Columbia Multi-Sect MuniMUSTETF

13F holders, Q2 2025 (June 30)
83holders +5
14new positions
8sold out
$20.12avg. 13F price*

At the end of Q2 2025, 83 institutions reported holding Columbia Multi-Sect Muni Inc. (MUST) in their 13F filings, up 5 from Q1 2025. 14 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($65.6M), Ameriprise Financial Inc. ($52.3M) and Wells Fargo & Company ($36.6M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions14$11.7M
Exits8$3.1M

All 13F filers, Q1 2025 → Q2 2025: 2,400,158 shares bought and 359,359 shares sold, net +2,040,799 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Morgan Stanley 0.00% Add +40.8% 3,259,079 $65.6M
Ameriprise Financial Inc. 0.01% Add +7.0% 2,599,097 $52.3M
Wells Fargo & Company 0.01% Add +5.7% 1,818,775 $36.6M
LPL Financial LLC 0.01% Add +5.3% 1,291,788 $26.0M
Bank of America Corp. 0.00% Add +9.9% 1,069,403 $21.5M
Haven Private, LLC 7.33% Add +1.4% 821,593 $16.5M
Commonwealth Equity Services, LLC 0.01% Add +12.1% 315,350 $6.3M
Royal Bank of Canada 0.00% Add +5.0% 247,385 $5.0M
TruWealth Advisors, LLC 0.27% Add +15.3% 246,860 $5.0M
UBS Group AG 0.00% Reduce -12.3% 245,802 $4.9M
Raymond James Financial Inc. 0.00% Add +277.3% 233,038 $4.7M
Jane Street Group, LLC 0.01% New 219,944 $4.4M
Osaic Holdings, Inc. 0.01% Add +37.2% 182,872 $3.7M
Arq Wealth Advisors, LLC 1.00% New 145,368 $2.9M
Global Wealth Strategies & Associates 0.79% Add +3.1% 137,539 $2.8M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -26.4% 133,165 $2.7M
Baker Avenue Asset Management, LP 0.08% Reduce -5.1% 133,245 $2.7M
Captrust Financial Advisors 0.01% Reduce -2.6% 129,017 $2.6M
Frederick Financial Consultants, LLC 1.60% Add +1.5% 127,906 $2.6M
CENTRAL TRUST Co 0.06% Add +3.3% 123,555 $2.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% No change 109,039 $2.2M
Amplius Wealth Advisors, LLC 0.20% Add +12.0% 108,470 $2.2M
Genesis Private Wealth, LLC 1.02% Add +5.5% 108,067 $2.2M
Cetera Investment Advisers 0.00% Reduce -6.7% 80,119 $1.6M
GeoWealth Management, LLC 0.06% New 80,031 $1.6M
Moneywise, Inc. 0.74% Reduce -27.6% 78,861 $1.6M
Focus Partners Wealth 0.00% Add +137.1% 74,463 $1.5M
Arbor Capital Management Inc. 1.30% Add +0.8% 74,608 $1.5M
JPMorgan Chase & Co. 0.00% Add +48.2% 70,484 $1.4M
Lake Street Private Wealth, LLC 0.19% Add +0.1% 67,299 $1.4M
Susquehanna International Group, LLP 0.00% New 61,054 $1.2M
Condor Capital Management 0.10% Add +3.8% 57,809 $1.2M
Envestnet Asset Management Inc. 0.00% Add +8.6% 52,979 $1.1M
Natixis Advisors, LLC 0.00% Add +0.0% 44,538 $896K
Cornerstone Wealth Management, LLC 0.05% Reduce -17.7% 43,050 $866K
LM Advisors LLC 0.11% No change 40,725 $819K
Lakeside Advisors, INC. 0.52% Add +17.7% 39,990 $805K
Foundations Investment Advisors, LLC 0.01% Add +46.7% 38,944 $784K
Paragon Private Wealth Management, LLC 0.24% Reduce -29.3% 30,176 $607K
NewEdge Advisors, LLC 0.00% Reduce -3.8% 30,132 $606K
Janney Montgomery Scott LLC 0.00% Reduce -29.1% 27,235 $548K
Advisory Services Network, LLC 0.01% Reduce -5.6% 24,068 $481K
Rockefeller Capital Management L.P. 0.00% No change 23,175 $466K
OneAscent Financial Services LLC 0.03% Reduce -20.9% 22,292 $449K
Atria Investments, Inc 0.01% Reduce -20.9% 22,292 $449K
CVFG LLC 0.36% Reduce -1.5% 22,271 $448K
&partners 0.00% Add +36.0% 21,523 $433K
New Insight Wealth Advisors 0.16% Reduce -14.0% 18,976 $382K
Comerica Bank 0.00% Reduce -36.0% 18,778 $378K
MML Investors Services, LLC 0.00% Add +2.3% 18,754 $377K
World Investment Advisors 0.01% No change 18,084 $364K
Westside Investment Management, Inc. 0.07% No change 17,800 $357K
Pure Portfolios Holdings LLC 0.12% Add +49.2% 17,578 $354K
Integrity Wealth Advisors, Inc. 0.22% Reduce -3.4% 15,620 $314K
Redwood Investment Management, LLC 0.03% Add +0.9% 15,189 $306K
Liberty Square Wealth Partners LLC 0.10% Reduce -29.6% 14,459 $291K
Bleakley Financial Group, LLC 0.01% New 13,536 $272K
DAVENPORT & Co LLC 0.00% New 13,450 $271K
Two Sigma Securities, LLC 0.03% New 13,357 $269K
C M Bidwell & Associates Ltd. 0.14% Reduce -11.8% 13,127 $264K
Centaurus Financial, Inc. 0.02% No change 12,873 $259K
Horst & Graben Wealth Management LLC 0.04% Add +0.5% 12,479 $251K
Vertex Planning Partners, LLC 0.05% Add +1.4% 12,294 $247K
Daymark Wealth Partners, LLC 0.01% Add +15.8% 12,117 $244K
Integrated Wealth Concepts LLC 0.00% Reduce -15.7% 11,973 $241K
Concurrent Investment Advisors, LLC 0.00% New 11,965 $241K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.6% 11,804 $238K
Pine Valley Investments Ltd Liability Co 0.01% No change 11,675 $235K
Collaborative Wealth Managment Inc. 0.10% Add +0.1% 11,134 $224K
ORG Partners LLC 0.05% New 10,416 $209K
Raffa Wealth Management, LLC 0.02% New 4,930 $99K
Harbour Investments, Inc. 0.00% No change 4,265 $86K
IFP Advisors, Inc 0.00% New 4,134 $83K
Farther Finance Advisors, LLC 0.00% New 3,821 $77K
EverSource Wealth Advisors, LLC 0.00% Add +18.2% 3,416 $69K
Joseph Group Capital Management 0.02% Reduce -61.0% 2,309 $46K
MAI Capital Management 0.00% No change 2,162 $44K
NFSG Corp 0.01% No change 1,765 $36K
Geneos Wealth Management Inc. 0.00% No change 1,750 $35K
Larson Financial Group LLC 0.00% Reduce -21.6% 1,708 $34K
Principal Securities, Inc. 0.00% Reduce -55.4% 1,220 $25K
FMR LLC 0.00% Add +335.0% 683 $14K
Wilmington Savings Fund Society, FSB 0.00% New 75 $2K

"% 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.