Vault-13

COLUMBIA ETF TR II INCO

INDIA CONSMR ETF · ETP · CUSIP 19762B707

60 institutional holders -1 vs Q1 2026
1,863,7041.9m shares reported held*
$111.1mreported value*
6 new 12 added 22 reduced 9 sold out net bought ≈ $6.3m (+105.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $59.59.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 22Q4 22: 25Q1 23: 25Q2 23: 22Q3 23: 26Q4 23: 30Q1 24: 43Q2 24: 58Q3 24: 75Q4 24: 78Q1 25: 79Q2 25: 71Q3 25: 64Q4 25: 67Q1 26: 61Q2 26: 6060Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202222
Q4 202225
Q1 202325
Q2 202322
Q3 202326
Q4 202330
Q1 202443
Q2 202458
Q3 202475
Q4 202478
Q1 202579
Q2 202571
Q3 202564
Q4 202567
Q1 202661
Q2 202660

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 50 bought or addedQ3 24: 16 cut or sold outQ4 24: 37 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 40 bought or addedQ1 25: 33 cut or sold outQ2 25: 26 bought or addedQ2 25: 40 cut or sold outQ2 25Q3 25: 19 bought or addedQ3 25: 36 cut or sold outQ4 25: 30 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 24 bought or addedQ1 26: 32 cut or sold outQ2 26: 18 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245016
Q4 20243737
Q1 20254033
Q2 20252640
Q3 20251936
Q4 20253027
Q1 20262432
Q2 20261831

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $12.2kQ1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$12.2k—
Q2 2026$0$0—

Biggest buyers

JPMORGAN CHASE & CO Added +336,342+336.3k
OSAIC HOLDINGS, INC. Added +18,804+18.8k
Cambridge Investment Research Advisors, Inc. Added +13,329+13.3k
JANE STREET GROUP, LLC Added +9,317+9.3k
tru Independence LLC Added +5,970+6.0k
NORTHSTAR ASSET MANAGEMENT Co New +4,700+4.7k
Cetera Investment Advisers Added +2,688+2.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,784+1.8k
Integrated Wealth Concepts LLC New +1,400+1.4k
DOVER ADVISORS, LLC Added +1,265+1.3k

Biggest sellers

GOLDMAN SACHS GROUP INC Sold out -65,900-65.9k
BANK OF AMERICA CORP /DE/ Reduced -47,966-48.0k
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC Reduced -32,511-32.5k
HRT FINANCIAL LP Sold out -32,250-32.2k
OLD MISSION CAPITAL LLC Reduced -31,435-31.4k
LPL Financial LLC Reduced -27,444-27.4k
Haven Private, LLC Reduced -11,425-11.4k
Pictet North America Advisors SA Sold out -7,182-7.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -6,922-6.9k
KRAEMATON INVESTMENT ADVISORS, INC Reduced -5,378-5.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 398,194398.2k $23.8m $23.8m 0.00% Reduced -48.0k -47,966
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 336,833336.8k $19.9m $19.9m 0.00% Added +336.3k +336,342
3 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.76% of their portfolio SAN FRANCISCO, CA 230,518230.5k $13.7m $13.7m 0.76% Reduced -32.5k -32,511
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 115,511115.5k $6.9m $6.9m 0.00% Reduced -655 -655
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 114,356114.4k $6.8m $6.8m 0.00% Reduced -27.4k -27,444
6 tru Independence LLC 2.38% of their portfolio PORTLAND, OR 91,23591.2k $5.4m $5.4m 2.38% Added +6.0k +5,970
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 69,93069.9k $4.2m $4.2m 0.01% Reduced -6.9k -6,922
8 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 60,98861.0k $3.6m $3.6m 0.00% Added +9.3k +9,317
9 OLD MISSION CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 59,83459.8k $3.6m $3.6m 0.09% Reduced -31.4k -31,435
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 39,99340.0k $2.4m $2.4m 0.00% Reduced -141 -141
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 34,35134.4k $2.0m $2.0m 0.00% Added +2.7k +2,688
12 Haven Private, LLC 0.69% of their portfolio ORLANDO, FL 30,30130.3k $1.8m $1.8m 0.69% Reduced -11.4k -11,425
13 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,22030.2k $1.8m $1.8m 0.00% Added +13.3k +13,329
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,29827.3k $1.6m $1.6m 0.00% Added +18.8k +18,804
15 KRAEMATON INVESTMENT ADVISORS, INC 1.13% of their portfolio BRAINTREE, MA 25,46125.5k $1.5m $1.5m 1.13% Reduced -5.4k -5,378
16 Integras Partners LLC 0.83% of their portfolio Alpharetta, GA 25,27425.3k $1.5m $1.5m 0.83% Reduced -56 -56
17 Aubrey Capital Management Ltd 0.63% of their portfolio EDINBURGH, X0 16,95517.0k $1.0m $1.0m 0.63% Unchanged
18 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 14,50714.5k $865.3k $865.3k 0.00% Unchanged
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 12,43412.4k $741.6k $741.6k 0.00% Reduced -1.7k -1,675
20 WealthCare Investment Partners, LLC 0.17% of their portfolio PORTSMOUTH, RI 11,85911.9k $707.4k $707.4k 0.17% Reduced -4.7k -4,735
21 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,78411.8k $702.9k $702.9k 0.00% Reduced -567 -567
22 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 9,96610.0k $594.5k $594.5k 0.00% Reduced -1.7k -1,673
23 Ignite Planners, LLC 0.08% of their portfolio SAN CLEMENTE, CA 9,5239.5k $570.3k $570.3k 0.08% Added +564 +564
24 DOVER ADVISORS, LLC 0.22% of their portfolio RICHMOND, VA 8,1628.2k $529.0k $529.0k 0.22% Added +1.3k +1,265
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,9818.0k $476.0k $476.0k 0.00% Reduced -1.0k -1,015
26 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 5,7665.8k $343.9k $343.9k 0.00% Reduced -86 -86
27 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 5,6755.7k $338.5k $338.5k 0.00% Unchanged
28 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 5,6705.7k $338.2k $338.2k 0.01% Reduced -177 -177
29 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 4,8714.9k $290.5k $290.5k 0.00% Reduced -3.0k -3,001
30 NORTHSTAR ASSET MANAGEMENT Co 0.05% of their portfolio BLUE BELL, PA 4,7004.7k $279.0k $279.0k 0.05% New
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4,6514.7k $277.4k $277.4k 0.00% Added +1.8k +1,784
32 LYELL WEALTH MANAGEMENT, LP 0.02% of their portfolio MENLO PARK, CA 4,5124.5k $269.1k $269.1k 0.02% Unchanged
33 Archford Capital Strategies, LLC 0.03% of their portfolio SWANSEA, IL 4,3544.4k $259.7k $259.7k 0.03% Added +268 +268
34 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 4,3494.3k $259.4k $259.4k 0.01% Reduced -170 -170
35 Migdal Insurance & Financial Holdings Ltd. 0.00% of their portfolio Petach Tikva, L3 4,2804.3k $255.3k $255.3k 0.00% Unchanged
36 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 4,1284.1k $246.2k $246.2k 0.00% Unchanged
37 Miller Global Investments, LLC 0.20% of their portfolio DALLAS, TX 4,0994.1k $244.5k $244.5k 0.20% Unchanged
38 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,4102.4k $143.8k $143.8k 0.00% Reduced -5 -5
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,0092.0k $120.0k $120.0k 0.00% Reduced -266 -266
40 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,4001.4k $83.5k $83.5k 0.00% New
41 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,1631.2k $69.4k $69.4k 0.00% Reduced -3.6k -3,638
42 FMR LLC 0.00% of their portfolio BOSTON, MA 1,0151.0k $60.5k $60.5k 0.00% New
43 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 900900 $53.7k $53.7k 0.00% Unchanged
44 Sankala Group LLC 0.03% of their portfolio LYONS, CO 783783 $48.5k $48.5k 0.03% Unchanged
45 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 582582 $34.7k $34.7k 0.00% Unchanged
46 VALLEY NATIONAL ADVISERS INC 0.00% of their portfolio BETHLEHEM, PA 569569 $33.9k $33.9k 0.00% Unchanged
47 Graney & King, LLC 0.01% of their portfolio LATHAM, NY 480480 $28.6k $28.6k 0.01% Unchanged
48 ATWOOD & PALMER INC 0.00% of their portfolio KANSAS CITY, MO 330330 $19.7k $19.7k 0.00% Unchanged
49 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 300300 $17.9k $17.9k 0.00% Unchanged
50 Evelyn Partners Group Ltd 0.00% of their portfolio LONDON, X0 300300 $17.9k $17.9k 0.00% First filing
51 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 254254 $15.2k $15.2k 0.00% Added +53 +53
52 MCDONALD PARTNERS LLC 0.00% of their portfolio CLEVELAND, OH 150150 $8.9k $8.9k 0.00% New
53 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 139139 $8.3k $8.3k 0.00% Unchanged
54 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 134134 $8.0k $8.0k 0.00% Added +32 +32
55 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 110110 $6.6k $6.6k 0.00% New
56 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 8282 $4.9k $4.9k 0.00% First filing
57 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6363 $3.8k $3.8k 0.00% Unchanged
58 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 1717 $1.0k $1.0k 0.00% New
59 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 88 $477 $477 0.00% Unchanged
60 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 00 $30 $30 0.00% First filing