ECON · Columbia Research Enhanced Emerging Economies ETF

$35.52 +0.02 (+0.05%) At close · Aug 26

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.

Quarter:

Holders: 31

Total Value: $315,002,121

Total Shares: 8,689,714

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 31 13F filers · Δ vs Mar 31, 2026

Top Holder

54.9%

+2.7 pts

Top 5

98.8%

+0.9 pts

Top 10

99.7%

+0.2 pts

HHI

4,257

Highly concentrated+130

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: +19.9%

Shares held: -4.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid OLD MISSION CAPITAL LLC	+26,164	78,401
Mega AMERIPRISE FINANCIAL INC	+2,764	4,770,991
Mega BANK OF AMERICA CORP /DE/	+1,536	453,480
Large OSAIC HOLDINGS, INC.	+1,311	2,228
Large JONES FINANCIAL COMPANIES LLLP	+1,215	2,642

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega LPL Financial LLC	−369,297	3,015,903
Mega MORGAN STANLEY	−21,389	264,121
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−1,530	7,864
Large CIBC Bancorp USA Inc.	−916	26,433
Mega UBS Group AG	−813	6,964

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Corient Private Wealth LLC	5,627	$203,978
Micro Comprehensive Money Management Services LLC	5,625	$203,906
Mid Integrated Wealth Concepts LLC	3,762	$136,372
Small MCF Advisors LLC	3,255	$117,993
Mid Global Retirement Partners, LLC	1,044	$37,845

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega GOLDMAN SACHS GROUP INC	48,118	$1,382,911
Mega CITADEL ADVISORS LLC	26,474	$760,862
Small FLOW TRADERS U.S. LLC	19,239	$552,928
Mega JANE STREET GROUP, LLC	14,923	$428,887
Small Capital Advisors, Ltd. LLC	750	$21,555

Filter: New 8 Increased 7 Reduced 8 Sold out 11 Unchanged 8

Showing 31 of 31

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

AMERIPRISE FINANCIAL INC

$172,948,423

54.90%

4,770,991

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	4,767,980	$172,839,275	99.9%	Defined
Ameriprise Financial Services, LLC	2,817	$102,116	0.1%	Defined
Ameriprise Bank, FSB	194	$7,032	0.0%	Defined

LPL Financial LLC

$109,326,483

34.71%

3,015,903

BANK OF AMERICA CORP /DE/

$16,438,649

5.22%

453,480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	115,874	$4,200,432	25.6%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	283,553	$10,278,796	62.5%	Defined
MANAGED ACCOUNT ADVISORS LLC	54,053	$1,959,421	11.9%	Defined

MORGAN STANLEY

$9,574,385

3.04%

264,121

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	264,032	$9,571,159	100.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	89	$3,226	0.0%	Defined

OLD MISSION CAPITAL LLC

$2,842,036

0.90%

78,401

ROYAL BANK OF CANADA

$1,295,756

0.41%

35,745

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	35,745	$1,295,756	100.0%	Defined

CIBC Bancorp USA Inc.

$958,196

0.30%

26,433

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC Private Wealth Advisors, Inc.	26,433	$958,196	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$285,070

0.09%

7,864

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	7,864	$285,070	100.0%	Other

UBS Group AG

$252,445

0.08%

6,964

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	6,964	$252,445	100.0%	Defined

Corient Private Wealth LLC

$203,978

0.06%

5,627

Comprehensive Money Management Services LLC

$203,906

0.06%

5,625

Integrated Wealth Concepts LLC

$136,372

0.04%

3,762

MCF Advisors LLC

$117,993

0.04%

3,255

JONES FINANCIAL COMPANIES LLLP

$95,772

0.03%

2,642

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	2,642	$95,772	100.0%	Sole

OSAIC HOLDINGS, INC.

$80,765

0.03%

2,228

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	2,228	$80,765	100.0%	Defined

AlphaCore Capital LLC

$67,026

0.02%

1,849

FMR LLC

$43,065

0.01%

1,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	1,188	$43,065	100.0%	Defined

Global Retirement Partners, LLC

$37,845

0.01%

1,044

BANK OF MONTREAL /CAN/

$21,713

0.01%

599

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	599	$21,713	100.0%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$14,210

0.00%

392

Medallion Wealth Advisors, LLC

$12,760

0.00%

352

Parallel Advisors, LLC

$10,875

0.00%

300

NewEdge Advisors, LLC

$9,968

0.00%

275

FIFTH THIRD BANCORP

$6,053

0.00%

167

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	167	$6,053	100.0%	Defined

Johnson Financial Group, Inc.

$5,401

0.00%

149

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Johnson Wealth Inc.	149	$5,401	100.0%	Defined

Rockefeller Capital Management L.P.

$4,350

0.00%

120

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	120	$4,350	100.0%	Defined

WELLS FARGO & COMPANY/MN

$4,060

0.00%

112

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	112	$4,060	100.0%	Defined

HARBOUR INVESTMENTS, INC.

$1,848

0.00%

Rossby Financial, LCC

$1,486

0.00%

Aptus Capital Advisors, LLC

$616

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

$616

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Wealth Management LLC	17	$616	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	48,118	$1,382,911	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	26,474	$760,862	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	14,923	$428,887	100.0%	Defined

Key facts CIK 1696209 CUSIP 19762B509 13F (30d) 31 filings 31 filers