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Disclosery

INCO COLUMBIA ETF TR II

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ETF (fund)

64 managers (64 13F filers) reported a position in INCO shares at 2025-09-30, 1,747,802 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
64
13F filers
64
New
6
Added
13
Reduced
27
Sold out
9
Shares held by filers
1,747,802

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/388,375$25.1M<0.01%-30,28913F-HR/ATimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC232,823$15.1M0.76%+63913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY176,785$11.4M<0.01%-129,46913F-HR/ATimelineGroup
LPL Financial LLC154,819$10M<0.01%-11,49513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC132,455$8.57M0.01%+75,32913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC78,583$5.08M0.01%-12,80613F-HRTimeline
tru Independence LLC62,365$4.03M1.05%+5,39013F-HRTimeline
Cetera Investment Advisers46,773$3.02M<0.01%+13,26913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,447$3M<0.01%-41313F-HRTimelineGroup
Haven Private, LLC39,865$2.58M1.14%+2,52513F-HRTimeline
FLOW TRADERS U.S. LLC35,670$2.31M0.09%+31,08513F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC32,866$2.13M1.82%-2,25013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,299$1.7M<0.01%+1,70113F-HRTimelineGroup
WealthCare Investment Partners, LLC24,212$1.57M0.51%-5,04613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,801$1.47M<0.01%-3,27113F-HRTimelineGroup
Integras Partners LLC21,993$1.42M1.15%-78013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,127$1.37M<0.01%-26,31013F-HRTimelineGroup
UBS Group AGin group UBS Group AG20,436$1.32M<0.01%-14,49613F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,591$1.14M<0.01%-4,71513F-HRTimeline
Larson Financial Group LLC15,774$1.02M0.04%-11,99913F-HRTimeline
Merit Financial Group, LLC14,312$925K0.01%-80913F-HR/ATimeline
Clear Creek Financial Management, LLC13,213$854K0.07%-713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,184$788K<0.01%+22513F-HRTimelineGroup
Aubrey Capital Management Ltd11,955$773K0.24%-2,00013F-HRTimeline
OLD MISSION CAPITAL LLC8,553$553K0.02%new13F-HRTimeline
DOVER ADVISORS, LLC8,369$541K0.22%-113F-HRTimeline
Pictet North America Advisors SA7,182$464K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.6,800$440K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,675$367K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,556$359K<0.01%-80313F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO3,844$330K0.04%new13F-HRTimeline
Sigma Planning Corp4,952$320K0.01%+64713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,928$319K<0.01%-21,65413F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP4,512$292K0.02%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,280$277K<0.01%-9,00013F-HRTimelineGroup
Western Wealth Management, LLC4,190$271K0.01%013F-HRTimeline
Cresset Asset Management, LLC3,732$241K<0.01%013F-HR/ATimeline
Archford Capital Strategies, LLC3,397$220K0.03%+21813F-HRTimeline
HRT FINANCIAL LP3,390$219K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,300$213K<0.01%013F-HRTimelineGroup
Ignite Planners, LLC3,190$206K0.03%-6113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,276$147K<0.01%-713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,097$136K<0.01%+87913F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC1,500$97K0.03%+30013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC980$63.4K<0.01%-7613F-HRTimelineGroup
Geneos Wealth Management Inc.900$58.2K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC700$45.3K<0.01%-7,82213F-HRTimelineGroup
CoreCap Advisors, LLC582$37.6K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC569$36K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC497$32.1K<0.01%+22413F-HRTimeline
Graney & King, LLC480$31K0.02%013F-HRTimeline
ATWOOD & PALMER INC330$21.3K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd300$19.4K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.300$19.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…139$8.99K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA130$8.41K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd128$8.28K<0.01%-2313F-HRTimeline
Global Retirement Partners, LLC93$5.99K<0.01%013F-HRTimeline
MAI Capital Management86$5.59K<0.01%new13F-HRTimeline
COMERICA BANK64$4.14K<0.01%-19613F-HRTimeline
Advisory Services Network, LLC54$3.49K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$647<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8$491<0.01%-3413F-HRTimelineGroup
Blue Trust, Inc.6$388<0.01%013F-HRTimeline