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 77 institutions that hold shares in the stock, with a total of 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,984,602
shares
|
$213 Million
0.09% of portfolio
|
Q3 2024
Added 51.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,058,178
shares
|
$109 Million
0.01% of portfolio
|
Q3 2024
Added 23.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,793,326
shares
|
$63.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.07%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,351,246
shares
|
$48.2 Million
5.5% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,175,143
shares
|
$41.9 Million
0.0% of portfolio
|
Q3 2024
Added 143.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,132,623
shares
|
$40.4 Million
0.57% of portfolio
|
Q3 2024
Added 90.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
960,037
shares
|
$34.2 Million
0.04% of portfolio
|
Q3 2024
Added 203.84%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
958,405
shares
|
$34.2 Million
2.43% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
814,229
shares
|
$29 Million
15.5% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
580,403
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2024
Added 41.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
465,199
shares
|
$16.6 Million
0.79% of portfolio
|
Q3 2024
Added 24.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
420,652
shares
|
$15 Million
0.0% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
304,955
shares
|
$10.9 Million
0.07% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
274,990
shares
|
$9.8 Million
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
261,700
shares
|
$9.33 Million
0.02% of portfolio
|
Q3 2024
Added 327.61%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
210,830
shares
|
$7.51 Million
0.9% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
179,956
shares
|
$6.41 Million
2.36% of portfolio
|
Q3 2024
Added 834.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
164,897
shares
|
$5.88 Million
0.02% of portfolio
|
Q3 2024
Added 1450.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
114,835
shares
|
$4.09 Million
0.13% of portfolio
|
Q3 2024
Added 204.05%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
107,359
shares
|
$3.83 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
100,342
shares
|
$3.58 Million
0.68% of portfolio
|
Q4 2024
Reduced 40.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
99,977
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 77.31%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
98,957
shares
|
$3.53 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
94,888
shares
|
$3.38 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
90,269
shares
|
$3.22 Million
0.02% of portfolio
|
Q3 2024
Added 151.47%
|