ETF Holders

Who owns CRUX?

Bond

Columbia Core Bond ETF · Columbia Threadneedle

49 institutions reported holding CRUX, worth $1.4B, in Form 13F filings for June 30, 2026.

13F holders
49
Institutional value
$1.4B
Change from prior quarter
+19.3%
+$228.9M, with price moves
New and sold-out firms
24 / 6
19 added, 4 trimmed

Top 10 institutional holders of CRUX

FirmLocationValueSharesChange
Ameriprise Financial Inc.Minneapolis, MN$746.7M24,905,747+1,302,202 shares
Bank of America Corp.Charlotte, NC$397.9M13,271,311+1,275,609 shares
LPL Financial LLCFort Mill, SC$41.0M1,368,519+778,206 shares
Amplius Wealth Advisors, LLCBlue Bell, PA$39.9M1,330,753New position
Sanctuary Advisors, LLCIndianapolis, IN$39.2M1,306,443+364,744 shares
Pine Valley Investments Ltd Liability CoMarlton, NJ$29.3M978,219New position
Wells Fargo & CompanySan Francisco, CA$21.1M704,222+526,230 shares
Tassel Capital Management, Inc.Matthews, NC$13.4M447,838+21,779 shares
J.W. Cole Advisors, Inc.Tampa, FL$12.8M428,096−35,735 shares
Flynn ZITO Capital Management, LLCGarden City, NY$10.1M337,697+10,257 shares
39 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns CRUX?

49 institutional managers reported holding CRUX in Form 13F filings for June 30, 2026, worth $1.4B in total. The largest reported position was held by Ameriprise Financial Inc., at $746.7M.

Did institutions buy or sell CRUX last quarter?

Reported 13F value rose 19.3% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 6 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is CRUX ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.