Columbia India Consumer ETFINCOETF

13F holders, Q3 2024 (September 30)
74holders +17
21new positions
4sold out
$76.82avg. 13F price*

At the end of Q3 2024, 74 institutions reported holding Columbia India Consumer ETF (INCO) in their 13F filings, up 17 from Q2 2024. 21 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($42.0M), Osborne Partners Capital Management, LLC ($17.6M) and Beacon Harbor Wealth Advisors, Inc. ($12.4M).

Company
Columbia India Consumer ETF
CUSIP
19762B707
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 42Q1 2024Q2 2024: 57Q2 2024Q3 2024: 74Q3 2024Q4 2024: 77Q4 2024Q1 2025: 78Q1 2025Q2 2025: 70Q2 2025Q3 2025: 64Q3 2025Q4 2025: 67Q4 2025Q1 2026: 60Q1 2026Q2 2026: 57Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions21$12.3M
Exits4$3.7M

All 13F filers, Q2 2024 → Q3 2024: 483,580 shares bought and 190,846 shares sold, net +292,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 74 holders

Morgan Stanley 0.00% Add +12.0% 545,260 $42.0M
Osborne Partners Capital Management, LLC 1.00% Reduce -5.8% 229,320 $17.6M
Beacon Harbor Wealth Advisors, Inc. 2.96% Reduce -0.2% 161,631 $12.4M
LPL Financial LLC 0.00% Add +173.5% 143,480 $11.0M
Bank of America Corp. 0.00% Add +115.0% 138,437 $10.7M
Jennison Associates LLC 0.00% New 97,057 $7.5M
PNC Financial Services Group, Inc. 0.00% Add +0.3% 81,637 $6.3M
Commonwealth Equity Services, LLC 0.01% Add +46.7% 51,038 $3.9M
Raymond James & Associates 0.00% Reduce -3.5% 42,067 $3.2M
Migdal Insurance & Financial Holdings Ltd. 0.05% No change 37,780 $2.9M
WealthCare Investment Partners, LLC 1.23% Add +94.3% 38,496 $2.8M
Aubrey Capital Management Ltd 1.08% No change 36,455 $2.8M
UBS Group AG 0.00% Add +10.7% 36,196 $2.8M
DHK Financial Advisors, Inc. 1.67% No change 35,476 $2.7M
Kraematon Investment Advisors, Inc. 2.45% Add +6.7% 32,419 $2.5M
Cetera Investment Advisers 0.01% Add +5.3% 32,012 $2.5M
SteelPeak Wealth, LLC 0.10% Add +26.8% 28,062 $2.2M
Jane Street Group, LLC 0.00% Reduce -73.2% 26,323 $2.0M
Mariner, LLC 0.00% No change 23,833 $1.8M
Larson Financial Group LLC 0.10% Add +1760.8% 23,204 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Add +17.3% 17,154 $1.3M
Merit Financial Group, LLC 0.03% Reduce -20.7% 16,297 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +38.0% 14,610 $1.1M
Perennial Investment Advisors, LLC 0.13% Add +5.8% 12,586 $968K
Envestnet Asset Management Inc. 0.00% Add +55.4% 12,557 $966K
Osaic Holdings, Inc. 0.00% Add +48.1% 10,381 $799K
GG Group Ventures, LLC 1.14% New 11,685 $779K
MML Investors Services, LLC 0.00% Add +2.0% 8,514 $655K
Susquehanna International Group, LLP 0.00% New 8,051 $620K
Marshall Wace, LLP 0.00% Add +144.6% 8,007 $616K
Atria Wealth Solutions, Inc. 0.01% New 7,282 $560K
Pictet North America Advisors SA 0.05% No change 7,182 $553K
Ameriprise Financial Inc. 0.00% New 6,896 $531K
Per Stirling Capital Management, LLC. 0.07% New 6,447 $496K
Wbi Investments, LLC 0.11% Add +12.9% 6,172 $475K
Avior Wealth Management, LLC 0.02% Reduce -12.5% 5,752 $443K
Bank of Montreal 0.00% No change 5,675 $442K
Cresset Asset Management, LLC 0.00% Add +12.0% 5,466 $421K
JPMorgan Chase & Co. 0.00% Reduce -73.7% 5,316 $409K
Raymond James Financial Services Advisors, Inc. 0.00% Add +32.6% 4,624 $356K
Western Wealth Management, LLC 0.02% Add +22.4% 4,225 $325K
Kestra Advisory Services, LLC 0.00% Reduce -12.7% 3,949 $304K
Great Valley Advisor Group, Inc. 0.01% Add +21.8% 3,944 $303K
Principal Securities, Inc. 0.01% Add +1366.1% 3,416 $263K
Debussy Capital Management LP 0.07% New 3,340 $257K
Private Advisor Group, LLC 0.00% Add +15.8% 3,329 $256K
Pathstone Holdings, LLC 0.00% No change 3,300 $254K
Fulcrum Equity Management 0.21% New 3,295 $254K
Concurrent Investment Advisors, LLC 0.01% New 3,093 $238K
Aurora Private Wealth, Inc. 0.18% No change 3,039 $234K
Key Client Fiduciary Advisors, LLC 0.10% New 2,928 $225K
Ignite Planners, LLC 0.05% Reduce -14.5% 2,904 $223K
PFG Investments, LLC 0.01% New 2,890 $222K
Atria Investments, Inc 0.00% New 2,775 $214K
Royal Bank of Canada 0.00% Reduce -17.6% 2,347 $180K
Northwestern Mutual Wealth Management Co. 0.00% New 2,000 $154K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -93.9% 1,900 $148K
Comerica Bank 0.00% Add +4.8% 1,636 $126K
International Assets Investment Management, LLC 0.01% New 1,500 $115K
GPS Wealth Strategies Group, LLC 0.01% Add +124.8% 1,414 $109K
Optimum Investment Advisors 0.04% New 1,300 $100K
Clear Point Advisors Inc. 0.06% Add +22.5% 1,088 $84K
Valley National Advisers Inc. 0.01% Add +78.0% 1,018 $78K
Parallel Advisors, LLC 0.00% Reduce -1.3% 706 $54K
Atwood & Palmer Inc. 0.00% No change 330 $25K
PSI Advisors, LLC 0.01% No change 300 $23K
Steward Partners Investment Advisory, LLC 0.00% New 139 $11K
Private Trust Co. NA 0.00% New 130 $10K
US Bancorp \de 0.00% New 118 $9K
Global Retirement Partners, LLC 0.00% No change 80 $6K
Wells Fargo & Company 0.00% Add +34.1% 55 $4K
Venturi Wealth Management, LLC 0.00% New 17 $1K
Glass Jacobson Investment Advisors llc 0.00% New 16 $1K
Tower Research Capital LLC (TRC) 0.00% New 7 $539

"% of holder's portfolio" is INCO's weight in each manager's 13F, not the share of Columbia India Consumer ETF the manager owns.