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Disclosery

INCO COLUMBIA ETF TR II

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ETF (fund)

79 managers (79 13F filers) reported a position in INCO shares at 2025-03-31, 2,351,214 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
79
13F filers
79
New
15
Added
25
Reduced
21
Sold out
12
Shares held by filers
2,351,214

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/436,358$26M<0.01%+275,10013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC296,679$17.7M0.03%+208,54113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY268,732$16M<0.01%-226,22413F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC232,797$13.9M0.8%+6,05413F-HRTimeline
OLD MISSION CAPITAL LLC131,144$7.81M0.15%+39,79013F-HRTimeline
LPL Financial LLC127,651$7.6M<0.01%-36,88213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,260$5.02M<0.01%+68,71913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC63,716$3.79M0.01%+13,98613F-HRTimeline
tru Independence LLC57,068$3.4M1.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…54,237$3.23M<0.01%-15,80013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,777$2.78M<0.01%+1,48913F-HRTimelineGroup
WealthCare Investment Partners, LLC41,430$2.62M1.11%-5,59813F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC35,788$2.13M2.17%+67113F-HRTimeline
UBS Group AGin group UBS Group AG35,369$2.11M<0.01%+1,38113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,574$2M<0.01%+15,02713F-HRTimelineGroup
DHK Financial Advisors, Inc.32,763$1.95M1.07%013F-HRTimeline
Cetera Investment Advisers32,655$1.94M<0.01%+1,18113F-HRTimeline
Atria Wealth Solutions, Inc.28,223$1.68M0.02%+20,88313F-HRTimeline
Larson Financial Group LLC28,194$1.68M0.08%+1,58613F-HRTimeline
Integras Partners LLC21,996$1.31M1.18%+3913F-HRTimeline
Haven Private, LLC21,242$1.26M0.72%+3,88113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,960$1.19M0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,569$1.17M<0.01%-96513F-HRTimeline
Aubrey Capital Management Ltd13,955$831K0.33%-10,30013F-HRTimeline
Merit Financial Group, LLC13,845$824K0.01%+2,13113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …13,280$791K0.01%-24,50013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,533$746K<0.01%-3,88613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,166$724K<0.01%-86813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,637$574K<0.01%+48713F-HRTimeline
Clear Creek Financial Management, LLC9,459$563K0.06%-40413F-HRTimeline
Avior Wealth Management, LLC8,415$501K0.02%-8713F-HRTimeline
Beacon Pointe Advisors, LLC7,546$449K0.01%-2,50113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,398$440K<0.01%new13F-HRTimelineGroup
Pictet North America Advisors SA7,182$428K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,570$391K<0.01%+1,81213F-HRTimelineGroup
Cresset Asset Management, LLC5,723$341K<0.01%+1,90713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,675$338K<0.01%013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,174$308K<0.01%+1,30713F-HRTimelineGroup
Atria Investments, Inc4,829$287K<0.01%+30913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,790$285K0.02%+28513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,445$265K<0.01%-8,44213F-HRTimelineGroup
Western Wealth Management, LLC4,282$255K0.02%-2813F-HRTimeline
Sigma Planning Corp4,278$255K0.01%new13F-HRTimeline
Archford Capital Strategies, LLC3,971$236K0.03%+8213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,788$225K<0.01%new13F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC3,769$224K0.05%new13F-HRTimeline
Private Advisor Group, LLC3,715$221K<0.01%-72513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,428$221K<0.01%013F-HRTimelineGroup
Sovran Advisors, LLC3,457$216K0.03%-25013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,517$209K0.03%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2,840$169K0.02%-4013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,825$108K<0.01%-52813F-HR/ATimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC1,200$71.4K0.03%013F-HR/ATimeline
Geneos Wealth Management Inc.900$53.6K<0.01%+60013F-HRTimeline
AMERIFLEX GROUP, INC.823$49K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC720$43K<0.01%new13F-HRTimelineGroup
COMERICA BANK675$40.2K<0.01%-3713F-HRTimeline
CoreCap Advisors, LLC582$34.6K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC569$33K0.01%-44913F-HRTimeline
Parkside Financial Bank & Trust522$31.1K<0.01%new13F-HRTimeline
Graney & King, LLC480$28.6K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN476$28.3K<0.01%-7,26613F-HRTimelineGroup
ATWOOD & PALMER INC330$19.6K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd300$17.9K<0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd300$17.9K<0.01%013F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB286$17K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.300$17K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…261$15.5K<0.01%+8913F-HRTimelineGroup
Steward Partners Investment Advisory, L…139$8.28K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA130$7.74K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC130$7.74K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\118$7.03K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC100$5.95K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc85$5.5K<0.01%013F-HRTimeline
Transce3nd, LLC88$5.24K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$595<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC10$595<0.01%013F-HRTimeline
Blue Trust, Inc.6$357<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.