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 132 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
108,978
shares
|
$4.07 Million
0.02% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
106,944
shares
|
$4 Million
0.24% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
106,472
shares
|
$3.98 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
105,535
shares
|
$3.94 Million
1.07% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
101,501
shares
|
$3.79 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
96,358
shares
|
$3.6 Million
0.01% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
93,600
shares
|
$3.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 76.61%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
92,334
shares
|
$3.45 Million
0.36% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
90,100
shares
|
$3.37 Million
0.15% of portfolio
|
Q1 2025
Added 161.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
90,009
shares
|
$3.36 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
82,875
shares
|
$3.1 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
80,795
shares
|
$3.02 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
80,568
shares
|
$3.01 Million
0.26% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
79,175
shares
|
$2.96 Million
0.02% of portfolio
|
Q1 2025
Added 433.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
70,820
shares
|
$2.65 Million
0.14% of portfolio
|
Q2 2025
Added 102.04%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
68,615
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Added 36.82%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
68,451
shares
|
$2.56 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
68,189
shares
|
$2.55 Million
0.77% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
64,672
shares
|
$2.42 Million
0.27% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
64,357
shares
|
$2.41 Million
0.71% of portfolio
|
Q1 2025
Added 48.69%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
63,732
shares
|
$2.38 Million
2.15% of portfolio
|
Q1 2025
Added 64.65%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
60,269
shares
|
$2.25 Million
1.72% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
58,726
shares
|
$2.19 Million
0.04% of portfolio
|
Q1 2025
Added 575.71%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
57,379
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
51,178
shares
|
$1.91 Million
0.83% of portfolio
|
Q1 2025
Added 36.66%
|