Columbia Resear Enh Em EconECONETF

13F holders, Q4 2024 (December 31)
35holders
5new positions
6sold out
1famous investor
$20.75avg. 13F price*

At the end of Q4 2024, 35 institutions reported holding Columbia Resear Enh Em Econ (ECON) in their 13F filings, unchanged from Q3 2024. 5 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($43.6M), Bank of America Corp. ($11.4M) and Old Mission Capital LLC ($5.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Columbia Resear Enh Em Econ
CUSIP
19762B509
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 32Q1 2024Q2 2024: 33Q2 2024Q3 2024: 35Q3 2024Q4 2024: 35Q4 2024Q1 2025: 33Q1 2025Q2 2025: 33Q2 2025Q3 2025: 35Q3 2025Q4 2025: 34Q4 2025Q1 2026: 34Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$676K
Exits6$3.9M

All 13F filers, Q3 2024 → Q4 2024: 2,342,414 shares bought and 378,873 shares sold, net +1,963,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

LPL Financial LLC 0.02% Add +22846.8% 2,103,072 $43.6M
Bank of America Corp. 0.00% Reduce -9.8% 550,380 $11.4M
Old Mission Capital LLC 0.13% Add +288.1% 271,113 $5.6M
Morgan Stanley 0.00% Reduce -10.4% 194,059 $4.0M
Susquehanna International Group, LLP 0.00% Reduce -31.6% 73,475 $1.5M
Royal Bank of Canada 0.00% Reduce -2.5% 39,100 $811K
Citadel Advisors 0.00% New 31,189 $647K
Jane Street Group, LLC 0.00% Reduce -55.5% 30,398 $631K
UBS Group AG 0.00% Add +2.3% 30,172 $626K
CIBC Private Wealth Group LLC 0.00% Add +140.3% 23,094 $479K
Northern Trust Corp. 0.00% Reduce -82.2% 10,500 $218K
Medallion Wealth Advisors, LLC 0.01% — 1,446 $30K
Osaic Holdings, Inc. 0.00% Add +6.2% 1,243 $26K
Geneos Wealth Management Inc. 0.00% No change 1,050 $22K
Global Retirement Partners, LLC 0.00% New 909 $19K
Capital Advisors, Ltd. LLC 0.00% Reduce -80.1% 750 $16K
Wells Fargo & Company 0.00% Add +23.2% 627 $13K
Pinnacle Bancorp, Inc. 0.00% Reduce -14.6% 585 $12K
Whittier Trust Co. 0.00% No change 550 $11K
Steward Partners Investment Advisory, LLC 0.00% No change 500 $10K
Whittier Trust Co. of Nevada Inc. 0.00% No change 482 $10K
Private Trust Co. NA 0.00% New 386 $8K
Comerica Bank 0.00% No change 368 $8K
JPMorgan Chase & Co. 0.00% Add +448.5% 362 $8K
Parallel Advisors, LLC 0.00% No change 300 $6K
NewEdge Advisors, LLC 0.00% No change 270 $6K
Spire Wealth Management 0.00% No change 227 $5K
Physician Wealth Advisors, Inc. 0.00% New 104 $2K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -89.9% 88 $2K
Crewe Advisors LLC 0.00% No change 80 $2K
Harbour Investments, Inc. 0.00% No change 51 $1K
Jones Financial Companies LLLP 0.00% No change 46 $954
PNC Financial Services Group, Inc. 0.00% No change 17 $353
Aptus Capital Advisors, LLC 0.00% New 17 $353
FMR LLC 0.00% No change 17 $344

"% of holder's portfolio" is ECON's weight in each manager's 13F, not the share of Columbia Resear Enh Em Econ the manager owns.