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 164 institutions that hold shares in the stock, with a total of 77 Million shares, which have been reported (via 13F filing form) to have a value of $3.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
504,315
shares
|
$20.4 Million
0.0% of portfolio
|
Q3 2025
Added 37.43%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
495,402
shares
|
$20.1 Million
11.05% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
470,508
shares
|
$19 Million
0.76% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
436,869
shares
|
$17.7 Million
1.36% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
404,583
shares
|
$16.4 Million
0.05% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
398,053
shares
|
$16.1 Million
0.91% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
364,086
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2025
Added 57.86%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
343,872
shares
|
$13.9 Million
1.85% of portfolio
|
Q3 2025
Added 27.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
342,707
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
329,896
shares
|
$13.4 Million
1.51% of portfolio
|
Q3 2025
Added 39.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
321,184
shares
|
$13 Million
0.18% of portfolio
|
Q3 2025
Added 33.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
310,558
shares
|
$12.6 Million
0.06% of portfolio
|
Q3 2025
Added 112.94%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
305,088
shares
|
$12.3 Million
1.66% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
297,266
shares
|
$12 Million
0.01% of portfolio
|
Q3 2025
Added 65.17%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
295,964
shares
|
$12 Million
0.77% of portfolio
|
Q3 2025
Added 38.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
290,520
shares
|
$11.8 Million
0.81% of portfolio
|
Q3 2025
Added 310.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
274,990
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
260,815
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
249,998
shares
|
$10.1 Million
3.15% of portfolio
|
Q3 2025
Added 16.71%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
239,690
shares
|
$9.7 Million
1.01% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
220,971
shares
|
$8.94 Million
0.05% of portfolio
|
Q2 2025
Added 173.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
209,020
shares
|
$8.46 Million
0.1% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
162,369
shares
|
$6.57 Million
0.04% of portfolio
|
Q3 2025
Added 23.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
154,176
shares
|
$6.24 Million
0.13% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
150,935
shares
|
$6.11 Million
0.26% of portfolio
|
Q3 2025
Added 20.08%
|
|