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Columbia Core Bond ETF (CRUX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,756,344 from 1,368,519
Change+1,387,825 (+101%)
Value$78.7M (+$37.7M)
Filed 2026-11-06
HCR Wealth Advisors
NEW
Shares1,758,417
Change+1,758,417
Value$50.2M
Filed 2026-10-15
Systelligence, LLC
INCREASED
Shares1,544,002 from 235,301
Change+1,308,701 (+556%)
Value$14.3M (+$7.2M)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
DECREASED
Shares1,318,728 from 1,330,753
Change-12,025 (-1%)
Value$37.6M (-$2.3M)
Filed 2026-10-20
Pine Valley Investments Ltd Liability Co
INCREASED
Shares1,001,284 from 978,219
Change+23,065 (+2%)
Value$28.6M (-$745.3K)
Filed 2026-11-09
Convergence Financial, LLC
NEW
Shares533,046
Change+533,046
Value$15.2M
Filed 2026-10-27
Tassel Capital Management, Inc.
INCREASED
Shares457,515 from 447,838
Change+9,677 (+2%)
Value$13.1M (-$366.4K)
Filed 2026-10-20
Flynn Zito Capital Management, LLC
INCREASED
Shares345,269 from 337,697
Change+7,572 (+2%)
Value$9.9M (-$268.4K)
Filed 2026-11-04
Symphony Financial, Ltd. Co.
INCREASED
Shares223,259 from 155,339
Change+67,920 (+44%)
Value$6.4M (+$1.7M)
Filed 2026-10-22
Dagco, Inc.
INCREASED
Shares164,991 from 74,241
Change+90,750 (+122%)
Value$4.7M (+$2.5M)
Filed 2026-10-20
Daymark Wealth Partners, LLC
NEW
Shares126,860
Change+126,860
Value$3.6M
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
NEW
Shares121,999
Change+121,999
Value$3.5M
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares108,667 from 108,050
Change+617 (+1%)
Value$3.1M (-$137.4K)
Filed 2026-11-02
WealthCare Investment Partners, LLC
INCREASED
Shares20,321 from 9,068
Change+11,253 (+124%)
Value$580.1K (+$308.2K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED
Shares12,678 from 35,954
Change-23,276 (-65%)
Value$361.9K (-$716.0K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares11,412 from 18,713
Change-7,301 (-39%)
Value$325.8K (-$235.3K)
Filed 2026-11-05
Prentiss Smith & Co Inc
UNCHANGED
Shares7,389 from 7,389
Change0 (0%)
Value$210.9K (-$10.6K)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares4,800 from 5,000
Change-200 (-4%)
Value$137.0K (-$12.9K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
NEW
Shares786
Change+786
Value$22.4K
Filed 2026-10-16
Parkside Financial Bank & Trust
NEW
Shares449
Change+449
Value$12.8K
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares230 from 44
Change+186 (+423%)
Value$6.6K (+$5.2K)
Filed 2026-10-08
Gables Capital Management Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.3K (-$67)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 428,096
Change-428,096 (-100%)
Value$0 (-$12.8M)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 1,726
Change-1,726 (-100%)
Value$0 (-$51.7K)
Filed 2026-10-16
Key FInancial Inc
CLOSED
Shares0 from 1,202
Change-1,202 (-100%)
Value$0 (-$36.0K)
Filed 2026-11-02
Main Street Group, LTD
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-28
Ameriprise Financial Inc
N/A
Shares— from 24,905,747
Change-24,905,747 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 13,271,311
Change-13,271,311 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,306,443
Change-1,306,443 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 704,222
Change-704,222 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 304,359
Change-304,359 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 237,187
Change-237,187 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 141,428
Change-141,428 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 125,780
Change-125,780 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 118,458
Change-118,458 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 115,780
Change-115,780 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 86,654
Change-86,654 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 68,577
Change-68,577 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 53,220
Change-53,220 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,608
Change-41,608 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 33,912
Change-33,912 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 32,608
Change-32,608 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,610
Change-16,610 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,861
Change-11,861 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,765
Change-9,765 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,758
Change-9,758 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,959
Change-8,959 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 687
Change-687 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 31
Change-31 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,756,3441,368,519+1,387,825+101%$41.0M$78.7M+$37.7M2026-11-06
HCR Wealth Advisors
NEW1,758,417—+1,758,417——$50.2M—2026-10-15
Systelligence, LLC
INCREASED1,544,002235,301+1,308,701+556%$7.1M$14.3M+$7.2M2026-11-05
Amplius Wealth Advisors, LLC
DECREASED1,318,7281,330,753-12,025-1%$39.9M$37.6M-$2.3M2026-10-20
Pine Valley Investments Ltd Liability Co
INCREASED1,001,284978,219+23,065+2%$29.3M$28.6M-$745.3K2026-11-09
Convergence Financial, LLC
NEW533,046—+533,046——$15.2M—2026-10-27
Tassel Capital Management, Inc.
INCREASED457,515447,838+9,677+2%$13.4M$13.1M-$366.4K2026-10-20
Flynn Zito Capital Management, LLC
INCREASED345,269337,697+7,572+2%$10.1M$9.9M-$268.4K2026-11-04
Symphony Financial, Ltd. Co.
INCREASED223,259155,339+67,920+44%$4.7M$6.4M+$1.7M2026-10-22
Dagco, Inc.
INCREASED164,99174,241+90,750+122%$2.2M$4.7M+$2.5M2026-10-20
Daymark Wealth Partners, LLC
NEW126,860—+126,860——$3.6M—2026-11-04
Cambridge Investment Research Advisors, Inc.
NEW121,999—+121,999——$3.5M—2026-11-02
Commonwealth Equity Services, LLC
INCREASED108,667108,050+617+1%$3.2M$3.1M-$137.4K2026-11-02
WealthCare Investment Partners, LLC
INCREASED20,3219,068+11,253+124%$271.8K$580.1K+$308.2K2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED12,67835,954-23,276-65%$1.1M$361.9K-$716.0K2026-10-14
Fifth Third Bancorp
DECREASED11,41218,713-7,301-39%$561.0K$325.8K-$235.3K2026-11-05
Prentiss Smith & Co Inc
UNCHANGED7,3897,38900%$221.5K$210.9K-$10.6K2026-10-27
Creative Financial Designs Inc
DECREASED4,8005,000-200-4%$149.9K$137.0K-$12.9K2026-11-04
Brown, Lisle Ings, Inc.
NEW786—+786——$22.4K—2026-10-16
Parkside Financial Bank & Trust
NEW449—+449——$12.8K—2026-10-27
Farther Finance Advisors, LLC
INCREASED23044+186+423%$1.3K$6.6K+$5.2K2026-10-08
Gables Capital Management Inc.
UNCHANGED474700%$1.4K$1.3K-$672026-11-04
J.W. Cole Advisors, Inc.
CLOSED0428,096-428,096-100%$12.8M$0-$12.8M2026-11-05
Halbert Hargrove Global Advisors, LLC
CLOSED01,726-1,726-100%$51.7K$0-$51.7K2026-10-16
Key FInancial Inc
CLOSED01,202-1,202-100%$36.0K$0-$36.0K2026-11-02
Main Street Group, LTD
CLOSED039-39-100%$1.2K$0-$1.2K2026-10-28
Ameriprise Financial Inc
N/A—24,905,747-24,905,747-100%$746.7M———
Bank of America Corp
N/A—13,271,311-13,271,311-100%$397.9M———
Sanctuary Advisors, LLC
N/A—1,306,443-1,306,443-100%$39.2M———
Wells Fargo & Company
N/A—704,222-704,222-100%$21.1M———
Jones Financial Companies Lllp
N/A—304,359-304,359-100%$9.1M———
Dakota Wealth Management
N/A—237,187-237,187-100%$7.1M———
Osaic Holdings, Inc.
N/A—141,428-141,428-100%$4.2M———
Citadel Advisors LLC
N/A—125,780-125,780-100%$3.8M———
Private Advisor Group, LLC
N/A—118,458-118,458-100%$3.6M———
Retirement Planning Group, LLC / NY
N/A—115,780-115,780-100%$3.5M———
Royal Bank of Canada
N/A—86,654-86,654-100%$2.6M———
Natixis Advisors, LLC
N/A—68,577-68,577-100%$2.1M———
Wealth Management Associates, Inc.
N/A—53,220-53,220-100%$1.6M———
Raymond James Financial Inc
N/A—41,608-41,608-100%$1.2M———
Essex Financial Services, Inc.
N/A—33,912-33,912-100%$1.0M———
Goldman Sachs Group Inc
N/A—32,608-32,608-100%$977.6K———
JPMorgan Chase & Co
N/A—16,610-16,610-100%$499.8K———
Stifel Financial Corp
N/A—11,861-11,861-100%$355.6K———
Stratos Wealth Partners, Ltd.
N/A—11,059-11,059-100%$331.6K———
Envestnet Asset Management Inc
N/A—9,765-9,765-100%$292.8K———
Modern Wealth Management, LLC
N/A—9,758-9,758-100%$292.5K———
Susquehanna International Group, LLP
N/A—8,959-8,959-100%$268.6K———
Mark Sheptoff Financial Planning, LLC
N/A—835-835-100%$25.0K———
ST Germain D J Co Inc
N/A—687-687-100%$20.6K———
Steward Partners Investment Advisory, LLC
N/A—417-417-100%$12.5K———
Medallion Wealth Advisors, LLC
N/A—75-75-100%$2.2K———
Morgan Stanley
N/A—31-31-100%$929———
BNP Paribas Financial Markets
N/A—5-5-100%$150———
Showing 54 of 54 institutions