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 |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
39,555
shares
|
$1.48 Million
0.24% of portfolio
|
Q1 2025
Added 74.42%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
35,328
shares
|
$1.32 Million
0.47% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
33,992
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 47.47%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
33,719
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
33,586
shares
|
$1.26 Million
0.61% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
33,241
shares
|
$1.24 Million
0.8% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
31,281
shares
|
$1.17 Million
0.61% of portfolio
|
Q3 2024
Added 83.98%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
29,966
shares
|
$1.12 Million
0.5% of portfolio
|
Q1 2025
Added 62.07%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
27,343
shares
|
$1.02 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
27,171
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
26,288
shares
|
$982,382
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,046
shares
|
$935,969
0.01% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
24,926
shares
|
$931,484
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
23,778
shares
|
$888,583
0.34% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
22,200
shares
|
$829,614
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
18,764
shares
|
$701,210
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
18,761
shares
|
$701,098
0.0% of portfolio
|
Q2 2025
Added 51.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
18,127
shares
|
$677,405
0.01% of portfolio
|
Q1 2025
Added 84.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
18,018
shares
|
$673,332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,671
shares
|
$660,365
0.0% of portfolio
|
Q3 2023
Added 22.54%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
17,244
shares
|
$644,408
0.33% of portfolio
|
Q1 2025
Added 177.5%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
15,585
shares
|
$582,411
0.43% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
15,426
shares
|
$576,469
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,701
shares
|
$549,376
0.0% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
14,004
shares
|
$523,329
0.25% of portfolio
|
Q1 2025
Added 38.2%
|