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Disclosery

STK COLUMBIA SELIGM PREM TECH GR

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COM (fund), issuer CIK 1471420

59 managers (59 13F filers) reported a position in STK shares at 2025-03-31, 2,450,822 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
59
13F filers
59
New
7
Added
30
Reduced
14
Sold out
10
Shares held by filers
2,450,822

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN400,642$11.2M<0.01%+19,52013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA329,362$9.21M<0.01%+17,77013F-HR/ATimelineGroup
Janney Montgomery Scott LLC288,508$8.07M0.02%+22,36513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY288,188$8.06M<0.01%+16,14613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.184,113$5.15M<0.01%+4,68313F-HRTimelineGroup
LPL Financial LLC146,773$4.11M<0.01%+25,91213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/84,304$2.36M<0.01%+1,73413F-HRTimelineGroup
Cornerstone Advisors, LLC79,314$2.22M0.1%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,529$1.33M<0.01%-1,22513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC47,424$1.33M<0.01%+4,63113F-HRTimelineGroup
Aviance Capital Partners, LLC44,012$1.23M0.17%+70413F-HRTimeline
UBS Group AGin group UBS Group AG40,971$1.15M<0.01%-4,89413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31,802$890K0.08%+3,27213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,282$819K<0.01%-42913F-HRTimelineGroup
Kingsview Wealth Management, LLC28,162$788K0.01%+1,11013F-HRTimeline
Shaker Financial Services, LLC27,993$783K0.3%-39,67213F-HRTimeline
Consolidated Portfolio Review Corp23,809$666K0.11%+3,41513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,749$664K<0.01%+4,83313F-HRTimeline
Cambridge Investment Research Advisors,…22,219$622K<0.01%+1,02613F-HRTimeline
Alteri Wealth LLC17,964$503K0.22%-1,49613F-HRTimeline
Cetera Investment Advisers17,955$502K<0.01%+1,60513F-HRTimeline
IHT Wealth Management, LLC17,754$497K0.02%+3,11813F-HRTimeline
Meridian Wealth Management, LLC17,355$486K0.02%+1,89813F-HRTimeline
Smith Asset Management Co., LLC16,000$448K0.42%-913F-HRTimeline
LVZ, Inc.15,074$422K0.06%013F-HRTimeline
David J Yvars Group13,551$379K0.3%+1,58413F-HRTimeline
L.M. KOHN & COMPANY11,935$334K0.09%+2,29613F-HRTimeline
Capital Market Strategies LLC11,526$322K0.22%013F-HRTimeline
Compass Planning Associates Inc10,190$285K0.29%013F-HRTimeline
Strategic Blueprint, LLC10,150$284K0.02%-20013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,873$276K<0.01%-8,57213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding9,247$259K-7,636Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,982$251K<0.01%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC8,299$232K0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,265$231K0.01%-74313F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC8,078$226K0.02%+213F-HRTimeline
J.W. COLE ADVISORS, INC.7,786$218K0.01%new13F-HRTimeline
Whitcomb & Hess, Inc.7,775$218K0.07%-3,33813F-HRTimeline
SteelPeak Wealth, LLC7,577$212K0.01%+1,19713F-HRTimeline
Parallel Advisors, LLC7,455$209K<0.01%+73013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,460$181K<0.01%+91513F-HRTimelineGroup
NewEdge Advisors, LLC6,411$179K<0.01%-6,03013F-HRTimeline
LANARK FINANCIAL, INC.6,007$168K0.01%+6,00213F-HRTimeline
CoreCap Advisors, LLC4,664$130K0.01%+1,73313F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.3,452$96.6K0.03%-54513F-HRTimeline
Steward Partners Investment Advisory, L…2,587$72.4K<0.01%+61713F-HRTimeline
Farther Finance Advisors, LLC2,462$69K<0.01%+2,25013F-HRTimeline
Wilmington Savings Fund Society, FSB1,825$51.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,242$34.8K<0.01%+11113F-HRTimeline
COMERICA BANK1,198$33.5K<0.01%+10713F-HRTimeline
MOTCO1,000$28K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.621$17.4K<0.01%-20813F-HRTimeline
Allworth Financial LP607$16.4K<0.01%+813F-HRTimeline
Wealth Preservation Advisors, LLC518$14.5K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management500$14K<0.01%013F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…154$4.05K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC144$4.03K<0.01%new13F-HRTimeline
Truvestments Capital LLC23$644<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.