DaveManuel.com · Institutional Ownership · Who Owns It
COLUMBIA ETF TR I (CRUX)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
48
Reporting holders
$1.4B
Reported value
0.0%
Calls
0.0%
Puts
+16
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $746.7M | 24,905,747 | 0.15% | 2q | +5.5%+$39.0M |
| 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% | 2q | +119.1%+$15.9M |
| WELLS FARGO & COMPANY/MN | $21.1M | 704,222 | 0.00% | 2q | +295.6%+$15.8M |
| 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 |
| NATIXIS ADVISORS, LLC | $2.1M | 68,577 | 0.00% | 2q | +13.8%+$249.9K |
| 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 |
| 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% |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 11 | $127.8M | 4,477,488 | 4 | 4 | 2 | 0.0% |
| Q2 2026 | 48 | $1.4B | 47,160,591 | 22 | 20 | 4 | 0.0% |
| Q1 2026 | 32 | $1.2B | 39,884,243 | 32 | 0 | 0 | 0.0% |