Columbia Core Bond ETF (CRUX)

CUSIP: 19761L748 | NYSE | 60 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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HCR Wealth Advisors1,758,417

4.0% of portfolio$50.2M

Systelligence, LLC1,544,002

2.4% of portfolio$14.3M

Amplius Wealth Advisors, LLC1,318,728

2.6% of portfolio$37.6M

Convergence Financial, LLC533,046

2.1% of portfolio$15.2M

Tassel Capital Management, Inc.457,515

6.5% of portfolio$13.1M

Flynn Zito Capital Management, LLC345,269

2.6% of portfolio$9.9M

Symphony Financial, Ltd. Co.223,259

0.6% of portfolio$6.4M

Dagco, Inc.164,991

0.8% of portfolio$4.7M

Daymark Wealth Partners, LLC126,860

0.1% of portfolio$3.6M

Cambridge Investment Research Advisors, Inc.121,999

0.0% of portfolio$3.5M

Commonwealth Equity Services, LLC108,667

0.0% of portfolio$3.1M

WealthCare Investment Partners, LLC20,321

0.1% of portfolio$580.1K

Redhawk Wealth Advisors, Inc.12,678

0.0% of portfolio$361.9K

Fifth Third Bancorp11,412

0.0% of portfolio$325.8K

Prentiss Smith & Co Inc7,389

0.1% of portfolio$210.9K

Creative Financial Designs Inc4,800

0.0% of portfolio$137.0K

Brown, Lisle Ings, Inc.786

0.0% of portfolio$22.4K

Parkside Financial Bank & Trust449

0.0% of portfolio$12.8K

Farther Finance Advisors, LLC230

0.0% of portfolio$6.6K

Gables Capital Management Inc.47

0.0% of portfolio$1.3K

				Style	Turnover	Location	Filed
HCR Wealth Advisors	1,758,417	$50.2M	4.0%	Growth	Low	Los Angeles, CA	2026-10-15
Systelligence, LLC	1,544,002	$14.3M	2.4%	ETF	High	Bloomington, MN	2026-11-05
Amplius Wealth Advisors, LLC	1,318,728	$37.6M	2.6%	ETF	Low	Blue Bell, PA	2026-10-20
Convergence Financial, LLC	533,046	$15.2M	2.1%	ETF	Medium	Columbia, MO	2026-10-27
Tassel Capital Management, Inc.	457,515	$13.1M	6.5%	ETF	Low	Matthews, NC	2026-10-20
Flynn Zito Capital Management, LLC	345,269	$9.9M	2.6%	ETF	Low	Garden City, NY	2026-11-04
Symphony Financial, Ltd. Co.	223,259	$6.4M	0.6%	Growth	Low	Houston, TX	2026-10-22
Dagco, Inc.	164,991	$4.7M	0.8%	ETF	Very Low	Westlake, OH	2026-10-20
Daymark Wealth Partners, LLC	126,860	$3.6M	0.1%	Core	Low	Cincinnati, OH	2026-11-04
Cambridge Investment Research Advisors, Inc.	121,999	$3.5M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Commonwealth Equity Services, LLC	108,667	$3.1M	0.0%	ETF	Low	Waltham, MA	2026-11-02
WealthCare Investment Partners, LLC	20,321	$580.1K	0.1%	ETF	Low	Portsmouth, RI	2026-11-05
Redhawk Wealth Advisors, Inc.	12,678	$361.9K	0.0%	ETF	High	Minneapolis, MN	2026-10-14
Fifth Third Bancorp	11,412	$325.8K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Prentiss Smith & Co Inc	7,389	$210.9K	0.1%	Core	Low	Brattleboro, VT	2026-10-27
Creative Financial Designs Inc	4,800	$137.0K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Brown, Lisle Ings, Inc.	786	$22.4K	0.0%	Core	Very Low	Providence, RI	2026-10-16
Parkside Financial Bank & Trust	449	$12.8K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Farther Finance Advisors, LLC	230	$6.6K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Gables Capital Management Inc.	47	$1.3K	0.0%	Growth	Very Low	Miami, FL	2026-11-04