COLTX Institutional Ownership & Shareholders
COLUMBIA TTL RTRN MUNI-A (COLTX) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.00M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Private Capital Advisors, Inc. is currently the largest disclosed institutional shareholder of COLTX tracked by InsiderSet, reporting ownership valued at approximately $917,510 in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed COLTX value among the investors covered in this analysis. Major shareholders include Private Capital Advisors, Inc., Richardson Financial Services Inc., and several other long-term asset managers with concentrated positions in COLUMBIA TTL RTRN MUNI-A (COLTX).
This page ranks the largest institutional COLTX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$1.00M
Largest Holder
Private Capital Advisors, Inc.
Largest Position
$917,510
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Private Capital Advisors, Inc. | 0.08% | 84,330 | $917,510 | — | — | — | |
| Richardson Financial Services Inc. | 0.05% | 7,023 | $83,296 | — | — | — |
Frequently asked questions about COLTX
Who are the largest institutional holders of COLTX?
The largest institutional holders of COLTX reported in the latest SEC Form 13F filings include Private Capital Advisors, Inc. and Richardson Financial Services Inc.. InsiderSet ranks institutional holders by their latest reported COLTX position.
What is COLTX institutional ownership?
This page tracks COLTX positions reported by institutional investment managers through SEC Form 13F. COLUMBIA TTL RTRN MUNI-A (COLTX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own COLTX?
InsiderSet currently tracks 2 institutional managers reporting COLTX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of COLTX shareholders.
How much COLTX stock do institutions own?
Institutional investment managers disclosed approximately $1.00M in COLTX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was COLTX institutional ownership last updated?
The latest COLTX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional COLTX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its COLTX position after the reporting date.
Are institutions buying or selling COLTX?
Institutional buying and selling can be analyzed by comparing COLTX positions across consecutive 13F reporting periods. InsiderSet's COLTX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View COLTX ownership changes.
How has COLTX institutional ownership changed over time?
InsiderSet tracks COLTX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.