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Disclosery

STK COLUMBIA SELIGM PREM TECH GR

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COM (fund), issuer CIK 1471420

63 managers (63 13F filers) reported a position in STK shares at 2025-09-30, 2,814,897 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
63
13F filers
63
New
9
Added
23
Reduced
15
Sold out
5
Shares held by filers
2,814,897

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/MN410,190$14.5M<0.01%-12,22913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY308,664$10.9M<0.01%+9,96513F-HR/ATimelineGroup
Janney Montgomery Scott LLC295,108$10.4M0.02%+5,63113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA274,737$9.7M<0.01%-46,86713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.211,868$7.48M<0.01%+43,73513F-HRTimelineGroup
LPL Financial LLC174,523$6.16M<0.01%+10,14913F-HRTimeline
Cornerstone Advisors, LLC151,597$5.35M0.18%+72,28313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/103,888$3.67M<0.01%-24113F-HR/ATimelineGroup
Shaker Financial Services, LLC80,622$2.85M0.98%+67,63313F-HRTimeline
PMG Family Office LLC75,281$2.66M2.97%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,124$2.3M<0.01%+7,89713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC53,541$1.89M0.03%new13F-HRTimelineGroup
Aviance Capital Partners, LLC42,989$1.52M0.18%+7013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,268$1.49M<0.01%+33913F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP33,162$1.17M0.06%new13F-HRTimeline
UBS Group AGin group UBS Group AG32,368$1.14M<0.01%-8,74813F-HRTimelineGroup
Kingsview Wealth Management, LLC29,371$1.04M0.02%+413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30,008$914K0.07%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,308$883K<0.01%-30413F-HRTimelineGroup
Cetera Investment Advisers23,914$845K<0.01%-2,73613F-HRTimeline
Cambridge Investment Research Advisors,…23,836$842K<0.01%+2,55313F-HRTimeline
IHT Wealth Management, LLC21,861$772K0.02%+17513F-HRTimeline
Consolidated Portfolio Review Corp19,398$685K0.09%-77213F-HRTimeline
Alteri Wealth LLC18,010$636K0.22%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,867$631K<0.01%+1013F-HRTimelineGroup
Meridian Wealth Management, LLC17,124$605K0.02%-29513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,475$582K0.01%new13F-HRTimelineGroup
Smith Asset Management Co., LLC15,850$560K0.48%-15013F-HRTimeline
World Investment Advisors14,761$521K0.01%+8,00313F-HRTimeline
David J Yvars Group13,895$491K0.26%+1,43113F-HRTimeline
LVZ, Inc.13,890$491K0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,858$489K<0.01%-9,84213F-HRTimeline
Parallel Advisors, LLC11,715$414K0.01%+73513F-HRTimeline
&PARTNERS11,168$394K<0.01%+40013F-HRTimeline
Compass Planning Associates Inc10,190$360K0.33%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,127$358K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,653$341K0.01%+5713F-HRTimelineGroup
Allworth Financial LP8,707$308K<0.01%+913F-HRTimeline
NewEdge Advisors, LLC8,644$305K<0.01%+6,18513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,305$300K<0.01%+55813F-HRTimeline
J.W. COLE ADVISORS, INC.7,891$279K0.01%+5013F-HRTimeline
SteelPeak Wealth, LLC7,816$276K0.01%+11713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management7,741$273K<0.01%-7,46313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,603$233K<0.01%-17313F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…5,933$210K0.01%new13F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC5,922$207K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.4,634$164K0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.3,345$118K0.04%-10313F-HRTimeline
Farther Finance Advisors, LLC2,462$87K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,442$86.3K<0.01%-71013F-HRTimeline
Steward Partners Investment Advisory, L…2,421$85.5K<0.01%-21913F-HRTimeline
PRIVATE TRUST CO NA1,242$43.9K<0.01%013F-HRTimeline
COMERICA BANK1,198$42.3K<0.01%013F-HRTimeline
MOTCO1,000$35.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.621$21.9K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC518$18.3K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors378$13.4K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC350$12.4K<0.01%new13F-HRTimeline
GoalVest Advisory LLC243$8.58K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC144$5.09K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC100$3.53K<0.01%new13F-HRTimeline
Truvestments Capital LLC23$812<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC5$189<0.01%013F-HRTimeline