Columbia Resear Enh Cor ETFRECSETF
13F holders, Q1 2024 (March 31)38holders
$30.98avg. 13F price*
At the end of Q1 2024, 38 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings. The largest holders were LPL Financial LLC ($84.4M), Bank of America Corp. ($57.5M) and Amplius Wealth Advisors, LLC ($36.1M).
- Company
- Columbia Resear Enh Cor ETF
- CUSIP
- 19761L706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.5M |
| Exits | 3 | $2.0M |
Ownership 38 holders
| LPL Financial LLC | 0.05% | Add +169.6% | 2,724,815 | $84.4M |
| Bank of America Corp. | 0.01% | Add +15.3% | 1,855,130 | $57.5M |
| Amplius Wealth Advisors, LLC | 4.05% | Add +35.5% | 1,165,971 | $36.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -46.4% | 1,025,999 | $31.8M |
| Thrivent Financial for Lutherans | 0.05% | Add +2310.2% | 736,472 | $22.8M |
| Osaic Holdings, Inc. | 0.05% | Add +31.6% | 650,950 | $20.2M |
| Gladstone Institutional Advisory LLC | 0.64% | Reduce -8.0% | 374,752 | $11.6M |
| Fermata Advisors, LLC | 2.11% | Reduce -5.3% | 302,933 | $9.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +11.8% | 276,013 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +691.0% | 237,367 | $7.4M |
| Raymond James & Associates | 0.00% | Add +136.7% | 231,896 | $7.2M |
| NewEdge Advisors, LLC | 0.04% | Add +12.2% | 136,297 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +54.0% | 135,300 | $4.2M |
| Jane Street Group, LLC | 0.00% | Add +152.9% | 117,045 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +20.1% | 82,085 | $2.5M |
| Advisory Services Network, LLC | 0.04% | New | 63,513 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +22.5% | 45,890 | $1.4M |
| Paragon Private Wealth Management, LLC | 0.67% | Add +13.2% | 36,596 | $1.1M |
| Householder Group Estate & Retirement Specialist, LLC | 0.31% | Add +10.6% | 33,963 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +44.0% | 24,519 | $760K |
| Marshall Wace, LLP | 0.00% | New | 18,023 | $558K |
| Old Mission Capital LLC | 0.01% | New | 14,686 | $455K |
| Morgan Stanley | 0.00% | Add +20.2% | 13,943 | $432K |
| LM Advisors LLC | 0.06% | Add +1105.8% | 11,238 | $348K |
| IHT Wealth Management, LLC | 0.01% | New | 10,400 | $322K |
| Cetera Investment Advisers | 0.00% | New | 9,692 | $300K |
| MML Investors Services, LLC | 0.00% | No change | 7,371 | $228K |
| Raymond James Trust N.A. | 0.01% | New | 7,039 | $218K |
| Private Advisor Group, LLC | 0.00% | New | 6,749 | $209K |
| Mma Asset Management LLC | 0.10% | New | 6,567 | $203K |
| Principal Securities, Inc. | 0.01% | New | 6,302 | $195K |
| Tyler-Stone Wealth Management | 0.05% | Add +66.5% | 3,297 | $102K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3,149 | $98K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 300 | $9K |
| FMR LLC | 0.00% | New | 200 | $6K |
| Cwm, LLC | 0.00% | New | 194 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | New | 22 | $682 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $155 |
"% 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.