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 131 institutions that hold shares in the stock, with a total of 56.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
10,595,780
shares
|
$400 Million
0.1% of portfolio
|
Q1 2025
Added 519.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
8,987,115
shares
|
$339 Million
0.12% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,922,109
shares
|
$186 Million
0.01% of portfolio
|
Q1 2025
Added 38.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,748,138
shares
|
$104 Million
0.04% of portfolio
|
Q1 2025
Added 73.57%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,397,896
shares
|
$90.4 Million
0.01% of portfolio
|
Q1 2025
Added 41.65%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
2,031,726
shares
|
$76.6 Million
1.69% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,894,985
shares
|
$71.5 Million
3.64% of portfolio
|
Q1 2025
Added 34.32%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,579,857
shares
|
$59.6 Million
7.15% of portfolio
|
Q1 2025
Added 31.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,529,574
shares
|
$57.7 Million
0.8% of portfolio
|
Q1 2025
Added 32.51%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,512,538
shares
|
$57.1 Million
5.67% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,420,093
shares
|
$53.6 Million
0.07% of portfolio
|
Q1 2025
Added 57.66%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
1,003,213
shares
|
$37.8 Million
15.99% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
960,037
shares
|
$36.2 Million
0.04% of portfolio
|
Q3 2024
Added 203.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
908,411
shares
|
$34.3 Million
0.01% of portfolio
|
Q1 2025
Added 13527.53%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
840,273
shares
|
$31.7 Million
7.59% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
631,493
shares
|
$23.8 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
630,276
shares
|
$23.8 Million
0.0% of portfolio
|
Q1 2025
Added 1447.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
573,398
shares
|
$21.6 Million
0.0% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
554,950
shares
|
$20.9 Million
1.01% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
474,119
shares
|
$17.9 Million
8.42% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
461,922
shares
|
$17.4 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
435,750
shares
|
$16.4 Million
2.17% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
400,469
shares
|
$15.1 Million
0.64% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
376,013
shares
|
$14.2 Million
0.87% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
360,376
shares
|
$13.6 Million
0.07% of portfolio
|
Q1 2025
Added 14.01%
|