Vault-13

COLUMBIA ETF TR I MUST

MULTI SEC MUNI · ETP · CUSIP 19761L607

86 institutional holders +7 vs Q4 2025
21,776,51221.8m shares reported held*
$446.7mreported value*
12 new 37 added 21 reduced 4 sold out net bought ≈ $75.2m (+3.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($396.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.51.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 47Q4 22: 54Q1 23: 54Q2 23: 55Q3 23: 61Q4 23: 67Q1 24: 68Q2 24: 71Q3 24: 67Q4 24: 79Q1 25: 79Q2 25: 85Q3 25: 86Q4 25: 79Q1 26: 8686Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202247
Q4 202254
Q1 202354
Q2 202355
Q3 202361
Q4 202367
Q1 202468
Q2 202471
Q3 202467
Q4 202479
Q1 202579
Q2 202585
Q3 202586
Q4 202579
Q1 202686

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 24 bought or addedQ2 24: 37 cut or sold outQ3 24: 33 bought or addedQ3 24: 27 cut or sold outQ3 24Q4 24: 43 bought or addedQ4 24: 23 cut or sold outQ1 25: 42 bought or addedQ1 25: 32 cut or sold outQ1 25Q2 25: 50 bought or addedQ2 25: 33 cut or sold outQ3 25: 55 bought or addedQ3 25: 29 cut or sold outQ3 25Q4 25: 42 bought or addedQ4 25: 35 cut or sold outQ1 26: 49 bought or addedQ1 26: 25 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242437
Q3 20243327
Q4 20244323
Q1 20254232
Q2 20255033
Q3 20255529
Q4 20254235
Q1 20264925

Biggest buyers

LPL Financial LLC Added +1,293,104+1.3m
MORGAN STANLEY Added +961,683+961.7k
AMERIPRISE FINANCIAL INC Added +493,575+493.6k
BANK OF AMERICA CORP /DE/ Added +303,189+303.2k
Private Advisor Group, LLC Added +207,363+207.4k
NorthRock Partners, LLC New +112,918+112.9k
Haven Private, LLC Added +103,723+103.7k
GeoWealth Management, LLC New +82,246+82.2k
WELLS FARGO & COMPANY/MN Added +62,232+62.2k
Vestmark Advisory Solutions, Inc. New +54,046+54.0k

Biggest sellers

ROYAL BANK OF CANADA Reduced -84,024-84.0k
JANE STREET GROUP, LLC Reduced -61,575-61.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -55,506-55.5k
JPMORGAN CHASE & CO Reduced -53,119-53.1k
OSAIC HOLDINGS, INC. Reduced -25,029-25.0k
TBH Global Asset Management, LLC Sold out -22,651-22.7k
Pine Valley Investments Ltd Liability Co Sold out -11,675-11.7k
MML INVESTORS SERVICES, LLC Reduced -9,594-9.6k
EverSource Wealth Advisors, LLC Reduced -7,673-7.7k
&PARTNERS Reduced -7,059-7.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,908,6355.9m $121.2m $121.2m 0.01% Added +961.7k +961,683
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 4,119,0934.1m $84.5m $84.5m 0.02% Added +1.3m +1,293,104
3 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 3,362,9493.4m $69.0m $69.0m 0.02% Added +493.6k +493,575
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,423,1611.4m $29.2m $29.2m 0.00% Added +303.2k +303,189
5 Haven Private, LLC 9.47% of their portfolio ORLANDO, FL 1,060,2461.1m $21.7m $21.7m 9.47% Added +103.7k +103,723
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,023,8231.0m $21.0m $21.0m 0.00% Added +62.2k +62,232
7 TruWealth Advisors, LLC 0.29% of their portfolio Metairie, LA 294,981295.0k $6.1m $6.1m 0.29% Added +4.0k +3,999
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 284,904284.9k $5.8m $5.8m 0.01% Added +4.6k +4,585
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 282,449282.4k $5.8m $5.8m 0.00% Added +33.7k +33,729
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 243,147243.1k $5.0m $5.0m 0.00% Reduced -84.0k -84,024
11 Spartan Wealth Advisory Services LLC 0.41% of their portfolio BINGHAM FARMS, MI 227,266227.3k $4.7m $4.7m 0.41% First filing
12 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 226,313226.3k $4.6m $4.6m 0.02% Added +207.4k +207,363
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 220,994221.0k $4.5m $4.5m 0.00% Added +23.7k +23,735
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 199,311199.3k $4.1m $4.1m 0.00% Reduced -53.1k -53,119
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 181,494181.5k $3.7m $3.7m 0.01% Reduced -25.0k -25,029
16 Global Wealth Strategies & Associates 0.83% of their portfolio DENVER, CO 164,522164.5k $3.4m $3.4m 0.83% Added +10.4k +10,384
17 Baker Avenue Asset Management, LP 0.07% of their portfolio SAN FRANCISCO, CA 157,784157.8k $3.2m $3.2m 0.07% Added +5.8k +5,827
18 Frederick Financial Consultants, LLC 1.47% of their portfolio FREDERICK, MD 144,073144.1k $3.0m $3.0m 1.47% Added +6.6k +6,590
19 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 142,942142.9k $2.9m $2.9m 0.01% Added +2.9k +2,919
20 CENTRAL TRUST Co 0.05% of their portfolio JEFFERSON CITY, MO 134,509134.5k $2.8m $2.8m 0.05% Reduced -1.7k -1,698
21 GENESIS PRIVATE WEALTH, LLC 0.84% of their portfolio ASHBURN, VA 129,360129.4k $2.7m $2.7m 0.84% Added +2.9k +2,867
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 127,296127.3k $2.6m $2.6m 0.00% Added +2.8k +2,801
23 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 112,918112.9k $2.3m $2.3m 0.04% New
24 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 99,38699.4k $2.0m $2.0m 0.03% Added +16.9k +16,894
25 Amplius Wealth Advisors, LLC 0.17% of their portfolio BLUE BELL, PA 98,23198.2k $2.0m $2.0m 0.17% Added +10.1k +10,079
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 95,41295.4k $2.0m $2.0m 0.00% Reduced -55.5k -55,506
27 ARBOR CAPITAL MANAGEMENT INC /ADV 1.39% of their portfolio ANCHORAGE, AK 82,82382.8k $1.7m $1.7m 1.39% Added +5.3k +5,308
28 GeoWealth Management, LLC 0.06% of their portfolio CHICAGO, IL 82,24682.2k $1.7m $1.7m 0.06% New
29 DAYMARK WEALTH PARTNERS, LLC 0.05% of their portfolio CINCINNATI, OH 76,28376.3k $1.6m $1.6m 0.05% Added +43.9k +43,937
30 LAKE STREET PRIVATE WEALTH, LLC 0.18% of their portfolio CHICAGO, IL 67,48867.5k $1.4m $1.4m 0.18% Added +39 +39
31 CONDOR CAPITAL MANAGEMENT 0.11% of their portfolio MARTINSVILLE, NJ 62,71162.7k $1.3m $1.3m 0.11% Added +1.2k +1,234
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 59,80159.8k $1.2m $1.2m 0.00% Added +2.1k +2,089
33 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 54,04654.0k $1.1m $1.1m 0.01% New
34 Westside Investment Management, Inc. 0.15% of their portfolio SANTA MONICA, CA 46,80046.8k $958.9k $958.9k 0.15% Added +30.4k +30,400
35 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 44,71544.7k $917.1k $917.1k 0.00% Added +5.2k +5,233
36 MONEYWISE, INC. 0.37% of their portfolio FOREST, VA 40,89840.9k $838.8k $838.8k 0.37% Reduced -915 -915
37 Cornerstone Wealth Management, LLC 0.04% of their portfolio ST. PETERS, MO 37,24537.2k $763.9k $763.9k 0.04% Reduced -5.9k -5,947
38 Lakeside Advisors, INC. 0.50% of their portfolio SEATTLE, WA 36,34036.3k $745.3k $745.3k 0.50% Unchanged
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,97036.0k $737.7k $737.7k 0.00% Reduced -61.6k -61,575
40 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 32,28132.3k $662.0k $662.0k 0.00% Added +915 +915
41 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% of their portfolio CONCORD, MA 25,09225.1k $514.6k $514.6k 0.06% Reduced -2.6k -2,591
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 24,85924.9k $509.9k $509.9k 0.00% New
43 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 24,39824.4k $500.4k $500.4k 0.01% Unchanged
44 Paragon Private Wealth Management, LLC 0.16% of their portfolio LEXINGTON, KY 24,23524.2k $497.1k $497.1k 0.16% Reduced -328 -328
45 Rare Wolf Capital LLC 0.32% of their portfolio BELLEVUE, WA 23,86923.9k $489.6k $489.6k 0.32% Reduced -291 -291
46 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 22,77022.8k $467.0k $467.0k 0.00% New
47 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 21,14621.1k $434.0k $434.0k 0.01% New
48 Roan Capital Partners 0.39% of their portfolio JOHNSON CITY, TN 20,70520.7k $424.7k $424.7k 0.39% First filing
49 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 20,60020.6k $422.5k $422.5k 0.01% Unchanged
50 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 20,07420.1k $411.7k $411.7k 0.01% New
51 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 19,84419.8k $407.0k $407.0k 0.01% Reduced -939 -939
52 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 19,11419.1k $392.0k $392.0k 0.00% Added +586 +586
53 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 17,53617.5k $359.7k $359.7k 0.02% Added +656 +656
54 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 15,94715.9k $327.1k $327.1k 0.00% Added +1.2k +1,228
55 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 15,71015.7k $322.2k $322.2k 0.00% Reduced -7.1k -7,059
56 Redwood Investment Management, LLC 0.04% of their portfolio SCOTTSDALE, AZ 14,96815.0k $307.0k $307.0k 0.04% Added +76 +76
57 CVFG LLC 0.04% of their portfolio SHELBYVILLE, IN 14,95715.0k $306.8k $306.8k 0.04% Added +239 +239
58 Elequin Capital, LP 0.03% of their portfolio NEW YORK, NY 14,82014.8k $304.0k $304.0k 0.03% New
59 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 14,58114.6k $299.1k $299.1k 0.00% Reduced -584 -584
60 LIBERTY SQUARE WEALTH PARTNERS LLC 0.08% of their portfolio BETHLEHEM, PA 14,45914.5k $296.6k $296.6k 0.08% Unchanged
61 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 13,73313.7k $281.7k $281.7k 0.00% New
62 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 13,45413.5k $275.9k $275.9k 0.00% Reduced -3.5k -3,539
63 C M BIDWELL & ASSOCIATES LTD 0.13% of their portfolio HONOLULU, HI 13,12713.1k $269.2k $269.2k 0.13% Unchanged
64 Horst & Graben Wealth Management LLC 0.04% of their portfolio PORTLAND, OR 12,69412.7k $262.1k $262.1k 0.04% Added +55 +55
65 OneAscent Financial Services LLC 0.01% of their portfolio BIRMINGHAM, AL 11,79611.8k $241.9k $241.9k 0.01% Unchanged
66 INTEGRITY WEALTH ADVISORS, INC. 0.14% of their portfolio Ventura, CA 11,67611.7k $239.5k $239.5k 0.14% Reduced -1.4k -1,377
67 Bleakley Financial Group, LLC 0.00% of their portfolio PARSIPPANY, NJ 11,65611.7k $239.1k $239.1k 0.00% Unchanged
68 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,45111.5k $234.9k $234.9k 0.00% Reduced -9.6k -9,594
69 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,17511.2k $229.2k $229.2k 0.00% Unchanged
70 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,10711.1k $227.8k $227.8k 0.00% Added +968 +968
71 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 10,93010.9k $224.2k $224.2k 0.00% New
72 Ascentis Independent Advisors 0.02% of their portfolio DALLAS, TX 10,41610.4k $213.6k $213.6k 0.02% New
73 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 10,33510.3k $212.0k $212.0k 0.01% Unchanged
74 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,1156.1k $124.7k $124.7k 0.00% Reduced -21 -21
75 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 5,6875.7k $116.6k $116.6k 0.01% Added +295 +295
76 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,4604.5k $91.5k $91.5k 0.00% Reduced -2 -2
77 FMR LLC 0.00% of their portfolio BOSTON, MA 3,3573.4k $68.8k $68.8k 0.00% Added +519 +519
78 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 2,1622.2k $44.3k $44.3k 0.00% Unchanged
79 NFSG Corp 0.01% of their portfolio BOCA RATON, FL 1,7651.8k $36.2k $36.2k 0.01% Unchanged
80 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,7151.7k $35.2k $35.2k 0.00% Reduced -7.7k -7,673
81 LM Advisors LLC 0.27% of their portfolio SAN DIEGO, CA 1,0021.0k $48.9k $48.9k 0.27% Added +78 +78
82 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0001.0k $20.5k $20.5k 0.00% Unchanged
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 328328 $6.7k $6.7k 0.00% New
84 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 100100 $2.1k $2.1k 0.00% Unchanged
85 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 4545 $922 $922 0.00% Unchanged
86 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 11 $28 $28 0.00% Reduced -866 -866