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 |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
14,359
shares
|
$508,308
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
13,583
shares
|
$480,838
0.22% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
10,945
shares
|
$387,453
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
10,810
shares
|
$382,674
0.01% of portfolio
|
Q4 2024
Added 71.1%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,383
shares
|
$367,558
0.02% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
10,133
shares
|
$358,708
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,015
shares
|
$354,531
0.01% of portfolio
|
Q3 2024
Added 50.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
9,847
shares
|
$348,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
8,691
shares
|
$307,661
0.01% of portfolio
|
Q4 2024
Reduced 86.56%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
8,564
shares
|
$303,165
0.06% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
8,149
shares
|
$288,474
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
7,742
shares
|
$274,066
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,739
shares
|
$273,960
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,721
shares
|
$273,323
0.0% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,849
shares
|
$242,454
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,666
shares
|
$235,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
6,184
shares
|
$218,913
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,086
shares
|
$215,444
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,259
shares
|
$186,168
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,670
shares
|
$94,518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,134
shares
|
$75,543
0.0% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,506
shares
|
$53,312
0.0% of portfolio
|
Q4 2024
Added 47.36%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,453
shares
|
$51,436
0.0% of portfolio
|
Q4 2024
Added 796.91%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,417
shares
|
$50,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,224
shares
|
$43,329
0.0% of portfolio
|
Q4 2024
New holding
|