Columbia ETF Trust I - MUST
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,946,952 | 101,956 | 0.01% | 0.0% | 1 | +1,357,813 | 37.83% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,869,374 | 59,134 | 0.01% | 0.01% | 2 | +105,033 | 3.8% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 2,825,989 | 58,243 | 0.02% | 0.02% | 3 | +307,179 | 12.2% | Q4 2025 | Feb 11, 2026 |
| LM Advisors LLC | History | Reduced | 924 | 44,839 | 0.81% | 0.13% | 4 | -42,415 | -97.87% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,119,972 | 23,082 | 0.0% | 0.0% | 5 | +54,420 | 5.11% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 961,591 | 19,818 | 0.0% | 0.01% | 6 | -1,026,478 | -51.63% | Q4 2025 | Feb 13, 2026 |
| Haven Private, LLC | History | Added to | 956,523 | 19,713 | 8.63% | 7.91% | 7 | +84,091 | 9.64% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 327,171 | 6,743 | 0.0% | — | 8 | +327,171 | New | Q4 2025 | Feb 17, 2026 |
| TruWealth Advisors, LLC | History | Added to | 290,982 | 5,997 | 0.29% | 0.27% | 9 | +34,523 | 13.46% | Q4 2025 | Jan 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 280,319 | 5,777 | 0.01% | 0.01% | 10 | +7,856 | 2.88% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 252,430 | 5,202 | 0.0% | 0.0% | 11 | +142,445 | 129.51% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 248,720 | 5,126 | 0.0% | 0.0% | 12 | +18,719 | 8.14% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 206,523 | 4,256 | 0.01% | 0.0% | 13 | +39,178 | 23.41% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 197,259 | 4,065 | 0.0% | 0.0% | 14 | -37,826 | -16.09% | Q4 2025 | Jan 29, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 154,138 | 3,176 | 0.79% | 0.78% | 15 | +6,446 | 4.36% | Q4 2025 | Jan 02, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 151,957 | 3,131 | 0.07% | 0.07% | 16 | +16,038 | 11.8% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 150,918 | 3,117 | 0.0% | 0.0% | 17 | -5,738 | -3.66% | Q4 2025 | Jan 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 140,023 | 2,885 | 0.01% | 0.01% | 18 | +13,223 | 10.43% | Q4 2025 | Feb 17, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 137,483 | 2,833 | 1.55% | 1.57% | 19 | +1,012 | 0.74% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | Added to | 136,207 | 2,807 | 0.05% | 0.05% | 20 | +9,447 | 7.45% | Q4 2025 | Feb 02, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 126,493 | 2,607 | 0.81% | 1.03% | 21 | +7,517 | 6.32% | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Added to | 124,495 | 2,565 | 0.0% | 0.0% | 22 | +15,489 | 14.21% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 97,545 | 2,010 | 0.0% | 0.0% | 23 | -25,935 | -21.0% | Q4 2025 | Feb 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 88,152 | 1,816 | 0.15% | 0.16% | 24 | -3,533 | -3.85% | Q4 2025 | Jan 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 82,492 | 1,700 | 0.02% | 0.01% | 25 | +36,668 | 80.02% | Q4 2025 | Feb 10, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 77,515 | 1,603 | 1.34% | 1.24% | 26 | +2,028 | 2.69% | Q4 2025 | Jan 28, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 67,449 | 1,390 | 0.17% | 0.18% | 27 | +85 | 0.13% | Q4 2025 | Jan 07, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 61,477 | 1,267 | 0.1% | 0.1% | 28 | +376 | 0.62% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 57,712 | 1,189 | 0.0% | 0.0% | 29 | +4,172 | 7.79% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 43,192 | 890 | 0.05% | 0.05% | 30 | -1,103 | -2.49% | Q4 2025 | Feb 05, 2026 |
| MONEYWISE, INC. | History | Reduced | 41,813 | 861 | 0.36% | 0.53% | 31 | -15,687 | -27.28% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | No change | 39,482 | 813 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lakeside Advisors, INC. | History | No change | 36,340 | 748 | 0.48% | 0.47% | 33 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 32,346 | 666 | 0.02% | 0.01% | 34 | +19,857 | 159.0% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 31,366 | 646 | 0.0% | 0.0% | 35 | +3,391 | 12.12% | Q4 2025 | Feb 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 27,683 | 570 | 0.07% | 0.07% | 36 | -12 | -0.04% | Q4 2025 | Feb 13, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 24,563 | 506 | 0.16% | 0.17% | 37 | -280 | -1.13% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 24,398 | 502 | 0.01% | 0.01% | 38 | -811 | -3.22% | Q4 2025 | Feb 17, 2026 |
| Rare Wolf Capital LLC | History | New | 24,160 | 497 | 0.31% | — | 39 | +24,160 | New | Q4 2025 | Feb 19, 2026 |
| COMERICA BANK | History | Added to | 22,988 | 473 | 0.0% | 0.0% | 40 | +44 | 0.19% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 22,769 | 469 | 0.0% | 0.0% | 41 | +1,246 | 5.79% | Q4 2025 | Feb 17, 2026 |
| TBH Global Asset Management, LLC | History | New | 22,651 | 466 | 0.08% | — | 42 | +22,651 | New | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 21,045 | 433 | 0.0% | 0.0% | 43 | +1,328 | 6.74% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 20,783 | 428 | 0.01% | 0.01% | 44 | +286 | 1.4% | Q4 2025 | Mar 12, 2026 |
| Prospera Financial Services Inc | History | New | 20,600 | 424 | 0.01% | — | 45 | +20,600 | New | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 18,950 | 390 | 0.0% | 0.0% | 46 | +6,150 | 48.05% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 18,528 | 381 | 0.0% | 0.0% | 47 | +3,203 | 20.9% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,993 | 350 | 0.0% | 0.0% | 48 | -10,512 | -38.22% | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 16,880 | 347 | 0.02% | 0.01% | 49 | +185 | 1.11% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 16,400 | 338 | 0.05% | 0.06% | 50 | -1,400 | -7.87% | Q4 2025 | Jan 23, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Reduced | 15,528 | 320 | 0.1% | 0.11% | 51 | -2,189 | -12.36% | Q4 2025 | Jan 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,165 | 312 | 0.0% | 0.0% | 52 | +1,520 | 11.14% | Q4 2025 | Jan 29, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 14,892 | 307 | 0.03% | 0.03% | 53 | -425 | -2.77% | Q4 2025 | Feb 17, 2026 |
| CVFG LLC | History | Reduced | 14,718 | 303 | 0.21% | 0.31% | 55 | -6,342 | -30.11% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Added to | 14,719 | 303 | 0.0% | 0.0% | 54 | +326 | 2.26% | Q4 2025 | Feb 13, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 14,459 | 298 | 0.08% | 0.09% | 56 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 13,127 | 270 | 0.13% | 0.13% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 13,053 | 269 | 0.18% | 0.12% | 58 | -2,747 | -17.39% | Q4 2025 | Feb 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 12,639 | 260 | 0.04% | 0.04% | 59 | +97 | 0.77% | Q4 2025 | Jan 27, 2026 |
| OneAscent Financial Services LLC | History | New | 11,796 | 243 | 0.02% | — | 60 | +11,796 | New | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 11,656 | 240 | 0.0% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 11,675 | 240 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 11,175 | 230 | 0.0% | 0.0% | 63 | -12,000 | -51.78% | Q4 2025 | Mar 16, 2026 |
| ORG Partners LLC | History | No change | 10,416 | 214 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,335 | 213 | 0.01% | 0.01% | 65 | -2,538 | -19.72% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,139 | 208 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,388 | 193 | 0.01% | 0.01% | 67 | +729 | 8.42% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,136 | 126 | 0.0% | 0.0% | 68 | +2,143 | 53.67% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,392 | 111 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | New | 4,771 | 98 | 0.0% | — | 70 | +4,771 | New | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,462 | 91 | 0.0% | 0.0% | 71 | -2 | -0.04% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | No change | 2,838 | 58 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,715 | 55 | 0.0% | — | 73 | +2,715 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 2,162 | 44 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 1,765 | 36 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,000 | 20 | 0.0% | 0.0% | 76 | -750 | -42.86% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 867 | 17 | 0.0% | 0.0% | 77 | -278 | -24.28% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 100 | 2 | 0.0% | — | 78 | +100 | New | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -85,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,231 | -100.0% | Q3 2025 | Nov 13, 2025 |
| New Insight Wealth Advisors | History | Closed out | 0 | 0 | — | 0.15% | — | -18,976 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,137 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,076 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,277 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,840 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,265 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Joseph Group Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -2,661 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,066 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NBC SECURITIES, INC. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |