CUSIP 19761L870SELECT TECHNOLOSEMIQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
20 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealthplan Investment Management, LLC | 166.7K | $5.11M | −16.5K | Reduced |
| 2 | Wealthplan Partners, LLC | 88.2K | $2.70M | −10.7K | Reduced |
| 3 | Fermata Advisors, LLC | 32.5K | $995.8K | −4.7K | Reduced |
| 4 | Next Level Private LLC | 17.2K | $525.8K |
| +731 |
| Added |
| 5 | Cetera Investment Advisers | 14.5K | $445.4K | +14.5K | New |
| 6 | Kestra Advisory Services, LLC | 12.4K | $380.1K | +39 | Added |
| 7 | Lpl Financial LLC | 9.1K | $277.7K | −3.3K | Reduced |
| 8 | Commonwealth Equity Services, LLC | 8.4K | $258.8K | +979 | Added |
| 9 | Sweeney & Michel, LLC | 8.0K | $249.8K | 0 | Held |
| 10 | Johnson Financial Group, LLC | 6.8K | $208.3K | +6.8K | New |
See every fund holding Columbia ETF Tr I, with full quarter-over-quarter share changes.
Unlock all holders