13FBOX
COLUMBIA ETF TR I · 13F 机构持仓分析
期权收益计算器 机构排行
C

COLUMBIA ETF TR I

CRUX
持有机构数
49
机构合计市值 (Q2 2026)
$14.14亿
机构合计股数 (Q2 2026)
4,716.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+740.9万股
43 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-13.2万股
10 · 6 清仓 · ≈
⚖️ 净额
+727.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$14.14亿
持有机构数
49
新买入
23
加仓
20
减仓
4
清仓
6
持股不变
2
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.15%0.16%#12$7.47亿2,490.6万股$7.09亿2,360.4万股+130.2万股+5.52%加仓
美国银行BANK OF AMERICA CORP /DE/
0.03%0.03%#18$3.98亿1,327.1万股$3.60亿1,199.6万股+127.6万股+10.63%加仓
LPL金融LPL Financial LLC
0.01%<0.01%#21$4,102.8万136.9万股$1,773.9万59.0万股+77.8万股+131.83%加仓
Amplius Wealth Advisors, LLC
2.92%#2$3,989.6万133.1万股$00股+133.1万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
0.18%0.15%#11$3,916.7万130.6万股$2,829.8万94.2万股+36.5万股+38.73%加仓
Pine Valley Investments Ltd Liability Co
1.16%0.62%#6$2,932.7万97.8万股$1,341.8万44.7万股+53.2万股+119.08%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#28$2,111.3万70.4万股$534.9万17.8万股+52.6万股+295.65%加仓
Tassel Capital Management, Inc.
6.28%6.95%#1$1,342.6万44.8万股$1,280.3万42.6万股+2.2万股+5.11%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.22%0.47%#10$1,283.4万42.8万股$1,393.8万46.4万股-3.6万股-7.70%减仓
FLYNN ZITO CAPITAL MANAGEMENT, LLC
2.75%3.14%#3$1,012.4万33.8万股$984.0万32.7万股+1.0万股+3.13%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#26$914.6万30.4万股$710.6万23.9万股+6.6万股+27.53%加仓
达科他财富管理Dakota Wealth Management
0.14%#13$711.1万23.7万股$00股+23.7万股新买入
Systelligence, LLC
1.18%#5$705.4万23.5万股$00股+23.5万股新买入
Symphony Financial, Ltd. Co.
0.51%#7$467.4万15.5万股$00股+15.5万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#24$424.0万14.1万股$481.6万16.0万股-1.9万股-11.76%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#36$377.1万12.6万股$00股+12.6万股新买入
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#19$355.1万11.8万股$335.0万11.1万股+6,965股+6.25%加仓
RETIREMENT PLANNING GROUP, LLC / NY
1.89%#4$347.1万11.6万股$00股+11.6万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$323.9万10.8万股$44.3万1.5万股+9.3万股+633.29%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#37$259.8万8.7万股$215.7万7.2万股+1.5万股+20.73%加仓
DAGCO, INC.
0.41%#9$222.6万7.4万股$00股+7.4万股新买入
NATIXIS ADVISORS, LLC
<0.01%<0.01%#30$205.6万6.9万股$181.0万6.0万股+8,341股+13.85%加仓
Wealth Management Associates, Inc.
0.44%0.53%#8$159.6万5.3万股$153.9万5.1万股+2,000股+3.90%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#38$124.7万4.2万股$220.1万7.3万股-3.2万股-43.20%减仓
Redhawk Wealth Advisors, Inc.
0.11%0.12%#15$107.8万3.6万股$106.9万3.6万股+369股+1.04%加仓
Essex Financial Services, Inc.
0.05%#17$101.7万3.4万股$00股+3.4万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#42$97.8万3.3万股$00股+3.3万股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#32$56.1万1.9万股$27.4万9,116股+9,597股+105.28%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#45$50.0万1.7万股$10.0万3,350股+1.3万股+395.82%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%#39$35.6万1.2万股$00股+1.2万股新买入
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#29$33.2万1.1万股$23.8万7,906股+3,153股+39.88%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#43$29.3万9,765股$34.1万1.1万股-1,582股-13.94%减仓
现代财富管理Modern Wealth Management, LLC
<0.01%<0.01%#27$29.3万9,758股$29.0万9,655股+103股+1.07%加仓
WealthCare Investment Partners, LLC
0.07%#16$27.2万9,068股$00股+9,068股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#46$26.9万8,959股$00股+8,959股新买入
PRENTISS SMITH & CO INC
0.12%0.13%#14$22.2万7,389股$22.2万7,389股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%#22$15.0万5,000股$00股+5,000股新买入
HALBERT HARGROVE GLOBAL ADVISORS, LLC
<0.01%#31$5.2万1,726股$00股+1,726股新买入
Key FInancial Inc
0.01%0.01%#23$3.6万1,202股$3.6万1,202股00.00%持仓不变
MARK SHEPTOFF FINANCIAL PLANNING, LLC
0.01%#20$2.5万835股$00股+835股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#41$2.4万801股$00股+801股新买入
ST GERMAIN D J CO INC
<0.01%#33$2.1万687股$00股+687股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#44$1.3万417股$00股+417股新买入
Medallion Wealth Advisors, LLC
<0.01%<0.01%#34$2,24275股$2,22474股+1股+1.35%加仓
GABLES CAPITAL MANAGEMENT INC.
<0.01%#35$1,40947股$00股+47股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#47$1,31944股$00股+44股新买入
Main Street Group, LTD
<0.01%#40$1,16939股$00股+39股新买入
摩根士丹利MORGAN STANLEY
<0.01%#49$92931股$00股+31股新买入
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%#48$1505股$00股+5股新买入

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