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 109 institutions that hold shares in the stock, with a total of 33.3 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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
189,312
shares
|
$6.7 Million
2.57% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
184,511
shares
|
$6.53 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
176,981
shares
|
$6.27 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
171,048
shares
|
$6.06 Million
0.28% of portfolio
|
Q4 2024
Added 59.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
165,775
shares
|
$5.87 Million
0.01% of portfolio
|
Q4 2024
Added 821.95%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
161,339
shares
|
$5.71 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
147,693
shares
|
$5.23 Million
0.14% of portfolio
|
Q4 2024
Added 28.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
147,620
shares
|
$5.23 Million
0.02% of portfolio
|
Q4 2024
Added 127.41%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
134,852
shares
|
$4.77 Million
0.34% of portfolio
|
Q4 2024
Added 233.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
125,181
shares
|
$4.43 Million
0.0% of portfolio
|
Q4 2024
Added 323.34%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
100,342
shares
|
$3.55 Million
0.68% of portfolio
|
Q4 2024
Reduced 40.93%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
100,289
shares
|
$3.55 Million
0.02% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
98,957
shares
|
$3.5 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
91,271
shares
|
$3.23 Million
0.0% of portfolio
|
Q4 2024
Added 120.34%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
88,138
shares
|
$3.12 Million
0.56% of portfolio
|
Q4 2024
Added 55.55%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
87,003
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
Added 29.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
86,041
shares
|
$3.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
82,611
shares
|
$2.92 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
81,254
shares
|
$2.88 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
74,413
shares
|
$2.63 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
66,541
shares
|
$2.36 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
50,150
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Added 245.53%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
46,242
shares
|
$1.64 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
43,283
shares
|
$1.53 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
41,061
shares
|
$1.45 Million
0.18% of portfolio
|
Q4 2024
New holding
|