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

COLUMBIA ETF TR I

92 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 19761L607·92 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$416M
visible holders
Holders
92
filers reporting
Concentration
29.18%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

92 institutions reported MUST in Q2 2026. MORGAN STANLEY leads at 29.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$121M5.8M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$81M3.9M0.02%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$61M2.9M0.01%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$31M1.5M0.00%Q2 202605
Haven Private, LLC
CIK 0002053665
$25M1.2M9.40%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M1.0M0.00%Q2 202607
Concurrent Investment Advisors, LLC
CIK 0002001015
$9M410K0.07%Q2 202608
Waverly Advisors, LLC
CIK 0001568787
$7M335K0.04%Q2 202609
TruWealth Advisors, LLC
CIK 0001834985
$6M295K0.29%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M291K0.00%Q2 202611
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$6M293K0.74%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M285K0.01%Q2 202613
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$5M248K0.13%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$5M246K0.00%Q2 202615
UBS Group AG
CIK 0001610520
$5M242K0.00%Q2 202616
Private Advisor Group, LLC
CIK 0001567755
$5M238K0.02%Q2 202617
Spartan Wealth Advisory Services LLC
CIK 0002075193
$5M230K0.39%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M195K0.00%Q2 202619
Global Wealth Strategies & Associates
CIK 0001912297
$4M176K0.70%Q2 202620
Baker Avenue Asset Management, LP
CIK 0001432529
$3M166K0.07%Q2 2026
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