CRUX
Columbia Core Bond ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth — ·
share flow — ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 23.60M | New | $709.29M | 0.2% | New | 1 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 12.00M | New | $360.47M | 0.0% | New | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 590.31K | New | $17.74M | 0.0% | New | 1 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 238.65K | New | $7.11M | 0.0% | New | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 177.99K | New | $5.35M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 160.28K | New | $4.82M | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 73.25K | New | $2.20M | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 71.78K | New | $2.16M | 0.0% | New | 1 | SEC ↗ |
| 9 | Hrt Financial Lp | 25.44K | New | $764,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 14.73K | New | $442,790 | 0.0% | New | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 11.35K | New | $340,977 | 0.0% | New | 1 | SEC ↗ |
| 12 | Mariner, LLC | 10.18K | New | $305,789 | 0.0% | New | 1 | SEC ↗ |
| 13 | Fifth Third Bancorp | 9.12K | New | $273,936 | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 4.79K | New | $143,849 | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 3.35K | New | $100,266 | 0.0% | New | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 1.86K | New | $56,044 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 1.37K | New | $41,289 | 0.0% | New | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 244 | New | $7,332 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Ameriprise Financial Inc | $709.29M | 0.2% |
| Bank Of America Corp /De/ | $360.47M | 0.0% |
| LPL Financial LLC | $17.74M | 0.0% |
| Jones Financial Companies Lllp | $7.11M | 0.0% |
| Wells Fargo & Company/Mn | $5.35M | 0.0% |
| Osaic Holdings, Inc. | $4.82M | 0.0% |
| Raymond James Financial Inc | $2.20M | 0.0% |
| Royal Bank Of Canada | $2.16M | 0.0% |
| Hrt Financial Lp | $764,000 | 0.0% |
| Commonwealth Equity Services… | $442,790 | 0.0% |
| Envestnet Asset Management Inc | $340,977 | 0.0% |
| Mariner, LLC | $305,789 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 39.43M shares, $1.18B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.