Who Owns COLUMBIA ETF TR I (ESGW)? -- Institutional Holders (2026-03-31)
40 institutions reported holding $1.23B of COLUMBIA ETF TR I (ESGW) in SEC 13F filings for 2026-03-31. Largest institutional holders: AMERIPRISE FINANCIAL INC ($730.5M), BANK OF AMERICA CORP /DE/ ($360.6M), Sanctuary Advisors, LLC ($28.3M), LPL Financial LLC ($22.7M), J.W. COLE ADVISORS, INC. ($13.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AMERIPRISE FINANCIAL INC | $730.5M | 24.7M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $360.6M | 12.0M | New |
| 3 | Sanctuary Advisors, LLC | $28.3M | 941,699 | New |
| 4 | LPL Financial LLC | $22.7M | 1.1M | New |
| 5 | J.W. COLE ADVISORS, INC. | $13.9M | 463,831 | New |
| 6 | Tassel Capital Management, Inc. | $12.8M | 426,059 | New |
| 7 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $9.8M | 327,440 | New |
| 8 | JONES FINANCIAL COMPANIES LLLP | $7.1M | 238,650 | New |
| 9 | WELLS FARGO & COMPANY/MN | $6.1M | 214,492 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $5.6M | 238,739 | New |
| 11 | Royal Bank of Canada | $5.5M | 240,042 | Trimmed |
| 12 | GOLDMAN SACHS GROUP INC | $4.5M | 219,969 | Trimmed |
| 13 | UBS Group AG | $4.3M | 211,554 | Trimmed |
| 14 | Private Advisor Group, LLC | $3.8M | 161,327 | New |
| 15 | MORGAN STANLEY | $3.1M | 151,908 | Trimmed |
| 16 | JPMORGAN CHASE & CO | $2.9M | 143,350 | Trimmed |
| 17 | RAYMOND JAMES FINANCIAL INC | $2.2M | 73,251 | New |
| 18 | NATIXIS ADVISORS, LLC | $1.8M | 60,236 | New |
| 19 | Wealth Management Associates, Inc. | $1.5M | 51,220 | New |
| 20 | Redhawk Wealth Advisors, Inc. | $1.1M | 35,585 | New |
| 21 | HRT FINANCIAL LP | $764,000 | 25,441 | New |
| 22 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $524,924 | 53,949 | New |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $442,790 | 14,735 | New |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $340,977 | 11,347 | New |
| 25 | Mariner, LLC | $305,789 | 10,176 | New |
Source: SEC Form 13F filings · as of 2026-03-31