Institutional Ownership Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $822 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,984,602
shares
|
$215 Million
0.09% of portfolio
|
Q3 2024
Added 51.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,058,178
shares
|
$110 Million
0.01% of portfolio
|
Q3 2024
Added 23.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,793,326
shares
|
$64.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.07%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,410,831
shares
|
$50.7 Million
3.12% of portfolio
|
Q4 2024
Added 47.21%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,351,246
shares
|
$48.6 Million
5.5% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,175,143
shares
|
$42.2 Million
0.0% of portfolio
|
Q3 2024
Added 143.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,154,334
shares
|
$41.5 Million
0.58% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
960,037
shares
|
$34.5 Million
0.04% of portfolio
|
Q3 2024
Added 203.84%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
814,229
shares
|
$29.3 Million
15.5% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
580,403
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2024
Added 41.02%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
422,447
shares
|
$15.2 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
420,652
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
385,970
shares
|
$13.9 Million
0.64% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
304,955
shares
|
$11 Million
0.07% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
274,990
shares
|
$9.89 Million
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
261,700
shares
|
$9.41 Million
0.02% of portfolio
|
Q3 2024
Added 327.61%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
213,785
shares
|
$7.69 Million
0.88% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
179,956
shares
|
$6.47 Million
2.36% of portfolio
|
Q3 2024
Added 834.59%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
171,048
shares
|
$6.15 Million
0.28% of portfolio
|
Q4 2024
Added 59.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
164,897
shares
|
$5.93 Million
0.02% of portfolio
|
Q3 2024
Added 1450.8%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
161,339
shares
|
$5.8 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
134,852
shares
|
$4.85 Million
0.34% of portfolio
|
Q4 2024
Added 233.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
114,835
shares
|
$4.13 Million
0.13% of portfolio
|
Q3 2024
Added 204.05%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
100,342
shares
|
$3.61 Million
0.68% of portfolio
|
Q4 2024
Reduced 40.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
99,977
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 77.31%
|