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Disclosery

INCO COLUMBIA ETF TR II

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ETF (fund)

61 managers (61 13F filers) reported a position in INCO shares at 2026-03-31, 1,757,859 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
61
13F filers
61
New
7
Added
17
Reduced
21
Sold out
11
Shares held by filers
1,757,859

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/446,160$24.5M<0.01%+38,46413F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC263,029$14.5M0.76%+33,67813F-HRTimeline
LPL Financial LLC141,800$7.79M<0.01%+3,74713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY116,166$6.39M<0.01%-60,80313F-HRTimelineGroup
OLD MISSION CAPITAL LLC91,269$5.02M0.12%+71,60213F-HRTimeline
tru Independence LLC85,265$4.69M2.32%+15,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC76,852$4.22M0.01%+1,22513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC65,900$3.62M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,671$2.84M<0.01%-107,76513F-HRTimelineGroup
Haven Private, LLC41,726$2.29M1%-10513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,134$2.21M<0.01%-5,70813F-HRTimelineGroup
HRT FINANCIAL LP32,250$1.77M<0.01%new13F-HRTimeline
Cetera Investment Advisers31,663$1.74M<0.01%-17613F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC30,839$1.7M1.38%-2,28013F-HRTimeline
Integras Partners LLC25,330$1.39M0.91%+2,75313F-HRTimeline
Aubrey Capital Management Ltd16,955$932K0.5%013F-HRTimeline
Cambridge Investment Research Advisors,…16,891$929K<0.01%-13213F-HRTimeline
WealthCare Investment Partners, LLC16,594$924K0.26%-3,79913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,507$797K<0.01%-6,20013F-HRTimelineGroup
UBS Group AGin group UBS Group AG14,109$776K<0.01%-16,44613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,351$679K<0.01%+93213F-HR/ATimelineGroup
Merit Financial Group, LLC11,639$640K<0.01%-37413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,996$495K<0.01%-1,11213F-HRTimelineGroup
Ignite Planners, LLC8,959$493K0.08%+24913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,494$467K<0.01%-17,85913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,872$433K<0.01%new13F-HRTimelineGroup
Pictet North America Advisors SA7,182$395K0.04%013F-HRTimeline
DOVER ADVISORS, LLC6,897$379K0.16%-1,26513F-HRTimeline
Arax Advisory Partners5,852$322K0.01%new13F-HRTimeline
Sigma Planning Corp5,847$321K0.01%+53913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,675$312K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC4,801$264K0.01%-3,37813F-HRTimeline
Western Wealth Management, LLC4,519$248K0.01%-11713F-HR/ATimeline
LYELL WEALTH MANAGEMENT, LP4,512$248K0.02%013F-HRTimeline
Clear Creek Financial Management, LLC4,333$238K0.02%-9,11413F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,280$235K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC4,128$227K<0.01%+39613F-HRTimeline
Miller Global Investments, LLC4,099$225K0.21%-1813F-HRTimeline
Archford Capital Strategies, LLC4,086$225K0.03%+58713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,867$158K<0.01%-32613F-HRTimelineGroup
Parallel Advisors, LLC2,415$133K<0.01%+27013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,275$125K<0.01%-18313F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC1,200$77.9K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.900$49.5K<0.01%013F-HRTimeline
Sankala Group LLC783$42.3K0.03%013F-HRTimeline
CoreCap Advisors, LLC582$32K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC569$31K<0.01%013F-HRTimeline
Graney & King, LLC480$26.4K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO491$26.2K<0.01%+35613F-HR/ATimelineGroup
ATWOOD & PALMER INC330$18.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$16.5K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd300$16.5K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…201$11K<0.01%+2413F-HRTimelineGroup
Steward Partners Investment Advisory, L…139$7.64K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd120$6.6K<0.01%-813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN102$5.63K<0.01%+10113F-HR/ATimelineGroup
Allworth Financial LP92$5.06K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC63$3.46K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC10$550<0.01%013F-HRTimeline
Blue Trust, Inc.8$440<0.01%+213F-HRTimeline
Merkkuri Wealth Advisors LLC0$5<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.