	—
Raymond James Financial Inc	N/A	—	255,460	-255,460	-100%	$4.8M	—	—	—
World Investment Advisors	N/A	—	164,278	-164,278	-100%	$3.1M	—	—	—
Jane Street Group, LLC	N/A	—	158,492	-158,492	-100%	$3.0M	—	—	—
Crux Wealth Advisors	N/A	—	123,124	-123,124	-100%	$2.3M	—	—	—
Cetera Investment Advisers	N/A	—	120,525	-120,525	-100%	$2.3M	—	—	—
Private Advisor Group, LLC	N/A	—	74,167	-74,167	-100%	$1.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	66,050	-66,050	-100%	$1.2M	—	—	—
Warner Group LLC	N/A	—	39,614	-39,614	-100%	$744.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	35,063	-35,063	-100%	$659.0K	—	—	—
Axis Wealth Partners, LLC	N/A	—	30,432	-30,432	-100%	$572.0K	—	—	—
Essex Financial Services, Inc.	N/A	—	13,459	-13,459	-100%	$253.0K	—	—	—
Summit Financial, LLC	N/A	—	12,368	-12,368	-100%	$232.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	11,294	-11,294	-100%	$212.3K	—	—	—
UBS Group AG	N/A	—	1,400	-1,400	-100%	$26.3K	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$22	—	—	—

Showing 30 of 30 institutions