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 85 institutions that hold shares in the stock, with a total of 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $838 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
23,050
shares
|
$819,427
0.01% of portfolio
|
Q4 2024
Added 264.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
22,625
shares
|
$804,318
0.0% of portfolio
|
Q3 2024
Reduced 74.49%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
22,200
shares
|
$789,209
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
21,921
shares
|
$779,291
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,981
shares
|
$639,224
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
|
$628,204
0.0% of portfolio
|
Q3 2023
Added 22.54%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
16,935
shares
|
$602,039
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,600
shares
|
$590,130
0.02% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
16,570
shares
|
$589,063
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
16,446
shares
|
$584,655
0.09% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
12,555
shares
|
$446,330
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
11,862
shares
|
$421,694
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
10,810
shares
|
$384,295
0.01% of portfolio
|
Q4 2024
Added 71.1%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
10,133
shares
|
$360,228
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,015
shares
|
$356,033
0.01% of portfolio
|
Q3 2024
Added 50.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
8,494
shares
|
$301,961
0.06% of portfolio
|
Q3 2024
Added 107.32%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
7,758
shares
|
$275,796
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,739
shares
|
$275,121
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,721
shares
|
$274,481
0.0% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
6,184
shares
|
$219,841
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,086
shares
|
$216,357
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,259
shares
|
$186,957
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,670
shares
|
$94,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,379
shares
|
$84,573
0.0% of portfolio
|
Q3 2024
Reduced 54.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,897
shares
|
$67,438
0.0% of portfolio
|
Q3 2024
New holding
|