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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
55,103
shares
|
$2.23 Million
0.05% of portfolio
|
Q2 2025
Added 62.11%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
51,059
shares
|
$2.07 Million
0.16% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
50,766
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 99.7%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
50,698
shares
|
$2.05 Million
0.29% of portfolio
|
Q3 2025
Added 24.97%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
47,386
shares
|
$1.92 Million
0.66% of portfolio
|
Q3 2025
Added 99.29%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
46,925
shares
|
$1.9 Million
0.21% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
46,393
shares
|
$1.88 Million
0.28% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
45,148
shares
|
$1.83 Million
0.63% of portfolio
|
Q3 2025
Added 80.92%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
41,926
shares
|
$1.7 Million
0.62% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
38,831
shares
|
$1.57 Million
0.39% of portfolio
|
Q3 2025
Reduced 29.04%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
37,316
shares
|
$1.51 Million
0.51% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
36,482
shares
|
$1.48 Million
0.86% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
36,171
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 29.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
36,116
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
34,158
shares
|
$1.38 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
33,757
shares
|
$1.37 Million
1.15% of portfolio
|
Q3 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
32,821
shares
|
$1.33 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
32,723
shares
|
$1.32 Million
0.37% of portfolio
|
Q3 2025
Reduced 52.66%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
31,779
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31,500
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 94.78%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
31,281
shares
|
$1.27 Million
0.61% of portfolio
|
Q3 2024
Added 83.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
30,173
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 142.74%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
29,899
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Added 57.77%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
28,670
shares
|
$1.16 Million
0.45% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
27,281
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 12.03%
|
|