20 institutions reported holding $116.4M of COLUMBIA ETF TR I (CRUX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Amplius Wealth Advisors, LLC ($39.9M), Pine Valley Investments Ltd Liability Co ($29.3M), J.W. COLE ADVISORS, INC. ($12.8M), FLYNN ZITO CAPITAL MANAGEMENT, LLC ($10.1M), Systelligence, LLC ($7.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Amplius Wealth Advisors, LLC | $39.9M | 1.3M | New |
| 2 | Pine Valley Investments Ltd Liability Co | $29.3M | 978,219 | New |
| 3 | J.W. COLE ADVISORS, INC. | $12.8M | 428,096 | Trimmed |
| 4 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $10.1M | 337,697 | Added |
| 5 | Systelligence, LLC | $7.1M | 235,301 | New |
| 6 | Symphony Financial, Ltd. Co. | $4.7M | 155,339 | New |
| 7 | Private Advisor Group, LLC | $3.6M | 118,458 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 108,050 | Added |
| 9 | DAGCO, INC. | $2.2M | 74,241 | New |
| 10 | Wealth Management Associates, Inc. | $1.6M | 53,220 | Added |
| 11 | Redhawk Wealth Advisors, Inc. | $1.1M | 35,954 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $292,769 | 9,765 | Trimmed |
| 13 | PRENTISS SMITH & CO INC | $221,522 | 7,389 | Hold |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $149,900 | 5,000 | New |
| 15 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $51,746 | 1,726 | New |
| 16 | Key Financial Inc | $36,036 | 1,202 | Hold |
| 17 | ST GERMAIN D J CO INC | $20,596 | 687 | New |
| 18 | Farther Finance Advisors, LLC | $1,319 | 44 | New |
| 19 | Main Street Group, LTD | $1,169 | 39 | New |
| 20 | ASSETMARK, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30