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 154 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 $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
23,069
shares
|
$923,221
0.37% of portfolio
|
Q2 2025
Added 22.94%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
22,849
shares
|
$914,416
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
22,200
shares
|
$888,444
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
20,580
shares
|
$823,611
0.01% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
19,785
shares
|
$791,795
0.58% of portfolio
|
Q2 2025
Added 26.95%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
18,951
shares
|
$758,419
0.02% of portfolio
|
Q2 2025
Added 63.55%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
18,761
shares
|
$750,815
0.0% of portfolio
|
Q2 2025
Added 51.27%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,671
shares
|
$707,193
0.0% of portfolio
|
Q3 2023
Added 22.54%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
17,464
shares
|
$698,909
0.28% of portfolio
|
Q2 2025
Added 24.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,151
shares
|
$686,383
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
16,494
shares
|
$660,089
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
14,803
shares
|
$592,416
0.41% of portfolio
|
Q2 2025
Added 38.6%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,683
shares
|
$587,613
0.03% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,303
shares
|
$572,406
0.01% of portfolio
|
Q2 2025
Reduced 91.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
12,430
shares
|
$497,448
0.0% of portfolio
|
Q2 2025
Added 85.52%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
11,916
shares
|
$476,878
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
10,558
shares
|
$422,531
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,383
shares
|
$415,527
0.02% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
10,264
shares
|
$410,765
0.07% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,856
shares
|
$354,417
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
8,231
shares
|
$329,404
0.0% of portfolio
|
Q2 2025
Added 30.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,201
shares
|
$328,204
0.01% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
8,180
shares
|
$327,363
0.25% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,739
shares
|
$309,714
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
7,331
shares
|
$293,386
0.67% of portfolio
|
Q3 2025
New holding
|