Columbia India Consumer ETFINCOETF

13F holders, Q4 2024 (December 31)
77holders +3
11new positions
18sold out
2famous investors
$64.46avg. 13F price*

At the end of Q4 2024, 77 institutions reported holding Columbia India Consumer ETF (INCO) in their 13F filings, up 3 from Q3 2024. 11 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($31.9M), Osborne Partners Capital Management, LLC ($14.6M) and LPL Financial LLC ($10.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions11$9.9M
Exits18$23.1M

All 13F filers, Q3 2024 → Q4 2024: 317,940 shares bought and 419,163 shares sold, net −101,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Morgan Stanley 0.00% Reduce -9.2% 494,956 $31.9M
Osborne Partners Capital Management, LLC 0.85% Reduce -1.1% 226,743 $14.6M
LPL Financial LLC 0.00% Add +14.7% 164,533 $10.6M
Bank of America Corp. 0.00% Add +16.5% 161,258 $10.4M
Old Mission Capital LLC 0.14% New 91,354 $5.9M
Jane Street Group, LLC 0.01% Add +234.8% 88,138 $5.7M
PNC Financial Services Group, Inc. 0.00% Reduce -14.2% 70,037 $4.5M
Commonwealth Equity Services, LLC 0.00% Reduce -2.6% 49,730 $3.2M
WealthCare Investment Partners, LLC 1.36% Add +22.2% 47,028 $3.1M
Raymond James Financial Inc. 0.00% — 45,288 $2.9M
Migdal Insurance & Financial Holdings Ltd. 0.03% No change 37,780 $2.4M
Kraematon Investment Advisors, Inc. 2.24% Add +8.3% 35,117 $2.3M
UBS Group AG 0.00% Reduce -6.1% 33,988 $2.2M
DHK Financial Advisors, Inc. 1.28% Reduce -7.7% 32,763 $2.1M
Cetera Investment Advisers 0.00% Reduce -1.7% 31,474 $2.0M
Larson Financial Group LLC 0.09% Add +14.7% 26,608 $1.7M
SteelPeak Wealth, LLC 0.07% Reduce -12.7% 24,499 $1.6M
Aubrey Capital Management Ltd 0.59% Reduce -33.5% 24,255 $1.6M
Flow Traders U.S. LLC 0.06% New 24,112 $1.6M
Integras Partners LLC 1.26% — 21,957 $1.4M
Mariner, LLC 0.00% Reduce -11.4% 21,104 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.7% 20,534 $1.3M
Susquehanna International Group, LLP 0.00% Add +130.4% 18,547 $1.2M
Haven Private, LLC 0.62% — 17,361 $1.1M
Envestnet Asset Management Inc. 0.00% Add +30.8% 16,419 $1.1M
Citadel Advisors 0.00% New 15,541 $1.0M
Ameriprise Financial Inc. 0.00% Add +89.0% 13,034 $840K
Osaic Holdings, Inc. 0.00% Add +24.1% 12,887 $830K
Merit Financial Group, LLC 0.01% Reduce -28.1% 11,714 $755K
GG Group Ventures, LLC 0.91% Reduce -8.2% 10,733 $692K
Beacon Pointe Advisors, LLC 0.01% Reduce -31.2% 10,047 $647K
Clear Creek Financial Management, LLC 0.07% New 9,863 $635K
MML Investors Services, LLC 0.00% Add +7.5% 9,150 $590K
Avior Wealth Management, LLC 0.02% Add +47.8% 8,502 $548K
Wells Fargo & Company 0.00% Add +13976.4% 7,742 $499K
Atria Wealth Solutions, Inc. 0.01% Add +0.8% 7,340 $473K
Pictet North America Advisors SA 0.04% No change 7,182 $463K
Wbi Investments, LLC 0.11% Add +9.1% 6,732 $434K
Bank of Montreal 0.00% No change 5,675 $366K
Kestra Advisory Services, LLC 0.00% Add +20.5% 4,758 $307K
Atria Investments, Inc 0.00% Add +62.9% 4,520 $291K
OneAscent Financial Services LLC 0.02% New 4,505 $290K
Private Advisor Group, LLC 0.00% Add +33.4% 4,440 $286K
Western Wealth Management, LLC 0.01% Add +2.0% 4,310 $278K
Great Valley Advisor Group, Inc. 0.01% Add +5.1% 4,144 $267K
Archford Capital Strategies, LLC 0.04% New 3,889 $251K
D. E. Shaw & Co. 0.00% New 3,867 $249K
Cresset Asset Management, LLC 0.00% Reduce -30.2% 3,816 $246K
Sovran Advisors, LLC 0.03% — 3,707 $230K
Principal Securities, Inc. 0.01% Add +0.3% 3,428 $221K
Pathstone Holdings, LLC 0.00% No change 3,300 $213K
Perennial Investment Advisors, LLC 0.02% Reduce -74.1% 3,262 $210K
GPS Wealth Strategies Group, LLC 0.02% Add +103.7% 2,880 $186K
Royal Bank of Canada 0.00% Add +0.3% 2,353 $152K
Flagship Wealth Advisors, LLC 0.05% — 1,200 $77K
Valley National Advisers Inc. 0.01% No change 1,018 $65K
JPMorgan Chase & Co. 0.00% Reduce -83.7% 866 $56K
Ameriflex Group, Inc. 0.02% — 823 $51K
Comerica Bank 0.00% Reduce -56.5% 712 $46K
CoreCap Advisors, LLC 0.00% New 582 $37K
Graney & King, LLC 0.02% — 480 $31K
Wingate Wealth Advisors, Inc. 0.02% — 356 $23K
Atwood & Palmer Inc. 0.00% No change 330 $21K
Optimum Investment Advisors 0.01% Reduce -76.9% 300 $19K
Evelyn Partners Asset Management Ltd 0.01% — 300 $19K
Geneos Wealth Management Inc. 0.00% New 300 $19K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -91.4% 172 $11K
Steward Partners Investment Advisory, LLC 0.00% No change 139 $9K
Centricity Wealth Management, LLC 0.01% — 130 $8K
Private Trust Co. NA 0.00% No change 130 $8K
US Bancorp \de 0.00% No change 118 $8K
Fourth Dimension Wealth, LLC 0.00% — 100 $6K
Global Retirement Partners, LLC 0.00% Add +16.3% 93 $6K
Glass Jacobson Investment Advisors llc 0.00% Add +431.3% 85 $6K
New Wave Wealth Advisors LLC 0.00% New 14 $902
Stonebridge Financial Group, LLC 0.00% — 10 $644
FMR LLC 0.00% New 1 $64

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