Columbia Resear Enh Cor ETFRECSETF

13F holders, Q2 2026 (June 30)
186holders +10
20new positions
12sold out
2famous investors
$43.25avg. 13F price*

At the end of Q2 2026, 186 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings, up 10 from Q1 2026. 20 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($939.1M), Ameriprise Financial Inc. ($643.1M) and Morgan Stanley ($305.3M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Columbia Resear Enh Cor ETF
CUSIP
19761L706
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 38Q1 2024Q2 2024: 53Q2 2024Q3 2024: 67Q3 2024Q4 2024: 108Q4 2024Q1 2025: 123Q1 2025Q2 2025: 139Q2 2025Q3 2025: 156Q3 2025Q4 2025: 175Q4 2025Q1 2026: 176Q1 2026Q2 2026: 186Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$28.6M
Exits12$16.9M

All 13F filers, Q1 2026 → Q2 2026: 8,239,809 shares bought and 1,684,253 shares sold, net +6,555,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 186 holders

LPL Financial LLC 0.21% Add +8.1% 21,699,028 $939.1M
Ameriprise Financial Inc. 0.13% Reduce -1.4% 14,858,722 $643.1M
Morgan Stanley 0.02% Add +13.7% 7,054,701 $305.3M
Raymond James Financial Inc. 0.07% Add +3.7% 5,877,632 $254.4M
Bank of America Corp. 0.01% Reduce -7.1% 5,246,488 $227.1M
Commonwealth Equity Services, LLC 0.20% Add +10.8% 3,608,748 $156.2M
Osaic Holdings, Inc. 0.17% Add +8.0% 3,279,198 $141.9M
Wells Fargo & Company 0.02% Add +16.6% 2,879,237 $124.6M
Gradient Investments LLC 1.44% Add +3.9% 2,411,318 $104.4M
Bogart Wealth, LLC 3.47% Add +2.3% 2,339,266 $101.2M
Stratos Investment Management, LLC 3.35% Add +1.8% 2,139,839 $92.6M
Ameritas Advisory Services, LLC 1.47% Add +139.8% 1,681,628 $72.8M
Amplius Wealth Advisors, LLC 5.31% Add +0.7% 1,675,097 $72.5M
Stratos Wealth Partners, LTD. 0.73% Add +6.2% 1,664,390 $72.0M
Cetera Investment Advisers 0.06% Add +3.2% 1,478,365 $64.0M
Drake & Associates, LLC 9.13% Add +7.9% 1,252,310 $54.2M
Scarborough Advisors, LLC 5.97% Add +123.5% 1,202,547 $52.0M
Daymark Wealth Partners, LLC 1.20% Add +16.5% 1,132,868 $49.0M
Royal Bank of Canada 0.01% Reduce -4.7% 1,118,264 $48.4M
JPMorgan Chase & Co. 0.00% Add +17.4% 1,050,976 $45.2M
Mason & Associates Inc 7.05% Reduce -2.5% 1,008,482 $43.6M
Jones Financial Companies LLLP 0.02% Add +14.5% 1,000,912 $42.8M
UBS Group AG 0.01% Add +1.8% 864,328 $37.4M
Spectrum Wealth Advisory Group, LLC 10.56% Add +3.4% 856,938 $37.1M
Stadion Money Management, LLC 2.95% Reduce -2.5% 791,168 $34.2M
BlueStem Wealth Partners, LLC 3.30% Reduce -11.2% 765,762 $33.1M
Three Cord True Wealth Management, LLC 14.57% Add +6.3% 707,539 $30.6M
KWB Wealth 2.35% Add +30.5% 635,710 $27.5M
MML Investors Services, LLC 0.05% Add +24.6% 595,285 $25.8M
Trajan Wealth LLC 0.87% Add +0.5% 533,754 $23.1M
Gladstone Institutional Advisory LLC 0.73% Add +16.8% 532,297 $23.0M
Tower Wealth Partners, Inc. 10.93% Add +1.0% 511,314 $22.1M
Retirement Management Systems Inc. 4.37% Add +7.0% 493,262 $21.3M
Arq Wealth Advisors, LLC 2.58% Add +39.0% 468,514 $20.8M
Sun Life Financial Inc. 1.06% New 478,020 $20.7M
Centaurus Financial, Inc. 0.79% Reduce -0.6% 467,530 $20.2M
Heck Capital Advisors, LLC 1.13% Add +1.5% 436,199 $18.9M
Kestra Private Wealth Services, LLC 0.21% Add +3.6% 432,449 $18.7M
Essex Financial Services, Inc. 0.85% Reduce -7.2% 391,776 $17.0M
Kestra Advisory Services, LLC 0.05% Add +2.0% 380,347 $16.5M
Stifel Financial Corp. 0.01% Add +1.9% 353,993 $15.3M
IAG Wealth Partners, LLC 1.49% Add +2.8% 347,443 $15.0M
Cambridge Investment Research Advisors, Inc. 0.03% Add +11.1% 340,472 $14.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.8% 272,045 $11.8M
Pine Valley Investments Ltd Liability Co 0.48% Add +6.3% 259,027 $11.2M
Bensler, LLC 0.95% Add +1.3% 248,398 $10.8M
Citigroup Inc. 0.00% Add +24.7% 237,568 $10.3M
Whitaker-Myers Wealth Managers, LTD. 1.71% Add +12.4% 236,456 $10.2M
Snider Financial Group 2.49% Add +8.7% 225,697 $9.8M
DAVENPORT & Co LLC 0.05% Add +22.8% 223,944 $9.7M
Leavell Investment Management, Inc. 0.34% Add +12.5% 213,304 $9.2M
WealthCare Investment Partners, LLC 2.08% Add +13.2% 197,881 $8.6M
Atria Investments, Inc 0.08% Add +1.6% 195,435 $8.5M
Byrne Financial Freedom, LLC 3.25% Add +1.0% 192,408 $8.3M
Dagco, Inc. 1.44% Add +40.6% 180,123 $7.8M
Private Advisor Group, LLC 0.04% Reduce -0.0% 176,423 $7.6M
Retirement Planning Group, LLC / NY 4.05% Add +18.1% 171,662 $7.4M
World Investment Advisors 0.12% No change 187,686 $7.3M
Steward Partners Investment Advisory, LLC 0.03% Add +2.9% 146,366 $6.3M
Janney Montgomery Scott LLC 0.01% Add +15.3% 144,257 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -59.4% 139,883 $6.2M
Western Wealth Management, LLC 0.20% Add +1.2% 138,485 $6.0M
Envestnet Asset Management Inc. 0.00% Add +14.8% 136,770 $5.9M
USAdvisors Wealth Management, LLC 1.65% Reduce -4.8% 133,069 $5.8M
Sovran Advisors, LLC 0.40% Add +7.5% 121,010 $5.4M
R2 Capital Strategies, LLC 2.37% — 120,862 $5.2M
Alchemi Wealth, LLC 2.40% Add +6.0% 118,445 $5.1M
Brown Financial Advisors 1.74% Add +0.1% 114,939 $5.0M
RDA Financial Network 1.02% Add +3.6% 108,521 $4.7M
Fermata Advisors, LLC 0.83% Reduce -1.4% 94,482 $4.1M
Equitable Holdings, Inc. 0.02% Add +15.7% 93,399 $4.0M
Paladin Wealth, LLC 2.34% Add +9.8% 93,151 $4.0M
Sanctuary Advisors, LLC 0.02% Add +5.3% 90,471 $3.9M
Fidelis Capital Partners, LLC 0.20% Add +11.5% 81,616 $3.5M
Silver Oak Securities, Incorporated 0.21% Reduce -3.1% 81,137 $3.5M
Spirepoint Private Client, LLC 0.26% Add +2.5% 75,425 $3.3M
Principal Securities, Inc. 0.04% Add +11.6% 71,221 $3.1M
KPP Advisory Services LLC 0.35% Reduce -0.3% 64,320 $2.8M
Mattson Financial Services, LLC 0.57% Add +2.4% 60,917 $2.7M
Dana Investment Advisors, Inc. 0.07% Add +20.9% 60,901 $2.6M
Paragon Private Wealth Management, LLC 0.65% Reduce -14.3% 57,233 $2.5M
First Growth Capital LLC 1.82% Reduce -0.6% 55,371 $2.4M
Smith Shellnut Wilson LLC 0.87% Add +11.7% 53,520 $2.3M
Truist Financial Corp. 0.00% Reduce -0.1% 51,804 $2.2M
Thoroughbred Financial Services, LLC 0.11% Add +9.9% 51,595 $2.2M
IFP Advisors, Inc 0.04% Add +45045.6% 51,466 $2.2M
Prosperity Financial Group, Inc. 0.69% Add +1.4% 51,260 $2.2M
Gateway Wealth Partners, LLC 0.13% New 50,729 $2.2M
Summit Financial, LLC 0.02% Add +37.8% 45,617 $2.0M
Natixis Advisors, LLC 0.00% Add +21.8% 44,842 $1.9M
Pines Wealth Management, LLC 0.55% Add +7.7% 44,327 $1.9M
Integrated Wealth Concepts LLC 0.01% Add +506.7% 39,750 $1.7M
Axis Wealth Partners, LLC 0.73% Reduce -3.7% 35,103 $1.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.53% Add +4.4% 33,307 $1.4M
NewEdge Advisors, LLC 0.00% Add +135.3% 32,073 $1.4M
Lakeridge Wealth Management LLC 0.48% Add +9.6% 30,177 $1.3M
Inscription Capital, LLC 0.11% Reduce -37.8% 28,974 $1.3M
Cornerstone Wealth Management, LLC 0.05% Add +17.1% 28,888 $1.3M
Mariner, LLC 0.00% Reduce -42.7% 28,433 $1.2M
&partners 0.00% Add +3.3% 27,031 $1.2M

"% of holder's portfolio" is RECS's weight in each manager's 13F, not the share of Columbia Resear Enh Cor ETF the manager owns.

Show all 186 holders