Columbia ETF Trust I - MUST
Detailed investor-level table based on 13F positions.
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 | Reduced | 5,840,141 | 121,474 | 0.01% | 0.01% | 1 | -68,494 | -1.16% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 3,872,933 | 80,556 | 0.02% | 0.02% | 2 | -246,160 | -5.98% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,942,343 | 61,232 | 0.01% | 0.02% | 3 | -420,606 | -12.51% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,492,122 | 31,036 | 0.0% | 0.0% | 4 | +68,961 | 4.85% | Q2 2026 | Aug 14, 2026 |
| Haven Private, LLC | History | Added to | 1,188,853 | 24,728 | 9.4% | 9.47% | 5 | +128,607 | 12.13% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,037,444 | 21,578 | 0.0% | 0.0% | 6 | +13,621 | 1.33% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 410,031 | 8,528 | 0.07% | 0.0% | 7 | +395,450 | 2712.09% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 334,757 | 6,962 | 0.04% | 0.0% | 8 | +323,827 | 2962.74% | Q2 2026 | Aug 14, 2026 |
| TruWealth Advisors, LLC | History | No change | 294,981 | 6,050 | 0.29% | 0.29% | 9 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 290,660 | 6,045 | 0.0% | 0.0% | 10 | +8,211 | 2.91% | Q2 2026 | Aug 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 292,528 | 5,961 | 0.74% | — | 11 | +292,528 | New | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 285,067 | 5,929 | 0.01% | 0.01% | 12 | +163 | 0.06% | Q2 2026 | Jul 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 247,898 | 5,156 | 0.13% | 0.05% | 13 | +171,615 | 224.97% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 246,431 | 5,126 | 0.0% | 0.0% | 14 | +3,284 | 1.35% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 242,081 | 5,035 | 0.0% | 0.0% | 15 | +21,087 | 9.54% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 238,271 | 4,956 | 0.02% | 0.02% | 16 | +11,958 | 5.28% | Q2 2026 | Jul 27, 2026 |
| Spartan Wealth Advisory Services LLC | History | Added to | 229,666 | 4,777 | 0.39% | 0.41% | 17 | +2,400 | 1.06% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 195,462 | 4,065 | 0.0% | 0.01% | 18 | +13,968 | 7.7% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 176,439 | 3,669 | 0.7% | 0.83% | 19 | +11,917 | 7.24% | Q2 2026 | Jul 01, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 166,062 | 3,454 | 0.07% | 0.07% | 20 | +8,278 | 5.25% | Q2 2026 | Jul 28, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 158,981 | 3,306 | 1.4% | 1.47% | 21 | +14,908 | 10.35% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 152,918 | 3,180 | 0.0% | 0.01% | 22 | +9,976 | 6.98% | Q2 2026 | Aug 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 141,222 | 2,937 | 0.83% | 0.84% | 23 | +11,862 | 9.17% | Q2 2026 | Jul 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 135,384 | 2,815 | 0.05% | 0.05% | 24 | +875 | 0.65% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | Reduced | 125,856 | 2,617 | 0.0% | 0.0% | 25 | -1,440 | -1.13% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 107,507 | 2,236 | 0.02% | 0.03% | 26 | +8,121 | 8.17% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 107,120 | 2,228 | 0.16% | 0.17% | 27 | +8,889 | 9.05% | Q2 2026 | Jul 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 97,360 | 2,025 | 0.03% | 0.04% | 28 | -15,558 | -13.78% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 87,713 | 1,809 | 0.0% | 0.0% | 29 | -7,699 | -8.07% | Q2 2026 | Jul 15, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 81,654 | 1,672 | 1.65% | 1.39% | 30 | -1,169 | -1.41% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 74,794 | 1,555 | 0.0% | — | 31 | +74,794 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | New | 71,605 | 1,489 | 0.0% | — | 32 | +71,605 | New | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 67,556 | 1,405 | 0.16% | 0.18% | 33 | +68 | 0.1% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 66,237 | 1,375 | 0.0% | 0.0% | 34 | -133,074 | -66.77% | Q2 2026 | Aug 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 63,782 | 1,326 | 0.1% | 0.11% | 35 | +1,071 | 1.71% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 58,491 | 1,216 | 0.0% | 0.0% | 36 | -1,310 | -2.19% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 51,320 | 1,067 | 0.01% | 0.01% | 37 | -2,726 | -5.04% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | Added to | 49,878 | 1,037 | 0.12% | 0.77% | 38 | +48,876 | 4877.84% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 47,000 | 977 | 0.13% | 0.15% | 39 | +200 | 0.43% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | Added to | 46,783 | 973 | 0.01% | 0.0% | 40 | +30,836 | 193.37% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 41,073 | 854 | 0.01% | 0.0% | 41 | +27,340 | 199.08% | Q2 2026 | Sep 08, 2026 |
| MONEYWISE, INC. | History | Reduced | 37,859 | 787 | 0.29% | 0.37% | 42 | -3,039 | -7.43% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 37,268 | 775 | 0.03% | 0.04% | 43 | +23 | 0.06% | Q2 2026 | Jul 22, 2026 |
| Lakeside Advisors, INC. | History | No change | 36,340 | 755 | 0.48% | 0.5% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,384 | 715 | 0.01% | 0.0% | 45 | +28,269 | 462.29% | Q2 2026 | Jul 17, 2026 |
| Rare Wolf Capital LLC | History | Added to | 33,864 | 704 | 0.45% | 0.32% | 46 | +9,995 | 41.87% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | Reduced | 33,672 | 700 | 0.0% | 0.0% | 47 | -11,043 | -24.7% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 31,731 | 660 | 0.0% | 0.0% | 48 | -550 | -1.7% | Q2 2026 | Aug 05, 2026 |
| GeoWealth Management, LLC | History | Reduced | 25,909 | 538 | 0.02% | 0.06% | 49 | -56,337 | -68.5% | Q2 2026 | Jul 30, 2026 |
| Vested Financial Planning, LLC | History | New | 25,909 | 538 | 0.36% | — | 50 | +25,909 | New | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, LLC | History | New | 24,750 | 514 | 0.03% | — | 51 | +24,750 | New | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 23,284 | 484 | 0.0% | 0.0% | 52 | +514 | 2.26% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,886 | 434 | 0.0% | 0.0% | 53 | +1,772 | 9.27% | Q2 2026 | Jul 13, 2026 |
| Roan Capital Partners | History | Reduced | 19,958 | 415 | 0.34% | 0.39% | 54 | -747 | -3.61% | Q2 2026 | Jul 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 19,622 | 408 | 0.01% | 0.01% | 55 | -452 | -2.25% | Q2 2026 | Jul 02, 2026 |
| World Investment Advisors | History | No change | 19,844 | 407 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 19,068 | 396 | 0.1% | 0.16% | 57 | -5,167 | -21.32% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 19,013 | 395 | 0.0% | 0.0% | 58 | +7,562 | 66.04% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,326 | 381 | 0.0% | 0.01% | 59 | -6,072 | -24.89% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 17,693 | 368 | 0.01% | 0.02% | 60 | +157 | 0.9% | Q2 2026 | Jul 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 15,577 | 324 | 0.0% | 0.0% | 61 | +3,921 | 33.64% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,560 | 323 | 0.0% | 0.0% | 62 | +4,385 | 39.24% | Q2 2026 | Aug 13, 2026 |
| Redwood Investment Management, LLC | History | Added to | 15,101 | 314 | 0.03% | 0.04% | 63 | +133 | 0.89% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,669 | 305 | 0.0% | 0.0% | 64 | -21,301 | -59.22% | Q2 2026 | Aug 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 14,459 | 300 | 0.07% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | New | 14,023 | 291 | 0.0% | — | 66 | +14,023 | New | Q2 2026 | Aug 12, 2026 |
| CVFG LLC | History | Reduced | 13,451 | 279 | 0.03% | 0.04% | 68 | -1,506 | -10.07% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,461 | 279 | 0.0% | 0.0% | 67 | +7 | 0.05% | Q2 2026 | Aug 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 13,127 | 273 | 0.11% | 0.13% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,900 | 268 | 0.0% | 0.01% | 70 | -7,700 | -37.38% | Q2 2026 | Jul 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 12,744 | 263 | 0.03% | 0.04% | 71 | +50 | 0.39% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,552 | 261 | 0.0% | 0.0% | 72 | +1,445 | 13.01% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | Added to | 12,340 | 256 | 0.01% | 0.01% | 73 | +544 | 4.61% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | No change | 11,676 | 239 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 10,401 | 216 | 0.01% | 0.01% | 75 | +66 | 0.64% | Q2 2026 | Aug 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,115 | 210 | 0.0% | 0.0% | 76 | +9,787 | 2983.84% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 9,727 | 202 | 0.0% | 0.0% | 77 | +6,370 | 189.75% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,796 | 99 | 0.01% | 0.01% | 78 | -891 | -15.67% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,677 | 76 | 0.0% | 0.0% | 79 | -783 | -17.56% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,768 | 36 | 0.0% | 0.0% | 80 | +53 | 3.09% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 1,256 | 26 | 0.0% | — | 81 | +1,256 | New | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 20 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 875 | 17 | 0.0% | — | 83 | +875 | New | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 512 | 10 | 0.0% | — | 84 | +512 | New | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 100 | 2 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -25,092 | -100.0% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,859 | -100.0% | Q2 2026 | Sep 02, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,146 | -100.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,710 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -14,820 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -10,416 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,162 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -1,765 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |