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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
106,944
shares
|
$3.79 Million
0.24% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
106,472
shares
|
$3.77 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
102,251
shares
|
$3.62 Million
0.68% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
99,181
shares
|
$3.51 Million
0.99% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
96,358
shares
|
$3.41 Million
0.01% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
93,600
shares
|
$3.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 76.61%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
90,100
shares
|
$3.19 Million
0.15% of portfolio
|
Q1 2025
Added 161.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
90,009
shares
|
$3.19 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
82,875
shares
|
$2.94 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
80,795
shares
|
$2.86 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
79,175
shares
|
$2.81 Million
0.02% of portfolio
|
Q1 2025
Added 433.99%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
78,396
shares
|
$2.78 Million
0.25% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
70,977
shares
|
$2.52 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
69,285
shares
|
$2.46 Million
0.28% of portfolio
|
Q1 2025
Added 118.5%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
68,615
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Added 36.82%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
68,451
shares
|
$2.43 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
68,189
shares
|
$2.42 Million
0.77% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
64,833
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 38.21%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
64,357
shares
|
$2.28 Million
0.71% of portfolio
|
Q1 2025
Added 48.69%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
63,732
shares
|
$2.26 Million
2.15% of portfolio
|
Q1 2025
Added 64.65%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
58,726
shares
|
$2.08 Million
0.04% of portfolio
|
Q1 2025
Added 575.71%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
58,598
shares
|
$2.08 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
57,379
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
51,178
shares
|
$1.81 Million
0.83% of portfolio
|
Q1 2025
Added 36.66%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
39,555
shares
|
$1.4 Million
0.24% of portfolio
|
Q1 2025
Added 74.42%
|