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Columbia India Consumer ETF (INCO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares97,657 from 114,356
Change-16,699 (-15%)
Value$5.7M (-$1.1M)
Filed 2026-11-06
tru Independence LLC
INCREASED
Shares95,324 from 91,235
Change+4,089 (+4%)
Value$5.5M (+$93.9K)
Filed 2026-10-20
Haven Private, LLC
DECREASED
Shares29,383 from 30,301
Change-918 (-3%)
Value$1.7M (-$101.0K)
Filed 2026-10-27
Kraematon Investment Advisors, Inc
DECREASED
Shares25,231 from 25,461
Change-230 (-1%)
Value$1.5M (-$53.4K)
Filed 2026-11-02
Integras Partners LLC
DECREASED
Shares25,053 from 25,274
Change-221 (-1%)
Value$1.5M (-$52.6K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares23,732 from 69,930
Change-46,198 (-66%)
Value$1.4M (-$2.8M)
Filed 2026-11-02
Aubrey Capital Management Ltd
INCREASED
Shares22,438 from 16,955
Change+5,483 (+32%)
Value$1.3M (+$291.7K)
Filed 2026-10-19
PNC Financial Services Group, Inc.
UNCHANGED
Shares14,507 from 14,507
Change0 (0%)
Value$842.5K (-$22.8K)
Filed 2026-11-06
WealthCare Investment Partners, LLC
DECREASED
Shares9,930 from 11,859
Change-1,929 (-16%)
Value$576.7K (-$130.7K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,644 from 15,110
Change-8,466 (-56%)
Value$386.0K (-$515.0K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares6,427 from 9,966
Change-3,539 (-36%)
Value$373.3K (-$221.2K)
Filed 2026-11-06
Northstar Asset Management Co
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$269.5K (-$9.4K)
Filed 2026-10-22
Lyell Wealth Management, LP
UNCHANGED
Shares4,512 from 4,512
Change0 (0%)
Value$262.0K (-$7.1K)
Filed 2026-10-30
Archford Capital Strategies, LLC
INCREASED
Shares4,392 from 4,354
Change+38 (+1%)
Value$255.1K (-$4.6K)
Filed 2026-10-19
Miller Global Investments, LLC
UNCHANGED
Shares4,099 from 4,099
Change0 (0%)
Value$238.0K (-$6.5K)
Filed 2026-10-02
Parallel Advisors, LLC
DECREASED
Shares2,088 from 2,410
Change-322 (-13%)
Value$121.3K (-$22.5K)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares848
Change+848
Value$49.2K
Filed 2026-11-05
Larson Financial Group LLC
DECREASED
Shares635 from 1,163
Change-528 (-45%)
Value$36.9K (-$32.5K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares584 from 582
Change+2 (+0%)
Value$33.9K (-$800)
Filed 2026-10-08
Valley National Advisers Inc
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$33.0K (-$896)
Filed 2026-10-23
Atwood & Palmer Inc
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$19.2K (-$519)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.4K (-$472)
Filed 2026-10-26
Russell Investments Group, Ltd.
NEW
Shares212
Change+212
Value$12.3K
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$6.4K (-$173)
Filed 2026-11-05
Blue Trust, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$465 (-$12)
Filed 2026-10-15
Ignite Planners, LLC
CLOSED
Shares0 from 9,523
Change-9,523 (-100%)
Value$0 (-$570.3K)
Filed 2026-10-14
Sigma Planning Corp
CLOSED
Shares0 from 5,670
Change-5,670 (-100%)
Value$0 (-$338.2K)
Filed 2026-10-23
Mcdonald Partners LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$8.9K)
Filed 2026-11-03
Citigroup Inc
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-04
Compass Financial Management LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$30)
Filed 2026-10-30
Bank of America Corp
N/A
Shares— from 398,194
Change-398,194 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 336,833
Change-336,833 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 230,518
Change-230,518 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 115,511
Change-115,511 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 60,988
Change-60,988 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 59,834
Change-59,834 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,993
Change-39,993 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,351
Change-34,351 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,298
Change-27,298 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,434
Change-12,434 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,784
Change-11,784 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 8,162
Change-8,162 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,981
Change-7,981 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,675
Change-5,675 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,651
Change-4,651 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,349
Change-4,349 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 300
Change-300 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 134
Change-134 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
LPL Financial LLC
DECREASED97,657114,356-16,699-15%$6.8M$5.7M-$1.1M2026-11-06
tru Independence LLC
INCREASED95,32491,235+4,089+4%$5.4M$5.5M+$93.9K2026-10-20
Haven Private, LLC
DECREASED29,38330,301-918-3%$1.8M$1.7M-$101.0K2026-10-27
Kraematon Investment Advisors, Inc
DECREASED25,23125,461-230-1%$1.5M$1.5M-$53.4K2026-11-02
Integras Partners LLC
DECREASED25,05325,274-221-1%$1.5M$1.5M-$52.6K2026-10-30
Commonwealth Equity Services, LLC
DECREASED23,73269,930-46,198-66%$4.2M$1.4M-$2.8M2026-11-02
Aubrey Capital Management Ltd
INCREASED22,43816,955+5,483+32%$1.0M$1.3M+$291.7K2026-10-19
PNC Financial Services Group, Inc.
UNCHANGED14,50714,50700%$865.3K$842.5K-$22.8K2026-11-06
WealthCare Investment Partners, LLC
DECREASED9,93011,859-1,929-16%$707.4K$576.7K-$130.7K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED6,64415,110-8,466-56%$901.0K$386.0K-$515.0K2026-11-02
Merit Financial Group, LLC
DECREASED6,4279,966-3,539-36%$594.5K$373.3K-$221.2K2026-11-06
Northstar Asset Management Co
UNCHANGED4,7004,70000%$279.0K$269.5K-$9.4K2026-10-22
Lyell Wealth Management, LP
UNCHANGED4,5124,51200%$269.1K$262.0K-$7.1K2026-10-30
Archford Capital Strategies, LLC
INCREASED4,3924,354+38+1%$259.7K$255.1K-$4.6K2026-10-19
Miller Global Investments, LLC
UNCHANGED4,0994,09900%$244.5K$238.0K-$6.5K2026-10-02
Parallel Advisors, LLC
DECREASED2,0882,410-322-13%$143.8K$121.3K-$22.5K2026-11-03
Rossby Financial, LCC
NEW848—+848——$49.2K—2026-11-05
Larson Financial Group LLC
DECREASED6351,163-528-45%$69.4K$36.9K-$32.5K2026-11-05
CoreCap Advisors, LLC
INCREASED584582+2+0%$34.7K$33.9K-$8002026-10-08
Valley National Advisers Inc
UNCHANGED56956900%$33.9K$33.0K-$8962026-10-23
Atwood & Palmer Inc
UNCHANGED33033000%$19.7K$19.2K-$5192026-10-08
Lanark Financial, Inc.
UNCHANGED30030000%$17.9K$17.4K-$4722026-10-26
Russell Investments Group, Ltd.
NEW212—+212——$12.3K—2026-11-06
Fifth Third Bancorp
UNCHANGED11011000%$6.6K$6.4K-$1732026-11-05
Blue Trust, Inc.
UNCHANGED8800%$477$465-$122026-10-15
Ignite Planners, LLC
CLOSED09,523-9,523-100%$570.3K$0-$570.3K2026-10-14
Sigma Planning Corp
CLOSED05,670-5,670-100%$338.2K$0-$338.2K2026-10-23
Mcdonald Partners LLC
CLOSED0150-150-100%$8.9K$0-$8.9K2026-11-03
Citigroup Inc
CLOSED063-63-100%$3.8K$0-$3.8K2026-11-04
Compass Financial Management LLC
CLOSED000—$30$0-$302026-10-30
Bank of America Corp
N/A—398,194-398,194-100%$23.8M———
JPMorgan Chase & Co
N/A—336,833-336,833-100%$19.9M———
Osborne Partners Capital Management, LLC
N/A—230,518-230,518-100%$13.7M———
Morgan Stanley
N/A—115,511-115,511-100%$6.9M———
Jane Street Group, LLC
N/A—60,988-60,988-100%$3.6M———
Old Mission Capital LLC
N/A—59,834-59,834-100%$3.6M———
Raymond James Financial Inc
N/A—39,993-39,993-100%$2.4M———
Cetera Investment Advisers
N/A—34,351-34,351-100%$2.0M———
Osaic Holdings, Inc.
N/A—27,298-27,298-100%$1.6M———
UBS Group AG
N/A—12,434-12,434-100%$741.7K———
Ameriprise Financial Inc
N/A—11,784-11,784-100%$702.9K———
Dover Advisors, LLC
N/A—8,162-8,162-100%$529.0K———
Envestnet Asset Management Inc
N/A—7,981-7,981-100%$476.0K———
Arax Advisory Partners
N/A—5,766-5,766-100%$343.9K———
Bank of Montreal
N/A—5,675-5,675-100%$338.5K———
D. E. Shaw & Co., Inc.
N/A—4,871-4,871-100%$290.5K———
Northwestern Mutual Wealth Management Co
N/A—4,651-4,651-100%$277.4K———
Western Wealth Management, LLC
N/A—4,349-4,349-100%$259.4K———
Migdal Insurance & Financial Holdings Ltd.
N/A—4,280-4,280-100%$255.3K———
Cresset Asset Management, LLC
N/A—4,128-4,128-100%$246.2K———
Royal Bank of Canada
N/A—2,009-2,009-100%$120.0K———
FMR LLC
N/A—1,015-1,015-100%$60.5K———
Geneos Wealth Management Inc.
N/A—900-900-100%$53.7K———
Sankala Group LLC
N/A—783-783-100%$48.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—500-500-100%$29.8K———
BFC Planning, Inc.
N/A—500-500-100%$29.8K———
Graney & King, LLC
N/A—480-480-100%$28.6K———
Evelyn Partners Group Ltd
N/A—300-300-100%$17.9K———
Rockefeller Capital Management L.P.
N/A—254-254-100%$15.2K———
Steward Partners Investment Advisory, LLC
N/A—139-139-100%$8.3K———
Wells Fargo & Company
N/A—134-134-100%$8.0K———
Global Retirement Partners, LLC
N/A—82-82-100%$4.9K———
Huntington National Bank
N/A—17-17-100%$1.0K———
Showing 63 of 63 institutions