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: 18
Total Value: $28,998,868
Total Shares: 1,062,191
Institutional Ownership Trend
10 quarters
Holder Concentration
Across 18 13F filers · Δ vs Mar 31, 2024Top Holder
60.3%
−2.2 pts
Top 5
95.5%
−4.1 pts
Top 10
99.4%
−0.6 pts
HHI
4,100
Highly concentrated−303
Quarterly Activity
vs Mar 31, 2024
New
8
Increased
3
Decreased
4
Sold Out
0
Unchanged
3
Holder count:
+8
Institutional value:
+12.7%
Shares held:
+3.6%
Top Buyers
vs Mar 31, 2024| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small WealthPlan Investment Management, LLC | +8,640 | 135,463 | |
| Mid HARBOUR INVESTMENTS, INC. | +1,575 | 3,348 | |
| Small Next Level Private LLC | +770 | 18,490 |
Top Sellers
vs Mar 31, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Fermata Advisors, LLC | −10,235 | 43,702 | |
| Small WealthPLAN Partners, LLC | −6,185 | 175,791 | |
| Mega UBS Group AG | −888 | 82 | |
| Large OSAIC HOLDINGS, INC. | −27 | 300 |
Top New Positions
vs Mar 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Janney Montgomery Scott LLC | 9,220 | $251,715 | |
| Mega CITADEL ADVISORS LLC | 8,575 | $234,106 | |
| Mid Envestnet Portfolio Solutions, Inc. | 7,968 | $217,534 | |
| Mid Atria Wealth Solutions, Inc. | 7,853 | $214,394 | |
| Large Kestra Advisory Services, LLC | 7,714 | $210,599 |
Top Sold-Out Positions
vs Mar 31, 2024No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC SEMI | $17,495,845 | 60.33% | 640,850 | Shares | 2024-08-14 | |
| Small WealthPLAN Partners, LLC SEMI | $4,799,269 | 16.55% | 175,791 | Shares | 2024-08-09 | |
| Small WealthPlan Investment Management, LLC SEMI | $3,698,275 | 12.75% | 135,463 | Shares | 2024-08-09 | |
| Small Fermata Advisors, LLC SEMI | $1,193,108 | 4.11% | 43,702 | Shares | 2024-07-12 | |
| Small Next Level Private LLC SEMI | $504,795 | 1.74% | 18,490 | Shares | 2024-08-02 | |
| Large Janney Montgomery Scott LLC SEMI | $251,715 | 0.87% | 9,220 | Shares | 2024-07-25 | |
| Mega CITADEL ADVISORS LLC SEMI | $234,106 | 0.81% | 8,575 | Shares | 2024-08-14 | |
| Mid Envestnet Portfolio Solutions, Inc. SEMI | $217,534 | 0.75% | 7,968 | Shares | 2024-07-16 | |
| Mid Atria Wealth Solutions, Inc. SEMI | $214,394 | 0.74% | 7,853 | Shares | 2024-07-22 | |
| Large Kestra Advisory Services, LLC SEMI | $210,599 | 0.73% | 7,714 | Shares | 2024-08-14 | |
| Mid HARBOUR INVESTMENTS, INC. SEMI | $91,403 | 0.32% | 3,348 | Shares | 2024-07-26 | |
| Small RESOURCES MANAGEMENT CORP /CT/ /ADV SEMI | $32,761 | 0.11% | 1,200 | Shares | 2024-08-14 | |
| Small Opal Wealth Advisors, LLC SEMI | $30,522 | 0.11% | 1,118 | Shares | 2024-07-12 | |
| Small ARMSTRONG ADVISORY GROUP, INC SEMI | $9,555 | 0.03% | 350 | Shares | 2024-07-12 | |
| Large OSAIC HOLDINGS, INC. SEMI | $8,190 | 0.03% | 300 | Shares | 2024-08-13 | |
| Mega MORGAN STANLEY SEMI | $4,559 | 0.02% | 167 | Shares | 2024-08-14 | |
| Mega UBS Group AG SEMI | $2,238 | 0.01% | 82 | Shares | 2024-08-14 | |
| — PROEQUITIES, INC. SEMI | $0 | 0.00% | 0 | Shares | 2024-07-23 |