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 $277 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
72,286
shares
|
$1.46 Million
0.22% of portfolio
|
Q1 2023
Added 9.36%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
67,920
shares
|
$1.37 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
67,235
shares
|
$1.36 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
61,766
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.7%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
55,697
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
52,297
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,781
shares
|
$983,424
0.0% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
47,555
shares
|
$958,708
0.0% of portfolio
|
Q1 2025
Reduced 81.37%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
44,522
shares
|
$897,563
0.0% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
42,696
shares
|
$860,751
0.42% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
42,170
shares
|
$850,147
0.0% of portfolio
|
Q1 2025
Added 161.55%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
40,725
shares
|
$821,016
0.15% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
38,385
shares
|
$773,841
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Apr 30, 2025 Q1 2025 |
33,964
shares
|
$684,714
0.46% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
31,311
shares
|
$631,229
0.0% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
29,322
shares
|
$591,131
0.0% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
28,639
shares
|
$577,362
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
28,195
shares
|
$568,411
0.01% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
28,195
shares
|
$568,411
0.04% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
26,543
shares
|
$535,106
0.01% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
25,497
shares
|
$514,019
0.01% of portfolio
|
Q1 2025
Added 36.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
23,175
shares
|
$467,208
0.0% of portfolio
|
Q1 2025
Added 27.51%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
22,613
shares
|
$455,878
0.41% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
22,056
shares
|
$444,648
0.2% of portfolio
|
Q1 2025
Added 108.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,464
shares
|
$432,714
0.0% of portfolio
|
Q3 2024
Reduced 36.67%
|