Columbia Resear Enh RL EstCREDETF
13F holders, Q1 2024 (March 31)7holders
$47.75avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Columbia Resear Enh RL Est (CRED) in their 13F filings. The largest holders were AE Wealth Management LLC ($34.5M), Ratio Wealth Group ($20.6M) and Ameriprise Financial Inc. ($2.0M).
- Company
- Columbia Resear Enh RL Est
- CUSIP
- 19761L110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $55.7M |
| Exits | 0 | $0 |
Ownership 7 holders
| AE Wealth Management LLC | 0.39% | New | 679,781 | $34.5M |
| Ratio Wealth Group | 3.84% | New | 405,969 | $20.6M |
| Ameriprise Financial Inc. | 0.00% | No change | 96,621 | $2.0M |
| Wells Fargo & Company | 0.00% | No change | 27,929 | $591K |
| Ascent Group, LLC | 0.05% | New | 10,276 | $522K |
| Pineridge Advisors LLC | 0.03% | New | 1,800 | $91K |
| UBS Group AG | 0.00% | New | 38 | $804 |
"% of holder's portfolio" is CRED's weight in each manager's 13F, not the share of Columbia Resear Enh RL Est the manager owns.