COLUMBIA ETF TR I (MUST)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
81
Reporting holders
$461.3M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $121.5M | 5,840,141 | 0.01% | 19q | -1.2%-$1.4M |
| LPL Financial LLC | $80.6M | 3,872,933 | 0.02% | 26q | -6.0%-$5.1M |
| AMERIPRISE FINANCIAL INC | $61.2M | 2,942,343 | 0.01% | 31q | -56.3%-$78.7M |
| BANK OF AMERICA CORP /DE/ | $31.0M | 1,492,122 | 0.00% | 31q | +4.8%+$1.4M |
| Haven Private, LLC | $24.7M | 1,188,853 | 9.40% | 7q | +12.1%+$2.7M |
| WELLS FARGO & COMPANY/MN | $21.6M | 1,037,444 | 0.00% | 20q | -49.3%-$21.0M |
| Concurrent Investment Advisors, LLC | $8.5M | 410,031 | 0.07% | 5q | +2712.1%+$8.2M |
| Waverly Advisors, LLC | $7.0M | 334,757 | 0.04% | 2q | +2962.7%+$6.7M |
| RAYMOND JAMES FINANCIAL INC | $6.0M | 290,660 | 0.00% | 7q | +2.9%+$170.8K |
| ARQ WEALTH ADVISORS, LLC | $6.0M | 292,528 | 0.74% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 285,067 | 0.01% | 24q | HELD |
| DAYMARK WEALTH PARTNERS, LLC | $5.2M | 247,898 | 0.13% | 6q | +225.0%+$3.6M |
| ROYAL BANK OF CANADA | $5.1M | 246,431 | 0.00% | 25q | +1.4%+$68.3K |
| UBS Group AG | $5.0M | 242,081 | 0.00% | 15q | +9.5%+$438.6K |
| Private Advisor Group, LLC | $5.0M | 238,271 | 0.02% | 4q | +5.3%+$248.7K |
| Spartan Wealth Advisory Services LLC | $4.8M | 229,666 | 0.39% | 2q | +1.1%+$49.9K |
| OSAIC HOLDINGS, INC. | $4.1M | 195,462 | 0.00% | 22q | +7.7%+$290.5K |
| Global Wealth Strategies & Associates | $3.7M | 176,439 | 0.70% | 15q | +7.2%+$247.9K |
| Baker Avenue Asset Management, LP | $3.5M | 166,062 | 0.07% | 14q | +5.2%+$172.2K |
| Frederick Financial Consultants, LLC | $3.3M | 158,981 | 1.40% | 7q | +10.3%+$310.1K |
| CAPTRUST FINANCIAL ADVISORS | $3.2M | 152,918 | 0.00% | 13q | +7.0%+$207.5K |
| GENESIS PRIVATE WEALTH, LLC | $2.9M | 141,222 | 0.83% | 7q | +9.2%+$246.7K |
| CENTRAL TRUST Co | $2.8M | 135,384 | 0.05% | 25q | +0.7%+$18.2K |
| Cetera Investment Advisers | $2.6M | 125,856 | 0.00% | 10q | -1.1%-$30.0K |
| Foundations Investment Advisors, LLC | $2.2M | 107,507 | 0.02% | 10q | +8.2%+$168.9K |
| Amplius Wealth Advisors, LLC | $2.2M | 107,120 | 0.16% | 15q | +9.0%+$184.9K |
| NorthRock Partners, LLC | $2.0M | 97,360 | 0.03% | 2q | -13.8%-$323.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 87,713 | 0.00% | 12q | -8.1%-$158.8K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $1.7M | 81,654 | 1.65% | 19q | -1.4%-$23.9K |
| GOLDMAN SACHS GROUP INC | $1.6M | 74,794 | 0.00% | new | NEW |
| Mariner, LLC | $1.5M | 71,605 | 0.00% | new | NEW |
| LAKE STREET PRIVATE WEALTH, LLC | $1.4M | 67,556 | 0.16% | 17q | HELD |
| JPMORGAN CHASE & CO | $1.4M | 66,237 | 0.00% | 11q | -66.8%-$2.8M |
| CONDOR CAPITAL MANAGEMENT | $1.3M | 63,782 | 0.10% | 13q | +1.7%+$22.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 58,491 | 0.00% | 15q | -2.2%-$27.2K |
| Vestmark Advisory Solutions, Inc. | $1.1M | 51,320 | 0.01% | 2q | -5.0%-$56.7K |
| Westside Investment Management, Inc. | $977.6K | 47,000 | 0.13% | 15q | HELD |
| Summit Financial, LLC | $973.1K | 46,783 | 0.01% | 4q | +193.4%+$641.4K |
| Integrated Wealth Concepts LLC | $854.3K | 41,073 | 0.00% | 2q | +199.1%+$568.7K |
| MONEYWISE, INC. | $787.5K | 37,859 | 0.29% | 16q | -7.4%-$63.2K |
| Cornerstone Wealth Management, LLC | $775.2K | 37,268 | 0.03% | 11q | HELD |
| Lakeside Advisors, INC. | $755.9K | 36,340 | 0.48% | 19q | HELD |
| Farther Finance Advisors, LLC | $715.2K | 34,384 | 0.01% | 5q | +462.3%+$588.0K |
| Rare Wolf Capital LLC | $704.4K | 33,864 | 0.45% | 3q | +41.9%+$207.9K |
| Focus Partners Wealth | $700.4K | 33,672 | 0.00% | 11q | -24.7%-$229.7K |
| GeoWealth Management, LLC | $538.9K | 25,909 | 0.02% | 2q | -68.5%-$1.2M |
| Vested Financial Planning, LLC | $538.9K | 25,909 | 0.36% | new | NEW |
| Gateway Wealth Partners, LLC | $514.8K | 24,750 | 0.03% | new | NEW |
| FIFTH THIRD BANCORP | $484.3K | 23,284 | 0.00% | 2q | +2.3%+$10.7K |
| DAVENPORT & Co LLC | $434.4K | 20,886 | 0.00% | 5q | +9.3%+$36.9K |
| Roan Capital Partners | $415.1K | 19,958 | 0.34% | 2q | -3.6%-$15.5K |
| MassMutual Private Wealth & Trust, FSB | $408.1K | 19,622 | 0.01% | 2q | -2.3%-$9.4K |
| World Investment Advisors | $407.0K | 19,844 | 0.01% | 9q | HELD |
| Paragon Private Wealth Management, LLC | $396.6K | 19,068 | 0.10% | 13q | -21.3%-$107.5K |
| MML INVESTORS SERVICES, LLC | $395.5K | 19,013 | 0.00% | 16q | +66.0%+$157.3K |
| Advisory Services Network, LLC | $381.2K | 18,326 | 0.00% | 7q | -24.9%-$126.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | $368.0K | 17,693 | 0.01% | 4q | +0.9%+$3.3K |
| Bleakley Financial Group, LLC | $324.0K | 15,577 | 0.00% | 5q | +33.6%+$81.6K |
| Rockefeller Capital Management L.P. | $323.6K | 15,560 | 0.00% | 7q | +39.2%+$91.2K |
| JANE STREET GROUP, LLC | $305.1K | 14,669 | 0.00% | 5q | -59.2%-$443.1K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $300.7K | 14,459 | 0.07% | 7q | HELD |
| STIFEL FINANCIAL CORP | $291.7K | 14,023 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $280.0K | 13,461 | 0.00% | 26q | HELD |
| CVFG LLC | $279.8K | 13,451 | 0.03% | 7q | -10.1%-$31.3K |
| C M BIDWELL & ASSOCIATES LTD | $273.0K | 13,127 | 0.11% | 17q | HELD |
| Prospera Financial Services Inc | $268.3K | 12,900 | 0.00% | 3q | -37.4%-$160.2K |
| Horst & Graben Wealth Management LLC | $263.4K | 12,744 | 0.03% | 19q | HELD |
| TRUIST FINANCIAL CORP | $261.1K | 12,552 | 0.00% | 4q | +13.0%+$30.1K |
| OneAscent Financial Services LLC | $256.7K | 12,340 | 0.01% | 7q | +4.6%+$11.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $210.4K | 10,115 | 0.00% | 2q | +2983.8%+$203.6K |
| FMR LLC | $202.3K | 9,727 | 0.00% | 10q | +189.8%+$132.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $121.9K | 5,859 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $99.8K | 4,796 | 0.01% | 4q | -15.7%-$18.5K |
| IFP Advisors, Inc | $76.5K | 3,677 | 0.00% | 5q | -17.6%-$16.3K |
| EverSource Wealth Advisors, LLC | $36.8K | 1,768 | 0.00% | 10q | +3.1%+$1.1K |
| Global Retirement Partners, LLC | $26.1K | 1,256 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $20.8K | 1,000 | 0.00% | 11q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $17.8K | 875 | 0.00% | new | FIRST |
| JONES FINANCIAL COMPANIES LLLP | $10.6K | 512 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $2.1K | 100 | 0.00% | 3q | HELD |
| LM Advisors LLC | $1.0K | 49,878 | 0.12% | 11q | +4877.8%+$1.0K |
| Janney Montgomery Scott LLC | $660 | 31,731 | 0.00% | 16q | -1.7% |
| Redwood Investment Management, LLC | $314 | 15,101 | 0.03% | 12q | +0.9% |
| CENTAURUS FINANCIAL, INC. | $216 | 10,401 | 0.01% | 10q | +0.6% |
| Larson Financial Group LLC | $29 | 1 | 0.00% | 6q | HELD |
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 | 81 | $461.3M | 22,185,743 | 9 | 35 | 23 | 0.0% |
| Q1 2026 | 81 | $535.1M | 26,090,405 | 11 | 33 | 18 | 0.0% |
| Q4 2025 | 76 | $368.4M | 17,873,255 | 5 | 34 | 19 | 0.0% |
| Q3 2025 | 79 | $339.0M | 16,516,064 | 12 | 38 | 16 | 0.0% |
| Q2 2025 | 74 | $302.9M | 15,055,951 | 13 | 30 | 22 | 0.0% |
| Q1 2025 | 68 | $256.6M | 12,744,500 | 5 | 25 | 23 | 0.0% |
| Q4 2024 | 69 | $265.8M | 13,087,289 | 9 | 27 | 14 | 0.0% |
| Q3 2024 | 56 | $234.2M | 11,271,964 | 2 | 23 | 18 | 0.0% |
| Q2 2024 | 59 | $226.1M | 11,099,339 | 7 | 14 | 25 | 0.0% |
| Q1 2024 | 56 | $261.3M | 12,651,044 | 7 | 23 | 20 | 0.0% |
| Q4 2023 | 56 | $257.1M | 12,324,263 | 7 | 24 | 13 | 0.0% |
| Q3 2023 | 52 | $199.3M | 10,219,076 | 8 | 18 | 14 | 0.0% |
| Q2 2023 | 46 | $179.5M | 8,752,770 | 5 | 25 | 9 | 0.0% |
| Q1 2023 | 46 | $159.5M | 7,756,859 | 5 | 20 | 13 | 0.0% |
| Q4 2022 | 41 | $153.4M | 7,614,284 | 8 | 17 | 11 | 0.0% |
| Q3 2022 | 45 | $97.8M | 5,013,517 | 8 | 17 | 12 | 0.0% |
| Q2 2022 | 42 | $97.2M | 4,803,038 | 5 | 13 | 16 | 0.0% |
| Q1 2022 | 40 | $86.0M | 4,104,628 | 6 | 12 | 12 | 0.0% |
| Q4 2021 | 40 | $79.2M | 3,522,029 | 12 | 15 | 6 | 0.0% |
| Q3 2021 | 29 | $62.5M | 2,779,862 | 6 | 13 | 4 | 0.0% |
| Q2 2021 | 27 | $57.0M | 2,520,074 | 9 | 9 | 2 | 0.0% |
| Q1 2021 | 18 | $46.7M | 2,093,714 | 5 | 6 | 3 | 0.0% |
| Q4 2020 | 13 | $42.8M | 1,908,414 | 3 | 5 | 2 | 0.0% |
| Q3 2020 | 13 | $38.2M | 1,733,114 | 1 | 6 | 4 | 0.0% |
| Q2 2020 | 15 | $36.3M | 1,667,907 | 5 | 5 | 2 | 0.0% |
| Q1 2020 | 12 | $32.1M | 1,506,672 | 4 | 5 | 0 | 0.0% |
| Q4 2019 | 6 | $23.5M | 1,091,226 | 2 | 1 | 2 | 0.0% |
| Q3 2019 | 5 | $24.4M | 1,125,416 | 1 | 2 | 1 | 0.0% |
| Q2 2019 | 6 | $22.9M | 1,066,773 | 1 | 2 | 0 | 0.0% |
| Q1 2019 | 5 | $21.7M | 1,032,503 | 1 | 2 | 1 | 0.0% |
| Q4 2018 | 4 | $16.1M | 789,947 | 0 | 0 | 0 | 0.0% |