Vault-13

COLUMBIA ETF TR I MUST

MULTI SEC MUNI · ETP · CUSIP 19761L607

84 institutional holders -2 vs Q1 2026
22,267,64322.3m shares reported held*
$463.0mreported value*
7 new 45 added 23 reduced 9 sold out net bought ≈ $16.5m (+795.7k 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 ($403.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.79.

Trends to Q2 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: 86Q2 26: 8484Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202684

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 33 bought or addedQ3 24: 27 cut or sold outQ4 24: 43 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 32 cut or sold outQ2 25: 50 bought or addedQ2 25: 33 cut or sold outQ2 25Q3 25: 55 bought or addedQ3 25: 29 cut or sold outQ4 25: 42 bought or addedQ4 25: 35 cut or sold outQ4 25Q1 26: 49 bought or addedQ1 26: 25 cut or sold outQ2 26: 52 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243327
Q4 20244323
Q1 20254232
Q2 20255033
Q3 20255529
Q4 20254235
Q1 20264925
Q2 20265232

Biggest buyers

Concurrent Investment Advisors, LLC Added +395,450+395.4k
Waverly Advisors, LLC Added +323,827+323.8k
ARQ WEALTH ADVISORS, LLC New +292,528+292.5k
DAYMARK WEALTH PARTNERS, LLC Added +171,615+171.6k
Haven Private, LLC Added +128,607+128.6k
GOLDMAN SACHS GROUP INC New +74,794+74.8k
Mariner, LLC New +71,605+71.6k
BANK OF AMERICA CORP /DE/ Added +68,961+69.0k
LM Advisors LLC Added +48,876+48.9k
Summit Financial, LLC Added +30,836+30.8k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -420,606-420.6k
LPL Financial LLC Reduced -246,160-246.2k
JPMORGAN CHASE & CO Reduced -133,074-133.1k
MORGAN STANLEY Reduced -68,494-68.5k
GeoWealth Management, LLC Reduced -56,337-56.3k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Sold out -25,092-25.1k
CITADEL ADVISORS LLC Sold out -24,859-24.9k
JANE STREET GROUP, LLC Reduced -21,301-21.3k
FLOW TRADERS U.S. LLC Sold out -21,146-21.1k
&PARTNERS Sold out -15,710-15.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,840,1415.8m $121.5m $121.5m 0.01% Reduced -68.5k -68,494
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 3,872,9333.9m $80.6m $80.6m 0.02% Reduced -246.2k -246,160
3 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 2,942,3432.9m $61.2m $61.2m 0.01% Reduced -420.6k -420,606
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,492,1221.5m $31.0m $31.0m 0.00% Added +69.0k +68,961
5 Haven Private, LLC 9.40% of their portfolio ORLANDO, FL 1,188,8531.2m $24.7m $24.7m 9.40% Added +128.6k +128,607
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,037,4441.0m $21.6m $21.6m 0.00% Added +13.6k +13,621
7 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 410,031410.0k $8.5m $8.5m 0.07% Added +395.4k +395,450
8 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 334,757334.8k $7.0m $7.0m 0.04% Added +323.8k +323,827
9 ARQ WEALTH ADVISORS, LLC 0.74% of their portfolio SCOTTSDALE, AZ 292,528292.5k $6.0m $6.0m 0.74% New
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 290,660290.7k $6.0m $6.0m 0.00% Added +8.2k +8,211
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 285,067285.1k $5.9m $5.9m 0.01% Added +163 +163
12 DAYMARK WEALTH PARTNERS, LLC 0.13% of their portfolio CINCINNATI, OH 247,898247.9k $5.2m $5.2m 0.13% Added +171.6k +171,615
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 246,431246.4k $5.1m $5.1m 0.00% Added +3.3k +3,284
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 242,081242.1k $5.0m $5.0m 0.00% Added +21.1k +21,087
15 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 238,271238.3k $5.0m $5.0m 0.02% Added +12.0k +11,958
16 Spartan Wealth Advisory Services LLC 0.39% of their portfolio BINGHAM FARMS, MI 229,666229.7k $4.8m $4.8m 0.39% Added +2.4k +2,400
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 195,462195.5k $4.1m $4.1m 0.00% Added +14.0k +13,968
18 Global Wealth Strategies & Associates 0.70% of their portfolio DENVER, CO 176,439176.4k $3.7m $3.7m 0.70% Added +11.9k +11,917
19 Baker Avenue Asset Management, LP 0.07% of their portfolio SAN FRANCISCO, CA 166,062166.1k $3.5m $3.5m 0.07% Added +8.3k +8,278
20 Frederick Financial Consultants, LLC 1.40% of their portfolio FREDERICK, MD 158,981159.0k $3.3m $3.3m 1.40% Added +14.9k +14,908
21 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 152,918152.9k $3.2m $3.2m 0.00% Added +10.0k +9,976
22 GENESIS PRIVATE WEALTH, LLC 0.83% of their portfolio ASHBURN, VA 141,222141.2k $2.9m $2.9m 0.83% Added +11.9k +11,862
23 CENTRAL TRUST Co 0.05% of their portfolio JEFFERSON CITY, MO 135,384135.4k $2.8m $2.8m 0.05% Added +875 +875
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 125,856125.9k $2.6m $2.6m 0.00% Reduced -1.4k -1,440
25 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 107,507107.5k $2.2m $2.2m 0.02% Added +8.1k +8,121
26 Amplius Wealth Advisors, LLC 0.16% of their portfolio BLUE BELL, PA 107,120107.1k $2.2m $2.2m 0.16% Added +8.9k +8,889
27 NorthRock Partners, LLC 0.03% of their portfolio MINNEAPOLIS, MN 97,36097.4k $2.0m $2.0m 0.03% Reduced -15.6k -15,558
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 87,71387.7k $1.8m $1.8m 0.00% Reduced -7.7k -7,699
29 ARBOR CAPITAL MANAGEMENT INC /ADV 1.65% of their portfolio ANCHORAGE, AK 81,65481.7k $1.7m $1.7m 1.65% Reduced -1.2k -1,169
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 74,79474.8k $1.6m $1.6m 0.00% New
31 Mariner, LLC 0.00% of their portfolio Overland Park, KS 71,60571.6k $1.5m $1.5m 0.00% New
32 LAKE STREET PRIVATE WEALTH, LLC 0.16% of their portfolio CHICAGO, IL 67,55667.6k $1.4m $1.4m 0.16% Added +68 +68
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 66,23766.2k $1.4m $1.4m 0.00% Reduced -133.1k -133,074
34 CONDOR CAPITAL MANAGEMENT 0.10% of their portfolio MARTINSVILLE, NJ 63,78263.8k $1.3m $1.3m 0.10% Added +1.1k +1,071
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 58,49158.5k $1.2m $1.2m 0.00% Reduced -1.3k -1,310
36 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 51,32051.3k $1.1m $1.1m 0.01% Reduced -2.7k -2,726
37 LM Advisors LLC 0.12% of their portfolio SAN DIEGO, CA 49,87849.9k $1.0m $1.0m 0.12% Added +48.9k +48,876
38 Westside Investment Management, Inc. 0.13% of their portfolio SANTA MONICA, CA 47,00047.0k $977.6k $977.6k 0.13% Added +200 +200
39 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 46,78346.8k $973.1k $973.1k 0.01% Added +30.8k +30,836
40 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 41,07341.1k $854.3k $854.3k 0.00% Added +27.3k +27,340
41 MONEYWISE, INC. 0.29% of their portfolio FOREST, VA 37,85937.9k $787.5k $787.5k 0.29% Reduced -3.0k -3,039
42 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 37,26837.3k $775.2k $775.2k 0.03% Added +23 +23
43 Lakeside Advisors, INC. 0.48% of their portfolio SEATTLE, WA 36,34036.3k $755.9k $755.9k 0.48% Unchanged
44 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 34,38434.4k $715.2k $715.2k 0.01% Added +28.3k +28,269
45 Rare Wolf Capital LLC 0.45% of their portfolio BELLEVUE, WA 33,86433.9k $704.4k $704.4k 0.45% Added +10.0k +9,995
46 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 33,67233.7k $700.4k $700.4k 0.00% Reduced -11.0k -11,043
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 31,73131.7k $660.0k $660.0k 0.00% Reduced -550 -550
48 GeoWealth Management, LLC 0.02% of their portfolio CHICAGO, IL 25,90925.9k $538.9k $538.9k 0.02% Reduced -56.3k -56,337
49 Vested Financial Planning, LLC 0.36% of their portfolio SAN CARLOS, CA 25,90925.9k $538.9k $538.9k 0.36% New
50 Gateway Wealth Partners, LLC 0.03% of their portfolio APPLETON, WI 24,75024.8k $514.8k $514.8k 0.03% New
51 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 23,28423.3k $484.3k $484.3k 0.00% Added +514 +514
52 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 20,88620.9k $434.4k $434.4k 0.00% Added +1.8k +1,772
53 Roan Capital Partners 0.34% of their portfolio JOHNSON CITY, TN 19,95820.0k $415.1k $415.1k 0.34% Reduced -747 -747
54 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 19,84419.8k $407.0k $407.0k 0.01% Unchanged
55 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 19,62219.6k $408.1k $408.1k 0.01% Reduced -452 -452
56 Paragon Private Wealth Management, LLC 0.10% of their portfolio LEXINGTON, KY 19,06819.1k $396.6k $396.6k 0.10% Reduced -5.2k -5,167
57 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,01319.0k $395.5k $395.5k 0.00% Added +7.6k +7,562
58 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 18,32618.3k $381.2k $381.2k 0.00% Reduced -6.1k -6,072
59 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 17,69317.7k $368.0k $368.0k 0.01% Added +157 +157
60 Bleakley Financial Group, LLC 0.00% of their portfolio PARSIPPANY, NJ 15,57715.6k $324.0k $324.0k 0.00% Added +3.9k +3,921
61 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 15,56015.6k $323.6k $323.6k 0.00% Added +4.4k +4,385
62 Redwood Investment Management, LLC 0.03% of their portfolio SCOTTSDALE, AZ 15,10115.1k $314.0k $314.0k 0.03% Added +133 +133
63 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,66914.7k $305.1k $305.1k 0.00% Reduced -21.3k -21,301
64 LIBERTY SQUARE WEALTH PARTNERS LLC 0.07% of their portfolio BETHLEHEM, PA 14,45914.5k $300.7k $300.7k 0.07% Unchanged
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,02314.0k $291.7k $291.7k 0.00% New
66 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 13,46113.5k $280.0k $280.0k 0.00% Added +7 +7
67 CVFG LLC 0.03% of their portfolio SHELBYVILLE, IN 13,45113.5k $279.8k $279.8k 0.03% Reduced -1.5k -1,506
68 C M BIDWELL & ASSOCIATES LTD 0.11% of their portfolio HONOLULU, HI 13,12713.1k $273.0k $273.0k 0.11% Unchanged
69 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 12,90012.9k $268.3k $268.3k 0.00% Reduced -7.7k -7,700
70 Horst & Graben Wealth Management LLC 0.03% of their portfolio PORTLAND, OR 12,74412.7k $263.4k $263.4k 0.03% Added +50 +50
71 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,55212.6k $261.1k $261.1k 0.00% Added +1.4k +1,445
72 OneAscent Financial Services LLC 0.01% of their portfolio BIRMINGHAM, AL 12,34012.3k $256.7k $256.7k 0.01% Added +544 +544
73 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 10,40110.4k $216.0k $216.0k 0.01% Added +66 +66
74 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,11510.1k $210.4k $210.4k 0.00% Added +9.8k +9,787
75 FMR LLC 0.00% of their portfolio BOSTON, MA 9,7279.7k $202.3k $202.3k 0.00% Added +6.4k +6,370
76 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 4,7964.8k $99.8k $99.8k 0.01% Reduced -891 -891
77 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,6773.7k $76.5k $76.5k 0.00% Reduced -783 -783
78 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,7681.8k $36.8k $36.8k 0.00% Added +53 +53
79 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,2561.3k $26.1k $26.1k 0.00% First filing
80 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0001.0k $20.8k $20.8k 0.00% Unchanged
81 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 875875 $17.8k $17.8k 0.00% First filing
82 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 512512 $10.6k $10.6k 0.00% New
83 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 100100 $2.1k $2.1k 0.00% Unchanged
84 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 11 $29 $29 0.00% Unchanged