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 | No change | 5,840,141 | 121,474 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,872,933 | 80,556 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,942,343 | 61,232 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,492,122 | 31,036 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haven Private, LLC | History | Added to | 1,301,296 | 24,880 | 9.82% | 9.4% | 5 | +112,443 | 9.46% | Q3 2026 | Oct 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,037,444 | 21,578 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 434,326 | 8,304 | 0.06% | 0.07% | 7 | +24,295 | 5.93% | Q3 2026 | Oct 16, 2026 |
| Waverly Advisors, LLC | History | No change | 334,757 | 6,962 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 290,660 | 6,045 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 290,222 | 5,549 | 0.13% | 0.13% | 10 | +42,324 | 17.07% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 246,431 | 5,126 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 242,081 | 5,035 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 238,271 | 4,956 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 229,666 | 4,777 | 0.39% | 0.39% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 195,462 | 4,065 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 184,475 | 3,527 | 0.42% | 0.74% | 16 | -108,053 | -36.94% | Q3 2026 | Oct 28, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 182,149 | 3,482 | 1.45% | 1.4% | 17 | +23,168 | 14.57% | Q3 2026 | Oct 29, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 166,062 | 3,454 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 171,658 | 3,282 | 0.6% | 0.7% | 19 | -4,781 | -2.71% | Q3 2026 | Oct 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 170,029 | 3,264 | 0.0% | 0.0% | 20 | +82,316 | 93.85% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 152,918 | 3,180 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 157,772 | 3,016 | 0.0% | 0.01% | 22 | -127,295 | -44.65% | Q3 2026 | Nov 02, 2026 |
| CENTRAL TRUST Co | History | No change | 135,384 | 2,815 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 141,852 | 2,712 | 0.77% | 0.83% | 24 | +630 | 0.45% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 125,856 | 2,617 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 107,507 | 2,236 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 97,360 | 2,025 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 81,654 | 1,672 | 1.65% | 1.65% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 81,522 | 1,558 | 0.11% | 0.16% | 29 | -25,598 | -23.9% | Q3 2026 | Oct 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 74,794 | 1,555 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 71,605 | 1,489 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 66,237 | 1,375 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 63,782 | 1,326 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 67,569 | 1,291 | 0.14% | 0.16% | 34 | +13 | 0.02% | Q3 2026 | Oct 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 58,491 | 1,216 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 51,320 | 1,067 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | No change | 49,878 | 1,037 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 46,783 | 973 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 47,000 | 898 | 0.11% | 0.13% | 39 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 41,073 | 854 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Blue Trust, Inc. | History | New | 38,148 | 729 | 0.01% | — | 41 | +38,148 | New | Q3 2026 | Oct 15, 2026 |
| MONEYWISE, INC. | History | Added to | 37,977 | 726 | 0.69% | 0.29% | 42 | +118 | 0.31% | Q3 2026 | Oct 29, 2026 |
| Focus Partners Wealth | History | No change | 33,672 | 700 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 36,332 | 694 | 0.03% | 0.03% | 44 | -936 | -2.51% | Q3 2026 | Nov 04, 2026 |
| Lakeside Advisors, INC. | History | No change | 36,340 | 694 | 0.41% | 0.48% | 45 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Janney Montgomery Scott LLC | History | No change | 31,731 | 660 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 30,430 | 581 | 0.0% | 0.01% | 47 | -3,954 | -11.5% | Q3 2026 | Oct 08, 2026 |
| GeoWealth Management, LLC | History | No change | 25,909 | 538 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 24,750 | 514 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 23,284 | 484 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 25,184 | 481 | 0.0% | 0.0% | 51 | +4,298 | 20.58% | Q3 2026 | Oct 14, 2026 |
| Joseph Group Capital Management | History | New | 24,354 | 465 | 0.08% | — | 52 | +24,354 | New | Q3 2026 | Nov 04, 2026 |
| World Investment Advisors | History | No change | 19,844 | 407 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,013 | 395 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 18,326 | 381 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roan Capital Partners | History | Reduced | 19,912 | 380 | 0.28% | 0.34% | 56 | -46 | -0.23% | Q3 2026 | Oct 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 17,840 | 341 | 0.01% | 0.01% | 57 | +147 | 0.83% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 17,774 | 339 | 0.01% | 0.01% | 58 | -1,848 | -9.42% | Q3 2026 | Oct 05, 2026 |
| Bleakley Financial Group, LLC | History | No change | 15,577 | 324 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,560 | 323 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Investment Management, LLC | History | No change | 15,101 | 314 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,669 | 305 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 14,459 | 300 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 15,533 | 296 | 0.09% | 0.1% | 64 | -3,535 | -18.54% | Q3 2026 | Oct 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,023 | 291 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,461 | 279 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVFG LLC | History | No change | 13,451 | 279 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 14,517 | 277 | 0.01% | — | 68 | +14,517 | New | Q3 2026 | Oct 16, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 13,127 | 273 | 0.11% | 0.11% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Financial Services LLC | History | No change | 12,340 | 256 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 12,807 | 244 | 0.03% | 0.03% | 71 | +63 | 0.49% | Q3 2026 | Oct 30, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 12,184 | 232 | 0.12% | — | 72 | +12,184 | New | Q3 2026 | Oct 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 10,401 | 216 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,115 | 210 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 9,727 | 202 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,011 | 95 | 0.01% | 0.01% | 76 | +215 | 4.48% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,071 | 58 | 0.0% | 0.0% | 77 | -606 | -16.48% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,981 | 37 | 0.0% | 0.0% | 78 | +213 | 12.05% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,256 | 26 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 20 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 875 | 16 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 512 | 10 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 512 | 9 | 0.0% | — | 83 | +512 | New | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | New | 425 | 8 | 0.0% | — | 84 | +425 | New | Q3 2026 | Oct 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 100 | 2 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rare Wolf Capital LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -33,864 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Vested Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -25,909 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -12,900 | -100.0% | Q3 2026 | Nov 04, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,552 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |