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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
13,096
shares
|
$489,397
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
11,916
shares
|
$445,300
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
11,587
shares
|
$433,006
0.01% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
10,810
shares
|
$403,969
0.01% of portfolio
|
Q4 2024
Added 71.1%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
10,680
shares
|
$399,111
0.32% of portfolio
|
Q1 2025
Added 31.06%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
10,558
shares
|
$394,552
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,383
shares
|
$388,012
0.02% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
10,164
shares
|
$379,828
0.06% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
8,695
shares
|
$324,932
0.22% of portfolio
|
Q1 2025
Reduced 81.2%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
8,231
shares
|
$307,592
0.0% of portfolio
|
Q2 2025
Added 30.82%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,739
shares
|
$289,206
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,250
shares
|
$270,932
0.01% of portfolio
|
Q1 2025
Added 239.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,927
shares
|
$258,861
0.01% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
6,883
shares
|
$257,217
0.02% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,849
shares
|
$255,947
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,700
shares
|
$250,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,434
shares
|
$240,438
0.0% of portfolio
|
Q1 2025
Added 327.22%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,315
shares
|
$235,991
0.02% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,022
shares
|
$150,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,790
shares
|
$141,632
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,113
shares
|
$116,332
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,670
shares
|
$99,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,417
shares
|
$52,953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,075
shares
|
$40,172
0.03% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,055
shares
|
$39,425
0.0% of portfolio
|
Q3 2022
New holding
|