MUST Institutional Ownership & Shareholders
COLUMBIA MULTI-SECTOR MUNICI (MUST) is currently held by 82 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $464.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of MUST tracked by InsiderSet, reporting ownership valued at approximately $121.47M 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 $115.52M, representing an estimated loss of -4.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed MUST value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in COLUMBIA MULTI-SECTOR MUNICI (MUST).
This page ranks the largest institutional MUST 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
82
Total Reported Value
$464.45M
Largest Holder
Morgan Stanley
Largest Position
$121.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 5,840,141 | $121,474,958 | $115,517,989 | -$5,956,969 | -4.90% | |
| Lpl Financial Llc | 0.02% | 3,872,933 | $80,556,999 | $76,606,615 | -$3,950,384 | -4.90% | |
| Ameriprise Financial Inc | 0.01% | 2,942,343 | $61,232,539 | $58,199,545 | -$3,032,994 | -4.95% | |
| Bank Of America Corp | 0.00% | 1,492,122 | $31,036,129 | $29,514,173 | -$1,521,956 | -4.90% | |
| Haven Private, Llc | 9.82% | 1,301,296 | $24,880,780 | $25,739,635 | +$858,855 | +3.45% | |
| Wells Fargo & Company/Mn | 0.00% | 1,037,444 | $21,578,835 | $20,520,642 | -$1,058,193 | -4.90% | |
| Concurrent Investment Advisors, Llc | 0.06% | 434,326 | $8,304,318 | $8,590,968 | +$286,650 | +3.45% | |
| Waverly Advisors, Llc | 0.04% | 334,757 | $6,962,950 | $6,621,493 | -$341,457 | -4.90% | |
| Truwealth Advisors, Llc | 0.29% | 294,981 | $6,050,062 | $5,834,724 | -$215,338 | -3.56% | |
| Raymond James Financial Inc | 0.00% | 290,660 | $6,045,725 | $5,749,255 | -$296,470 | -4.90% | |
| Commonwealth Equity Services, Llc | 0.01% | 285,067 | $5,929,400 | $5,638,625 | -$290,775 | -4.90% | |
| Daymark Wealth Partners, Llc | 0.13% | 247,898 | $5,156,288 | $4,903,422 | -$252,866 | -4.90% | |
| Royal Bank Of Canada | 0.00% | 246,431 | $5,126,000 | $4,874,405 | -$251,595 | -4.91% | |
| Ubs Group Ag | 0.00% | 242,081 | $5,035,285 | $4,788,362 | -$246,923 | -4.90% | |
| Private Advisor Group, Llc | 0.02% | 238,271 | $4,956,034 | $4,713,000 | -$243,034 | -4.90% | |
| Spartan Wealth Advisory Services Llc | 0.39% | 229,666 | $4,777,059 | $4,542,793 | -$234,266 | -4.90% | |
| Osaic Holdings, Inc. | 0.00% | 195,462 | $4,065,591 | $3,866,238 | -$199,353 | -4.90% | |
| Arq Wealth Advisors, Llc | 0.42% | 184,475 | $3,527,163 | $3,648,916 | +$121,753 | +3.45% | |
| Frederick Financial Consultants, Llc | 1.46% | 182,149 | $3,482,696 | $3,602,907 | +$120,211 | +3.45% | |
| Baker Avenue Asset Management, Lp | 0.07% | 166,062 | $3,454,099 | $3,284,706 | -$169,393 | -4.90% | |
| Global Wealth Strategies & Associates | 0.60% | 171,658 | $3,282,092 | $3,395,395 | +$113,303 | +3.45% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 170,029 | $3,264,562 | $3,363,174 | +$98,612 | +3.02% | |
| Captrust Financial Advisors | 0.00% | 152,918 | $3,180,704 | $3,024,718 | -$155,986 | -4.90% | |
| Genesis Private Wealth, Llc | 0.83% | 141,222 | $2,937,418 | $2,793,371 | -$144,047 | -4.90% | |
| Central Trust Co | 0.05% | 135,384 | $2,815,988 | $2,677,896 | -$138,092 | -4.90% | |
| Cetera Investment Advisers | 0.00% | 125,856 | $2,617,800 | $2,489,432 | -$128,368 | -4.90% | |
| Foundations Investment Advisors, Llc | 0.02% | 107,507 | $2,236,154 | $2,126,488 | -$109,666 | -4.90% | |
| Northrock Partners, Llc | 0.03% | 97,360 | $2,025,086 | $1,925,781 | -$99,305 | -4.90% | |
| Amplius Wealth Advisors, Llc | 0.11% | 81,522 | $1,558,708 | $1,612,505 | +$53,797 | +3.45% | |
| Goldman Sachs Group Inc | 0.00% | 74,794 | $1,555,715 | $1,479,425 | -$76,290 | -4.90% | |
| Mariner, Llc | 0.00% | 71,605 | $1,489,384 | $1,416,347 | -$73,037 | -4.90% | |
| Jpmorgan Chase & Co | 0.00% | 66,237 | $1,375,088 | $1,310,168 | -$64,920 | -4.72% | |
| Condor Capital Management | 0.10% | 63,782 | $1,326,682 | $1,261,608 | -$65,074 | -4.91% | |
| Lake Street Private Wealth, Llc | 0.14% | 67,569 | $1,291,921 | $1,336,515 | +$44,594 | +3.45% | |
| Envestnet Asset Management Inc | 0.00% | 58,491 | $1,216,610 | $1,156,952 | -$59,658 | -4.90% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 51,320 | $1,067,456 | $1,015,110 | -$52,346 | -4.90% | |
| Lm Advisors Llc | 0.12% | 49,878 | $1,037,000 | $986,587 | -$50,413 | -4.86% | |
| Westside Investment Management, Inc. | 0.13% | 47,000 | $977,600 | $929,660 | -$47,940 | -4.90% | |
| Summit Financial, Llc | 0.01% | 46,783 | $973,086 | $925,368 | -$47,718 | -4.90% | |
| Integrated Wealth Concepts Llc | 0.01% | 41,073 | $854,320 | $812,424 | -$41,896 | -4.90% | |
| Cornerstone Wealth Management, Llc | 0.03% | 37,268 | $775,178 | $737,161 | -$38,017 | -4.90% | |
| Blue Trust, Inc. | 0.01% | 38,148 | $729,385 | $754,567 | +$25,182 | +3.45% | |
| Moneywise, Inc. | 0.69% | 37,977 | $726,117 | $751,185 | +$25,068 | +3.45% | |
| Focus Partners Wealth | 0.00% | 33,672 | $700,378 | $666,032 | -$34,346 | -4.90% | |
| Lakeside Advisors, Inc. | 0.41% | 36,340 | $694,821 | $718,805 | +$23,984 | +3.45% | |
| Janney Montgomery Scott Llc | 0.00% | 31,731 | $660,000 | $627,639 | -$32,361 | -4.90% | |
| Farther Finance Advisors, Llc | 0.00% | 30,430 | $581,822 | $601,905 | +$20,083 | +3.45% | |
| Geowealth Management, Llc | 0.02% | 25,909 | $538,907 | $512,480 | -$26,427 | -4.90% | |
| Gateway Wealth Partners, Llc | 0.03% | 24,750 | $514,800 | $489,555 | -$25,245 | -4.90% | |
| Fifth Third Bancorp | 0.00% | 23,284 | $484,307 | $460,558 | -$23,749 | -4.90% |
Frequently asked questions about MUST
Who are the largest institutional holders of MUST?
The largest institutional holders of MUST reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Ameriprise Financial Inc, Bank Of America Corp, and Haven Private, Llc. InsiderSet ranks institutional holders by their latest reported MUST position.
What is MUST institutional ownership?
This page tracks MUST positions reported by institutional investment managers through SEC Form 13F. COLUMBIA MULTI-SECTOR MUNICI (MUST) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MUST?
InsiderSet currently tracks 82 institutional managers reporting MUST 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 MUST shareholders.
How much MUST stock do institutions own?
Institutional investment managers disclosed approximately $464.45M in MUST holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MUST institutional ownership last updated?
The latest MUST 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 MUST 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 MUST position after the reporting date.
Are institutions buying or selling MUST?
Institutional buying and selling can be analyzed by comparing MUST positions across consecutive 13F reporting periods. InsiderSet's MUST Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MUST ownership changes.
How has MUST institutional ownership changed over time?
InsiderSet tracks MUST institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.