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 53 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $522 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
3,955,094
shares
|
$134 Million
0.07% of portfolio
|
Q2 2024
Added 45.15%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
2,679,317
shares
|
$90.7 Million
0.02% of portfolio
|
Q2 2024
Added 161.14%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,468,123
shares
|
$83.6 Million
0.01% of portfolio
|
Q2 2024
Added 33.04%
|
|
Amplius Wealth Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
1,021,012
shares
|
$34.6 Million
4.34% of portfolio
|
Q2 2024
Reduced 12.43%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
743,616
shares
|
$25.2 Million
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
593,198
shares
|
$20.1 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
483,255
shares
|
$16.4 Million
0.0% of portfolio
|
Q1 2024
Added 20.18%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
440,679
shares
|
$14.9 Million
0.03% of portfolio
|
Q2 2024
Reduced 32.3%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
411,577
shares
|
$13.9 Million
0.02% of portfolio
|
Q2 2024
Added 73.39%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
386,330
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
Added 185.54%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
373,349
shares
|
$12.6 Million
0.63% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
315,971
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2024
Added 14.48%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
265,757
shares
|
$9 Million
0.06% of portfolio
|
Q2 2024
Added 94.98%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
244,885
shares
|
$8.29 Million
0.01% of portfolio
|
Q2 2024
Added 5.6%
|
|
Bensler, LLC
Bellevue, WA |
Jul 26, 2024 Q2 2024 |
199,870
shares
|
$6.77 Million
0.87% of portfolio
|
Q2 2024
New holding
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
174,516
shares
|
$5.91 Million
1.36% of portfolio
|
Q2 2024
Reduced 42.39%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
88,681
shares
|
$3 Million
0.0% of portfolio
|
Q2 2024
Added 8.04%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
64,659
shares
|
$2.19 Million
0.04% of portfolio
|
Q2 2024
Added 1.8%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
61,200
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
52,156
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2024
Added 13.65%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
40,947
shares
|
$1.39 Million
0.37% of portfolio
|
Q2 2024
Added 20.56%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
37,769
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Paragon Private Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
37,513
shares
|
$1.27 Million
0.7% of portfolio
|
Q2 2024
Added 2.51%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
35,896
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2024
Added 431.87%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
34,082
shares
|
$1.15 Million
0.22% of portfolio
|
Q2 2024
New holding
|