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 145 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
400,469
shares
|
$15.6 Million
0.64% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
376,013
shares
|
$14.6 Million
0.87% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
374,045
shares
|
$14.6 Million
0.04% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
366,954
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Added 159.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
357,751
shares
|
$13.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
320,671
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2025
Added 394.61%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
296,568
shares
|
$11.6 Million
1.6% of portfolio
|
Q2 2025
Added 143.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
274,990
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
269,439
shares
|
$10.5 Million
1.38% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
258,054
shares
|
$10.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
241,380
shares
|
$9.4 Million
0.14% of portfolio
|
Q2 2025
Added 34.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
240,780
shares
|
$9.38 Million
0.03% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
236,281
shares
|
$9.2 Million
1.03% of portfolio
|
Q2 2025
Added 57.88%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
230,633
shares
|
$8.98 Million
0.01% of portfolio
|
Q2 2025
Added 41.6%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
227,616
shares
|
$8.87 Million
0.94% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
220,971
shares
|
$8.61 Million
0.05% of portfolio
|
Q2 2025
Added 173.5%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
214,206
shares
|
$8.34 Million
2.71% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
213,424
shares
|
$8.31 Million
0.55% of portfolio
|
Q2 2025
Added 22.6%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
196,458
shares
|
$7.65 Million
0.31% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
190,216
shares
|
$7.41 Million
0.09% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
179,979
shares
|
$7.01 Million
0.01% of portfolio
|
Q2 2025
Added 898.88%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
160,450
shares
|
$6.25 Million
2.2% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
155,216
shares
|
$6.05 Million
2.55% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
152,094
shares
|
$5.92 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
150,006
shares
|
$5.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.96%
|