13F Insight
DOSSIER · 13F Holders · Q1 2026
CRUX

COLUMBIA ETF TR I

37 institutions still hold COLUMBIA ETF TR I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19761L748·37 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
37
filers reporting
Concentration
56.31%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

37 institutions reported CRUX in Q1 2026. AMERIPRISE FINANCIAL INC leads at 56.3% 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
$709M23.6M0.16%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$360M12.0M0.03%Q1 202603
Amplius Wealth Advisors, LLC
CIK 0001900584
$40M1.3M2.92%Q2 202604
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$29M978K1.16%Q2 202605
Sanctuary Advisors, LLC
CIK 0001777271
$28M942K0.15%Q1 202606
LPL Financial LLC
CIK 0001403438
$18M590K0.00%Q1 202607
J.W. COLE ADVISORS, INC.
CIK 0001404763
$13M428K0.22%Q2 202608
Tassel Capital Management, Inc.
CIK 0001999208
$13M426K6.95%Q1 202609
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$10M338K2.75%Q2 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M239K0.00%Q1 202611
Systelligence, LLC
CIK 0001882691
$7M235K1.18%Q2 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M178K0.00%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M160K0.01%Q1 202614
Private Advisor Group, LLC
CIK 0001567755
$3M111K0.02%Q1 202615
DAGCO, INC.
CIK 0001767343
$2M74K0.41%Q2 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M73K0.00%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$2M72K0.00%Q1 202618
NATIXIS ADVISORS, LLC
CIK 0001018331
$2M60K0.00%Q1 202619
Wealth Management Associates, Inc.
CIK 0002067339
$2M53K0.44%Q2 202620
Redhawk Wealth Advisors, Inc.
CIK 0001535811
$1M36K0.11%Q2 2026
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