Columbia Slgmn Prem Tech GRSTK
13F holders, Q3 2025 (September 30)63holders +3
9new positions
5sold out
$35.24avg. 13F price*
At the end of Q3 2025, 63 institutions reported holding Columbia Slgmn Prem Tech GR (STK) in their 13F filings, up 3 from Q2 2025. 9 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($14.5M), Morgan Stanley ($10.9M) and Janney Montgomery Scott LLC ($10.4M).
- Company
- Columbia Slgmn Prem Tech GR
- CUSIP
- 19842X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.4M |
| Exits | 5 | $682K |
All 13F filers, Q2 2025 → Q3 2025: 363,842 shares bought and 113,293 shares sold, net +250,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 410,190 | $14.5M |
| Morgan Stanley | 0.00% | Add +3.3% | 308,664 | $10.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.9% | 295,108 | $10.4M |
| Royal Bank of Canada | 0.00% | Reduce -14.6% | 274,737 | $9.7M |
| Invesco Ltd. | 0.00% | Add +26.0% | 211,868 | $7.5M |
| LPL Financial LLC | 0.00% | Add +6.2% | 174,523 | $6.2M |
| Cornerstone Advisors, LLC | 0.18% | Add +91.1% | 151,597 | $5.4M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 103,888 | $3.7M |
| Shaker Financial Services, LLC | 0.98% | Add +520.7% | 80,622 | $2.8M |
| PMG Family Office LLC | 2.97% | — | 75,281 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +13.8% | 65,124 | $2.3M |
| Wolverine Asset Management LLC | 0.13% | New | 53,541 | $1.9M |
| Aviance Capital Partners, LLC | 0.18% | Add +0.2% | 42,989 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 42,268 | $1.5M |
| Readystate Asset Management LP | 0.11% | New | 33,162 | $1.2M |
| UBS Group AG | 0.00% | Reduce -21.3% | 32,368 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.0% | 29,371 | $1.0M |
| International Assets Investment Management, LLC | 0.07% | No change | 30,008 | $914K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.1% | 27,308 | $883K |
| Cetera Investment Advisers | 0.00% | Reduce -10.3% | 23,914 | $845K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.0% | 23,836 | $842K |
| IHT Wealth Management, LLC | 0.02% | Add +0.8% | 21,861 | $772K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -3.8% | 19,398 | $685K |
| Alteri Wealth LLC | 0.22% | No change | 18,010 | $636K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 17,867 | $631K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -1.7% | 17,124 | $605K |
| Benjamin Edwards Inc. | 0.01% | New | 16,475 | $582K |
| Smith Asset Management Co., LLC | 0.48% | Reduce -0.9% | 15,850 | $560K |
| World Investment Advisors | 0.01% | Add +118.4% | 14,761 | $521K |
| David J Yvars Group | 0.26% | Add +11.5% | 13,895 | $491K |
| LVZ, Inc. | 0.06% | No change | 13,890 | $491K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -41.5% | 13,858 | $489K |
| Parallel Advisors, LLC | 0.01% | Add +6.7% | 11,715 | $414K |
| &partners | 0.00% | Add +3.7% | 11,168 | $394K |
| Compass Planning Associates Inc | 0.33% | No change | 10,190 | $360K |
| Oppenheimer & Co. Inc. | 0.00% | New | 10,127 | $358K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.6% | 9,653 | $341K |
| Allworth Financial LP | 0.00% | Add +0.1% | 8,707 | $308K |
| NewEdge Advisors, LLC | 0.00% | Add +251.5% | 8,644 | $305K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.2% | 8,305 | $300K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.6% | 7,891 | $279K |
| SteelPeak Wealth, LLC | 0.01% | Add +1.5% | 7,816 | $276K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -49.1% | 7,741 | $273K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.5% | 6,603 | $233K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 5,933 | $210K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 5,922 | $207K |
| Lanark Financial, Inc. | 0.01% | No change | 4,634 | $164K |
| Thomas J. Herzfeld Advisors, Inc. | 0.04% | Reduce -3.0% | 3,345 | $118K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,462 | $87K |
| CoreCap Advisors, LLC | 0.00% | Reduce -22.5% | 2,442 | $86K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.3% | 2,421 | $86K |
| Private Trust Co. NA | 0.00% | No change | 1,242 | $44K |
| Comerica Bank | 0.00% | No change | 1,198 | $42K |
| Motco | 0.00% | No change | 1,000 | $35K |
| Harbour Investments, Inc. | 0.00% | No change | 621 | $22K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 518 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 378 | $13K |
| Advisory Services Network, LLC | 0.00% | New | 350 | $12K |
| GoalVest Advisory LLC | 0.00% | New | 243 | $9K |
| Stone House Investment Management, LLC | 0.00% | No change | 144 | $5K |
| Duncker Streett & Co. Inc. | 0.00% | New | 100 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 23 | $812 |
| Family Legacy Financial Solutions, LLC | 0.00% | No change | 5 | $189 |
"% of holder's portfolio" is STK's weight in each manager's 13F, not the share of Columbia Slgmn Prem Tech GR the manager owns.