Institutional Ownership Columbia ETF Tr I Multi Sector (MUST)
This table provides information about the institutional ownership of Columbia ETF Tr I Multi Sector (MUST). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,429,336
shares
|
$48.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,314,630
shares
|
$46.5 Million
0.0% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,721,025
shares
|
$34.6 Million
0.01% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,226,667
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
972,609
shares
|
$19.5 Million
0.0% of portfolio
|
Q1 2025
Added 166.09%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
810,238
shares
|
$16.3 Million
9.23% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
281,329
shares
|
$5.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
280,240
shares
|
$5.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
265,398
shares
|
$5.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
235,717
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
214,158
shares
|
$4.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 44.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
180,848
shares
|
$3.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
140,426
shares
|
$2.82 Million
0.09% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
133,410
shares
|
$2.68 Million
0.81% of portfolio
|
Q1 2025
Added 28.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
133,258
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Added 166.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
132,515
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
126,009
shares
|
$2.53 Million
1.83% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
119,635
shares
|
$2.4 Million
0.06% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
109,039
shares
|
$2.19 Million
0.04% of portfolio
|
Q1 2023
Reduced 69.19%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
108,892
shares
|
$2.19 Million
1.25% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
102,475
shares
|
$2.06 Million
1.09% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
96,865
shares
|
$1.95 Million
0.22% of portfolio
|
Q1 2025
Reduced 84.85%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
86,860
shares
|
$1.75 Million
0.53% of portfolio
|
Q1 2023
Added 173.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
85,822
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
73,996
shares
|
$1.49 Million
1.51% of portfolio
|
Q1 2025
Added 5.7%
|