RECS institutional holders

COLUMBIA ETF TR I · 13F, 2026Q2

Managers holding186
Shares held104,559,366
Reported value$4.5bn
Quarter flows23 new, 106 added, 41 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC21,699,028$939.1m0.2%
AMERIPRISE FINANCIAL INC14,858,722$643.1m0.1%
MORGAN STANLEY7,054,701$305.3m0.0%
RAYMOND JAMES FINANCIAL INC5,877,632$254.4m0.1%
BANK OF AMERICA CORP /DE/5,246,488$227.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC3,608,748$156.2m0.2%
OSAIC HOLDINGS, INC.3,279,198$141.9m0.2%
WELLS FARGO & COMPANY/MN2,879,237$124.6m0.0%
Gradient Investments LLC2,411,318$104.4m1.4%
Bogart Wealth, LLC2,339,266$101.2m3.5%
Stratos Investment Management, LLC2,139,839$92.6m3.4%
Ameritas Advisory Services, LLC1,681,628$72.8m1.5%
Amplius Wealth Advisors, LLC1,675,097$72.5m5.3%
Stratos Wealth Partners, LTD.1,664,390$72.0m0.7%
Cetera Investment Advisers1,478,365$64.0m0.1%
Drake & Associates, LLC1,252,310$54.2m9.1%
Scarborough Advisors, LLC1,202,547$52.0m6.0%
DAYMARK WEALTH PARTNERS, LLC1,132,868$49.0m1.2%
ROYAL BANK OF CANADA1,118,264$48.4m0.0%
JPMORGAN CHASE & CO1,050,976$45.2m0.0%
Mason & Associates Inc1,008,482$43.6m7.1%
JONES FINANCIAL COMPANIES LLLP1,000,912$42.8m0.0%
UBS Group AG864,328$37.4m0.0%
Spectrum Wealth Advisory Group, LLC856,938$37.1m10.6%
Stadion Money Management, LLC791,168$34.2m3.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("RECS"). RECS price history · All 13F data

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