13F Insight
DOSSIER · 13F Holders · Q2 2026
CRUX

COLUMBIA ETF TR I

49 institutions still hold COLUMBIA ETF TR I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19761L748·49 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
49
filers reporting
Concentration
51.55%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

49 institutions reported CRUX in Q2 2026. AMERIPRISE FINANCIAL INC leads at 51.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$747M24.9M0.15%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$398M13.3M0.03%Q2 202603
HCR Wealth Advisors
CIK 0001697715
$50M1.8M3.97%Q3 202604
LPL Financial LLC
CIK 0001403438
$41M1.4M0.01%Q2 202605
Sanctuary Advisors, LLC
CIK 0001777271
$39M1.3M0.18%Q2 202606
Amplius Wealth Advisors, LLC
CIK 0001900584
$38M1.3M2.58%Q3 202607
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$29M978K1.16%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M704K0.00%Q2 202609
Tassel Capital Management, Inc.
CIK 0001999208
$13M458K6.46%Q3 202610
J.W. COLE ADVISORS, INC.
CIK 0001404763
$13M428K0.22%Q2 202611
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$10M338K2.75%Q2 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$9M304K0.00%Q2 202613
Dakota Wealth Management
CIK 0001631353
$7M237K0.14%Q2 202614
Systelligence, LLC
CIK 0001882691
$7M235K1.18%Q2 202615
Symphony Financial, Ltd. Co.
CIK 0001800687
$6M223K0.57%Q3 202616
DAGCO, INC.
CIK 0001767343
$5M165K0.82%Q3 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M141K0.01%Q2 202618
CITADEL ADVISORS LLC
CIK 0001423053
$4M126K0.00%Q2 202619
Private Advisor Group, LLC
CIK 0001567755
$4M118K0.02%Q2 202620
RETIREMENT PLANNING GROUP, LLC / NY
CIK 0002057004
$3M116K1.89%Q2 2026
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