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Who holds RECS

COLUMBIA ETF TR I · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
LPL Financial LLC21.7M$939.1M0.2%
AMERIPRISE FINANCIAL INC14.9M$643.1M0.1%
MORGAN STANLEY7.1M$305.3M0.0%
RAYMOND JAMES FINANCIAL INC5.9M$254.4M0.1%
BANK OF AMERICA CORP /DE/5.2M$227.1M0.0%
COMMONWEALTH EQUITY SERVICES, LLC3.6M$156.2M0.2%
OSAIC HOLDINGS, INC.3.3M$141.9M0.2%
WELLS FARGO & COMPANY/MN2.9M$124.6M0.0%
Gradient Investments LLC2.4M$104.4M1.4%
Bogart Wealth, LLC2.3M$101.2M3.5%
Stratos Investment Management, LLC2.1M$92.6M3.3%
Ameritas Advisory Services, LLC1.7M$72.8M1.5%
Amplius Wealth Advisors, LLC1.7M$72.5M5.3%
Stratos Wealth Partners, LTD.1.7M$72.0M0.7%
Cetera Investment Advisers1.5M$64.0M0.1%
Drake & Associates, LLC1.3M$54.2M9.1%
Scarborough Advisors, LLC1.2M$52.0M6.0%
DAYMARK WEALTH PARTNERS, LLC1.1M$49.0M1.2%
ROYAL BANK OF CANADA1.1M$48.4M0.0%
JPMORGAN CHASE & CO1.1M$45.2M0.0%
Mason & Associates Inc1.0M$43.6M7.1%
JONES FINANCIAL COMPANIES LLLP1.0M$42.8M0.0%
UBS Group AG864.3K$37.4M0.0%
Spectrum Wealth Advisory Group, LLC856.9K$37.1M10.6%
Stadion Money Management, LLC791.2K$34.2M3.0%
BlueStem Wealth Partners, LLC765.8K$33.1M3.3%
Three Cord True Wealth Management, LLC707.5K$30.6M14.6%
KWB Wealth635.7K$27.5M2.4%
MML INVESTORS SERVICES, LLC595.3K$25.8M0.1%
Trajan Wealth LLC533.8K$23.1M0.9%
Gladstone Institutional Advisory LLC532.3K$23.0M0.7%
Tower Wealth Partners, Inc.511.3K$22.1M10.9%
Retirement Management Systems Inc.493.3K$21.3M4.4%
ARQ WEALTH ADVISORS, LLC468.5K$20.8M2.6%
SUN LIFE FINANCIAL INC478.0K$20.7M1.1%
CENTAURUS FINANCIAL, INC.467.5K$20.2M0.8%
Heck Capital Advisors, LLC436.2K$18.9M1.1%
KESTRA PRIVATE WEALTH SERVICES, LLC432.4K$18.7M0.2%
Essex Financial Services, Inc.391.8K$17.0M0.8%
Kestra Advisory Services, LLC380.3K$16.5M0.1%
STIFEL FINANCIAL CORP354.0K$15.3M0.0%
IAG Wealth Partners, LLC347.4K$15.0M1.5%
Cambridge Investment Research Advisors, Inc.340.5K$14.7M0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO272.0K$11.8M0.0%
Pine Valley Investments Ltd Liability Co259.0K$11.2M0.4%
Bensler, LLC248.4K$10.8M1.0%
CITIGROUP INC237.6K$10.3M0.0%
Whitaker-Myers Wealth Managers, LTD.236.5K$10.2M1.7%
Snider Financial Group225.7K$9.8M2.5%
DAVENPORT & Co LLC223.9K$9.7M0.0%
LEAVELL INVESTMENT MANAGEMENT, INC.213.3K$9.2M0.3%
WealthCare Investment Partners, LLC197.9K$8.6M2.1%
Atria Investments, Inc195.4K$8.5M0.1%
BYRNE FINANCIAL FREEDOM, LLC192.4K$8.3M3.3%
DAGCO, INC.180.1K$7.8M1.4%
Private Advisor Group, LLC176.4K$7.6M0.0%
RETIREMENT PLANNING GROUP, LLC / NY171.7K$7.4M4.0%
World Investment Advisors187.7K$7.3M0.1%
Steward Partners Investment Advisory, LLC146.4K$6.3M0.0%
Janney Montgomery Scott LLC144.3K$6.2M0.0%
Top Fund Holdings
13F
Top Fund Holdings

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