MUST Institutional Ownership
Columbia Multi-Sector Municipal Income ETF
1W: -0.5%
1M: -4.4%
3M: -7.4%
YTD: -7.0%
1Y: -6.1%
3Y: +4.7%
5Y: -5.7%
$19.12
-0.11 (-0.57%)
Weekly Expected Move ±1.3%
$19
$19
$19
$19
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MUST
94
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
463M
Total Invested
10
New Positions
45
Increased
32
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (100 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,840,141 | $112M | -68,494 | -1.2% | 19Q | SEC ↗ |
| 2 | LPL Financial LLC | 3,872,933 | $74M | -246,160 | -6.0% | 26Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 2,942,343 | $56M | -420,606 | -12.5% | 16Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,492,122 | $29M | +68,961 | +4.8% | 15Q | SEC ↗ |
| 5 | Haven Private, LLC | 1,188,853 | $23M | +128,607 | +12.1% | 7Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 1,037,444 | $20M | +13,621 | +1.3% | 20Q | SEC ↗ |
| 7 | Concurrent Investment Advisors, LLC | 410,031 | $8M | +395,450 | +2712.1% | 5Q | SEC ↗ |
| 8 | Waverly Advisors, LLC | 334,757 | $6M | +323,827 | +2962.7% | 2Q | SEC ↗ |
| 9 | TruWealth Advisors, LLC | 294,981 | $6M | +3,999 | +1.4% | 14Q | SEC ↗ |
| 10 | ARQ WEALTH ADVISORS, LLC NEW | 292,528 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 290,660 | $6M | +8,211 | +2.9% | 7Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 285,067 | $5M | +163 | +0.1% | 24Q | SEC ↗ |
| 13 | DAYMARK WEALTH PARTNERS, LLC | 247,898 | $5M | +171,615 | +225.0% | 6Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 246,431 | $5M | +3,284 | +1.4% | 25Q | SEC ↗ |
| 15 | UBS Group AG | 242,081 | $5M | +21,087 | +9.5% | 15Q | SEC ↗ |
| 16 | Private Advisor Group, LLC | 238,271 | $5M | +11,958 | +5.3% | 4Q | SEC ↗ |
| 17 | Spartan Wealth Advisory Services LLC | 229,666 | $4M | +2,400 | +1.1% | 2Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 195,462 | $4M | +13,968 | +7.7% | 22Q | SEC ↗ |
| 19 | Global Wealth Strategies & Associates | 176,439 | $3M | +11,917 | +7.2% | 15Q | SEC ↗ |
| 20 | Baker Avenue Asset Management, LP | 166,062 | $3M | +8,278 | +5.2% | 14Q | SEC ↗ |
| 21 | Frederick Financial Consultants, LLC | 158,981 | $3M | +14,908 | +10.3% | 7Q | SEC ↗ |
| 22 | CAPTRUST FINANCIAL ADVISORS | 152,918 | $3M | +9,976 | +7.0% | 13Q | SEC ↗ |
| 23 | GENESIS PRIVATE WEALTH, LLC | 141,222 | $3M | +11,862 | +9.2% | 7Q | SEC ↗ |
| 24 | CENTRAL TRUST Co | 135,384 | $3M | +875 | +0.7% | 25Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 125,856 | $2M | -1,440 | -1.1% | 10Q | SEC ↗ |
| 26 | Foundations Investment Advisors, LLC | 107,507 | $2M | +8,121 | +8.2% | 10Q | SEC ↗ |
| 27 | Amplius Wealth Advisors, LLC | 107,120 | $2M | +8,889 | +9.0% | 15Q | SEC ↗ |
| 28 | NorthRock Partners, LLC | 97,360 | $2M | -15,558 | -13.8% | 2Q | SEC ↗ |
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 87,713 | $2M | -7,699 | -8.1% | 12Q | SEC ↗ |
| 30 | ARBOR CAPITAL MANAGEMENT INC /ADV | 81,654 | $2M | -1,169 | -1.4% | 19Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC NEW | 74,794 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Mariner, LLC NEW | 71,605 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 33 | LAKE STREET PRIVATE WEALTH, LLC | 67,556 | $1M | +68 | +0.1% | 17Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 66,237 | $1M | -133,074 | -66.8% | 11Q | SEC ↗ |
| 35 | CONDOR CAPITAL MANAGEMENT | 63,782 | $1M | +1,071 | +1.7% | 13Q | SEC ↗ |
| 36 | ENVESTNET ASSET MANAGEMENT INC | 58,491 | $1M | -1,310 | -2.2% | 15Q | SEC ↗ |
| 37 | Vestmark Advisory Solutions, Inc. | 51,320 | $981K | -2,726 | -5.0% | 2Q | SEC ↗ |
| 38 | LM Advisors LLC | 49,878 | $954K | +48,876 | +4877.8% | 11Q | SEC ↗ |
| 39 | Westside Investment Management, Inc. | 47,000 | $899K | +200 | +0.4% | 15Q | SEC ↗ |
| 40 | Summit Financial, LLC | 46,783 | $894K | +30,836 | +193.4% | 4Q | SEC ↗ |
| 41 | Integrated Wealth Concepts LLC | 41,073 | $785K | +27,340 | +199.1% | 2Q | SEC ↗ |
| 42 | MONEYWISE, INC. | 37,859 | $724K | -3,039 | -7.4% | 16Q | SEC ↗ |
| 43 | Cornerstone Wealth Management, LLC | 37,268 | $713K | +23 | +0.1% | 11Q | SEC ↗ |
| 44 | Lakeside Advisors, INC. | 36,340 | $695K | — | +0.0% | 19Q | SEC ↗ |
| 45 | Farther Finance Advisors, LLC | 34,384 | $657K | +28,269 | +462.3% | 5Q | SEC ↗ |
| 46 | Rare Wolf Capital LLC | 33,864 | $647K | +9,995 | +41.9% | 3Q | SEC ↗ |
| 47 | Focus Partners Wealth | 33,672 | $644K | -11,043 | -24.7% | 11Q | SEC ↗ |
| 48 | Janney Montgomery Scott LLC | 31,731 | $607K | -550 | -1.7% | 16Q | SEC ↗ |
| 49 | GeoWealth Management, LLC | 25,909 | $495K | -56,337 | -68.5% | 2Q | SEC ↗ |
| 50 | Vested Financial Planning, LLC NEW | 25,909 | $495K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 292,528 | $6M |
| GOLDMAN SACHS GROUP INC | 74,794 | $1M |
| Mariner, LLC | 71,605 | $1M |
| Vested Financial Planning, LLC | 25,909 | $495K |
| Gateway Wealth Partners, LLC | 24,750 | $473K |
| STIFEL FINANCIAL CORP | 14,023 | $268K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,859 | $112K |
| Global Retirement Partners, LLC | 1,256 | $24K |
| COMPASS FINANCIAL MANAGEMENT LLC | 875 | $17K |
| JONES FINANCIAL COMPANIES LLLP | 512 | $10K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bay Colony Advisory Group, Inc d/b/ | 25,092 | $480K |
| CITADEL ADVISORS LLC | 24,859 | $475K |
| TBH Global Asset Management, LLC | 22,651 | $433K |
| FLOW TRADERS U.S. LLC | 21,146 | $404K |
| &PARTNERS | 15,710 | $300K |
| Elequin Capital, LP | 14,820 | $283K |
| Pine Valley Investments Ltd Liabili | 11,675 | $223K |
| Ascentis Independent Advisors | 10,416 | $199K |
| US BANCORP \DE | 4,771 | $91K |
| Kestra Advisory Services, LLC | 2,715 | $52K |
| MAI Capital Management | 2,162 | $41K |
| NFSG Corp | 1,765 | $34K |
| NBC SECURITIES, INC. | 45 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Concurrent Investment Advisors, LLC | +395,450 | +2712.1% | 410,031 |
| Waverly Advisors, LLC | +323,827 | +2962.7% | 334,757 |
| DAYMARK WEALTH PARTNERS, LLC | +171,615 | +225.0% | 247,898 |
| Haven Private, LLC | +128,607 | +12.1% | 1,188,853 |
| BANK OF AMERICA CORP /DE | +68,961 | +4.8% | 1,492,122 |
| LM Advisors LLC | +48,876 | +4877.8% | 49,878 |
| Summit Financial, LLC | +30,836 | +193.4% | 46,783 |
| Farther Finance Advisors, LLC | +28,269 | +462.3% | 34,384 |
| Integrated Wealth Concepts LLC | +27,340 | +199.1% | 41,073 |
| UBS Group AG | +21,087 | +9.5% | 242,081 |
| Frederick Financial Consultants, LL | +14,908 | +10.3% | 158,981 |
| OSAIC HOLDINGS, INC. | +13,968 | +7.7% | 195,462 |
| WELLS FARGO & COMPANY/MN | +13,621 | +1.3% | 1,037,444 |
| Private Advisor Group, LLC | +11,958 | +5.3% | 238,271 |
| Global Wealth Strategies & Associat | +11,917 | +7.2% | 176,439 |
| GENESIS PRIVATE WEALTH, LLC | +11,862 | +9.2% | 141,222 |
| Rare Wolf Capital LLC | +9,995 | +41.9% | 33,864 |
| CAPTRUST FINANCIAL ADVISORS | +9,976 | +7.0% | 152,918 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +9,787 | +2983.8% | 10,115 |
| Amplius Wealth Advisors, LLC | +8,889 | +9.0% | 107,120 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | -420,606 | -12.5% | 2,942,343 |
| LPL Financial LLC | -246,160 | -6.0% | 3,872,933 |
| JPMORGAN CHASE & CO | -133,074 | -66.8% | 66,237 |
| MORGAN STANLEY | -68,494 | -1.2% | 5,840,141 |
| GeoWealth Management, LLC | -56,337 | -68.5% | 25,909 |
| JANE STREET GROUP, LLC | -21,301 | -59.2% | 14,669 |
| NorthRock Partners, LLC | -15,558 | -13.8% | 97,360 |
| Focus Partners Wealth | -11,043 | -24.7% | 33,672 |
| Prospera Financial Services Inc | -7,700 | -37.4% | 12,900 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -7,699 | -8.1% | 87,713 |
| Advisory Services Network, LLC | -6,072 | -24.9% | 18,326 |
| Paragon Private Wealth Management, | -5,167 | -21.3% | 19,068 |
| MONEYWISE, INC. | -3,039 | -7.4% | 37,859 |
| Vestmark Advisory Solutions, Inc. | -2,726 | -5.0% | 51,320 |
| CVFG LLC | -1,506 | -10.1% | 13,451 |
| Cetera Investment Advisers | -1,440 | -1.1% | 125,856 |
| INTEGRITY WEALTH ADVISORS, INC. | -1,377 | -10.5% | 11,676 |
| ENVESTNET ASSET MANAGEMENT INC | -1,310 | -2.2% | 58,491 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | -1,169 | -1.4% | 81,654 |
| PRIVATE TRUST CO NA | -891 | -15.7% | 4,796 |