CRUX institutional holders

COLUMBIA ETF TR I · 13F, 2026Q2

Managers holding49
Shares held47,161,392
Reported value$1.4bn
Quarter flows23 new, 20 added, 4 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AMERIPRISE FINANCIAL INC24,905,747$746.7m0.2%
BANK OF AMERICA CORP /DE/13,271,311$397.9m0.0%
LPL Financial LLC1,368,519$41.0m0.0%
Amplius Wealth Advisors, LLC1,330,753$39.9m2.9%
Sanctuary Advisors, LLC1,306,443$39.2m0.2%
Pine Valley Investments Ltd Liability Co978,219$29.3m1.2%
WELLS FARGO & COMPANY/MN704,222$21.1m0.0%
Tassel Capital Management, Inc.447,838$13.4m6.3%
J.W. COLE ADVISORS, INC.428,096$12.8m0.2%
FLYNN ZITO CAPITAL MANAGEMENT, LLC337,697$10.1m2.9%
JONES FINANCIAL COMPANIES LLLP304,359$9.1m0.0%
Dakota Wealth Management237,187$7.1m0.1%
Systelligence, LLC235,301$7.1m1.2%
Symphony Financial, Ltd. Co.155,339$4.7m0.5%
OSAIC HOLDINGS, INC.141,428$4.2m0.0%
CITADEL ADVISORS LLC125,780$3.8m0.0%
Private Advisor Group, LLC118,458$3.6m0.0%
RETIREMENT PLANNING GROUP, LLC / NY115,780$3.5m1.9%
COMMONWEALTH EQUITY SERVICES, LLC108,050$3.2m0.0%
ROYAL BANK OF CANADA86,654$2.6m0.0%
DAGCO, INC.74,241$2.2m0.4%
NATIXIS ADVISORS, LLC68,577$2.1m0.0%
Wealth Management Associates, Inc.53,220$1.6m0.4%
RAYMOND JAMES FINANCIAL INC41,608$1.2m0.0%
Redhawk Wealth Advisors, Inc.35,954$1.1m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CRUX"). CRUX price history · All 13F data

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