SBND Institutional Ownership & Shareholders
COLUMBIA SHRT DUR BND ETF (SBND) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $123.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of SBND tracked by InsiderSet, reporting ownership valued at approximately $41.07M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.27M, representing an estimated loss of -1.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed SBND value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Lpl Financial Llc, Spartan Wealth Advisory Services Llc, and several other long-term asset managers with concentrated positions in COLUMBIA SHRT DUR BND ETF (SBND).
This page ranks the largest institutional SBND shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$123.44M
Largest Holder
Ameriprise Financial Inc
Largest Position
$41.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.01% | 2,185,168 | $41,070,235 | $40,272,646 | -$797,589 | -1.94% | |
| Lpl Financial Llc | 0.00% | 1,038,699 | $19,522,338 | $19,143,223 | -$379,115 | -1.94% | |
| Spartan Wealth Advisory Services Llc | 0.85% | 551,014 | $10,356,317 | $10,155,188 | -$201,129 | -1.94% | |
| Principle Wealth Partners Llc | 0.34% | 384,347 | $7,029,714 | $7,083,515 | +$53,801 | +0.77% | |
| Bank Of America Corp | 0.00% | 309,915 | $5,824,853 | $5,711,733 | -$113,120 | -1.94% | |
| Iht Wealth Management, Llc | 0.12% | 306,698 | $5,764,379 | $5,652,444 | -$111,935 | -1.94% | |
| Osaic Holdings, Inc. | 0.01% | 263,051 | $4,945,335 | $4,848,030 | -$97,305 | -1.97% | |
| Raymond James Financial Inc | 0.00% | 255,460 | $4,801,375 | $4,708,128 | -$93,247 | -1.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 195,245 | $3,571,040 | $3,598,365 | +$27,325 | +0.77% | |
| World Investment Advisors | 0.05% | 164,278 | $3,085,961 | $3,027,644 | -$58,317 | -1.89% | |
| Jane Street Group, Llc | 0.00% | 158,492 | $2,978,857 | $2,921,008 | -$57,849 | -1.94% | |
| Kestra Advisory Services, Llc | 0.01% | 150,938 | $2,760,658 | $2,781,787 | +$21,129 | +0.77% | |
| Crux Wealth Advisors | 0.80% | 123,124 | $2,314,109 | $2,269,175 | -$44,934 | -1.94% | |
| Cetera Investment Advisers | 0.00% | 120,525 | $2,265,269 | $2,221,276 | -$43,993 | -1.94% | |
| Private Advisor Group, Llc | 0.01% | 74,167 | $1,393,969 | $1,366,898 | -$27,071 | -1.94% | |
| Janney Montgomery Scott Llc | 0.00% | 66,050 | $1,241,000 | $1,217,302 | -$23,699 | -1.91% | |
| Daymark Wealth Partners, Llc | 0.02% | 43,063 | $809,378 | $793,651 | -$15,727 | -1.94% | |
| Warner Group Llc | 0.18% | 39,614 | $744,548 | $730,086 | -$14,462 | -1.94% | |
| Goldman Sachs Group Inc | 0.00% | 35,063 | $659,009 | $646,211 | -$12,798 | -1.94% | |
| Axis Wealth Partners, Llc | 0.27% | 30,432 | $571,980 | $560,862 | -$11,118 | -1.94% | |
| Creative Financial Designs Inc | 0.02% | 18,930 | $355,784 | $348,880 | -$6,904 | -1.94% | |
| Simplicity Wealth,Llc | 0.01% | 14,045 | $256,883 | $258,849 | +$1,966 | +0.77% | |
| Essex Financial Services, Inc. | 0.01% | 13,459 | $252,956 | $248,049 | -$4,907 | -1.94% | |
| Huntleigh Advisors, Inc. | 0.03% | 13,300 | $249,974 | $245,119 | -$4,855 | -1.94% | |
| Summit Financial, Llc | 0.00% | 12,368 | $232,457 | $227,942 | -$4,515 | -1.94% | |
| Jones Financial Companies Lllp | 0.00% | 11,294 | $212,327 | $208,148 | -$4,179 | -1.97% | |
| Westside Investment Management, Inc. | 0.02% | 7,650 | $139,919 | $140,990 | +$1,071 | +0.77% | |
| Ubs Group Ag | 0.00% | 1,400 | $26,313 | $25,802 | -$511 | -1.94% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 51,702 | $946 | $952,868 | +$951,922 | +100625.99% | |
| Morgan Stanley | 0.00% | 1 | $22 | $18 | -$4 | -16.23% |
Frequently asked questions about SBND
Who are the largest institutional holders of SBND?
The largest institutional holders of SBND reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Lpl Financial Llc, Spartan Wealth Advisory Services Llc, Principle Wealth Partners Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported SBND position.
What is SBND institutional ownership?
This page tracks SBND positions reported by institutional investment managers through SEC Form 13F. COLUMBIA SHRT DUR BND ETF (SBND) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SBND?
InsiderSet currently tracks 30 institutional managers reporting SBND holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SBND shareholders.
How much SBND stock do institutions own?
Institutional investment managers disclosed approximately $123.44M in SBND holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SBND institutional ownership last updated?
The latest SBND institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SBND holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SBND position after the reporting date.
Are institutions buying or selling SBND?
Institutional buying and selling can be analyzed by comparing SBND positions across consecutive 13F reporting periods. InsiderSet's SBND Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SBND ownership changes.
How has SBND institutional ownership changed over time?
InsiderSet tracks SBND institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.