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 130 institutions that hold shares in the stock, with a total of 55.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
351,675
shares
|
$12.5 Million
0.04% of portfolio
|
Q1 2025
Added 83.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
339,577
shares
|
$12 Million
0.02% of portfolio
|
Q1 2025
Added 104.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
305,895
shares
|
$10.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 53.6%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
302,019
shares
|
$10.7 Million
6.52% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
274,990
shares
|
$9.75 Million
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
262,723
shares
|
$9.31 Million
1.37% of portfolio
|
Q1 2025
Added 223.34%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
219,558
shares
|
$7.78 Million
0.91% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
214,206
shares
|
$7.59 Million
2.71% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
213,840
shares
|
$7.58 Million
0.02% of portfolio
|
Q1 2025
Added 44.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
207,953
shares
|
$7.37 Million
0.01% of portfolio
|
Q1 2025
Added 66.12%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
182,197
shares
|
$6.46 Million
0.29% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
179,451
shares
|
$6.36 Million
0.1% of portfolio
|
Q1 2025
Added 141.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
179,187
shares
|
$6.35 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
174,080
shares
|
$6.17 Million
0.44% of portfolio
|
Q1 2025
Added 29.09%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
162,882
shares
|
$5.77 Million
0.0% of portfolio
|
Q1 2025
Added 353991.31%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
160,626
shares
|
$5.69 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
155,454
shares
|
$5.51 Million
2.53% of portfolio
|
Q1 2025
Added 891.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
153,364
shares
|
$5.44 Million
0.14% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
152,626
shares
|
$5.41 Million
1.77% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
149,661
shares
|
$5.3 Million
0.63% of portfolio
|
Q1 2025
Added 264.48%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
141,151
shares
|
$5 Million
0.0% of portfolio
|
Q1 2025
Added 9614.45%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
121,949
shares
|
$4.32 Million
0.71% of portfolio
|
Q1 2025
Added 38.36%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
118,174
shares
|
$4.19 Million
1.62% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
114,187
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 53.34%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
108,978
shares
|
$3.86 Million
0.02% of portfolio
|
Q1 2025
Added 8.66%
|