13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
MUST

COLUMBIA ETF TR I

88 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 19761L607·88 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.4%
vs prior quarter
13F value held
$404M
61.0% inst. owned
of float
Holders
88
-25 QoQ
filers reporting
Activity
+66 / −70
+984 added · −894 reduced
this quarter
Concentration
29.99%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

88 institutions reported MUST in Q1 2026. MORGAN STANLEY leads at 30.0% of the visible book. -25 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$121M5.9M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$84M4.1M0.02%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$69M3.4M0.02%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$29M1.4M0.00%Q1 202605
Haven Private, LLC
CIK 0002053665
$22M1.1M9.47%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M1.0M0.00%Q1 202607
TruWealth Advisors, LLC
CIK 0001834985
$6M295K0.29%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M285K0.01%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M282K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$5M243K0.00%Q1 202611
Private Advisor Group, LLC
CIK 0001567755
$5M226K0.02%Q1 202612
UBS Group AG
CIK 0001610520
$5M221K0.00%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$4M199K0.00%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M181K0.01%Q1 202615
Global Wealth Strategies & Associates
CIK 0001912297
$3M165K0.83%Q1 202616
Baker Avenue Asset Management, LP
CIK 0001432529
$3M158K0.07%Q1 202617
Frederick Financial Consultants, LLC
CIK 0002055328
$3M144K1.47%Q1 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M143K0.01%Q1 202619
CENTRAL TRUST Co
CIK 0000044365
$3M135K0.05%Q1 202620
GENESIS PRIVATE WEALTH, LLC
CIK 0001965529
$3M129K0.84%Q1 2026
Page 1 of 5
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