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Disclosery

STK COLUMBIA SELIGM PREM TECH GR

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COM (fund), issuer CIK 1471420

61 managers (61 13F filers) reported a position in STK shares at 2025-06-30, 2,507,547 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
61
New
7
Added
21
Reduced
18
Sold out
5
Shares held by filers
2,507,547

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN422,419$12.8M<0.01%+21,77713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA321,604$9.78M<0.01%-7,75813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY298,699$9.08M<0.01%+10,51113F-HRTimelineGroup
Janney Montgomery Scott LLC289,477$8.8M0.02%+96913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.168,133$5.11M<0.01%-15,98013F-HRTimelineGroup
LPL Financial LLC164,374$5M<0.01%+17,60113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/104,129$3.17M<0.01%+19,82513F-HRTimelineGroup
Cornerstone Advisors, LLC79,314$2.41M0.08%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,227$1.74M<0.01%+9,69813F-HRTimelineGroup
Aviance Capital Partners, LLC42,919$1.31M0.17%-1,09313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,929$1.28M<0.01%-5,49513F-HRTimelineGroup
UBS Group AGin group UBS Group AG41,116$1.25M<0.01%+14513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30,008$913K0.07%-1,79413F-HRTimeline
Kingsview Wealth Management, LLC29,367$893K0.02%+1,20513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,612$840K<0.01%-1,67013F-HR/ATimelineGroup
Cetera Investment Advisers26,650$810K<0.01%+8,69513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,700$721K<0.01%-4913F-HRTimeline
IHT Wealth Management, LLC21,686$659K0.02%+3,93213F-HRTimeline
Cambridge Investment Research Advisors,…21,283$647K<0.01%-93613F-HRTimeline
Consolidated Portfolio Review Corp20,170$613K0.08%-3,63913F-HRTimeline
Alteri Wealth LLC18,010$548K0.21%+4613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,857$543K<0.01%+8,61013F-HRTimelineGroup
Meridian Wealth Management, LLC17,419$530K0.02%+6413F-HRTimeline
Smith Asset Management Co., LLC16,000$487K0.42%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management15,204$462K<0.01%new13F-HRTimelineGroup
LVZ, Inc.13,890$422K0.05%-1,18413F-HRTimeline
L.M. KOHN & COMPANY13,257$403K0.11%+1,32213F-HRTimeline
Shaker Financial Services, LLC12,989$395K0.14%-15,00413F-HRTimeline
David J Yvars Group12,464$379K0.22%-1,08713F-HRTimeline
Parallel Advisors, LLC10,980$334K0.01%+3,52513F-HRTimeline
&PARTNERS10,768$327K<0.01%new13F-HRTimeline
Capital Market Strategies LLC10,526$320K0.22%-1,00013F-HRTimeline
Compass Planning Associates Inc10,190$310K0.28%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,596$292K0.01%+1,33113F-HRTimelineGroup
Allworth Financial LP8,698$264K<0.01%+8,09113F-HRTimeline
Atria Wealth Solutions, Inc.7,954$242K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,747$240K<0.01%-2,12613F-HRTimeline
J.W. COLE ADVISORS, INC.7,841$238K0.01%+5513F-HRTimeline
SteelPeak Wealth, LLC7,699$234K0.01%+12213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,854$208K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,776$206K<0.01%+31613F-HRTimelineGroup
World Investment Advisors6,758$206K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.4,634$140K0.01%-1,37313F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.3,448$105K0.04%-413F-HRTimeline
CoreCap Advisors, LLC3,152$95.9K<0.01%-1,51213F-HRTimeline
Steward Partners Investment Advisory, L…2,640$80.3K<0.01%+5313F-HRTimeline
Farther Finance Advisors, LLC2,462$74.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC2,459$74.8K<0.01%-3,95213F-HRTimeline
Wilmington Savings Fund Society, FSB1,825$55.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,242$37.8K<0.01%013F-HRTimeline
COMERICA BANK1,198$36.4K<0.01%013F-HRTimeline
MOTCO1,000$31.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.621$18.9K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC518$15.8K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management500$15.2K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors378$11.5K<0.01%new13F-HRTimelineGroup
Stone House Investment Management, LLC144$4.38K<0.01%013F-HRTimeline
Truvestments Capital LLC23$699<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC5$160<0.01%13F-HRTimeline
VSM Wealth Advisory, LLC5$152<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.