CRUX
Columbia Core Bond ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +11.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 41.16M | $1.23B | +6 | −6 |
| Q1 2026 | 18 | +18 | 36.99M | $1.11B | +18 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 24.91M | +5.5% | $746.67M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 24.91M | +5.5% | $746.67M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 24.91M | +5.5% | $746.67M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 13.27M | +10.6% | $397.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 13.27M | +10.6% | $397.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 13.27M | +10.6% | $397.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 1.37M | +131.8% | $41.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 704.22K | +295.6% | $21.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 704.22K | +295.6% | $21.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 304.36K | +27.5% | $9.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 141.43K | -11.8% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 141.43K | -11.8% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 141.43K | -11.8% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 125.78K | New | $3.77M | 0.0% | New | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 108.05K | +633.3% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 86.65K | +20.7% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 41.61K | -43.2% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 41.61K | -43.2% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 32.61K | New | $977,588 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 18.71K | +105.3% | $561,016 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 16.61K | +395.8% | $499,795 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 16.61K | +395.8% | $499,795 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 11.86K | New | $355,593 | 0.0% | New | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 9.77K | -13.9% | $292,769 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 8.96K | New | $268,591 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 31 | New | $929 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 5 | New | $150 | 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
| Citadel Advisors | $3.77M | 0.0% |
| Goldman Sachs Group | $977,588 | 0.0% |
| Stifel Financial Corp | $355,593 | 0.0% |
| Susquehanna International… | $268,591 | 0.0% |
| Morgan Stanley | $929 | 0.0% |
| Bnp Paribas Financial Markets | $150 | 0.0% |
Exited
| Hrt Financial Lp | $764,000 | was 0.0% |
| Mariner, LLC | $305,789 | was 0.0% |
| UBS Group AG | $143,849 | was 0.0% |
| Us Bancorp \De\ | $56,044 | was 0.0% |
| Rockefeller Capital… | $41,289 | was 0.0% |
| Assetmark, Inc | $7,332 | was 0.0% |
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.