CRUX · Columbia Core Bond ETF ETF

Alerts for CRUX

$29.34 +0.04 (+0.12%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $3,770,884

Total Shares: 125,780

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+40.1 pts

Top 5

100.0%

+4.7 pts

Top 10

100.0%

+1.3 pts

HHI

10,000

Highly concentrated+5,481

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

0

Sold Out

31

Unchanged

0

Holder count: -30

Institutional value: -99.7%

Shares held: -99.7%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	125,780	$3,770,884

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega AMERIPRISE FINANCIAL INC	23,603,545	$709,286,526
Mega BANK OF AMERICA CORP /DE/	11,995,702	$360,470,843
Large Sanctuary Advisors, LLC	941,699	$28,298,054
Mega LPL Financial LLC	590,313	$17,738,905
Mid J.W. COLE ADVISORS, INC.	463,831	$13,938,121

Filter: New 1 Increased 0 Reduced 0 Sold out 31 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC CRUX

$3,770,884

100.00%

125,780

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	125,780	$3,770,884	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	23,589,102	$708,852,515	99.9%	Defined
Ameriprise Financial Services, LLC	13,916	$418,175	0.1%	Defined
Ameriprise Bank, FSB	527	$15,836	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	11,806,517	$354,785,835	98.4%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	157,557	$4,734,587	1.3%	Defined
MANAGED ACCOUNT ADVISORS LLC	31,628	$950,421	0.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	238,650	$7,171,432	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	23,354	$701,787	13.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	154,638	$4,646,871	86.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	160,281	$4,816,444	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	53,721	$1,614,316	73.3%	Defined
Raymond James Financial Services Advisors, Inc.	19,530	$586,876	26.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	71,775	$2,156,838	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	60,236	$1,810,091	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Independent Advisor Network, LLC	10,176	$305,788	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	9,116	$273,935	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	98	$2,944	2.0%	Defined
UBS Securities LLC	4,689	$140,904	98.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	3,350	$100,667	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
U.S. BANCORP ADVISORS, LLC	1,865	$56,043	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	1,374	$41,288	100.0%	Defined