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 | Added to | 5,908,635 | 121,186 | 0.01% | 0.01% | 1 | +961,683 | 19.44% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,119,093 | 84,482 | 0.02% | 0.02% | 2 | +1,293,104 | 45.76% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,362,949 | 68,983 | 0.02% | 0.01% | 3 | +493,575 | 17.2% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Added to | 1,002 | 48,878 | 0.77% | 0.81% | 4 | +78 | 8.44% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,423,161 | 29,189 | 0.0% | 0.0% | 5 | +303,189 | 27.07% | Q1 2026 | May 15, 2026 |
| Haven Private, LLC | History | Added to | 1,060,246 | 21,745 | 9.47% | 8.63% | 6 | +103,723 | 10.84% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,023,823 | 20,998 | 0.0% | 0.0% | 7 | +62,232 | 6.47% | Q1 2026 | May 11, 2026 |
| TruWealth Advisors, LLC | History | Added to | 294,981 | 6,050 | 0.29% | 0.29% | 8 | +3,999 | 1.37% | Q1 2026 | Apr 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 284,904 | 5,843 | 0.01% | 0.01% | 9 | +4,585 | 1.64% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 282,449 | 5,793 | 0.0% | 0.0% | 10 | +33,729 | 13.56% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 243,147 | 4,987 | 0.0% | 0.0% | 11 | -84,024 | -25.68% | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 227,266 | 4,661 | 0.41% | — | 12 | +227,266 | New | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 226,313 | 4,641 | 0.02% | 0.0% | 13 | +207,363 | 1094.26% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Added to | 220,994 | 4,532 | 0.0% | 0.0% | 14 | +23,735 | 12.03% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 199,311 | 4,073 | 0.0% | 0.0% | 15 | -53,119 | -21.04% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 181,494 | 3,722 | 0.01% | 0.01% | 16 | -25,029 | -12.12% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 164,522 | 3,374 | 0.83% | 0.79% | 17 | +10,384 | 6.74% | Q1 2026 | Apr 03, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 157,784 | 3,236 | 0.07% | 0.07% | 18 | +5,827 | 3.83% | Q1 2026 | May 12, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 144,073 | 2,954 | 1.47% | 1.55% | 19 | +6,590 | 4.79% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 142,942 | 2,931 | 0.01% | 0.01% | 20 | +2,919 | 2.08% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 134,509 | 2,758 | 0.05% | 0.05% | 21 | -1,698 | -1.25% | Q1 2026 | Apr 17, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 129,360 | 2,653 | 0.84% | 0.81% | 22 | +2,867 | 2.27% | Q1 2026 | Apr 16, 2026 |
| Cetera Investment Advisers | History | Added to | 127,296 | 2,610 | 0.0% | 0.0% | 23 | +2,801 | 2.25% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | New | 112,918 | 2,315 | 0.04% | — | 24 | +112,918 | New | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 99,386 | 2,038 | 0.03% | 0.02% | 25 | +16,894 | 20.48% | Q1 2026 | May 11, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 98,231 | 2,014 | 0.17% | 0.15% | 26 | +10,079 | 11.43% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 95,412 | 1,952 | 0.0% | 0.0% | 27 | -55,506 | -36.78% | Q1 2026 | Apr 08, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 82,823 | 1,704 | 1.39% | 1.34% | 28 | +5,308 | 6.85% | Q1 2026 | Apr 30, 2026 |
| GeoWealth Management, LLC | History | New | 82,246 | 1,686 | 0.06% | — | 29 | +82,246 | New | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 76,283 | 1,564 | 0.05% | 0.02% | 30 | +43,937 | 135.83% | Q1 2026 | May 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 67,488 | 1,384 | 0.18% | 0.17% | 31 | +39 | 0.06% | Q1 2026 | Apr 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 62,711 | 1,286 | 0.11% | 0.1% | 32 | +1,234 | 2.01% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 59,801 | 1,226 | 0.0% | 0.0% | 33 | +2,089 | 3.62% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 54,046 | 1,108 | 0.01% | — | 34 | +54,046 | New | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 46,800 | 958 | 0.15% | 0.05% | 35 | +30,400 | 185.37% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 44,715 | 917 | 0.0% | 0.0% | 36 | +5,233 | 13.25% | Q1 2026 | May 14, 2026 |
| MONEYWISE, INC. | History | Reduced | 40,898 | 838 | 0.37% | 0.36% | 37 | -915 | -2.19% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 37,245 | 763 | 0.04% | 0.05% | 38 | -5,947 | -13.77% | Q1 2026 | Apr 23, 2026 |
| Lakeside Advisors, INC. | History | No change | 36,340 | 745 | 0.5% | 0.48% | 39 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 35,970 | 737 | 0.0% | 0.0% | 40 | -61,575 | -63.12% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 32,281 | 662 | 0.0% | 0.0% | 41 | +915 | 2.92% | Q1 2026 | Apr 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 25,092 | 514 | 0.06% | 0.07% | 42 | -2,591 | -9.36% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 24,859 | 509 | 0.0% | — | 43 | +24,859 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | No change | 24,398 | 500 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 24,235 | 497 | 0.16% | 0.16% | 45 | -328 | -1.34% | Q1 2026 | May 19, 2026 |
| Rare Wolf Capital LLC | History | Reduced | 23,869 | 489 | 0.32% | 0.31% | 46 | -291 | -1.2% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 22,988 | 473 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 22,770 | 467 | 0.0% | — | 48 | +22,770 | New | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 21,146 | 434 | 0.01% | — | 49 | +21,146 | New | Q1 2026 | May 15, 2026 |
| Roan Capital Partners | History | New | 20,705 | 424 | 0.39% | — | 50 | +20,705 | New | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | No change | 20,600 | 422 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 20,074 | 411 | 0.01% | — | 52 | +20,074 | New | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Reduced | 19,844 | 407 | 0.01% | 0.01% | 53 | -939 | -4.52% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,114 | 392 | 0.0% | 0.0% | 54 | +586 | 3.16% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 17,536 | 359 | 0.02% | 0.02% | 55 | +656 | 3.89% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Added to | 15,947 | 327 | 0.0% | 0.0% | 56 | +1,228 | 8.34% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 15,710 | 322 | 0.0% | 0.0% | 57 | -7,059 | -31.0% | Q1 2026 | May 15, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 15,528 | 320 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Redwood Investment Management, LLC | History | Added to | 14,968 | 307 | 0.04% | 0.03% | 59 | +76 | 0.51% | Q1 2026 | May 14, 2026 |
| CVFG LLC | History | Added to | 14,957 | 306 | 0.04% | 0.21% | 60 | +239 | 1.62% | Q1 2026 | Apr 29, 2026 |
| Elequin Capital, LP | History | New | 14,820 | 303 | 0.03% | — | 61 | +14,820 | New | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 14,581 | 299 | 0.0% | 0.0% | 62 | -584 | -3.85% | Q1 2026 | Apr 20, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 14,459 | 296 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | New | 13,733 | 281 | 0.0% | — | 64 | +13,733 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 13,454 | 275 | 0.0% | 0.0% | 65 | -3,539 | -20.83% | Q1 2026 | Jun 02, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 13,127 | 269 | 0.13% | 0.13% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 12,694 | 262 | 0.04% | 0.04% | 67 | +55 | 0.44% | Q1 2026 | Apr 28, 2026 |
| OneAscent Financial Services LLC | History | No change | 11,796 | 241 | 0.01% | 0.02% | 68 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 11,675 | 240 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 11,676 | 239 | 0.14% | 0.18% | 71 | -1,377 | -10.55% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 11,656 | 239 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,451 | 234 | 0.0% | 0.0% | 72 | -9,594 | -45.59% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,175 | 229 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,107 | 227 | 0.0% | 0.0% | 74 | +968 | 9.55% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | New | 10,930 | 224 | 0.0% | — | 75 | +10,930 | New | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 10,416 | 214 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 10,416 | 213 | 0.02% | — | 77 | +10,416 | New | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 10,335 | 212 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,115 | 124 | 0.0% | 0.0% | 79 | -21 | -0.34% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,687 | 116 | 0.01% | 0.01% | 80 | +295 | 5.47% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,460 | 91 | 0.0% | 0.0% | 81 | -2 | -0.04% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 3,357 | 68 | 0.0% | 0.0% | 82 | +519 | 18.29% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 2,162 | 44 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | No change | 1,765 | 36 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,715 | 35 | 0.0% | 0.01% | 85 | -7,673 | -81.73% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 20 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 328 | 6 | 0.0% | — | 87 | +328 | New | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 100 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -22,651 | -100.0% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -4,771 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,715 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -866 | -99.88% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |