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 |
|---|---|---|---|---|---|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
147,173
shares
|
$5.96 Million
2.96% of portfolio
|
Q3 2025
Added 99.06%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
145,838
shares
|
$5.9 Million
2.03% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
140,254
shares
|
$5.68 Million
1.23% of portfolio
|
Q3 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
135,298
shares
|
$5.48 Million
1.52% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
133,240
shares
|
$5.39 Million
0.03% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
126,372
shares
|
$5.12 Million
0.0% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
121,142
shares
|
$4.9 Million
0.27% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
117,003
shares
|
$4.74 Million
1.74% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
104,293
shares
|
$4.22 Million
3.15% of portfolio
|
Q3 2025
Added 15.83%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
102,325
shares
|
$4.14 Million
1.06% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
100,686
shares
|
$4.08 Million
0.36% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
99,278
shares
|
$4.02 Million
0.04% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
98,639
shares
|
$3.99 Million
0.02% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
93,893
shares
|
$3.8 Million
1.1% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
89,673
shares
|
$3.63 Million
0.93% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
82,818
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
82,524
shares
|
$3.34 Million
0.27% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
82,472
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2025
Added 26.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
78,989
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2025
Added 20.23%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
65,754
shares
|
$2.66 Million
0.28% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
65,561
shares
|
$2.65 Million
1.92% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
65,416
shares
|
$2.65 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
63,808
shares
|
$2.58 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
61,683
shares
|
$2.5 Million
0.88% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
60,524
shares
|
$2.45 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.64%
|
|