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 39 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,724,815
shares
|
$88.9 Million
0.05% of portfolio
|
Q1 2024
Added 169.58%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,855,130
shares
|
$60.5 Million
0.01% of portfolio
|
Q1 2024
Added 15.29%
|
|
Amplius Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
1,165,971
shares
|
$38 Million
4.41% of portfolio
|
Q1 2024
Added 35.5%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,025,999
shares
|
$33.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 46.38%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
736,472
shares
|
$24 Million
0.05% of portfolio
|
Q1 2024
Added 2310.16%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
650,950
shares
|
$21.2 Million
0.05% of portfolio
|
Q1 2024
Added 31.64%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
374,752
shares
|
$12.2 Million
0.64% of portfolio
|
Q1 2024
Reduced 8.01%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 12, 2024 Q1 2024 |
302,933
shares
|
$9.88 Million
2.14% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
276,013
shares
|
$9 Million
0.01% of portfolio
|
Q1 2024
Added 11.84%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
237,367
shares
|
$7.74 Million
0.01% of portfolio
|
Q1 2024
Added 691.01%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
231,896
shares
|
$7.56 Million
0.0% of portfolio
|
Q1 2024
Added 136.7%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
136,297
shares
|
$4.45 Million
0.04% of portfolio
|
Q1 2024
Added 12.2%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
135,300
shares
|
$4.41 Million
0.0% of portfolio
|
Q1 2024
Added 54.03%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
117,045
shares
|
$3.82 Million
0.0% of portfolio
|
Q1 2024
Added 152.86%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
82,085
shares
|
$2.68 Million
0.0% of portfolio
|
Q1 2024
Added 20.1%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
63,513
shares
|
$2.07 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
45,890
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2024
Added 22.51%
|
|
Paragon Private Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
36,596
shares
|
$1.19 Million
0.69% of portfolio
|
Q1 2024
Added 13.19%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
33,963
shares
|
$1.11 Million
0.33% of portfolio
|
Q1 2024
Added 10.64%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
24,519
shares
|
$799,809
0.06% of portfolio
|
Q1 2024
Added 44.01%
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2024 Q1 2024 |
18,023
shares
|
$587,910
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,671
shares
|
$576,428
0.0% of portfolio
|
Q3 2023
Added 22.54%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
14,686
shares
|
$479,057
0.01% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
13,943
shares
|
$454,820
0.0% of portfolio
|
Q1 2024
Added 20.18%
|
|
Lm Advisors LLC
San Diego, CA |
May 15, 2024 Q1 2024 |
11,238
shares
|
$366,583
0.06% of portfolio
|
Q1 2024
Added 1105.79%
|