13FBOX
COLUMBIA ETF TR I · 13F Institutional Holdings
Options Calculator Rankings
C

COLUMBIA ETF TR I

CRUX
Institutions
49
Combined AUM (Q2 2026)
$1.41B
Combined Shares (Q2 2026)
47.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7.4M
43 · 23 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-131,700
10 · 6 Exit · ≈
⚖️ Net
+7.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.41B
Institutions
49
New Buys
23
Adds
20
Reduces
4
Exits
6
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AMERIPRISE FINANCIAL INC
0.15%0.16%#12$746.7M24.9M$709.3M23.6M+1.3M+5.52%Add
BANK OF AMERICA CORP /DE/
0.03%0.03%#18$397.9M13.3M$360.5M12.0M+1.3M+10.63%Add
LPL Financial LLC
0.01%<0.01%#21$41.0M1.4M$17.7M590,313+778,206+131.83%Add
Amplius Wealth Advisors, LLC
2.92%#2$39.9M1.3M$00+1.3MNew Buy
Sanctuary Advisors, LLC
0.18%0.15%#11$39.2M1.3M$28.3M941,699+364,744+38.73%Add
Pine Valley Investments Ltd Liability Co
1.16%0.62%#6$29.3M978,219$13.4M446,510+531,709+119.08%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#28$21.1M704,222$5.3M177,992+526,230+295.65%Add
Tassel Capital Management, Inc.
6.28%6.95%#1$13.4M447,838$12.8M426,059+21,779+5.11%Add
J.W. COLE ADVISORS, INC.
0.22%0.47%#10$12.8M428,096$13.9M463,831-35,735-7.70%Reduce
FLYNN ZITO CAPITAL MANAGEMENT, LLC
2.75%3.14%#3$10.1M337,697$9.8M327,440+10,257+3.13%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#26$9.1M304,359$7.1M238,650+65,709+27.53%Add
Dakota Wealth Management
0.14%#13$7.1M237,187$00+237,187New Buy
Systelligence, LLC
1.18%#5$7.1M235,301$00+235,301New Buy
Symphony Financial, Ltd. Co.
0.51%#7$4.7M155,339$00+155,339New Buy
OSAIC HOLDINGS, INC.
<0.01%0.01%#24$4.2M141,428$4.8M160,281-18,853-11.76%Reduce
CITADEL ADVISORS LLC
<0.01%#36$3.8M125,780$00+125,780New Buy
Private Advisor Group, LLC
0.02%0.02%#19$3.6M118,458$3.4M111,493+6,965+6.25%Add
RETIREMENT PLANNING GROUP, LLC / NY
1.89%#4$3.5M115,780$00+115,780New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$3.2M108,050$442,79014,735+93,315+633.29%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#37$2.6M86,654$2.2M71,775+14,879+20.73%Add
DAGCO, INC.
0.41%#9$2.2M74,241$00+74,241New Buy
NATIXIS ADVISORS, LLC
<0.01%<0.01%#30$2.1M68,577$1.8M60,236+8,341+13.85%Add
Wealth Management Associates, Inc.
0.44%0.53%#8$1.6M53,220$1.5M51,220+2,000+3.90%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#38$1.2M41,608$2.2M73,251-31,643-43.20%Reduce
Redhawk Wealth Advisors, Inc.
0.11%0.12%#15$1.1M35,954$1.1M35,585+369+1.04%Add
Essex Financial Services, Inc.
0.05%#17$1.0M33,912$00+33,912New Buy
GOLDMAN SACHS GROUP INC
<0.01%#42$977,58832,608$00+32,608New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#32$561,01618,713$273,9369,116+9,597+105.28%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#45$499,79516,610$100,2663,350+13,260+395.82%Add
STIFEL FINANCIAL CORP
<0.01%#39$355,59311,861$00+11,861New Buy
Stratos Wealth Partners, LTD.
<0.01%<0.01%#29$331,55711,059$237,5757,906+3,153+39.88%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#43$292,7699,765$340,97711,347-1,582-13.94%Reduce
Modern Wealth Management, LLC
<0.01%<0.01%#27$292,5339,758$289,6509,655+103+1.07%Add
WealthCare Investment Partners, LLC
0.07%#16$271,8479,068$00+9,068New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#46$268,5918,959$00+8,959New Buy
PRENTISS SMITH & CO INC
0.12%0.13%#14$221,5227,389$222,0397,38900.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%#22$149,9005,000$00+5,000New Buy
HALBERT HARGROVE GLOBAL ADVISORS, LLC
<0.01%#31$51,7461,726$00+1,726New Buy
Key FInancial Inc
0.01%0.01%#23$36,0361,202$36,1201,20200.00%Unchanged
MARK SHEPTOFF FINANCIAL PLANNING, LLC
0.01%#20$25,033835$00+835New Buy
Integrated Wealth Concepts LLC
<0.01%#41$24,016801$00+801New Buy
ST GERMAIN D J CO INC
<0.01%#33$20,596687$00+687New Buy
Steward Partners Investment Advisory, LLC
<0.01%#44$12,502417$00+417New Buy
Medallion Wealth Advisors, LLC
<0.01%<0.01%#34$2,24275$2,22474+1+1.35%Add
GABLES CAPITAL MANAGEMENT INC.
<0.01%#35$1,40947$00+47New Buy
Farther Finance Advisors, LLC
<0.01%#47$1,31944$00+44New Buy
Main Street Group, LTD
<0.01%#40$1,16939$00+39New Buy
MORGAN STANLEY
<0.01%#49$92931$00+31New Buy
BNP PARIBAS FINANCIAL MARKETS
<0.01%#48$1505$00+5New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow