Columbia Multi-Sect MuniMUSTETF

13F holders, Q1 2025 (March 31)
78holders
6new positions
6sold out
$20.13avg. 13F price*

At the end of Q1 2025, 78 institutions reported holding Columbia Multi-Sect Muni Inc. (MUST) in their 13F filings, unchanged from Q4 2024. 6 opened new positions and 6 sold out. The largest holders were Ameriprise Financial Inc. ($48.9M), Morgan Stanley ($46.6M) and Wells Fargo & Company ($34.7M).

Company
Columbia Multi-Sect Muni Inc.
CUSIP
19761L607
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 67Q1 2024Q2 2024: 70Q2 2024Q3 2024: 66Q3 2024Q4 2024: 78Q4 2024Q1 2025: 78Q1 2025Q2 2025: 83Q2 2025Q3 2025: 86Q3 2025Q4 2025: 79Q4 2025Q1 2026: 86Q1 2026Q2 2026: 84Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions6$1.4M
Exits6$7.2M

All 13F filers, Q4 2024 → Q1 2025: 1,789,680 shares bought and 2,178,748 shares sold, net −389,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

Ameriprise Financial Inc. 0.01% Reduce -1.2% 2,429,336 $48.9M
Morgan Stanley 0.00% Add +47.1% 2,314,630 $46.6M
Wells Fargo & Company 0.01% Add +2.5% 1,721,025 $34.7M
LPL Financial LLC 0.01% Reduce -12.0% 1,226,667 $24.7M
Bank of America Corp. 0.00% Add +166.1% 972,609 $19.6M
Haven Private, LLC 9.23% Add +17.9% 810,238 $16.3M
Commonwealth Equity Services, LLC 0.01% Reduce -30.9% 281,329 $5.7M
UBS Group AG 0.00% Reduce -33.7% 280,240 $5.6M
Royal Bank of Canada 0.00% Reduce -20.2% 235,717 $4.7M
TruWealth Advisors, LLC 0.26% Reduce -44.7% 214,158 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.2% 180,848 $3.6M
Baker Avenue Asset Management, LP 0.09% Add +14.2% 140,426 $2.8M
Global Wealth Strategies & Associates 0.81% Add +28.3% 133,410 $2.7M
Osaic Holdings, Inc. 0.01% Add +61.4% 133,258 $2.7M
Captrust Financial Advisors 0.01% Add +7.1% 132,515 $2.7M
Frederick Financial Consultants, LLC 1.83% Add +0.5% 126,009 $2.5M
CENTRAL TRUST Co 0.06% Add +0.5% 119,635 $2.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% No change 109,039 $2.2M
Moneywise, Inc. 1.16% Reduce -15.8% 108,892 $2.2M
Genesis Private Wealth, LLC 1.09% Add +6.1% 102,475 $2.1M
Amplius Wealth Advisors, LLC 0.20% Reduce -84.8% 96,865 $2.0M
Cetera Investment Advisers 0.00% Add +10.8% 85,822 $1.7M
Arbor Capital Management Inc. 1.45% Add +5.7% 73,996 $1.5M
Lake Street Private Wealth, LLC 0.22% Reduce -0.5% 67,235 $1.4M
Raymond James Financial Inc. 0.00% Reduce -80.7% 61,766 $1.2M
Condor Capital Management 0.10% Reduce -0.4% 55,697 $1.1M
Cornerstone Wealth Management, LLC 0.07% Add +12.0% 52,297 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -23.7% 48,781 $982K
JPMorgan Chase & Co. 0.00% Reduce -81.4% 47,555 $958K
Natixis Advisors, LLC 0.00% Add +6.4% 44,522 $896K
Paragon Private Wealth Management, LLC 0.40% Reduce -17.9% 42,696 $860K
Truist Financial Corp. 0.00% Add +161.6% 42,170 $849K
LM Advisors LLC 0.15% No change 40,725 $820K
Janney Montgomery Scott LLC 0.00% Add +1.9% 38,385 $773K
Lakeside Advisors, INC. 0.45% No change 33,964 $684K
Focus Partners Wealth 0.00% Reduce -47.7% 31,400 $632K
NewEdge Advisors, LLC 0.00% Reduce -4.4% 31,311 $630K
Comerica Bank 0.00% Add +11.3% 29,322 $590K
GenWealth Group, Inc. 0.13% New 28,639 $577K
OneAscent Financial Services LLC 0.04% Add +1.3% 28,195 $568K
Atria Investments, Inc 0.01% Add +1.3% 28,195 $568K
Foundations Investment Advisors, LLC 0.01% Add +15.3% 26,543 $534K
Advisory Services Network, LLC 0.01% Add +36.1% 25,497 $513K
Rockefeller Capital Management L.P. 0.00% Add +27.5% 23,175 $467K
CVFG LLC 0.41% Add +4.5% 22,613 $455K
New Insight Wealth Advisors 0.20% Add +108.5% 22,056 $444K
Old Mission Capital LLC 0.01% Reduce -19.1% 20,774 $418K
Liberty Square Wealth Partners LLC 0.16% No change 20,534 $413K
Private Trust Co. NA 0.04% Reduce -28.8% 20,021 $403K
Flow Traders U.S. LLC 0.02% New 18,680 $376K
MML Investors Services, LLC 0.00% Add +3.4% 18,334 $369K
World Investment Advisors 0.01% Reduce -40.6% 18,084 $364K
Westside Investment Management, Inc. 0.08% Add +14.8% 17,800 $360K
Integrity Wealth Advisors, Inc. 0.24% Reduce -3.1% 16,177 $326K
&partners 0.00% Add +51.1% 15,827 $319K
Redwood Investment Management, LLC 0.03% Add +0.5% 15,059 $303K
C M Bidwell & Associates Ltd. 0.18% No change 14,877 $300K
Integrated Wealth Concepts LLC 0.00% Add +12.5% 14,205 $286K
Centaurus Financial, Inc. 0.02% No change 12,873 $259K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.2% 12,500 $252K
Horst & Graben Wealth Management LLC 0.04% Add +0.3% 12,414 $250K
Vertex Planning Partners, LLC 0.05% Add +0.3% 12,119 $244K
Pure Portfolios Holdings LLC 0.09% Add +0.1% 11,782 $237K
Pine Valley Investments Ltd Liability Co 0.02% No change 11,675 $235K
Lido Advisors, LLC 0.00% New 11,500 $232K
Collaborative Wealth Managment Inc. 0.10% Reduce -15.1% 11,119 $224K
Silver Oak Securities, Incorporated 0.02% Add +2.1% 10,587 $213K
Daymark Wealth Partners, LLC 0.01% New 10,459 $211K
Joseph Group Capital Management 0.05% Add +0.3% 5,914 $119K
Harbour Investments, Inc. 0.00% No change 4,265 $86K
EverSource Wealth Advisors, LLC 0.00% Add +2706.8% 2,891 $58K
Principal Securities, Inc. 0.00% No change 2,736 $56K
Larson Financial Group LLC 0.00% New 2,179 $44K
MAI Capital Management 0.00% Reduce -4.4% 2,162 $44K
NFSG Corp 0.01% No change 1,765 $36K
Geneos Wealth Management Inc. 0.00% Reduce -53.3% 1,750 $35K
JFS Wealth Advisors, LLC 0.00% New 255 $5K
FMR LLC 0.00% Reduce -94.1% 157 $3K

"% of holder's portfolio" is MUST's weight in each manager's 13F, not the share of Columbia Multi-Sect Muni Inc. the manager owns.