Columbia Resear ENH EM Econ (ECON)

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

DECREASED

Shares2,014,851 from 3,015,903

Change-1,001,052 (-33%)

Value$71.3M (-$38.0M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

NEW

Shares46,577

Change+46,577

Value$1.6M

Filed 2026-11-02

AlphaCore Capital LLC

UNCHANGED

Shares1,849 from 1,849

Change0 (0%)

Value$65.4K (-$1.6K)

Filed 2026-11-04

Capital Advisors, Ltd. LLC

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$27 (-$27.0K)

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares659 from 96

Change+563 (+586%)

Value$23.3K (+$19.8K)

Filed 2026-10-08

Private Trust Co NA

DECREASED

Shares435 from 537

Change-102 (-19%)

Value$15.4K (-$4.1K)

Filed 2026-10-20

Fifth Third Bancorp

INCREASED

Shares345 from 167

Change+178 (+107%)

Value$12.2K (+$6.2K)

Filed 2026-11-05

Parallel Advisors, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$10.6K (-$260)

Filed 2026-11-03

Spire Wealth Management

UNCHANGED

Shares227 from 227

Change0 (0%)

Value$8.0K (-$197)

Filed 2026-10-30

Jnba Financial Advisors

NEW

Shares99

Change+99

Value$3.5K

Filed 2026-11-03

Rossby Financial, LCC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$1.5K (-$35)

Filed 2026-11-05

PNC Financial Services Group, Inc.

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$602 (-$14)

Filed 2026-11-06

MCF Advisors LLC

CLOSED

Shares0 from 3,255

Change-3,255 (-100%)

Value$0 (-$118.0K)

Filed 2026-10-28

Ameriprise Financial Inc

N/A

Shares— from 4,770,991

Change-4,770,991 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 453,480

Change-453,480 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 264,121

Change-264,121 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 78,401

Change-78,401 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 35,745

Change-35,745 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 26,433

Change-26,433 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,864

Change-7,864 (-100%)

Value—

UBS Group AG

N/A

Shares— from 6,964

Change-6,964 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 5,625

Change-5,625 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,642

Change-2,642 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,228

Change-2,228 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,188

Change-1,188 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,044

Change-1,044 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 599

Change-599 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 550

Change-550 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 392

Change-392 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 352

Change-352 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 275

Change-275 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 149

Change-149 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 120

Change-120 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 112

Change-112 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 51

Change-51 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	2,014,851	3,015,903	-1,001,052	-33%	$109.3M	$71.3M	-$38.0M	2026-11-06
Commonwealth Equity Services, LLC	NEW	46,577	—	+46,577	—	—	$1.6M	—	2026-11-02
AlphaCore Capital LLC	UNCHANGED	1,849	1,849	0	0%	$67.0K	$65.4K	-$1.6K	2026-11-04
Capital Advisors, Ltd. LLC	UNCHANGED	750	750	0	0%	$27.0K	$27	-$27.0K	2026-10-27
Farther Finance Advisors, LLC	INCREASED	659	96	+563	+586%	$3.5K	$23.3K	+$19.8K	2026-10-08
Private Trust Co NA	DECREASED	435	537	-102	-19%	$19.5K	$15.4K	-$4.1K	2026-10-20
Fifth Third Bancorp	INCREASED	345	167	+178	+107%	$6.1K	$12.2K	+$6.2K	2026-11-05
Parallel Advisors, LLC	UNCHANGED	300	300	0	0%	$10.9K	$10.6K	-$260	2026-11-03
Spire Wealth Management	UNCHANGED	227	227	0	0%	$8.2K	$8.0K	-$197	2026-10-30
Jnba Financial Advisors	NEW	99	—	+99	—	—	$3.5K	—	2026-11-03
Rossby Financial, LCC	UNCHANGED	41	41	0	0%	$1.5K	$1.5K	-$35	2026-11-05
PNC Financial Services Group, Inc.	UNCHANGED	17	17	0	0%	$616	$602	-$14	2026-11-06
MCF Advisors LLC	CLOSED	0	3,255	-3,255	-100%	$118.0K	$0	-$118.0K	2026-10-28
Ameriprise Financial Inc	N/A	—	4,770,991	-4,770,991	-100%	$172.9M	—	—	—
Bank of America Corp	N/A	—	453,480	-453,480	-100%	$16.4M	—	—	—
Morgan Stanley	N/A	—	264,121	-264,121	-100%	$9.6M	—	—	—
Old Mission Capital LLC	N/A	—	78,401	-78,401	-100%	$2.8M	—	—	—
Royal Bank of Canada	N/A	—	35,745	-35,745	-100%	$1.3M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	26,433	-26,433	-100%	$958.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	7,864	-7,864	-100%	$285.1K	—	—	—
UBS Group AG	N/A	—	6,964	-6,964	-100%	$252.4K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	5,625	-5,625	-100%	$203.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,642	-2,642	-100%	$94.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,228	-2,228	-100%	$80.8K	—	—	—
FMR LLC	N/A	—	1,188	-1,188	-100%	$43.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,044	-1,044	-100%	$37.9K	—	—	—
Bank of Montreal	N/A	—	599	-599	-100%	$19.3K	—	—	—
Whittier Trust Co	N/A	—	550	-550	-100%	$19.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	392	-392	-100%	$14.2K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	352	-352	-100%	$12.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	275	-275	-100%	$10.0K	—	—	—
Johnson Financial Group, Inc.	N/A	—	149	-149	-100%	$5.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	120	-120	-100%	$4.4K	—	—	—
Wells Fargo & Company	N/A	—	112	-112	-100%	$4.1K	—	—	—
Crewe Advisors LLC	N/A	—	80	-80	-100%	$2.9K	—	—	—
Harbour Investments, Inc.	N/A	—	51	-51	-100%	$1.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	17	-17	-100%	$616	—	—	—

Showing 37 of 37 institutions