SEMI · Columbia Select Technology ETF ETF
$38.53
+0.50 (+1.30%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $12,244,955
Total Shares: 686,810
Institutional Ownership Trend
5 quarters
Holder Concentration
Across 5 13F filers · Δ vs Dec 31, 2022Top Holder
97.8%
−0.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,568
Highly concentrated−145
Quarterly Activity
vs Dec 31, 2022
New
1
Increased
2
Decreased
0
Sold Out
2
Unchanged
2
Holder count:
-1
Institutional value:
+21.3%
Shares held:
+5.6%
Top Buyers
vs Dec 31, 2022| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small RESOURCES MANAGEMENT CORP /CT/ /ADV | +30,782 | 31,847 | |
| Large OSAIC HOLDINGS, INC. | +3,000 | 3,300 |
Top Sellers
vs Dec 31, 2022No qualifying movers this quarter.
Top New Positions
vs Dec 31, 2022| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega ROYAL BANK OF CANADA | 10,813 | $202,062 |
Top Sold-Out Positions
vs Dec 31, 2022| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega PNC FINANCIAL SERVICES GROUP, INC. | 8,000 | $124,184 | |
| Small MONEY CONCEPTS CAPITAL CORP | 100 | $1,552 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC SEMI | $11,975,563 | 97.80% | 640,850 | Shares | 2023-05-22 | |
| Mega ROYAL BANK OF CANADA Bank SEMI | $202,062 | 1.65% | 10,813 | Shares | 2023-05-15 | |
| Large OSAIC HOLDINGS, INC. SEMI | $61,667 | 0.50% | 3,300 | Shares | 2023-05-12 | |
| Small RESOURCES MANAGEMENT CORP /CT/ /ADV SEMI | $5,663 | 0.05% | 31,847 | Shares | 2023-05-11 | |
| — PROEQUITIES, INC. SEMI | $0 | 0.00% | 0 | Shares | 2023-05-15 |