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 153 institutions that hold shares in the stock, with a total of 82.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
65,065
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Added 1517.73%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
64,672
shares
|
$2.59 Million
0.27% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
63,808
shares
|
$2.55 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
63,469
shares
|
$2.54 Million
0.04% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
57,620
shares
|
$2.31 Million
0.9% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
55,754
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
55,103
shares
|
$2.21 Million
0.05% of portfolio
|
Q2 2025
Added 62.11%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
54,725
shares
|
$2.19 Million
1.18% of portfolio
|
Q2 2025
Reduced 81.88%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
49,943
shares
|
$2 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
40,568
shares
|
$1.62 Million
0.19% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
39,656
shares
|
$1.59 Million
0.62% of portfolio
|
Q2 2025
Added 32.34%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
39,399
shares
|
$1.58 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
35,328
shares
|
$1.41 Million
0.47% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
34,158
shares
|
$1.37 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
33,241
shares
|
$1.33 Million
0.8% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
31,536
shares
|
$1.26 Million
0.06% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
31,281
shares
|
$1.25 Million
0.61% of portfolio
|
Q3 2024
Added 83.98%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
30,795
shares
|
$1.23 Million
0.5% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
29,108
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
27,900
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
25,396
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,046
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
24,955
shares
|
$998,699
0.36% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
24,351
shares
|
$974,527
0.02% of portfolio
|
Q2 2025
Added 125.26%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
23,778
shares
|
$951,595
0.34% of portfolio
|
Q2 2025
Added 15.46%
|