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Disclosery

CRUX COLUMBIA ETF TR I

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CORE BOND ETF (fund)

49 managers (49 13F filers) reported a position in CRUX shares at 2026-06-30, 47,161,392 shares in all. 23 filers opened a position and 6 filers sold out during the quarter.

Managers
49
13F filers
49
New
23
Added
20
Reduced
4
Sold out
6
Shares held by filers
47,161,392

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,905,747$747M0.15%+1,302,20213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,271,311$398M0.03%+1,275,60913F-HRTimelineGroup
LPL Financial LLC1,368,519$41M0.01%+778,20613F-HRTimeline
Amplius Wealth Advisors, LLC1,330,753$39.9M2.92%new13F-HRTimeline
Sanctuary Advisors, LLC1,306,443$39.2M0.18%+364,74413F-HRTimeline
Pine Valley Investments Ltd Liability Co978,219$29.3M1.25%+531,70913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN704,222$21.1M<0.01%+526,23013F-HRTimelineGroup
Tassel Capital Management, Inc.447,838$13.4M6.28%+21,77913F-HRTimeline
J.W. COLE ADVISORS, INC.428,096$12.8M0.22%-35,73513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC337,697$10.1M2.75%+10,25713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP304,359$9.15M<0.01%+65,70913F-HRTimelineGroup
Dakota Wealth Management237,187$7.11M0.14%new13F-HRTimeline
Systelligence, LLC235,301$7.05M1.18%new13F-HRTimeline
Symphony Financial, Ltd. Co.155,339$4.67M0.51%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.141,428$4.24M<0.01%-18,85313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC125,780$3.77M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC118,458$3.55M0.02%+6,96513F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY115,780$3.47M1.89%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC108,050$3.24M<0.01%+93,31513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86,654$2.6M<0.01%+14,87913F-HRTimelineGroup
DAGCO, INC.74,241$2.23M0.41%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers68,577$2.06M<0.01%+8,34113F-HRTimelineGroup
Wealth Management Associates, Inc.53,220$1.6M0.44%+2,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,608$1.25M<0.01%-31,64313F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.35,954$1.08M0.11%+36913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.33,912$1.02M0.05%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,608$978K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…18,713$561K<0.01%+9,59713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,610$500K<0.01%+13,26013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,861$356K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,059$332K<0.01%+3,15313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,765$293K<0.01%-1,58213F-HRTimelineGroup
Modern Wealth Management, LLC9,758$293K<0.01%+10313F-HRTimeline
WealthCare Investment Partners, LLC9,068$272K0.07%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,959$269K<0.01%new13F-HRTimelineGroup
PRENTISS SMITH & CO INC7,389$222K0.12%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,000$150K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,726$51.7K<0.01%new13F-HRTimeline
Key Financial Inc1,202$36K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC835$25K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC801$24K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC687$20.6K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…417$12.5K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC75$2.24K<0.01%+113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.47$1.41K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC44$1.32K<0.01%new13F-HRTimeline
Main Street Group, LTD39$1.17K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY31$929<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5$150<0.01%new13F-HRTimelineGroup