Columbia Resear Enh Cor ETFRECSETF
13F holders, Q3 2024 (September 30)67holders +14
19new positions
5sold out
$33.90avg. 13F price*
At the end of Q3 2024, 67 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings, up 14 from Q2 2024. 19 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($202.9M), Bank of America Corp. ($103.7M) and Ameriprise Financial Inc. ($60.8M).
- Company
- Columbia Resear Enh Cor ETF
- CUSIP
- 19761L706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $75.3M |
| Exits | 5 | $25.7M |
All 13F filers, Q2 2024 → Q3 2024: 8,246,177 shares bought and 2,101,055 shares sold, net +6,145,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| LPL Financial LLC | 0.09% | Add +51.3% | 5,984,602 | $202.9M |
| Bank of America Corp. | 0.01% | Add +23.9% | 3,058,178 | $103.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -33.1% | 1,793,326 | $60.8M |
| Amplius Wealth Advisors, LLC | 4.50% | Add +19.2% | 1,217,034 | $41.3M |
| Morgan Stanley | 0.00% | Add +143.2% | 1,175,143 | $39.8M |
| Stratos Wealth Partners, LTD. | 0.56% | Add +90.9% | 1,132,623 | $38.4M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +203.8% | 960,037 | $32.6M |
| Stratos Investment Management, LLC | 2.27% | New | 958,405 | $32.5M |
| Spectrum Wealth Advisory Group, LLC | 15.48% | New | 814,229 | $27.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +41.0% | 580,403 | $19.7M |
| Gladstone Institutional Advisory LLC | 0.77% | Add +24.6% | 465,199 | $15.8M |
| Royal Bank of Canada | 0.00% | Add +8.9% | 420,652 | $14.3M |
| NewEdge Advisors, LLC | 0.07% | Add +14.8% | 304,955 | $10.3M |
| Raymond James & Associates | 0.01% | Add +12.3% | 274,990 | $9.3M |
| Two Sigma Investments, LP | 0.02% | Add +327.6% | 261,700 | $8.9M |
| Bensler, LLC | 0.90% | Add +5.5% | 210,830 | $7.1M |
| Arq Wealth Advisors, LLC | 2.27% | Add +834.6% | 179,956 | $6.0M |
| Fermata Advisors, LLC | 1.17% | Reduce -2.7% | 169,870 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +1450.8% | 164,897 | $5.6M |
| World Investment Advisors | 0.12% | Add +204.1% | 114,835 | $3.9M |
| Bogart Wealth, LLC | 0.17% | New | 107,359 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -77.3% | 99,977 | $3.4M |
| Kingsview Wealth Management, LLC | 0.07% | New | 94,888 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +151.5% | 90,269 | $3.1M |
| Mariner, LLC | 0.01% | New | 88,020 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +330.7% | 71,387 | $2.4M |
| Empirical Asset Management, LLC | 0.84% | Add +173.3% | 69,327 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +310.3% | 66,995 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +24.5% | 64,915 | $2.2M |
| Western Wealth Management, LLC | 0.12% | Add +126.5% | 62,552 | $2.1M |
| Advisory Services Network, LLC | 0.04% | No change | 64,659 | $2.1M |
| IAG Wealth Partners, LLC | 0.36% | Add +66.3% | 56,662 | $1.9M |
| Householder Group Estate & Retirement Specialist, LLC | 0.44% | Add +8.8% | 44,545 | $1.5M |
| Essex Financial Services, Inc. | 0.10% | Add +76.9% | 40,376 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | New | 41,422 | $1.4M |
| Paragon Private Wealth Management, LLC | 0.62% | Reduce -2.0% | 36,744 | $1.2M |
| Aspire Wealth Management Corp | 0.57% | Add +84.0% | 31,281 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +672.1% | 29,570 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +228.2% | 23,888 | $852K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +7.9% | 23,437 | $792K |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.5% | 22,625 | $767K |
| Fulcrum Equity Management | 0.63% | New | 21,921 | $743K |
| Cetera Investment Advisers | 0.00% | Add +24.3% | 17,981 | $610K |
| IHT Wealth Management, LLC | 0.02% | Add +11.4% | 16,600 | $563K |
| Prosperity Financial Group, Inc. | 0.32% | New | 16,570 | $562K |
| DAVENPORT & Co LLC | 0.00% | New | 14,514 | $492K |
| LM Advisors LLC | 0.09% | Reduce -14.1% | 16,446 | $456K |
| Leavell Investment Management, Inc. | 0.02% | New | 12,589 | $427K |
| WealthCare Investment Partners, LLC | 0.19% | New | 12,555 | $423K |
| Old Mission Capital LLC | 0.01% | New | 11,862 | $402K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +50.0% | 10,015 | $340K |
| Tyler-Stone Wealth Management | 0.05% | Add +107.3% | 8,494 | $288K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 7,758 | $263K |
| Raymond James Trust N.A. | 0.01% | Add +9.9% | 7,739 | $262K |
| Truist Financial Corp. | 0.00% | New | 7,573 | $257K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 6,325 | $214K |
| Principal Securities, Inc. | 0.01% | Add +0.7% | 6,318 | $214K |
| Harbour Investments, Inc. | 0.00% | Reduce -54.8% | 2,379 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,897 | $64K |
| Allworth Financial LP | 0.00% | New | 1,417 | $48K |
| Comerica Bank | 0.00% | Add +37.2% | 1,022 | $35K |
| FMR LLC | 0.00% | Add +170.0% | 540 | $18K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 300 | $10K |
| Cwm, LLC | 0.00% | No change | 194 | $7K |
| UBS Group AG | 0.00% | New | 162 | $5K |
| Chilton Capital Management LLC | 0.00% | New | 62 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $170 |
"% 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.