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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
88,020
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
81,254
shares
|
$2.91 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
71,387
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2024
Added 330.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
66,995
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 310.28%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
66,541
shares
|
$2.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
64,915
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Added 24.46%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
64,659
shares
|
$2.32 Million
0.04% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
62,552
shares
|
$2.24 Million
0.12% of portfolio
|
Q3 2024
Added 126.48%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
56,662
shares
|
$2.03 Million
0.36% of portfolio
|
Q3 2024
Added 66.25%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
46,242
shares
|
$1.66 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
41,422
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
41,061
shares
|
$1.47 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
40,376
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
Added 76.92%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
36,744
shares
|
$1.32 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
31,281
shares
|
$1.12 Million
0.61% of portfolio
|
Q3 2024
Added 83.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
30,802
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
29,570
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 672.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
23,888
shares
|
$855,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
23,437
shares
|
$839,513
0.02% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
22,625
shares
|
$810,427
0.0% of portfolio
|
Q3 2024
Reduced 74.49%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
22,200
shares
|
$795,204
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
21,921
shares
|
$785,210
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,981
shares
|
$644,079
0.0% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,671
shares
|
$632,975
0.0% of portfolio
|
Q3 2023
Added 22.54%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
16,935
shares
|
$606,611
0.25% of portfolio
|
Q4 2024
New holding
|