Columbia Sustainable U.S. Equity Income ETF (ESGS) Ownership

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Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
AMERIPRISE FINANCIAL INC 05/15/2024 423.22 K $18.85 M   -5.98% 33.25%
SOWELL FINANCIAL SERVICES LLC 05/03/2024 118.71 K $5.29 M   100.00% 9.33%
LPL FINANCIAL LLC 05/10/2024 117.80 K $5.25 M   39.60% 9.26%
NEWEDGE ADVISORS, LLC 05/14/2024 89.04 K $3.97 M   8.68% 7.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 05/07/2024 48.67 K $2.17 M   24.58% 3.82%
PRISM ADVISORS, INC. 04/05/2024 29.61 K $1.32 M   3.04% 2.33%
GEOWEALTH MANAGEMENT, LLC 05/15/2024 23.04 K $1.03 M   100.00% 1.81%
GOLDMAN SACHS GROUP INC 05/15/2024 17.65 K $786.02 K   90.81% 1.39%
CITADEL ADVISORS LLC 05/15/2024 16.42 K $731.20 K   100.00% 1.29%
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 04/22/2024 15.85 K $705.99 K   21.85% 1.25%
PRIVATE ADVISOR GROUP, LLC 04/30/2024 12.10 K $538.68 K   -17.83% 0.95%
ALLWORTH FINANCIAL LP 04/25/2024 11.59 K $516.10 K   0.00% 0.91%
REDWOOD FINANCIAL NETWORK CORP 05/02/2024 10.79 K $480.61 K   100.00% 0.85%
JPMORGAN CHASE & CO 12/26/2024 10.48 K $466.80 K   0.00% 0.82%
PARCION PRIVATE WEALTH LLC 04/24/2024 7.99 K $356.00 K   -15.01% 0.63%
SIGNAL ADVISORS WEALTH, LLC 04/10/2024 7.57 K $337.23 K   0.36% 0.60%
CWM, LLC 04/05/2024 7.54 K $336.00 K   -75.88% 0.59%
MARIPAU WEALTH MANAGEMENT LLC 05/14/2024 6.88 K $306.28 K   0.39% 0.54%
COMMONWEALTH EQUITY SERVICES, LLC 04/29/2024 5.54 K $247.00 K   100.00% 0.43%
KEUDELL/MORRISON WEALTH MANAGEMENT 05/07/2024 5.26 K $234.25 K   1.45% 0.41%
FERMATA ADVISORS, LLC 04/12/2024 4.54 K $202.13 K   100.00% 0.36%
WELLS FINANCIAL ADVISORS INC 05/14/2024 1.71 K $75.97 K   72.15% 0.13%
NORTHROCK PARTNERS, LLC 04/22/2025 1.70 K $75.71 K   0.00% 0.13%
ARCHER INVESTMENT CORP 05/09/2024 1.62 K $72.14 K   0.00% 0.13%
CAROLINA WEALTH ADVISORS, LLC 04/05/2024 805 $35.85 K   0.00% 0.06%
PRINCIPAL SECURITIES, INC. 05/10/2024 734 $32.69 K   192.43% 0.06%
ROYAL BANK OF CANADA 11/05/2024 700 $31.00 K   -30.00% 0.06%
GLOBAL RETIREMENT PARTNERS, LLC 04/23/2024 572 $25.47 K   0.00% 0.04%
ADVISOR GROUP HOLDINGS, INC. 05/10/2024 428 $19.06 K   -65.32% 0.03%
WELLS FARGO & COMPANY/MN 05/10/2024 1 $46   100.00% 0.00%
FMR LLC 05/13/2024 1 $45   100.00% 0.00%

institutional Ownership - FAQ's

During the previous two years, 4 institutional investors and hedge funds held shares of . The most heavily invested institutionals were:

SILVERHAWK ASSET MANAGEMENT, LLC: 187,312

Carroll Financial Associates, Inc.: 167

LADENBURG THALMANN FINANCIAL SERVICES INC.: 932

ADVANTAGE INVESTMENT MANAGEMENT, LLC: 840

78.45% of stock is owned by institutional investors.

Institutional investors have bought a total of 189.25 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.