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 145 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
6,643
shares
|
$258,744
0.18% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
5,921
shares
|
$230,622
0.02% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,912
shares
|
$230,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
5,447
shares
|
$212,160
0.13% of portfolio
|
Q2 2025
Added 444.7%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,737
shares
|
$184,506
0.0% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,475
shares
|
$135,351
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,732
shares
|
$106,411
0.0% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,376
shares
|
$92,545
0.0% of portfolio
|
Q2 2025
Reduced 23.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,277
shares
|
$88,689
0.0% of portfolio
|
Q2 2025
Reduced 39.92%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,961
shares
|
$76,380
0.0% of portfolio
|
Q2 2025
Added 38.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,055
shares
|
$41,092
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
1,007
shares
|
$39,222
0.03% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
385
shares
|
$14,995
0.01% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
196
shares
|
$7,634
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
117
shares
|
$4,557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
106
shares
|
$4,128
0.0% of portfolio
|
Q1 2025
Reduced 74.02%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
36
shares
|
$1,402
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
5
shares
|
$194
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|