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Get Institutions for : 
Columbia Research Enhanced Core Etf (RECS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    3
Total shares held : 
 7,548,754  
% of shares held : 
 83.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 -127,483  
% of shares held change : 
   -1.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 503,854
 6.67%
 
Increased Positions :
14
 853,836
 11.31%
 
Unchanged Positions :
3
 937
 0.01%
 
Decreased Positions :
4
-1,431,869
-18.97%
 
Closed Positions :
3
-53,304
-0.71%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 374 - 2024-03-31 2,724,815 $84,415,000 1,714,066
   BANK OF AMERICA CORP /DE/ 1208 - 2024-03-31 1,855,130 $57,472,000 246,083
   Amplius Wealth Advisors LLC 7 - 2024-03-31 1,165,971 $36,122,000 305,474
   AMERIPRISE FINANCIAL INC 1022 - 2024-03-31 1,025,999 $31,785,000 -887,604
   THRIVENT FINANCIAL FOR LUTHERANS 417 - 2024-03-31 736,472 $22,816,000 705,915
   Advisor Group Holdings Inc. 401 - 2024-03-31 650,950 $20,166,000 156,439
   Gladstone Institutional Advisory LLC 29 - 2024-03-31 374,752 $11,610,000 -32,639
   Fermata Advisors LLC 12 - 2024-03-31 302,933 $9,385,000 -17,086
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 875 - 2024-03-31 276,013 $8,551,000 29,229
   COMMONWEALTH EQUITY SERVICES LLC. 936 - 2024-03-31 237,367 $7,354,000 207,359
   RAYMOND JAMES & ASSOCIATES 1340 - 2024-03-31 231,896 $7,184,000 133,926
   Goss Wealth Management LLC 430 - 2024-03-31 136,297 $4,222,000 14,820
   ROYAL BANK OF CANADA 2028 - 2024-03-31 135,300 $4,191,000 47,462
   JANE STREET GROUP LLC 1580 - 2024-03-31 117,045 $3,626,000 70,756
   J P MORGAN CHASE & CO 2841 - 2024-03-31 82,085 $2,543,000 13,737
   ADVISORY SERVICES NETWORK, LLC 455 *New 2024-03-31 63,513 $1,968,000 63,513
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1477 - 2024-03-31 45,890 $1,422,000 8,431
   Paragon Private Wealth Management LLC 48 - 2024-03-31 36,596 $1,134,000 4,264
   Householder Group Estate & Retirement Specialist L 68 - 2024-03-31 33,963 $1,052,000 3,265
   Western Wealth Management LLC 270 - 2024-03-31 24,519 $760,000 7,493
   MARSHALL WACE LLP 1629 - 2024-03-31 18,023 $558,000 18,023
   OLD MISSION CAPITAL LLC 585 *New 2024-03-31 14,686 $455,000 14,686
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1293 - 2023-09-30 17,671 $444,000 3,250
   MORGAN STANLEY 5191 - 2024-03-31 13,943 $432,000 2,341
   LM Advisors LLC 157 - 2024-03-31 11,238 $348,000 10,306
   IHT Wealth Management LLC 775 *New 2024-03-31 10,400 $322,000 10,400
   Cetera Investment Advisers 3014 *New 2024-03-31 9,692 $300,000 9,692
   FINANCIAL NETWORK 2292 *New 2024-03-31 9,435 $292,000 9,435
   MML INVESTORS SERVICES LLC 2277 - 2024-03-31 7,371 $228,000 0
   RAYMOND JAMES TRUST CO 1149 *New 2024-03-31 7,039 $218,000 7,039
   Private Advisor Group LLC 2074 *New 2024-03-31 6,749 $209,000 6,749
   PRINCIPAL SECURITIES INC. 1014 *New 2024-03-31 6,302 $195,000 6,302
   Tyler-Stone Wealth Management 270 - 2024-03-31 3,297 $102,000 1,317
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1796 *New 2024-03-31 3,149 $98,000 3,149
   MARK SHEPTOFF FINANCIAL PLANNING LLC 303 *New 2024-03-31 300 $9,000 300
   FMR LLC 4273 *New 2024-03-31 200 $6,000 200
   CWM LLC 3535 *New 2024-03-31 194 $6,000 194
   New England Capital Financial Advisors LLC 360 *New 2024-03-31 22 $1,000 22
   PROEQUITIES INC. 3572 - 2024-03-31 0 $0 0
   TWO SIGMA INVESTMENTS LLC 2960 *Closed 2024-03-31 0 $0 -40,100
   NATIONAL ASSET MANAGEMENT, INC. 1457 *Closed 2024-03-31 0 $0 -9,175
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6049 *Closed 2024-03-31 0 $0 -24,161
   DHJJ Financial Advisors Ltd. 780 - 2024-03-31 5 $0 0
  43 Records found
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