COLUMBIA ETF TR I (CRUX)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
48
Reporting holders
$1.4B
Reported value
0.0%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $746.7M | 24,905,747 | 0.15% | 2q | -47.2%-$668.6M |
| BANK OF AMERICA CORP /DE/ | $397.9M | 13,271,311 | 0.03% | 2q | +10.6%+$38.2M |
| LPL Financial LLC | $41.0M | 1,368,519 | 0.01% | 2q | +131.8%+$23.3M |
| Amplius Wealth Advisors, LLC | $39.9M | 1,330,753 | 2.92% | new | NEW |
| Sanctuary Advisors, LLC | $39.2M | 1,306,443 | 0.18% | 2q | +38.7%+$10.9M |
| Pine Valley Investments Ltd Liability Co | $29.3M | 978,219 | 1.16% | new | NEW |
| WELLS FARGO & COMPANY/MN | $21.1M | 704,222 | 0.00% | 2q | +97.8%+$10.4M |
| Tassel Capital Management, Inc. | $13.4M | 447,838 | 6.28% | 2q | +5.1%+$652.9K |
| J.W. COLE ADVISORS, INC. | $12.8M | 428,096 | 0.22% | 2q | -7.7%-$1.1M |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $10.1M | 337,697 | 2.75% | 2q | +3.1%+$307.5K |
| JONES FINANCIAL COMPANIES LLLP | $9.1M | 304,359 | 0.00% | 2q | +27.5%+$2.0M |
| Dakota Wealth Management | $7.1M | 237,187 | 0.14% | new | NEW |
| Systelligence, LLC | $7.1M | 235,301 | 1.18% | new | NEW |
| Symphony Financial, Ltd. Co. | $4.7M | 155,339 | 0.51% | new | NEW |
| OSAIC HOLDINGS, INC. | $4.2M | 141,428 | 0.00% | 2q | -11.8%-$565.2K |
| CITADEL ADVISORS LLC | $3.8M | 125,780 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $3.6M | 118,458 | 0.02% | 2q | +6.2%+$208.8K |
| RETIREMENT PLANNING GROUP, LLC / NY | $3.5M | 115,780 | 1.89% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 108,050 | 0.00% | 2q | +633.3%+$2.8M |
| ROYAL BANK OF CANADA | $2.6M | 86,654 | 0.00% | 2q | +20.7%+$446.1K |
| DAGCO, INC. | $2.2M | 74,241 | 0.41% | new | NEW |
| Wealth Management Associates, Inc. | $1.6M | 53,220 | 0.44% | 2q | +3.9%+$60.0K |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 41,608 | 0.00% | 2q | -43.2%-$948.7K |
| Redhawk Wealth Advisors, Inc. | $1.1M | 35,954 | 0.11% | 2q | +1.0%+$11.1K |
| Essex Financial Services, Inc. | $1.0M | 33,912 | 0.05% | new | NEW |
| GOLDMAN SACHS GROUP INC | $977.6K | 32,608 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $561.0K | 18,713 | 0.00% | 2q | +105.3%+$287.7K |
| JPMORGAN CHASE & CO | $499.8K | 16,610 | 0.00% | 2q | +395.8%+$399.0K |
| STIFEL FINANCIAL CORP | $355.6K | 11,861 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $331.6K | 11,059 | 0.00% | 2q | +39.9%+$94.5K |
| ENVESTNET ASSET MANAGEMENT INC | $292.8K | 9,765 | 0.00% | 2q | -13.9%-$47.4K |
| Modern Wealth Management, LLC | $292.5K | 9,758 | 0.00% | 2q | +1.1%+$3.1K |
| WealthCare Investment Partners, LLC | $271.8K | 9,068 | 0.07% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $268.6K | 8,959 | 0.00% | new | NEW |
| PRENTISS SMITH & CO INC | $221.5K | 7,389 | 0.12% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $149.9K | 5,000 | 0.01% | new | NEW |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $51.7K | 1,726 | 0.00% | new | NEW |
| Key Financial Inc | $36.0K | 1,202 | 0.01% | 2q | HELD |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $25.0K | 835 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $24.0K | 801 | 0.00% | new | NEW |
| ST GERMAIN D J CO INC | $20.6K | 687 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $12.5K | 417 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $2.2K | 75 | 0.00% | 2q | +1.4% |
| NATIXIS ADVISORS, LLC | $2.1K | 68,577 | 0.00% | 2q | +13.8% |
| GABLES CAPITAL MANAGEMENT INC. | $1.4K | 47 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $1.3K | 44 | 0.00% | new | NEW |
| Main Street Group, LTD | $1.2K | 39 | 0.00% | new | NEW |
| MORGAN STANLEY | $929 | 31 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $150 | 5 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 48 | $1.4B | 47,092,815 | 24 | 17 | 5 | 0.0% |
| Q1 2026 | 29 | $1.9B | 63,133,593 | 29 | 0 | 0 | 0.0% |