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 |
---|---|---|---|---|---|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
37,769
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Paragon Private Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
37,513
shares
|
$1.3 Million
0.7% of portfolio
|
Q2 2024
Added 2.51%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
34,082
shares
|
$1.18 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
27,619
shares
|
$959,760
0.07% of portfolio
|
Q2 2024
Added 12.64%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
22,822
shares
|
$793,064
0.04% of portfolio
|
Q2 2024
Added 54.38%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
21,713
shares
|
$754,526
0.02% of portfolio
|
Q2 2024
New holding
|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
20,982
shares
|
$729,124
0.0% of portfolio
|
Q2 2024
Added 16.42%
|
|
Arq Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
19,255
shares
|
$669,111
0.28% of portfolio
|
Q2 2024
New holding
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
19,138
shares
|
$665,045
0.0% of portfolio
|
Q2 2024
Added 70.3%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,671
shares
|
$614,067
0.0% of portfolio
|
Q3 2023
Added 22.54%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
17,002
shares
|
$590,819
0.33% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
16,576
shares
|
$576,016
0.0% of portfolio
|
Q2 2024
Reduced 85.84%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
16,329
shares
|
$567,432
0.0% of portfolio
|
Q2 2024
New holding
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
14,900
shares
|
$517,775
0.02% of portfolio
|
Q2 2024
Added 43.27%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
14,471
shares
|
$502,867
0.0% of portfolio
|
Q2 2024
Added 49.31%
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
12,555
shares
|
$436,286
0.19% of portfolio
|
Q3 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
10,633
shares
|
$369,496
0.0% of portfolio
|
Q2 2024
Added 44.25%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
7,039
shares
|
$244,605
0.01% of portfolio
|
Q1 2024
New holding
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
6,675
shares
|
$231,956
0.01% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
6,277
shares
|
$218,125
0.01% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
5,267
shares
|
$183,028
0.01% of portfolio
|
Q2 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
4,097
shares
|
$142,370
0.06% of portfolio
|
Q2 2024
Added 24.26%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
3,830
shares
|
$133,092
0.0% of portfolio
|
Q2 2024
Added 21.63%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,150
shares
|
$39,962
0.0% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,055
shares
|
$36,661
0.0% of portfolio
|
Q3 2022
New holding
|