Columbia Resear Enh Em EconECONETF

13F holders, Q1 2025 (March 31)
33holders −2
3new positions
4sold out
1famous investor
$21.78avg. 13F price*

At the end of Q1 2025, 33 institutions reported holding Columbia Resear Enh Em Econ (ECON) in their 13F filings, down 2 from Q4 2024. 3 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($45.6M), Bank of America Corp. ($9.8M) and Morgan Stanley ($3.9M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$346K
Exits4$41K

All 13F filers, Q4 2024 → Q1 2025: 120,355 shares bought and 445,040 shares sold, net −324,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

LPL Financial LLC 0.02% Reduce -0.4% 2,094,072 $45.6M
Bank of America Corp. 0.00% Reduce -18.1% 450,718 $9.8M
Morgan Stanley 0.00% Reduce -6.8% 180,802 $3.9M
Citadel Advisors 0.00% Add +279.8% 118,443 $2.6M
Jane Street Group, LLC 0.00% Add +54.3% 46,910 $1.0M
Royal Bank of Canada 0.00% Add +0.9% 39,464 $860K
UBS Group AG 0.00% Reduce -9.7% 27,237 $593K
Old Mission Capital LLC 0.01% Reduce -92.1% 21,312 $464K
Susquehanna International Group, LLP 0.00% Reduce -80.2% 14,550 $317K
Flow Traders U.S. LLC 0.01% New 13,964 $304K
CIBC Private Wealth Group LLC 0.00% Reduce -39.2% 14,044 $270K
Northern Trust Corp. 0.00% No change 10,500 $229K
AlphaCore Capital LLC 0.00% New 1,839 $40K
Medallion Wealth Advisors, LLC 0.01% Reduce -9.2% 1,313 $29K
Osaic Holdings, Inc. 0.00% No change 1,243 $27K
Capital Advisors, Ltd. LLC 0.00% No change 750 $16K
Pinnacle Bancorp, Inc. 0.00% No change 585 $13K
Whittier Trust Co. 0.00% No change 550 $12K
Wells Fargo & Company 0.00% Reduce -20.3% 500 $11K
Comerica Bank 0.00% Add +6.3% 391 $9K
Private Trust Co. NA 0.00% No change 386 $8K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -31.1% 332 $7K
Parallel Advisors, LLC 0.00% No change 300 $7K
FMR LLC 0.00% Add +1652.9% 298 $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% Add +21.1% 126 $3K
Farther Finance Advisors, LLC 0.00% New 96 $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 $1K
PNC Financial Services Group, Inc. 0.00% No change 17 $370
Aptus Capital Advisors, LLC 0.00% No change 17 $370

"% 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.