COLUMBIA ETF TR I (RECS)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
178
Reporting holders
$4.4B
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $939.1M | 21,699,028 | 0.21% | 15q | +8.1%+$70.6M |
| AMERIPRISE FINANCIAL INC | $643.1M | 14,858,722 | 0.13% | 26q | -50.7%-$661.3M |
| MORGAN STANLEY | $305.3M | 7,054,701 | 0.02% | 12q | +13.7%+$36.8M |
| RAYMOND JAMES FINANCIAL INC | $254.4M | 5,877,632 | 0.07% | 7q | +3.7%+$9.1M |
| BANK OF AMERICA CORP /DE/ | $227.1M | 5,246,488 | 0.01% | 22q | -7.1%-$17.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $156.2M | 3,608,748 | 0.20% | 13q | +10.8%+$15.2M |
| OSAIC HOLDINGS, INC. | $141.9M | 3,279,198 | 0.17% | 20q | +8.0%+$10.5M |
| WELLS FARGO & COMPANY/MN | $124.6M | 2,879,237 | 0.02% | 7q | -41.7%-$89.1M |
| Gradient Investments LLC | $104.4M | 2,411,318 | 1.44% | 6q | +3.9%+$3.9M |
| Bogart Wealth, LLC | $101.2M | 2,339,266 | 3.47% | 8q | +2.3%+$2.3M |
| Stratos Investment Management, LLC | $92.6M | 2,139,839 | 3.35% | 8q | +1.8%+$1.6M |
| Ameritas Advisory Services, LLC | $72.8M | 1,681,628 | 1.47% | 7q | +139.8%+$42.4M |
| Amplius Wealth Advisors, LLC | $72.5M | 1,675,097 | 5.31% | 13q | +0.7%+$524.7K |
| Stratos Wealth Partners, LTD. | $72.0M | 1,664,390 | 0.73% | 9q | +6.2%+$4.2M |
| Cetera Investment Advisers | $64.0M | 1,478,365 | 0.06% | 10q | +3.2%+$2.0M |
| Drake & Associates, LLC | $54.2M | 1,252,310 | 9.13% | 7q | +7.9%+$4.0M |
| Scarborough Advisors, LLC | $52.0M | 1,202,547 | 5.97% | 7q | +123.4%+$28.7M |
| DAYMARK WEALTH PARTNERS, LLC | $49.0M | 1,132,868 | 1.20% | 6q | +16.5%+$7.0M |
| ROYAL BANK OF CANADA | $48.4M | 1,118,264 | 0.01% | 13q | -4.7%-$2.4M |
| JPMORGAN CHASE & CO | $45.2M | 1,050,976 | 0.00% | 11q | +17.4%+$6.7M |
| Mason & Associates Inc | $43.6M | 1,008,482 | 7.05% | 5q | -2.4%-$1.1M |
| JONES FINANCIAL COMPANIES LLLP | $42.8M | 1,000,912 | 0.02% | 8q | +14.5%+$5.4M |
| UBS Group AG | $37.4M | 864,328 | 0.00% | 8q | +1.8%+$667.4K |
| Spectrum Wealth Advisory Group, LLC | $37.1M | 856,938 | 10.56% | 8q | +3.4%+$1.2M |
| Stadion Money Management, LLC | $34.2M | 791,168 | 2.95% | 2q | -2.5%-$887.2K |
| BlueStem Wealth Partners, LLC | $33.1M | 765,762 | 3.30% | 7q | -11.2%-$4.2M |
| Three Cord True Wealth Management, LLC | $30.6M | 707,539 | 14.57% | 7q | +6.3%+$1.8M |
| KWB Wealth | $27.5M | 635,710 | 2.35% | 7q | +30.5%+$6.4M |
| MML INVESTORS SERVICES, LLC | $25.8M | 595,285 | 0.05% | 11q | +24.6%+$5.1M |
| Trajan Wealth LLC | $23.1M | 533,754 | 0.87% | 7q | +0.5%+$123.0K |
| Gladstone Institutional Advisory LLC | $23.0M | 532,297 | 0.73% | 12q | +16.8%+$3.3M |
| Tower Wealth Partners, Inc. | $22.1M | 511,314 | 10.93% | 7q | +1.0%+$226.2K |
| Retirement Management Systems Inc. | $21.3M | 493,262 | 4.37% | 3q | +7.0%+$1.4M |
| ARQ WEALTH ADVISORS, LLC | $20.8M | 468,514 | 2.58% | 9q | +39.0%+$5.8M |
| Heck Capital Advisors, LLC | $18.9M | 436,199 | 1.13% | 5q | +1.5%+$271.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $18.7M | 432,449 | 0.21% | 7q | +3.6%+$644.0K |
| Essex Financial Services, Inc. | $17.0M | 391,776 | 0.84% | 9q | -7.2%-$1.3M |
| Kestra Advisory Services, LLC | $16.5M | 380,347 | 0.05% | 6q | +2.0%+$323.0K |
| STIFEL FINANCIAL CORP | $15.3M | 353,993 | 0.01% | 6q | +2.0%+$293.3K |
| IAG Wealth Partners, LLC | $15.0M | 347,443 | 1.49% | 9q | +2.8%+$409.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.8M | 272,045 | 0.01% | 10q | +11.8%+$1.2M |
| Pine Valley Investments Ltd Liability Co | $11.2M | 259,027 | 0.44% | 7q | +19.5%+$1.8M |
| Bensler, LLC | $10.8M | 248,398 | 0.95% | 9q | +1.3%+$133.5K |
| CITIGROUP INC | $10.3M | 237,568 | 0.00% | 6q | +24.7%+$2.0M |
| Whitaker-Myers Wealth Managers, LTD. | $10.2M | 236,456 | 1.71% | 4q | +12.4%+$1.1M |
| Snider Financial Group | $9.8M | 225,697 | 2.49% | 5q | +8.7%+$779.4K |
| DAVENPORT & Co LLC | $9.7M | 223,944 | 0.05% | 8q | +22.8%+$1.8M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $9.2M | 213,304 | 0.34% | 8q | +12.5%+$1.0M |
| WealthCare Investment Partners, LLC | $8.6M | 197,881 | 2.08% | 8q | +13.2%+$1.0M |
| Atria Investments, Inc | $8.5M | 195,435 | 0.08% | 7q | +1.6%+$131.3K |
| BYRNE FINANCIAL FREEDOM, LLC | $8.3M | 192,408 | 3.25% | 7q | +1.0%+$82.1K |
| DAGCO, INC. | $7.8M | 180,123 | 1.44% | 7q | +40.6%+$2.3M |
| Private Advisor Group, LLC | $7.6M | 176,423 | 0.03% | 10q | HELD |
| RETIREMENT PLANNING GROUP, LLC / NY | $7.4M | 171,662 | 4.05% | 7q | +18.1%+$1.1M |
| World Investment Advisors | $7.3M | 187,686 | 0.12% | 9q | HELD |
| Steward Partners Investment Advisory, LLC | $6.3M | 146,366 | 0.03% | 8q | +2.9%+$178.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.2M | 139,883 | 0.01% | 7q | -59.4%-$9.1M |
| Western Wealth Management, LLC | $6.0M | 138,485 | 0.20% | 13q | +1.2%+$72.7K |
| ENVESTNET ASSET MANAGEMENT INC | $5.9M | 136,770 | 0.00% | 9q | +14.8%+$763.9K |
| Sovran Advisors, LLC | $5.4M | 121,010 | 0.40% | 7q | +7.5%+$373.6K |
| R2 Capital Strategies, LLC | $5.2M | 120,862 | 2.37% | new | FIRST |
| Alchemi Wealth, LLC | $5.1M | 118,445 | 2.40% | 3q | +6.0%+$289.9K |
| RDA Financial Network | $4.7M | 108,521 | 1.02% | 7q | +3.6%+$165.3K |
| Fermata Advisors, LLC | $4.1M | 94,482 | 0.83% | 11q | -1.4%-$59.2K |
| Equitable Holdings, Inc. | $4.0M | 93,399 | 0.02% | 6q | +15.7%+$549.1K |
| Paladin Wealth, LLC | $4.0M | 93,151 | 2.34% | 6q | +9.8%+$359.7K |
| Sanctuary Advisors, LLC | $3.9M | 90,471 | 0.02% | 9q | +5.3%+$198.8K |
| FIDELIS CAPITAL PARTNERS, LLC | $3.5M | 81,616 | 0.20% | 5q | +11.5%+$363.6K |
| SILVER OAK SECURITIES, INCORPORATED | $3.5M | 81,137 | 0.21% | 7q | -3.1%-$111.1K |
| SPIREPOINT PRIVATE CLIENT, LLC | $3.3M | 75,425 | 0.26% | 6q | +2.5%+$80.5K |
| PRINCIPAL SECURITIES, INC. | $3.1M | 71,221 | 0.04% | 10q | +11.6%+$320.9K |
| KPP Advisory Services LLC | $2.8M | 64,320 | 0.35% | 6q | HELD |
| Mattson Financial Services, LLC | $2.7M | 60,917 | 0.57% | 6q | +2.4%+$63.6K |
| Dana Investment Advisors, Inc. | $2.6M | 60,901 | 0.07% | 7q | +20.9%+$455.7K |
| Paragon Private Wealth Management, LLC | $2.5M | 57,233 | 0.65% | 14q | -14.3%-$414.6K |
| First Growth Capital LLC | $2.4M | 55,371 | 1.82% | 3q | -0.6%-$13.5K |
| SMITH SHELLNUT WILSON LLC /ADV | $2.3M | 53,520 | 0.86% | 6q | +11.7%+$242.2K |
| TRUIST FINANCIAL CORP | $2.2M | 51,804 | 0.00% | 8q | HELD |
| IFP Advisors, Inc | $2.2M | 51,466 | 0.04% | 2q | +45045.6%+$2.2M |
| Prosperity Financial Group, Inc. | $2.2M | 51,260 | 0.69% | 8q | +1.4%+$30.0K |
| Gateway Wealth Partners, LLC | $2.2M | 50,729 | 0.13% | new | NEW |
| Summit Financial, LLC | $2.0M | 45,617 | 0.02% | 4q | +37.8%+$541.3K |
| Pines Wealth Management, LLC | $1.9M | 44,327 | 0.55% | 7q | +7.7%+$137.1K |
| Integrated Wealth Concepts LLC | $1.7M | 39,750 | 0.01% | 5q | +506.7%+$1.4M |
| Axis Wealth Partners, LLC | $1.5M | 35,103 | 0.73% | 7q | -3.7%-$59.0K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1.4M | 33,307 | 0.52% | 3q | +4.4%+$60.6K |
| NewEdge Advisors, LLC | $1.4M | 32,073 | 0.00% | 13q | +135.3%+$798.1K |
| Lakeridge Wealth Management LLC | $1.3M | 30,177 | 0.48% | 3q | +9.6%+$114.2K |
| Inscription Capital, LLC | $1.3M | 28,974 | 0.11% | 5q | -37.8%-$761.9K |
| Cornerstone Wealth Management, LLC | $1.3M | 28,888 | 0.05% | 6q | +17.1%+$182.9K |
| Mariner, LLC | $1.2M | 28,433 | 0.00% | 8q | -42.7%-$916.5K |
| &PARTNERS | $1.2M | 27,031 | 0.00% | 7q | +3.3%+$37.4K |
| Riverbend Wealth Management, LLC | $1.1M | 24,574 | 0.53% | 7q | +3.6%+$36.7K |
| Farther Finance Advisors, LLC | $1.0M | 23,782 | 0.01% | 3q | +15546.1%+$1.0M |
| MMA ASSET MANAGEMENT LLC | $994.7K | 22,983 | 0.32% | 7q | -6.1%-$64.9K |
| Morey & Quinn Wealth Partners, LLC | $994.5K | 22,978 | 0.64% | 7q | +2.9%+$28.0K |
| DENVER WEALTH MANAGEMENT, INC. | $963.6K | 22,263 | 0.28% | 6q | +1.8%+$16.6K |
| MGO ONE SEVEN LLC | $899.8K | 20,791 | 0.01% | new | NEW |
| Palumbo Wealth Management LLC | $885.3K | 20,455 | 0.19% | 5q | +1.7%+$15.2K |
| HBW ADVISORY SERVICES LLC | $883.6K | 20,416 | 0.08% | 4q | -9.9%-$97.1K |
Showing the largest 100 of 187 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 178 | $4.4B | 102,374,665 | 20 | 98 | 36 | 0.0% |
| Q1 2026 | 166 | $4.4B | 112,861,146 | 16 | 90 | 38 | 0.0% |
| Q4 2025 | 167 | $3.6B | 87,073,272 | 23 | 92 | 30 | 0.0% |
| Q3 2025 | 147 | $2.9B | 72,578,307 | 23 | 80 | 30 | 0.0% |
| Q2 2025 | 130 | $2.9B | 78,608,004 | 17 | 81 | 25 | 0.0% |
| Q1 2025 | 113 | $1.7B | 52,059,953 | 22 | 69 | 13 | 0.0% |
| Q4 2024 | 101 | $1.1B | 31,043,681 | 33 | 42 | 9 | 0.0% |
| Q3 2024 | 61 | $706.1M | 20,827,225 | 19 | 33 | 6 | 0.0% |
| Q2 2024 | 46 | $462.8M | 14,341,298 | 15 | 19 | 4 | 0.0% |
| Q1 2024 | 32 | $292.7M | 9,448,122 | 13 | 15 | 3 | 0.0% |
| Q4 2023 | 22 | $208.0M | 7,501,786 | 4 | 13 | 3 | 0.0% |
| Q3 2023 | 21 | $192.7M | 7,667,849 | 7 | 11 | 3 | 0.0% |
| Q2 2023 | 14 | $170.2M | 6,583,752 | 5 | 8 | 1 | 0.0% |
| Q1 2023 | 10 | $57.7M | 2,403,971 | 4 | 3 | 3 | 0.0% |
| Q4 2022 | 7 | $42.2M | 1,858,205 | 1 | 5 | 1 | 0.0% |
| Q3 2022 | 9 | $48.2M | 2,283,869 | 2 | 5 | 1 | 0.0% |
| Q2 2022 | 7 | $50.4M | 2,262,090 | 2 | 4 | 1 | 0.0% |
| Q1 2022 | 6 | $20.7M | 799,520 | 1 | 3 | 2 | 0.0% |
| Q4 2021 | 5 | $18.8M | 698,650 | 0 | 3 | 2 | 0.0% |
| Q3 2021 | 5 | $22.2M | 754,479 | 2 | 1 | 2 | 0.0% |
| Q2 2021 | 3 | $22.1M | 760,270 | 0 | 1 | 2 | 0.0% |
| Q1 2021 | 3 | $97.9M | 3,666,922 | 1 | 2 | 0 | 0.0% |
| Q4 2020 | 2 | $83.4M | 3,394,764 | 0 | 1 | 1 | 0.0% |
| Q3 2020 | 2 | $72.9M | 3,244,239 | 1 | 1 | 0 | 0.0% |
| Q2 2020 | 1 | $55.7M | 2,687,153 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 2 | $4.2M | 245,813 | 2 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $5.2M | 241,179 | 0 | 0 | 1 | 0.0% |
| Q3 2019 | 1 | $4.9M | 248,000 | 1 | 0 | 0 | 0.0% |