INCO · Columbia India Consumer ETF

$62.31 -0.56 (-0.89%) At close · Aug 14

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: 25

Total Value: $67,253,004

Total Shares: 1,127,460

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 25 13F filers · Δ vs Mar 31, 2026

Top Holder

35.3%

+9.9 pts

Top 5

86.2%

+25.9 pts

Top 10

97.3%

+18.8 pts

HHI

2,333

Moderately concentrated+1,233

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -35

Institutional value: -30.4%

Shares held: -35.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega JPMORGAN CHASE & CO	+336,342	336,833
Large OSAIC HOLDINGS, INC.	+18,804	27,298
Mega JANE STREET GROUP, LLC	+9,317	60,988
Large Cetera Investment Advisers	+2,688	34,351
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	+1,784	4,651

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BANK OF AMERICA CORP /DE/	−47,966	398,194
Mid OLD MISSION CAPITAL LLC	−31,435	59,834
Mid Larson Financial Group LLC	−3,638	1,163
Mega D. E. Shaw & Co., Inc.	−3,001	4,871
Mega UBS Group AG	−1,675	12,434

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Integrated Wealth Concepts LLC	1,400	$83,510
Mega FMR LLC	1,015	$60,544
Large MERCER GLOBAL ADVISORS INC /ADV	435	$25,947
Large HUNTINGTON NATIONAL BANK	17	$1,014
Small COMPASS FINANCIAL MANAGEMENT LLC	0	$30

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	263,029	$14,458,704
Mega LPL Financial LLC	141,800	$7,794,746
Micro tru Independence LLC	85,265	$4,687,017
Large COMMONWEALTH EQUITY SERVICES, LLC	76,852	$4,224,554
Mega GOLDMAN SACHS GROUP INC	65,900	$3,622,523

Filter: New 5 Increased 7 Reduced 10 Sold out 40 Unchanged 3

Showing 25 of 25

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BANK OF AMERICA CORP /DE/

$23,752,272

35.32%

398,194

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

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	54,380	$3,243,767	13.7%	Defined
MANAGED ACCOUNT ADVISORS LLC	343,814	$20,508,505	86.3%	Defined

JPMORGAN CHASE & CO

$20,092,085

29.88%

336,833

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

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	5,457	$325,509	1.6%	Defined
JPMorgan Chase Bank, N.A.	243,199	$14,506,820	72.2%	Defined
J.P. Morgan Securities LLC	493	$29,406	0.1%	Defined
J.P. Morgan Private Investments Inc.	87,684	$5,230,350	26.0%	Defined

MORGAN STANLEY

$6,890,230

10.25%

115,511

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	115,511	$6,890,230	100.0%	Defined

JANE STREET GROUP, LLC

$3,637,934

5.41%

60,988

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	60,988	$3,637,934	100.0%	Defined

OLD MISSION CAPITAL LLC

$3,569,098

5.31%

59,834

RAYMOND JAMES FINANCIAL INC

$2,385,581

3.55%

39,993

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

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	38,321	$2,285,847	95.8%	Defined
Raymond James Financial Services Advisors, Inc.	1,672	$99,734	4.2%	Defined

Cetera Investment Advisers

$2,049,037

3.05%

34,351

OSAIC HOLDINGS, INC.

$1,628,325

2.42%

27,298

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	26,685	$1,591,760	97.8%	Defined
Osaic Advisory Services, LLC	613	$36,565	2.2%	Defined

UBS Group AG

$741,687

1.10%

12,434

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	3,639	$217,066	29.3%	Defined
UBS AG	8,795	$524,621	70.7%	Defined

AMERIPRISE FINANCIAL INC

$702,915

1.05%

11,784

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

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	11,784	$702,915	100.0%	Defined

BANK OF MONTREAL /CAN/

$338,513

0.50%

5,675

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

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	5,675	$338,513	100.0%	Defined

D. E. Shaw & Co., Inc.

$290,555

0.43%

4,871

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

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	4,871	$290,555	100.0%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$277,432

0.41%

4,651

Western Wealth Management, LLC

$259,417

0.39%

4,349

Cresset Asset Management, LLC

$246,235

0.37%

4,128

ROYAL BANK OF CANADA

$119,836

0.18%

2,009

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	1,350	$80,527	67.2%	Defined
RBC Dominion Securities Inc.	654	$39,011	32.6%	Defined
CITY NATIONAL BANK	5	$298	0.2%	Other

Integrated Wealth Concepts LLC

$83,510

0.12%

1,400

Larson Financial Group LLC

$69,372

0.10%

1,163

FMR LLC

$60,544

0.09%

1,015

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

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1,015	$60,544	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$25,947

0.04%

435

Rockefeller Capital Management L.P.

$15,151

0.02%

254

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

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	254	$15,151	100.0%	Defined

Steward Partners Investment Advisory, LLC

$8,291

0.01%

139

WELLS FARGO & COMPANY/MN

$7,993

0.01%

134

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	134	$7,993	100.0%	Defined

HUNTINGTON NATIONAL BANK

$1,014

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

$30

0.00%

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

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS INTERNATIONAL	65,900	$3,622,523	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	14,507	$797,448	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
AQR Capital Management	95	$5,222	0.8%	Other
Held directly	11,544	$634,573	99.2%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
Migdal Mutual Funds Ltd	4,280	$235,271	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	63	$3,463	100.0%	Defined

Key facts CIK 1450501 CUSIP 19762B707 13F (30d) 25 filings 25 filers