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 116 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,093,718
shares
|
$257 Million
0.12% of portfolio
|
Q4 2024
Added 35.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,543,209
shares
|
$112 Million
0.01% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
2,008,135
shares
|
$63.7 Million
1.67% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,710,685
shares
|
$54.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,692,873
shares
|
$53.7 Million
0.0% of portfolio
|
Q4 2024
Added 44.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,583,284
shares
|
$50.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,512,538
shares
|
$48 Million
5.67% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,410,831
shares
|
$44.8 Million
3.12% of portfolio
|
Q4 2024
Added 47.21%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
1,196,929
shares
|
$38 Million
5.44% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,154,334
shares
|
$36.6 Million
0.58% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
978,760
shares
|
$31.1 Million
15.99% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
960,037
shares
|
$30.5 Million
0.04% of portfolio
|
Q3 2024
Added 203.84%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
900,725
shares
|
$28.6 Million
0.05% of portfolio
|
Q4 2024
Added 55.19%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
788,604
shares
|
$25 Million
7.98% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
631,493
shares
|
$20 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
538,484
shares
|
$17.1 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
505,319
shares
|
$16 Million
0.0% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
474,119
shares
|
$15 Million
8.42% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
440,251
shares
|
$14 Million
13.19% of portfolio
|
Q4 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
422,447
shares
|
$13.4 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
400,200
shares
|
$12.7 Million
0.03% of portfolio
|
Q4 2024
Added 52.92%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
385,970
shares
|
$12.2 Million
0.64% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
357,131
shares
|
$11.3 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
316,090
shares
|
$10 Million
0.07% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
274,990
shares
|
$8.73 Million
0.01% of portfolio
|
Q3 2024
Added 12.29%
|