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 106 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,093,718
shares
|
$292 Million
0.12% of portfolio
|
Q4 2024
Added 35.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,543,209
shares
|
$128 Million
0.01% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,710,685
shares
|
$61.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,692,873
shares
|
$61 Million
0.0% of portfolio
|
Q4 2024
Added 44.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,583,284
shares
|
$57 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,410,831
shares
|
$50.8 Million
3.12% of portfolio
|
Q4 2024
Added 47.21%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,351,246
shares
|
$48.7 Million
5.5% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
1,196,929
shares
|
$43.1 Million
5.44% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,154,334
shares
|
$41.6 Million
0.58% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
978,760
shares
|
$35.3 Million
15.99% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
960,037
shares
|
$34.6 Million
0.04% of portfolio
|
Q3 2024
Added 203.84%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
900,725
shares
|
$32.4 Million
0.05% of portfolio
|
Q4 2024
Added 55.19%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
788,604
shares
|
$28.4 Million
7.98% of portfolio
|
Q4 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
538,484
shares
|
$19.4 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
505,319
shares
|
$18.2 Million
0.0% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
468,042
shares
|
$16.9 Million
8.5% of portfolio
|
Q4 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
422,447
shares
|
$15.2 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
400,200
shares
|
$14.4 Million
0.03% of portfolio
|
Q4 2024
Added 52.92%
|
|
|
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 |
Feb 13, 2025 Q4 2024 |
316,090
shares
|
$11.4 Million
0.07% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
274,990
shares
|
$9.91 Million
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
244,736
shares
|
$8.82 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
213,785
shares
|
$7.7 Million
0.88% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
191,958
shares
|
$6.91 Million
0.02% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
184,511
shares
|
$6.65 Million
0.09% of portfolio
|
Q4 2024
New holding
|