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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
145,845
shares
|
$5.68 Million
0.03% of portfolio
|
Q2 2025
Added 36.98%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
131,024
shares
|
$5.1 Million
0.03% of portfolio
|
Q2 2025
Added 90.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
126,650
shares
|
$4.93 Million
0.01% of portfolio
|
Q2 2025
Added 31.44%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
125,694
shares
|
$4.9 Million
0.21% of portfolio
|
Q2 2025
Added 39.5%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
123,818
shares
|
$4.82 Million
1.33% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
115,356
shares
|
$4.49 Million
1.66% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
112,533
shares
|
$4.38 Million
0.02% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
110,244
shares
|
$4.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.99%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
110,174
shares
|
$4.29 Million
0.25% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
105,535
shares
|
$4.11 Million
1.07% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
101,501
shares
|
$3.95 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
99,278
shares
|
$3.87 Million
0.04% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
94,953
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
92,334
shares
|
$3.6 Million
0.36% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
90,084
shares
|
$3.51 Million
0.03% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
90,043
shares
|
$3.51 Million
2.91% of portfolio
|
Q2 2025
Added 41.28%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
80,985
shares
|
$3.15 Million
0.85% of portfolio
|
Q2 2025
Added 25.84%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
80,568
shares
|
$3.14 Million
0.26% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
73,933
shares
|
$2.88 Million
1.36% of portfolio
|
Q2 2025
Added 328.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
70,820
shares
|
$2.76 Million
0.14% of portfolio
|
Q2 2025
Added 102.04%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
69,125
shares
|
$2.69 Million
0.79% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
68,148
shares
|
$2.65 Million
0.53% of portfolio
|
Q2 2025
Added 102.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
65,696
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
65,065
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Added 1517.73%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
64,709
shares
|
$2.52 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.47%
|