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Disclosery

INCO COLUMBIA ETF TR II

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ETF (fund)

59 managers (59 13F filers) reported a position in INCO shares at 2026-06-30, 1,848,594 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
59
13F filers
59
New
5
Added
11
Reduced
23
Sold out
9
Shares held by filers
1,848,594

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/398,194$23.8M<0.01%-47,96613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO336,833$19.9M<0.01%+336,34213F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC230,518$13.7M0.76%-32,51113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY115,511$6.89M<0.01%-65513F-HRTimelineGroup
LPL Financial LLC114,356$6.82M<0.01%-27,44413F-HRTimeline
tru Independence LLC91,235$5.44M2.38%+5,97013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC69,930$4.17M0.01%-6,92213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,988$3.64M<0.01%+9,31713F-HRTimelineGroup
OLD MISSION CAPITAL LLC59,834$3.57M0.09%-31,43513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,993$2.39M<0.01%-14113F-HRTimelineGroup
Cetera Investment Advisers34,351$2.05M<0.01%+2,68813F-HRTimeline
Haven Private, LLC30,301$1.81M0.69%-11,42513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,298$1.63M<0.01%+18,80413F-HRTimelineGroup
KRAEMATON INVESTMENT ADVISORS, INC25,461$1.52M1.13%-5,37813F-HRTimeline
Integras Partners LLC25,274$1.51M0.83%-5613F-HRTimeline
Aubrey Capital Management Ltd16,955$1.01M0.63%013F-HRTimeline
Cambridge Investment Research Advisors,…15,110$901K<0.01%-1,78113F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,507$865K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG12,434$742K<0.01%-1,67513F-HRTimelineGroup
WealthCare Investment Partners, LLC11,859$707K0.17%-4,73513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,784$703K<0.01%-56713F-HRTimelineGroup
Merit Financial Group, LLC9,966$594K<0.01%-1,67313F-HR/ATimeline
Ignite Planners, LLC9,523$570K0.08%+56413F-HRTimeline
DOVER ADVISORS, LLC8,162$529K0.22%+1,26513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,981$476K<0.01%-1,01513F-HRTimelineGroup
Arax Advisory Partners5,766$344K<0.01%-8613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,675$338K<0.01%013F-HRTimelineGroup
Sigma Planning Corp5,670$338K0.01%-17713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,871$291K<0.01%-3,00113F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co4,700$279K0.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,651$277K<0.01%+1,78413F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP4,512$269K0.02%013F-HRTimeline
Archford Capital Strategies, LLC4,354$260K0.03%+26813F-HRTimeline
Western Wealth Management, LLC4,349$259K0.01%-17013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,280$255K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC4,128$246K<0.01%013F-HRTimeline
Miller Global Investments, LLC4,099$244K0.2%013F-HRTimeline
Parallel Advisors, LLC2,410$144K<0.01%-513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,009$120K<0.01%-26613F-HRTimelineGroup
Integrated Wealth Concepts LLC1,400$83.5K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,163$69.4K<0.01%-3,63813F-HRTimeline
FMR LLCin group FMR LLC1,015$60.5K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.900$53.7K<0.01%013F-HRTimeline
Sankala Group LLC783$48.5K0.03%013F-HRTimeline
CoreCap Advisors, LLC582$34.7K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC569$33.9K<0.01%013F-HRTimeline
Graney & King, LLC480$28.6K0.01%013F-HRTimeline
ATWOOD & PALMER INC330$19.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$17.9K<0.01%013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd300$17.9K<0.01%13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…254$15.2K<0.01%+5313F-HRTimelineGroup
MCDONALD PARTNERS LLC150$8.95K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…139$8.29K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN134$8K<0.01%+3213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…110$6.56K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC82$4.91K<0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC63$3.76K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.8$477<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC0$30<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.