Columbia Resear Enh Cor ETFRECSETF
13F holders, Q2 2024 (June 30)53holders +15
15new positions
1sold out
$32.26avg. 13F price*
At the end of Q2 2024, 53 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings, up 15 from Q1 2024. 15 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($127.6M), Ameriprise Financial Inc. ($86.5M) and Bank of America Corp. ($79.6M).
- Company
- Columbia Resear Enh Cor ETF
- CUSIP
- 19761L706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $34.3M |
| Exits | 1 | $455K |
All 13F filers, Q1 2024 → Q2 2024: 5,747,147 shares bought and 600,230 shares sold, net +5,146,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| LPL Financial LLC | 0.06% | Add +45.1% | 3,955,094 | $127.6M |
| Ameriprise Financial Inc. | 0.02% | Add +161.1% | 2,679,317 | $86.5M |
| Bank of America Corp. | 0.01% | Add +33.0% | 2,468,123 | $79.6M |
| Amplius Wealth Advisors, LLC | 3.67% | Reduce -12.4% | 1,021,012 | $32.9M |
| Thrivent Financial for Lutherans | 0.05% | Add +1.0% | 743,616 | $24.0M |
| Stratos Wealth Partners, LTD. | 0.31% | New | 593,198 | $19.1M |
| Morgan Stanley | 0.00% | Add +3365.9% | 483,255 | $15.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -32.3% | 440,679 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +73.4% | 411,577 | $13.3M |
| Royal Bank of Canada | 0.00% | Add +185.5% | 386,330 | $12.5M |
| Gladstone Institutional Advisory LLC | 0.63% | Reduce -0.4% | 373,349 | $12.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +14.5% | 315,971 | $10.2M |
| NewEdge Advisors, LLC | 0.06% | Add +95.0% | 265,757 | $8.6M |
| Raymond James & Associates | 0.01% | Add +5.6% | 244,885 | $7.9M |
| Bensler, LLC | 0.87% | New | 199,870 | $6.4M |
| Fermata Advisors, LLC | 1.29% | Reduce -42.4% | 174,516 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Add +8.0% | 88,681 | $2.9M |
| Advisory Services Network, LLC | 0.04% | Add +1.8% | 64,659 | $2.1M |
| Two Sigma Investments, LP | 0.00% | New | 61,200 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.7% | 52,156 | $1.7M |
| Householder Group Estate & Retirement Specialist, LLC | 0.37% | Add +20.6% | 40,947 | $1.3M |
| World Investment Advisors | 0.08% | New | 37,769 | $1.2M |
| Paragon Private Wealth Management, LLC | 0.68% | Add +2.5% | 37,513 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +431.9% | 35,896 | $1.2M |
| IAG Wealth Partners, LLC | 0.22% | New | 34,082 | $1.1M |
| Mma Asset Management LLC | 0.48% | Add +380.3% | 31,541 | $1.0M |
| Western Wealth Management, LLC | 0.07% | Add +12.6% | 27,619 | $891K |
| Empirical Asset Management, LLC | 0.31% | New | 25,366 | $819K |
| Essex Financial Services, Inc. | 0.05% | New | 22,822 | $720K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 21,713 | $701K |
| Marshall Wace, LLP | 0.00% | Add +16.4% | 20,982 | $677K |
| Arq Wealth Advisors, LLC | 0.27% | New | 19,255 | $621K |
| Aspire Wealth Management Corp | 0.31% | New | 17,002 | $549K |
| Jane Street Group, LLC | 0.00% | Reduce -85.8% | 16,576 | $535K |
| Envestnet Asset Management Inc. | 0.00% | New | 16,329 | $527K |
| LM Advisors LLC | 0.10% | Add +70.3% | 19,138 | $521K |
| IHT Wealth Management, LLC | 0.02% | Add +43.3% | 14,900 | $481K |
| Cetera Investment Advisers | 0.00% | Add +49.3% | 14,471 | $467K |
| MML Investors Services, LLC | 0.00% | Add +44.3% | 10,633 | $343K |
| Raymond James Trust N.A. | 0.01% | No change | 7,039 | $227K |
| Sanctuary Advisors, LLC | 0.00% | — | 7,278 | $220K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 6,675 | $215K |
| Principal Securities, Inc. | 0.01% | Reduce -0.4% | 6,277 | $203K |
| Harbour Investments, Inc. | 0.01% | New | 5,267 | $170K |
| Tyler-Stone Wealth Management | 0.05% | Add +24.3% | 4,097 | $132K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.6% | 3,830 | $124K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,150 | $37K |
| Comerica Bank | 0.00% | New | 745 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 300 | $10K |
| FMR LLC | 0.00% | No change | 200 | $6K |
| Cwm, LLC | 0.00% | No change | 194 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 22 | $710 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $162 |
"% 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.