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Columbia Slgmn Prem Tech GR (STK)

CUSIP: 19842X109 | US | Financial Services · Asset Management | Small Cap | 248 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Advisory Solutions Group, LLC180,173
2.1% of portfolio›$9.7M
PMG Family Office LLC77,146
3.8% of portfolio›$4.1M
Advisory Advocates, LLC56,009
2.6% of portfolio›$3.0M
Aviance Capital Partners, LLC42,747
0.2% of portfolio›$2.3M
Wolverine Asset Management LLC28,810
0.0% of portfolio›$1.5M
International Assets Investment Management, LLC28,678
0.1% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.25,075
0.0% of portfolio›$1.3M
Laurel OAK Wealth Management, LLC20,060
0.2% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC19,837
0.0% of portfolio›$1.1M
David J Yvars Group19,210
0.5% of portfolio›$1.0M
HUB Investment Partners, LLC19,000
0.0% of portfolio›$1.0M
Kestra Advisory Services, LLC17,390
0.0% of portfolio›$935.1K
Commonwealth Equity Services, LLC16,639
0.0% of portfolio›$894.7K
Meridian Wealth Management, LLC16,145
0.0% of portfolio›$868.1K
Parallel Advisors, LLC15,286
0.0% of portfolio›$821.9K
Smith Asset Management Co., LLC12,901
0.6% of portfolio›$693.7K
LVZ, Inc.11,115
0.1% of portfolio›$597.7K
Oppenheimer & Co Inc9,706
0.0% of portfolio›$521.9K
Kestra Private Wealth Services, LLC8,934
0.0% of portfolio›$480.4K
SteelPeak Wealth, LLC8,297
0.0% of portfolio›$446.1K
Advisor OS, LLC7,088
0.0% of portfolio›$381.1K
J.W. Cole Advisors, Inc.7,027
0.0% of portfolio›$377.8K
Lanark Financial, Inc.6,957
0.0% of portfolio›$374.1K
Concurrent Investment Advisors, LLC6,593
0.0% of portfolio›$354.5K
Capital Investment Advisory Services, LLC6,050
0.0% of portfolio›$325.3K
RMR Wealth Builders5,611
0.0% of portfolio›$301.7K
Choreo, LLC5,321
0.0% of portfolio›$286.1K
Perigon Wealth Management, LLC5,170
0.0% of portfolio›$278.0K
Diversify Advisory Services, LLC4,420
0.0% of portfolio›$233.2K
Diversify Wealth Management, LLC4,420
0.0% of portfolio›$233.2K
Capital Investment Advisors, LLC4,201
0.0% of portfolio›$225.9K
Vista Investment Partners II, LLC3,992
0.1% of portfolio›$214.7K
Rydar Equities, Inc.2,402
0.1% of portfolio›$133.5K
Farther Finance Advisors, LLC2,167
0.0% of portfolio›$116.5K
Western Pacific Wealth Management, LP1,500
0.1% of portfolio›$80.7K
CoreCap Advisors, LLC1,442
0.0% of portfolio›$77.5K
Private Trust Co NA1,288
0.0% of portfolio›$69.3K
Eastern Bank852
0.0% of portfolio›$45.8K
Larson Financial Group LLC839
0.0% of portfolio›$45.1K
Cassaday & Co Wealth Management LLC700
0.0% of portfolio›$37.6K
Noble Wealth Management PBC225
0.0% of portfolio›$12.1K
MB, Levis & Associates, LLC210
0.0% of portfolio›$11.3K
US Bancorp \de\186
0.0% of portfolio›$10.0K
Atlantic Edge Private Wealth Management, LLC125
0.0% of portfolio›$6.7K
Duncker Streett & Co Inc100
0.0% of portfolio›$5.4K
IFP Advisors, Inc76
0.0% of portfolio›$4.1K
StyleTurnoverLocationFiled
Advisory Solutions Group, LLC
180,173$9.7M2.1%ETFN/APlymouth, MN2026-10-14
PMG Family Office LLC
77,146$4.1M3.8%YieldVery LowPlano, TX2026-10-19
Advisory Advocates, LLC
56,009$3.0M2.6%YieldMediumGrand Rapids, MI2026-11-05
Aviance Capital Partners, LLC
42,747$2.3M0.2%CoreLowNaples, FL2026-10-29
Wolverine Asset Management LLC
28,810$1.5M0.0%Deep ValueVery HighChicago, IL2026-11-02
International Assets Investment Management, LLC
28,678$1.6M0.1%CoreVery HighOrlando, FL2026-11-02
Cambridge Investment Research Advisors, Inc.
25,075$1.3M0.0%ETFLowFairfield, IA2026-11-02
Laurel OAK Wealth Management, LLC
20,060$1.1M0.2%GrowthLowMarlton, NJ2026-10-19
Wealth Enhancement Advisory Services, LLC
19,837$1.1M0.0%CoreLowPlymouth, MN2026-10-13
David J Yvars Group
19,210$1.0M0.5%GrowthLowUniversity Park, FL2026-10-09
HUB Investment Partners, LLC
19,000$1.0M0.0%GrowthLowAustin, TX2026-11-03
Kestra Advisory Services, LLC
17,390$935.1K0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
16,639$894.7K0.0%ETFLowWaltham, MA2026-11-02
Meridian Wealth Management, LLC
16,145$868.1K0.0%GrowthLowLexington, KY2026-11-05
Parallel Advisors, LLC
15,286$821.9K0.0%IndexLowSan Francisco, CA2026-11-03
Smith Asset Management Co., LLC
12,901$693.7K0.6%YieldLowChiefland, FL2026-10-16
LVZ, Inc.
11,115$597.7K0.1%ETFLowHolland, MI2026-10-20
Oppenheimer & Co Inc
9,706$521.9K0.0%CoreLowNew York, NY2026-10-26
Kestra Private Wealth Services, LLC
8,934$480.4K0.0%GrowthLowAustin, TX2026-10-30
SteelPeak Wealth, LLC
8,297$446.1K0.0%GrowthHighWoodland Hills, CA2026-10-16
Advisor OS, LLC
7,088$381.1K0.0%ETFMediumChicago, IL2026-11-03
J.W. Cole Advisors, Inc.
7,027$377.8K0.0%IndexLowTampa, FL2026-11-05
Lanark Financial, Inc.
6,957$374.1K0.0%CoreMediumBirmingham, AL2026-10-26
Concurrent Investment Advisors, LLC
6,593$354.5K0.0%GrowthMediumTampa, FL2026-10-16
Capital Investment Advisory Services, LLC
6,050$325.3K0.0%CoreMediumRaleigh, NC2026-10-30
RMR Wealth Builders
5,611$301.7K0.0%ETFLowMontclair, NJ2026-10-22
Choreo, LLC
5,321$286.1K0.0%IndexLowRockford, IL2026-10-28
Perigon Wealth Management, LLC
5,170$278.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Diversify Advisory Services, LLC
4,420$233.2K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
4,420$233.2K0.0%GrowthMediumSandy, UT2026-10-20
Capital Investment Advisors, LLC
4,201$225.9K0.0%CoreLowAtlanta, GA2026-10-22
Vista Investment Partners II, LLC
3,992$214.7K0.1%CoreMediumRichmond, IN2026-10-15
Rydar Equities, Inc.
2,402$133.5K0.1%CoreVery LowWeatherford, TX2026-10-13
Farther Finance Advisors, LLC
2,167$116.5K0.0%IndexLowSan Francisco, CA2026-10-08
Western Pacific Wealth Management, LP
1,500$80.7K0.1%GrowthLowLake Forest, IL2026-10-16
CoreCap Advisors, LLC
1,442$77.5K0.0%ETFMediumSouthfield, MI2026-10-08
Private Trust Co NA
1,288$69.3K0.0%CoreLowCleveland, OH2026-10-20
Eastern Bank
852$45.8K0.0%GrowthMediumBoston, MA2026-10-05
Larson Financial Group LLC
839$45.1K0.0%GrowthLowSt Louis, MO2026-11-05
Cassaday & Co Wealth Management LLC
700$37.6K0.0%ETFVery LowMclean, VA2026-10-27
Noble Wealth Management PBC
225$12.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
MB, Levis & Associates, LLC
210$11.3K0.0%ETFVery LowCenter Valley, PA2026-10-16
US Bancorp \de\
186$10.0K0.0%IndexLowMinneapolis, MN2026-11-05
Atlantic Edge Private Wealth Management, LLC
125$6.7K0.0%CoreLowJacksonville, FL2026-10-20
Duncker Streett & Co Inc
100$5.4K0.0%GrowthLowSt. Louis, MO2026-10-27
IFP Advisors, Inc
76$4.1K0.0%GrowthLowTampa, FL2026-10-16