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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
40,739
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 80.06%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
38,707
shares
|
$1.37 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
37,448
shares
|
$1.33 Million
0.62% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
34,505
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Added 174.09%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
32,302
shares
|
$1.14 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
31,709
shares
|
$1.12 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
31,281
shares
|
$1.11 Million
0.61% of portfolio
|
Q3 2024
Added 83.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
30,802
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
28,784
shares
|
$1.02 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
28,732
shares
|
$1.02 Million
0.44% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,046
shares
|
$886,628
0.01% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
23,437
shares
|
$829,669
0.02% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
23,050
shares
|
$815,970
0.01% of portfolio
|
Q4 2024
Added 264.43%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
22,678
shares
|
$802,801
0.14% of portfolio
|
Q4 2024
Added 37.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
22,340
shares
|
$790,836
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
22,200
shares
|
$785,880
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
21,921
shares
|
$776,003
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,534
shares
|
$726,903
0.0% of portfolio
|
Q4 2024
Reduced 79.46%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
19,011
shares
|
$672,989
0.0% of portfolio
|
Q4 2024
Added 60.27%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
18,489
shares
|
$654,510
0.32% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,671
shares
|
$625,553
0.0% of portfolio
|
Q3 2023
Added 22.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
17,557
shares
|
$621,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
16,935
shares
|
$599,499
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
15,674
shares
|
$554,859
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,827
shares
|
$524,875
0.0% of portfolio
|
Q4 2024
Added 681.6%
|