20 institutions reported holding $7.6M of COLUMBIA ETF TR I (REGS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($4.3M), OSAIC HOLDINGS, INC. ($981,528), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($377,584), ACORN FINANCIAL ADVISORY SERVICES INC /ADV ($317,140), CITADEL ADVISORS LLC ($306,854). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $4.3M | 381,478 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $981,528 | 87,016 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $377,584 | 33,477 | New |
| 4 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $317,140 | 28,118 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $306,854 | 27,206 | New |
| 6 | JPMORGAN CHASE & CO | $289,775 | 26,076 | New |
| 7 | RAYMOND JAMES FINANCIAL INC | $268,382 | 23,795 | New |
| 8 | UBS Group AG | $206,079 | 18,271 | Added |
| 9 | NewEdge Advisors, LLC | $154,036 | 13,657 | Hold |
| 10 | CAPTRUST FINANCIAL ADVISORS | $136,915 | 12,139 | Hold |
| 11 | Essex Financial Services, Inc. | $117,786 | 10,443 | Hold |
| 12 | Allworth Financial LP | $55,481 | 4,919 | New |
| 13 | Arax Advisory Partners | $43,063 | 3,818 | Added |
| 14 | MORGAN STANLEY | $21,520 | 1,908 | Hold |
| 15 | HARBOUR INVESTMENTS, INC. | $3,981 | 353 | Hold |
| 16 | Royal Bank of Canada | $1,000 | 127 | Trimmed |
| 17 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 18 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 19 | MAI Capital Management | $0 | 0 | Exited |
| 20 | FMR LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30