Who Owns COLUMBIA ETF TR I (SEMI)? -- Institutional Holders (2026-03-31)
25 institutions reported holding $11.5M of COLUMBIA ETF TR I (SEMI) in SEC 13F filings for 2026-03-31. Largest institutional holders: WealthPlan Investment Management, LLC ($2.6M), WealthPLAN Partners, LLC ($1.9M), Cetera Investment Advisers ($1.8M), Cambridge Investment Research Advisors, Inc. ($866,000), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($597,566). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WealthPlan Investment Management, LLC | $2.6M | 91,734 | Trimmed |
| 2 | WealthPLAN Partners, LLC | $1.9M | 64,426 | Trimmed |
| 3 | Cetera Investment Advisers | $1.8M | 63,474 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $866,000 | 30,005 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $597,566 | 20,696 | New |
| 6 | Next Level Private LLC | $530,248 | 18,365 | Added |
| 7 | Janney Montgomery Scott LLC | $521,000 | 18,044 | Trimmed |
| 8 | Fermata Advisors, LLC | $473,130 | 16,386 | Trimmed |
| 9 | JANE STREET GROUP, LLC | $422,737 | 14,641 | New |
| 10 | Kestra Advisory Services, LLC | $394,472 | 13,662 | Added |
| 11 | CAPTRUST FINANCIAL ADVISORS | $373,912 | 12,950 | New |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $273,280 | 9,465 | Added |
| 13 | SWEENEY & MICHEL, LLC | $258,140 | 8,000 | Hold |
| 14 | LPL Financial LLC | $244,010 | 8,451 | Trimmed |
| 15 | HARBOUR INVESTMENTS, INC. | $96,813 | 3,353 | Added |
| 16 | Golden State Equity Partners | $35,514 | 1,230 | New |
| 17 | JPMORGAN CHASE & CO | $33,899 | 1,230 | Hold |
| 18 | Opal Wealth Advisors, LLC | $24,052 | 833 | New |
| 19 | Sunbelt Securities, Inc. | $12,993 | 450 | Hold |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2,887 | 100 | New |
| 21 | CoreCap Advisors, LLC | $982 | 34 | Trimmed |
| 22 | ASSETMARK, INC | $202 | 7 | New |
| 23 | MORGAN STANLEY | $55 | 1 | Hold |
| 24 | Johnson Financial Group, LLC | $0 | 0 | Exited |
| 25 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31