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Disclosery

INCO COLUMBIA ETF TR II

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ETF (fund)

67 managers (67 13F filers) reported a position in INCO shares at 2025-12-31, 1,809,249 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
67
13F filers
67
New
10
Added
20
Reduced
17
Sold out
10
Shares held by filers
1,809,249

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/407,696$26.4M<0.01%+19,32113F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC229,351$14.9M0.77%-3,47213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY176,969$11.5M<0.01%+18413F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC159,436$10.3M0.01%+26,98113F-HRTimelineGroup
LPL Financial LLC138,053$8.95M<0.01%-16,76613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,627$4.9M0.01%-2,95613F-HRTimeline
tru Independence LLC70,265$4.55M1.15%+7,90013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,842$2.97M<0.01%-60513F-HRTimelineGroup
Haven Private, LLC41,831$2.71M1.19%+1,96613F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC33,119$2.15M1.71%+25313F-HRTimeline
Cetera Investment Advisers31,839$2.06M<0.01%-14,93413F-HRTimeline
UBS Group AGin group UBS Group AG30,555$1.98M<0.01%+10,11913F-HRTimelineGroup
FLOW TRADERS U.S. LLC26,820$1.74M0.06%-8,85013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,353$1.71M<0.01%+5413F-HRTimelineGroup
Quattro Advisors LLC25,392$1.65M1.32%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,581$1.59M<0.01%+19,65313F-HRTimelineGroup
Integras Partners LLC22,577$1.46M1.18%+58413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,707$1.34M<0.01%-42013F-HRTimelineGroup
WealthCare Investment Partners, LLC20,393$1.33M0.39%-3,81913F-HRTimeline
OLD MISSION CAPITAL LLC19,667$1.27M0.05%+11,11413F-HRTimeline
Cambridge Investment Research Advisors,…17,023$1.1M<0.01%-56813F-HRTimeline
Aubrey Capital Management Ltd16,955$1.1M0.43%+5,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,571$944K<0.01%-8,23013F-HRTimelineGroup
Clear Creek Financial Management, LLC13,447$872K0.07%+23413F-HRTimeline
Merit Financial Group, LLC12,013$779K0.01%-2,29913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,419$740K<0.01%-76513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,108$655K<0.01%+4,55213F-HRTimelineGroup
Ignite Planners, LLC8,710$534K0.08%+5,52013F-HRTimeline
Larson Financial Group LLC8,179$530K0.02%-7,59513F-HRTimeline
DOVER ADVISORS, LLC8,162$529K0.2%-20713F-HRTimeline
Pictet North America Advisors SA7,182$465K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,675$368K<0.01%013F-HRTimelineGroup
Sigma Planning Corp5,308$344K0.01%+35613F-HRTimeline
Western Wealth Management, LLC4,636$300K0.01%+44613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,512$292K0.02%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,280$274K<0.01%013F-HRTimelineGroup
Miller Global Investments, LLC4,117$267K0.24%13F-HRTimeline
Cresset Asset Management, LLC3,732$242K<0.01%013F-HRTimeline
Archford Capital Strategies, LLC3,499$227K0.03%+10213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,300$214K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,193$207K<0.01%+1,09613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,458$159K<0.01%+18213F-HRTimelineGroup
Parallel Advisors, LLC2,145$139K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,821$118K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.900$58.3K<0.01%013F-HRTimeline
Sankala Group LLC783$49.8K0.04%13F-HRTimeline
CoreCap Advisors, LLC582$37.7K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC569$36K<0.01%013F-HRTimeline
Graney & King, LLC480$31.1K0.02%013F-HRTimeline
ATWOOD & PALMER INC330$21.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$19.4K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd300$19.4K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC279$18.1K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.255$16.5K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…177$11.5K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…139$9.01K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO135$8.75K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC133$8.62K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd128$8.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC82$5.33K<0.01%-1113F-HRTimeline
Essential Partners LLC66$4.28K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC63$4.08K<0.01%-63713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC10$648<0.01%013F-HRTimeline
MASECO LLP8$519<0.01%new13F-HRTimeline
Blue Trust, Inc.6$389<0.01%013F-HRTimeline
Triumph Capital Management5$324<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$38<0.01%-713F-HRTimelineGroup