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 55 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $631 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
3,955,094
shares
|
$137 Million
0.07% of portfolio
|
Q2 2024
Added 45.15%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
2,679,317
shares
|
$93.1 Million
0.02% of portfolio
|
Q2 2024
Added 161.14%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,468,123
shares
|
$85.8 Million
0.01% of portfolio
|
Q2 2024
Added 33.04%
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,217,034
shares
|
$42.3 Million
5.07% of portfolio
|
Q3 2024
Added 19.2%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,132,623
shares
|
$39.4 Million
0.57% of portfolio
|
Q3 2024
Added 90.94%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
960,037
shares
|
$33.4 Million
0.04% of portfolio
|
Q3 2024
Added 203.84%
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
958,405
shares
|
$33.3 Million
2.43% of portfolio
|
Q3 2024
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
743,616
shares
|
$25.8 Million
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
580,403
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2024
Added 41.02%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
483,255
shares
|
$16.8 Million
0.0% of portfolio
|
Q2 2024
Added 3365.93%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
440,679
shares
|
$15.3 Million
0.03% of portfolio
|
Q2 2024
Reduced 32.3%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
386,330
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Added 185.54%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
373,349
shares
|
$13 Million
0.63% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
274,990
shares
|
$9.56 Million
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
265,757
shares
|
$9.24 Million
0.06% of portfolio
|
Q2 2024
Added 94.98%
|
|
Bensler, LLC
Bellevue, WA |
Jul 26, 2024 Q2 2024 |
199,870
shares
|
$6.95 Million
0.87% of portfolio
|
Q2 2024
New holding
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
169,870
shares
|
$5.9 Million
1.19% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
107,359
shares
|
$3.73 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
90,269
shares
|
$3.14 Million
0.02% of portfolio
|
Q3 2024
Added 151.47%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
88,681
shares
|
$3.08 Million
0.0% of portfolio
|
Q2 2024
Added 8.04%
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
69,327
shares
|
$2.41 Million
0.3% of portfolio
|
Q3 2024
Added 173.31%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
64,659
shares
|
$2.25 Million
0.04% of portfolio
|
Q2 2024
Added 1.8%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
61,200
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
52,156
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2024
Added 13.65%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
44,545
shares
|
$1.55 Million
0.44% of portfolio
|
Q3 2024
Added 8.79%
|