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 164 institutions that hold shares in the stock, with a total of 77 Million shares, which have been reported (via 13F filing form) to have a value of $3.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
13,723,415
shares
|
$556 Million
0.17% of portfolio
|
Q3 2025
Added 26.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
13,203,009
shares
|
$534 Million
0.13% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,842,374
shares
|
$236 Million
0.02% of portfolio
|
Q3 2025
Added 32.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,049,122
shares
|
$164 Million
0.05% of portfolio
|
Q3 2025
Added 27.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,949,914
shares
|
$160 Million
0.01% of portfolio
|
Q3 2025
Added 16.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,748,419
shares
|
$111 Million
0.14% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,224,366
shares
|
$90 Million
3.66% of portfolio
|
Q3 2025
Added 1032.23%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
2,138,180
shares
|
$86.6 Million
1.84% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
2,012,071
shares
|
$81.4 Million
3.7% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,856,453
shares
|
$75.1 Million
0.01% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,599,668
shares
|
$64.8 Million
7.59% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
1,548,294
shares
|
$62.7 Million
0.78% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,165,565
shares
|
$47.2 Million
0.06% of portfolio
|
Q3 2025
Added 351.67%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
1,043,218
shares
|
$42.2 Million
8.93% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
960,037
shares
|
$38.9 Million
0.04% of portfolio
|
Q3 2024
Added 203.84%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
926,036
shares
|
$37.5 Million
8.27% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
918,333
shares
|
$37.2 Million
0.06% of portfolio
|
Q3 2025
Added 43.98%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
817,705
shares
|
$33.1 Million
13.67% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
761,940
shares
|
$30.8 Million
1.1% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
726,737
shares
|
$29.4 Million
0.0% of portfolio
|
Q3 2025
Added 15.3%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
715,442
shares
|
$29 Million
3.3% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
600,407
shares
|
$24.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
567,951
shares
|
$23 Million
4.62% of portfolio
|
Q2 2025
Added 30.34%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
536,814
shares
|
$21.7 Million
0.94% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
536,275
shares
|
$21.7 Million
14.64% of portfolio
|
Q3 2025
Added 2.5%
|
|