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Disclosery

STK COLUMBIA SELIGM PREM TECH GR

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COM (fund), issuer CIK 1471420

78 managers (79 13F filers) reported a position in STK shares at 2026-03-31, 3,030,100 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
78
13F filers
79
New
11
Added
31
Reduced
15
Sold out
6
Shares held by filers
3,030,100

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN404,253$15.3M<0.01%-3,23713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY311,540$11.8M<0.01%-13,77013F-HRTimelineGroup
Janney Montgomery Scott LLC306,516$11.6M0.03%+2,56913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.211,531$8.02M<0.01%+3,60813F-HRTimelineGroup
LPL Financial LLC195,321$7.41M<0.01%+10,92913F-HRTimeline
Karpus Management, Inc.186,368$7.07M0.22%+82,78813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/166,575$6.32M<0.01%+56,31813F-HRTimelineGroup
Shaker Financial Services, LLC100,908$3.83M1.33%+20,04113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA93,975$3.56M<0.01%-31,57613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,064$2.96M<0.01%+2,72513F-HRTimelineGroup
PMG Family Office LLC76,670$2.91M3.25%+7813F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.66,224$2.51M0.85%+60,39013F-HRTimeline
Advisory Advocates, LLC47,309$1.79M1.83%+13,04513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC44,919$1.7M<0.01%+1,37813F-HR/ATimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC44,831$1.7M0.03%-30,75713F-HRTimelineGroup
Aviance Capital Partners, LLC44,424$1.68M0.2%+20013F-HRTimeline
Cetera Investment Advisers37,806$1.43M<0.01%+3,93013F-HRTimeline
UBS Group AGin group UBS Group AG33,218$1.26M<0.01%-1,20013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…29,254$1.14M0.08%+44013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.30,000$1.14M<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC29,450$1.12M0.02%-32113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding26,778$1.02M+8,887Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,595$1.01M<0.01%-1,20313F-HRTimelineGroup
1607 Capital Partners, LLC23,955$909K0.07%013F-HRTimeline
Advisors Asset Management, Inc.23,503$891K0.01%new13F-HRTimeline
World Investment Advisors23,466$890K0.01%+8,80913F-HRTimeline
IHT Wealth Management, LLC22,183$841K0.02%-93713F-HRTimeline
Cambridge Investment Research Advisors,…21,761$825K<0.01%-1,08313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC21,649$821K0.14%-2,26313F-HRTimeline
HUB Investment Partners, LLC19,000$721K0.02%013F-HRTimeline
David J Yvars Group18,583$705K0.39%+78313F-HRTimeline
Alteri Wealth LLC18,010$683K0.22%013F-HRTimeline
Meridian Wealth Management, LLC17,747$673K0.02%+1313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,315$657K0.01%+10113F-HRTimelineGroup
Smith Asset Management Co., LLC16,070$610K0.52%013F-HRTimeline
LVZ, Inc.13,890$527K0.06%013F-HRTimeline
&PARTNERS13,232$502K<0.01%+1,12113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,082$496K<0.01%+1,13013F-HRTimeline
Parallel Advisors, LLC12,905$490K0.01%+12313F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,796$447K<0.01%+4,94713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,951$415K0.01%+413F-HRTimelineGroup
Compass Planning Associates Inc10,190$387K0.25%013F-HRTimeline
NorthRock Partners, LLC10,095$383K0.01%new13F-HRTimeline
Allworth Financial LP8,738$331K<0.01%+813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,736$331K<0.01%+1,10413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,437$320K<0.01%-1,71713F-HRTimelineGroup
SteelPeak Wealth, LLC8,255$313K0.01%+11913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,606$297K<0.01%-2,01813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,247$275K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.6,654$252K0.02%+413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …4,420$210K<0.01%new13F-HRTimelineGroup
CHOREO, LLC5,419$206K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,330$202K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,377$166K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,126$156K<0.01%+1,79513F-HRTimelineGroup
NewEdge Advisors, LLC2,619$99.3K<0.01%-6213F-HR/ATimeline
Steward Partners Investment Advisory, L…2,574$97.6K<0.01%+11213F-HRTimeline
Farther Finance Advisors, LLC2,258$88K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2,141$81.2K0.01%+2013F-HRTimeline
CoreCap Advisors, LLC1,442$54.7K<0.01%-1,03813F-HRTimeline
PRIVATE TRUST CO NA1,288$48.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,243$47.1K<0.01%new13F-HRTimelineGroup
MOTCO1,000$37.9K<0.01%013F-HRTimeline
Larson Financial Group LLC826$31.3K<0.01%+76613F-HRTimeline
RHL GROUP, LLC575$21.8K0.02%new13F-HRTimeline
Wealth Preservation Advisors, LLC518$19.6K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$19K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors378$14.3K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC350$13.3K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\289$11K<0.01%013F-HRTimelineGroup
GoalVest Advisory LLC243$9.22K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…235$8.91K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC144$5.46K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC100$3.79K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC75$2.85K<0.01%new13F-HRTimeline
Truvestments Capital LLC23$872<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC18$683<0.01%013F-HRTimeline
DANSKE BANK A/S4$152<0.01%013F-HRTimeline