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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,402
shares
|
$439,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
11,587
shares
|
$410,643
0.01% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
10,810
shares
|
$383,106
0.01% of portfolio
|
Q4 2024
Added 71.1%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
10,680
shares
|
$378,499
0.32% of portfolio
|
Q1 2025
Added 31.06%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,383
shares
|
$367,973
0.02% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
10,164
shares
|
$360,212
0.06% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
8,695
shares
|
$308,150
0.22% of portfolio
|
Q1 2025
Reduced 81.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
7,760
shares
|
$275,014
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,739
shares
|
$274,270
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,250
shares
|
$256,939
0.01% of portfolio
|
Q1 2025
Added 239.74%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,849
shares
|
$242,728
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,700
shares
|
$237,447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,434
shares
|
$228,020
0.0% of portfolio
|
Q1 2025
Added 327.22%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,315
shares
|
$223,803
0.02% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
6,292
shares
|
$222,988
0.0% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
6,261
shares
|
$221,889
0.01% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,022
shares
|
$142,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,790
shares
|
$134,317
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,113
shares
|
$110,324
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,670
shares
|
$94,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,417
shares
|
$50,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,075
shares
|
$38,098
0.03% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,055
shares
|
$37,389
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1,000
shares
|
$35,440
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
700
shares
|
$24,808
0.01% of portfolio
|
Q4 2024
New holding
|