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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,061
shares
|
$282,581
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,023
shares
|
$281,060
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,849
shares
|
$274,096
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
6,707
shares
|
$268,414
0.02% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
6,698
shares
|
$268,053
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
6,643
shares
|
$265,852
0.18% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
6,059
shares
|
$242,481
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
5,937
shares
|
$237,598
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
5,921
shares
|
$236,958
0.02% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,912
shares
|
$236,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
5,447
shares
|
$217,988
0.13% of portfolio
|
Q2 2025
Added 444.7%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,737
shares
|
$189,574
0.0% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,475
shares
|
$139,069
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
3,116
shares
|
$124,702
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,732
shares
|
$109,334
0.0% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,376
shares
|
$95,087
0.0% of portfolio
|
Q2 2025
Reduced 23.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,277
shares
|
$91,125
0.0% of portfolio
|
Q2 2025
Reduced 39.92%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,961
shares
|
$78,479
0.0% of portfolio
|
Q2 2025
Added 38.39%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,489
shares
|
$59,589
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,055
shares
|
$42,221
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
1,007
shares
|
$40,300
0.03% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
385
shares
|
$15,407
0.01% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
196
shares
|
$7,843
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
117
shares
|
$4,682
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
106
shares
|
$4,242
0.0% of portfolio
|
Q1 2025
Reduced 74.02%
|