DaveManuel.com · Institutional Ownership · Who Owns It
COLUMBIA ETF TR I (MUST)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
84
Reporting holders
$463.4M
Reported value
0.0%
Calls
0.0%
Puts
-2
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 |
|---|---|---|---|---|---|
| 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 | -12.5%-$8.8M |
| 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 | +1.3%+$283.3K |
| 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 |
| LM Advisors LLC | $1.0M | 49,878 | 0.12% | 11q | +4877.8%+$1.0M |
| 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 | 0.01% | 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 |
| Janney Montgomery Scott LLC | $660.0K | 31,731 | 0.00% | 16q | -1.7%-$11.4K |
| 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 |
| Redwood Investment Management, LLC | $314.0K | 15,101 | 0.03% | 12q | +0.9%+$2.8K |
| 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 |
| CENTAURUS FINANCIAL, INC. | $216.0K | 10,401 | 0.01% | 10q | +0.6%+$1.4K |
| 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 |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $54.1M | 2,829,905 | 4 | 8 | 7 | 0.0% |
| Q2 2026 | 84 | $463.4M | 22,286,995 | 8 | 39 | 23 | 0.0% |
| Q1 2026 | 86 | $447.1M | 21,795,817 | 12 | 35 | 19 | 0.0% |
| Q4 2025 | 79 | $369.6M | 17,929,848 | 5 | 35 | 21 | 0.0% |
| Q3 2025 | 86 | $349.4M | 17,023,462 | 13 | 42 | 17 | 0.0% |
| Q2 2025 | 83 | $313.2M | 15,564,711 | 13 | 33 | 25 | 0.0% |
| Q1 2025 | 78 | $266.9M | 13,255,102 | 6 | 30 | 25 | 0.0% |
| Q4 2024 | 78 | $278.3M | 13,702,459 | 10 | 32 | 16 | 0.0% |
| Q3 2024 | 66 | $248.0M | 11,936,044 | 3 | 28 | 20 | 0.0% |
| Q2 2024 | 70 | $239.5M | 11,755,669 | 7 | 17 | 31 | 0.0% |
| Q1 2024 | 69 | $277.0M | 13,411,233 | 8 | 28 | 25 | 0.0% |
| Q4 2023 | 66 | $272.1M | 13,045,101 | 7 | 27 | 18 | 0.0% |
| Q3 2023 | 60 | $216.2M | 11,087,014 | 10 | 23 | 15 | 0.0% |
| Q2 2023 | 54 | $197.2M | 9,615,747 | 8 | 29 | 10 | 0.0% |
| Q1 2023 | 53 | $169.8M | 8,253,507 | 5 | 24 | 15 | 0.0% |
| Q4 2022 | 52 | $165.1M | 8,191,557 | 10 | 22 | 14 | 0.0% |
| Q3 2022 | 45 | $164.4M | 8,437,090 | 8 | 17 | 12 | 0.0% |
| Q2 2022 | 42 | $166.1M | 8,217,620 | 5 | 13 | 16 | 0.0% |
| Q1 2022 | 40 | $301.6M | 14,394,328 | 6 | 12 | 12 | 0.0% |
| Q4 2021 | 40 | $104.0M | 4,620,929 | 12 | 15 | 6 | 0.0% |
| Q3 2021 | 29 | $87.2M | 3,878,762 | 6 | 13 | 4 | 0.0% |
| Q2 2021 | 27 | $81.8M | 3,618,974 | 9 | 9 | 2 | 0.0% |
| Q1 2021 | 18 | $71.2M | 3,192,614 | 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% |