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

COLUMBIA ETF TR I

30 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 19761L748·30 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.1%
vs prior quarter
13F value held
$1.2B
75.0% inst. owned
of float
Holders
30
-69 QoQ
filers reporting
Activity
+44 / −60
+903 added · −727 reduced
this quarter
Concentration
59.37%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported CRUX in Q1 2026. AMERIPRISE FINANCIAL INC leads at 59.4% of the visible book. -69 net institutions QoQ — distribution reading.

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
Sanctuary Advisors, LLC
CIK 0001777271
$28M942K0.15%Q1 202604
LPL Financial LLC
CIK 0001403438
$18M590K0.00%Q1 202605
J.W. COLE ADVISORS, INC.
CIK 0001404763
$14M464K0.47%Q1 202606
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$13M447K0.62%Q1 202607
Tassel Capital Management, Inc.
CIK 0001999208
$13M426K6.95%Q1 202608
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$10M327K3.14%Q1 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M239K0.00%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M178K0.00%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M160K0.01%Q1 202612
Private Advisor Group, LLC
CIK 0001567755
$3M111K0.02%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M73K0.00%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$2M72K0.00%Q1 202615
Wealth Management Associates, Inc.
CIK 0002067339
$2M51K0.53%Q1 202616
Redhawk Wealth Advisors, Inc.
CIK 0001535811
$1M36K0.12%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$442,79015K0.00%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$340,97711K0.00%Q1 202619
Mariner, LLC
CIK 0001373442
$305,78910K0.00%Q1 202620
Modern Wealth Management, LLC
CIK 0002001900
$289,65010K0.01%Q1 2026
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