CRUX Institutional Ownership & Shareholders
COLUMBIA CORE BOND ETF (CRUX) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.47B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of CRUX tracked by InsiderSet, reporting ownership valued at approximately $746.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $725.13M, representing an estimated loss of -2.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed CRUX value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Bank Of America Corp, Hcr Wealth Advisors, and several other long-term asset managers with concentrated positions in COLUMBIA CORE BOND ETF (CRUX).
This page ranks the largest institutional CRUX 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
49
Total Reported Value
$1.47B
Largest Holder
Ameriprise Financial Inc
Largest Position
$746.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.15% | 24,905,747 | $746,674,297 | $725,130,824 | -$21,543,473 | -2.89% | |
| Bank Of America Corp | 0.03% | 13,271,311 | $397,873,903 | $386,394,220 | -$11,479,683 | -2.89% | |
| Hcr Wealth Advisors | 3.97% | 1,758,417 | $50,194,015 | $51,196,311 | +$1,002,296 | +2.00% | |
| Lpl Financial Llc | 0.01% | 1,368,519 | $41,028,199 | $39,844,431 | -$1,183,768 | -2.89% | |
| Sanctuary Advisors, Llc | 0.18% | 1,306,443 | $39,167,149 | $38,037,088 | -$1,130,061 | -2.89% | |
| Amplius Wealth Advisors, Llc | 2.58% | 1,318,728 | $37,643,100 | $38,394,766 | +$751,666 | +2.00% | |
| Pine Valley Investments Ltd Liability Co | 1.25% | 978,219 | $29,326,993 | $28,480,846 | -$846,147 | -2.89% | |
| Wells Fargo & Company/Mn | 0.00% | 704,222 | $21,112,576 | $20,503,424 | -$609,152 | -2.89% | |
| Convergence Financial, Llc | 2.13% | 533,046 | $15,215,797 | $15,519,634 | +$303,837 | +2.00% | |
| Tassel Capital Management, Inc. | 6.46% | 457,515 | $13,059,775 | $13,320,549 | +$260,774 | +2.00% | |
| J.W. Cole Advisors, Inc. | 0.22% | 428,096 | $12,834,329 | $12,464,015 | -$370,314 | -2.89% | |
| Flynn Zito Capital Management, Llc | 2.75% | 337,697 | $10,124,131 | $9,832,048 | -$292,083 | -2.89% | |
| Jones Financial Companies Lllp | 0.00% | 304,359 | $9,145,988 | $8,861,412 | -$284,576 | -3.11% | |
| Systelligence, Llc | 1.18% | 235,301 | $7,054,324 | $6,850,789 | -$203,535 | -2.89% | |
| Symphony Financial, Ltd. Co. | 0.57% | 223,259 | $6,381,858 | $6,500,186 | +$118,328 | +1.85% | |
| Dagco, Inc. | 0.82% | 164,991 | $4,709,668 | $4,803,713 | +$94,045 | +2.00% | |
| Osaic Holdings, Inc. | 0.00% | 141,428 | $4,240,064 | $4,117,676 | -$122,388 | -2.89% | |
| Citadel Advisors Llc | 0.00% | 125,780 | $3,770,884 | $3,662,085 | -$108,799 | -2.89% | |
| Private Advisor Group, Llc | 0.02% | 118,458 | $3,551,385 | $3,448,905 | -$102,480 | -2.89% | |
| Retirement Planning Group, Llc / Ny | 1.89% | 115,780 | $3,471,092 | $3,370,935 | -$100,157 | -2.89% | |
| Commonwealth Equity Services, Llc | 0.00% | 108,667 | $3,101,910 | $3,163,840 | +$61,930 | +2.00% | |
| Royal Bank Of Canada | 0.00% | 86,654 | $2,598,000 | $2,522,931 | -$75,069 | -2.89% | |
| Natixis Advisors, Llc | 0.00% | 68,577 | $2,055,000 | $1,996,619 | -$58,381 | -2.84% | |
| Wealth Management Associates, Inc. | 0.44% | 53,220 | $1,595,536 | $1,549,500 | -$46,036 | -2.89% | |
| Raymond James Financial Inc | 0.00% | 41,608 | $1,247,407 | $1,211,417 | -$35,990 | -2.89% | |
| Essex Financial Services, Inc. | 0.05% | 33,912 | $1,016,670 | $987,348 | -$29,322 | -2.88% | |
| Goldman Sachs Group Inc | 0.00% | 32,608 | $977,588 | $949,382 | -$28,206 | -2.89% | |
| Fifth Third Bancorp | 0.00% | 18,713 | $561,016 | $544,829 | -$16,187 | -2.89% | |
| Jpmorgan Chase & Co | 0.00% | 16,610 | $499,795 | $483,600 | -$16,195 | -3.24% | |
| Redhawk Wealth Advisors, Inc. | 0.04% | 12,678 | $361,900 | $369,120 | +$7,220 | +2.00% | |
| Stifel Financial Corp | 0.00% | 11,861 | $355,593 | $345,333 | -$10,260 | -2.89% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 11,059 | $331,557 | $321,983 | -$9,574 | -2.89% | |
| Envestnet Asset Management Inc | 0.00% | 9,765 | $292,769 | $284,308 | -$8,461 | -2.89% | |
| Modern Wealth Management, Llc | 0.00% | 9,758 | $292,533 | $284,104 | -$8,429 | -2.88% | |
| Wealthcare Investment Partners, Llc | 0.07% | 9,068 | $271,847 | $264,015 | -$7,832 | -2.88% | |
| Susquehanna International Group, Llp | 0.00% | 8,959 | $268,591 | $260,841 | -$7,750 | -2.89% | |
| Prentiss Smith & Co Inc | 0.12% | 7,389 | $210,919 | $215,131 | +$4,212 | +2.00% | |
| Creative Financial Designs Inc | 0.01% | 5,000 | $149,900 | $145,575 | -$4,325 | -2.89% | |
| Mark Sheptoff Financial Planning, Llc | 0.01% | 835 | $25,033 | $24,311 | -$722 | -2.88% | |
| Brown, Lisle/Cummings, Inc. | 0.00% | 786 | $22,436 | $22,884 | +$448 | +2.00% | |
| St Germain D J Co Inc | 0.00% | 687 | $20,596 | $20,002 | -$594 | -2.88% | |
| Parkside Financial Bank & Trust | 0.00% | 449 | $12,817 | $13,073 | +$256 | +1.99% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 417 | $12,502 | $12,141 | -$361 | -2.89% | |
| Farther Finance Advisors, Llc | 0.00% | 230 | $6,565 | $6,696 | +$131 | +2.00% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 121,999 | $3,482 | $3,552,001 | +$3,548,519 | +101910.36% | |
| Medallion Wealth Advisors, Llc | 0.00% | 75 | $2,242 | $2,184 | -$58 | -2.60% | |
| Gables Capital Management Inc. | 0.00% | 47 | $1,409 | $1,368 | -$41 | -2.88% | |
| Morgan Stanley | 0.00% | 31 | $929 | $903 | -$26 | -2.85% | |
| Bnp Paribas Financial Markets | 0.00% | 5 | $150 | $146 | -$4 | -2.95% |
Frequently asked questions about CRUX
Who are the largest institutional holders of CRUX?
The largest institutional holders of CRUX reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Bank Of America Corp, Hcr Wealth Advisors, Lpl Financial Llc, and Sanctuary Advisors, Llc. InsiderSet ranks institutional holders by their latest reported CRUX position.
What is CRUX institutional ownership?
This page tracks CRUX positions reported by institutional investment managers through SEC Form 13F. COLUMBIA CORE BOND ETF (CRUX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CRUX?
InsiderSet currently tracks 49 institutional managers reporting CRUX 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 CRUX shareholders.
How much CRUX stock do institutions own?
Institutional investment managers disclosed approximately $1.47B in CRUX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CRUX institutional ownership last updated?
The latest CRUX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 CRUX 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 CRUX position after the reporting date.
Are institutions buying or selling CRUX?
Institutional buying and selling can be analyzed by comparing CRUX positions across consecutive 13F reporting periods. InsiderSet's CRUX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CRUX ownership changes.
How has CRUX institutional ownership changed over time?
InsiderSet tracks CRUX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.