CRUX · Insider trading · 13F holders · Congress trades
Columbia ETF Tr I (CRUX)
Who is buying and selling CRUX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CRUX at a glance
- No open-market insider purchases or sales of CRUX were filed in the last 90 days.
- 11 13F filers hold CRUX among their 50 largest positions, worth $178.8M combined. The biggest bets by portfolio weight are Tassel Capital Management, Inc. (6.5%), HCR Wealth Advisors (4.0%) and Flynn Zito Capital Management, LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in CRUX.
CRUX insider trading
No open-market insider purchases or sales of CRUX were filed in the last 90 days.
Who owns CRUX? Hedge funds and superinvestors
11 13F filers hold CRUX among their 50 largest positions, worth $178.8M combined. The biggest bets by portfolio weight are Tassel Capital Management, Inc. (6.5%), HCR Wealth Advisors (4.0%) and Flynn Zito Capital Management, LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| HCR Wealth AdvisorsWealth manager | 4.0% | $50.2M | 1,758,417 | — | Q3 2026 |
| Amplius Wealth Advisors, LLCWealth manager | 2.6% | $37.6M | 1,318,728 | -0.9% shares | Q3 2026 |
| Pine Valley Investments Ltd Liability CoWealth manager | 1.2% | $29.3M | 978,219 | +119.1% shares | Q2 2026 |
| Convergence Financial, LLCWealth manager | 2.1% | $15.2M | 533,046 | — | Q3 2026 |
| Tassel Capital Management, Inc.Wealth manager | 6.5% | $13.1M | 457,515 | +2.2% shares | Q3 2026 |
| Flynn Zito Capital Management, LLCWealth manager | 2.8% | $10.1M | 337,697 | +3.1% shares | Q2 2026 |
| Systelligence, LLCMutual fund manager | 1.2% | $7.1M | 235,301 | — | Q2 2026 |
| Symphony Financial, Ltd. Co.Wealth manager | 0.6% | $6.4M | 223,259 | +43.7% shares | Q3 2026 |
| Dagco, Inc.Wealth manager | 0.8% | $4.7M | 164,991 | +122.2% shares | Q3 2026 |
| Retirement Planning Group, LLC / NyWealth manager | 1.9% | $3.5M | 115,780 | — | Q2 2026 |
| Wealth Management Associates, Inc.Wealth manager | 0.4% | $1.6M | 53,220 | +3.9% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 5). Screen CRUX in the grand portfolio →
CRUX stock trades by members of Congress
No member of Congress has disclosed a trade in CRUX.
CRUX questions and answers
Are insiders buying CRUX stock?
No open-market insider purchases or sales of CRUX were filed in the last 90 days.
Which hedge funds own CRUX?
11 13F filers hold CRUX among their 50 largest positions, worth $178.8M combined. The biggest bets by portfolio weight are Tassel Capital Management, Inc. (6.5%), HCR Wealth Advisors (4.0%) and Flynn Zito Capital Management, LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded CRUX?
No member of Congress has disclosed a trade in CRUX.
Who is the largest holder of CRUX?
Among 13F filers, HCR Wealth Advisors reports the largest CRUX position, $50.2M (1,758,417 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Tassel Capital Management, Inc.'s: 6.5% of its portfolio.
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