Columbia India Consumer ETFINCOETF
13F holders, Q2 2024 (June 30)57holders +15
20new positions
5sold out
1famous investor
$69.91avg. 13F price*
At the end of Q2 2024, 57 institutions reported holding Columbia India Consumer ETF (INCO) in their 13F filings, up 15 from Q1 2024. 20 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($34.0M), Osborne Partners Capital Management, LLC ($17.0M) and Beacon Harbor Wealth Advisors, Inc. ($11.3M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Columbia India Consumer ETF
- CUSIP
- 19762B707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $18.1M |
| Exits | 5 | $4.2M |
All 13F filers, Q1 2024 → Q2 2024: 448,779 shares bought and 311,241 shares sold, net +137,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Morgan Stanley | 0.00% | Add +4.5% | 486,940 | $34.0M |
| Osborne Partners Capital Management, LLC | 1.02% | Reduce -32.6% | 243,419 | $17.0M |
| Beacon Harbor Wealth Advisors, Inc. | 2.95% | New | 161,916 | $11.3M |
| Jane Street Group, LLC | 0.01% | Reduce -47.0% | 98,280 | $6.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 81,437 | $5.7M |
| Bank of America Corp. | 0.00% | Add +717.0% | 64,385 | $4.5M |
| LPL Financial LLC | 0.00% | Add +40.5% | 52,463 | $3.7M |
| Raymond James & Associates | 0.00% | Add +8.8% | 43,610 | $3.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +38.0% | 37,780 | $2.6M |
| Aubrey Capital Management Ltd | 1.02% | Add +17.8% | 36,455 | $2.5M |
| DHK Financial Advisors, Inc. | 1.73% | No change | 35,476 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.5% | 34,792 | $2.4M |
| UBS Group AG | 0.00% | Reduce -11.3% | 32,695 | $2.3M |
| Old Mission Capital LLC | 0.06% | Add +97.4% | 32,671 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +77.1% | 31,000 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +15.3% | 30,398 | $2.1M |
| Kraematon Investment Advisors, Inc. | 2.16% | Add +10.6% | 30,377 | $2.1M |
| Mariner, LLC | 0.00% | Add +17.2% | 23,833 | $1.7M |
| SteelPeak Wealth, LLC | 0.07% | New | 22,125 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Add +4.5% | 20,547 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +289.0% | 20,226 | $1.4M |
| WealthCare Investment Partners, LLC | 0.64% | New | 19,813 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 16,042 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +291.9% | 14,629 | $1.0M |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -5.1% | 11,902 | $832K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +110.2% | 10,585 | $740K |
| MML Investors Services, LLC | 0.00% | Add +6.0% | 8,349 | $584K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.6% | 8,079 | $565K |
| Pictet North America Advisors SA | 0.05% | No change | 7,182 | $502K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.9% | 7,011 | $490K |
| Avior Wealth Management, LLC | 0.02% | Add +8.9% | 6,574 | $460K |
| Bank of Montreal | 0.00% | Reduce -86.3% | 5,675 | $397K |
| Wbi Investments, LLC | 0.09% | Add +11.0% | 5,467 | $382K |
| Cresset Asset Management, LLC | 0.00% | New | 4,880 | $341K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,525 | $316K |
| D. E. Shaw & Co. | 0.00% | New | 3,543 | $248K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 3,486 | $244K |
| Western Wealth Management, LLC | 0.02% | New | 3,453 | $241K |
| Ignite Planners, LLC | 0.06% | New | 3,397 | $241K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,300 | $231K |
| Marshall Wace, LLP | 0.00% | New | 3,273 | $229K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,239 | $226K |
| Aurora Private Wealth, Inc. | 0.19% | New | 3,039 | $212K |
| Private Advisor Group, LLC | 0.00% | New | 2,874 | $201K |
| Royal Bank of Canada | 0.00% | Add +0.7% | 2,848 | $199K |
| Comerica Bank | 0.00% | Add +32.3% | 1,561 | $109K |
| Larson Financial Group LLC | 0.01% | New | 1,247 | $87K |
| Clear Point Advisors Inc. | 0.05% | New | 888 | $62K |
| Parallel Advisors, LLC | 0.00% | No change | 715 | $50K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +504.8% | 629 | $44K |
| Valley National Advisers Inc. | 0.01% | No change | 572 | $39K |
| Atwood & Palmer Inc. | 0.00% | No change | 330 | $23K |
| PSI Advisors, LLC | 0.01% | New | 300 | $21K |
| Principal Securities, Inc. | 0.00% | New | 233 | $16K |
| Global Retirement Partners, LLC | 0.00% | New | 80 | $6K |
| Simplex Trading, LLC | 0.00% | New | 45 | $3K |
| Wells Fargo & Company | 0.00% | No change | 41 | $3K |
"% of holder's portfolio" is INCO's weight in each manager's 13F, not the share of Columbia India Consumer ETF the manager owns.