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Disclosery

STK COLUMBIA SELIGM PREM TECH GR

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COM (fund), issuer CIK 1471420

60 managers (61 13F filers) reported a position in STK shares at 2024-12-31, 2,439,484 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
60
13F filers
61
New
3
Added
22
Reduced
18
Sold out
6
Shares held by filers
2,439,484

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN381,122$12.2M<0.01%+21,37313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA311,592$9.96M<0.01%+2,28813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY272,042$8.69M<0.01%+1,33913F-HR/ATimelineGroup
Janney Montgomery Scott LLC266,143$8.5M0.02%+9,43213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.179,430$5.73M<0.01%+30,31213F-HRTimelineGroup
LPL Financial LLC120,861$3.86M<0.01%+1,09113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC116,073$3.71M0.07%+25,76813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/82,570$2.64M<0.01%-40713F-HRTimelineGroup
Shaker Financial Services, LLC67,665$2.16M0.83%+43313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,754$1.56M<0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG45,865$1.47M<0.01%-2,31613F-HRTimelineGroup
Aviance Capital Partners, LLC43,308$1.38M0.19%-76613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,793$1.37M<0.01%+1,94913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,711$949K<0.01%-2,09313F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…28,530$917K0.08%-837,04013F-HRTimeline
Kingsview Wealth Management, LLC27,052$864K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…21,193$677K<0.01%-46913F-HRTimeline
Consolidated Portfolio Review Corp20,394$652K0.1%+76313F-HRTimeline
Alteri Wealth LLC19,460$622K0.17%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,916$604K<0.01%+3,93013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,445$589K<0.01%-1,83113F-HR/ATimeline
READYSTATE ASSET MANAGEMENT LP17,180$549K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding16,883$539K+9,518Timeline
Cetera Investment Advisers16,350$522K<0.01%-2,77813F-HRTimeline
Smith Asset Management Co., LLC16,009$511K0.5%13F-HRTimeline
Meridian Wealth Management, LLC15,457$494K0.02%+8313F-HRTimeline
LVZ, Inc.15,074$482K0.06%-1,93113F-HRTimeline
IHT Wealth Management, LLC14,636$468K0.02%+2,52913F-HRTimeline
NewEdge Advisors, LLC12,441$397K<0.01%-3,03113F-HRTimeline
Creative Planningin group Creative Planning12,165$389K<0.01%+65713F-HRTimelineGroup
David J Yvars Group11,967$382K0.23%+21513F-HRTimeline
Capital Market Strategies LLC11,526$368K0.21%+35613F-HRTimeline
Whitcomb & Hess, Inc.11,113$355K0.11%-1,47813F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…10,666$341K0.04%-1,38613F-HRTimelineGroup
Strategic Blueprint, LLC10,350$331K0.02%-30013F-HRTimeline
Compass Planning Associates Inc10,190$326K0.33%13F-HRTimeline
L.M. KOHN & COMPANY9,639$308K0.08%-44113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,008$288K0.01%+48313F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC8,076$258K0.02%+313F-HRTimeline
Atria Wealth Solutions, Inc.6,466$228K<0.01%-6513F-HRTimeline
EP Wealth Advisors, LLC6,941$222K<0.01%-1,45013F-HRTimeline
Parallel Advisors, LLC6,725$215K<0.01%+37913F-HRTimeline
SteelPeak Wealth, LLC6,380$204K0.01%+8613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,545$177K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.3,997$128K0.04%+57213F-HRTimeline
CoreCap Advisors, LLC2,931$93.6K<0.01%-613F-HRTimeline
Steward Partners Investment Advisory, L…1,970$62.9K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,825$58.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,131$36.1K<0.01%013F-HRTimeline
COMERICA BANK1,091$34.9K<0.01%013F-HR/ATimeline
MOTCO1,000$31.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.829$26.5K<0.01%013F-HRTimeline
Allworth Financial LP599$20.3K<0.01%+6113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management500$16K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC438$14K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC212$6.77K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.200$6.56K<0.01%013F-HRTimelineGroup
Parvin Asset Management, LLC50$1.6K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.5$1740.02%-4,21213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.