Columbia Resear Enh Cor ETFRECSETF
13F holders, Q4 2024 (December 31)108holders +41
35new positions
5sold out
1famous investor
$34.64avg. 13F price*
At the end of Q4 2024, 108 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings, up 41 from Q3 2024. 35 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($280.2M), Bank of America Corp. ($122.7M) and Ameriprise Financial Inc. ($59.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Columbia Resear Enh Cor ETF
- CUSIP
- 19761L706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $141.5M |
| Exits | 5 | $7.7M |
All 13F filers, Q3 2024 → Q4 2024: 9,542,196 shares bought and 521,141 shares sold, net +9,021,055 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| LPL Financial LLC | 0.11% | Add +35.2% | 8,093,718 | $280.2M |
| Bank of America Corp. | 0.01% | Add +15.9% | 3,543,209 | $122.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.6% | 1,710,685 | $59.2M |
| Morgan Stanley | 0.00% | Add +44.1% | 1,692,873 | $58.6M |
| Raymond James Financial Inc. | 0.02% | — | 1,583,285 | $54.8M |
| Stratos Investment Management, LLC | 2.94% | Add +47.2% | 1,410,831 | $48.8M |
| Amplius Wealth Advisors, LLC | 4.80% | Add +11.0% | 1,351,246 | $46.8M |
| BlueStem Wealth Partners, LLC | 5.44% | — | 1,196,929 | $41.4M |
| Stratos Wealth Partners, LTD. | 0.57% | Add +1.9% | 1,154,334 | $40.0M |
| Spectrum Wealth Advisory Group, LLC | 15.97% | Add +20.2% | 978,760 | $33.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +55.2% | 900,725 | $31.2M |
| Drake & Associates, LLC | 7.96% | New | 788,604 | $28.0M |
| Trajan Wealth LLC | 1.03% | New | 538,484 | $18.6M |
| Royal Bank of Canada | 0.00% | Add +20.1% | 505,319 | $17.5M |
| Tower Wealth Partners, Inc. | 8.48% | New | 468,042 | $16.2M |
| Three Cord True Wealth Management, LLC | 13.19% | — | 440,251 | $15.2M |
| Scarborough Advisors, LLC | 2.07% | New | 422,447 | $14.6M |
| Two Sigma Investments, LP | 0.03% | Add +52.9% | 400,200 | $13.9M |
| Gladstone Institutional Advisory LLC | 0.62% | Reduce -17.0% | 385,970 | $13.4M |
| Centaurus Financial, Inc. | 0.76% | New | 357,131 | $12.4M |
| NewEdge Advisors, LLC | 0.07% | Add +3.6% | 316,090 | $10.9M |
| Susquehanna International Group, LLP | 0.01% | New | 244,736 | $8.5M |
| Bensler, LLC | 0.88% | Add +1.4% | 213,785 | $7.4M |
| MML Investors Services, LLC | 0.02% | Add +16.4% | 191,958 | $6.6M |
| Arq Wealth Advisors, LLC | 2.49% | Add +5.2% | 189,312 | $6.6M |
| Atria Investments, Inc | 0.08% | New | 184,511 | $6.4M |
| Independent Advisor Alliance | 0.08% | New | 176,981 | $6.1M |
| Bogart Wealth, LLC | 0.28% | Add +59.3% | 171,048 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +822.0% | 165,775 | $5.7M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +1527.8% | 163,026 | $5.6M |
| USAdvisors Wealth Management, LLC | 1.81% | New | 161,339 | $5.6M |
| World Investment Advisors | 0.14% | Add +28.6% | 147,693 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +127.4% | 147,620 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +42.0% | 141,939 | $4.9M |
| Essex Financial Services, Inc. | 0.33% | Add +234.0% | 134,852 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +323.3% | 125,181 | $4.3M |
| Fermata Advisors, LLC | 0.65% | Reduce -40.9% | 100,342 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +11.1% | 100,289 | $3.5M |
| RDA Financial Network | 1.00% | New | 98,957 | $3.4M |
| Western Wealth Management, LLC | 0.18% | Add +55.9% | 97,539 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +120.3% | 91,271 | $3.2M |
| IAG Wealth Partners, LLC | 0.54% | Add +55.5% | 88,138 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.9% | 87,003 | $3.0M |
| Mariner, LLC | 0.01% | Reduce -2.3% | 86,041 | $3.0M |
| Silver Oak Securities, Incorporated | 0.27% | New | 82,611 | $2.9M |
| Archford Capital Strategies, LLC | 0.43% | New | 81,254 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.04% | New | 74,413 | $2.6M |
| Empirical Asset Management, LLC | 0.76% | Reduce -4.0% | 66,541 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +245.5% | 50,150 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 46,908 | $1.6M |
| RiverTree Advisors, LLC | 1.05% | New | 46,242 | $1.6M |
| Dagco, Inc. | 0.50% | New | 43,283 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +80.1% | 40,739 | $1.4M |
| KWB Wealth | 0.17% | New | 41,061 | $1.4M |
| Retirement Planning Group, LLC / NY | 1.49% | — | 38,707 | $1.4M |
| Paragon Private Wealth Management, LLC | 0.60% | Add +1.9% | 37,448 | $1.3M |
| Leavell Investment Management, Inc. | 0.06% | Add +174.1% | 34,505 | $1.2M |
| Richmond Investment Services, LLC | 0.63% | — | 32,302 | $1.1M |
| Sovran Advisors, LLC | 0.16% | — | 31,709 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | New | 30,802 | $1.1M |
| Axis Wealth Partners, LLC | 0.84% | — | 28,784 | $996K |
| Mma Asset Management LLC | 0.43% | New | 28,732 | $995K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +15.9% | 27,171 | $941K |
| Sanctuary Advisors, LLC | 0.01% | Add +4.8% | 25,046 | $896K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +264.4% | 23,050 | $798K |
| LM Advisors LLC | 0.14% | Add +37.9% | 22,678 | $785K |
| Goldman Sachs Group Inc. | 0.00% | New | 22,340 | $773K |
| Oxinas Partners, LLC | 0.45% | New | 22,200 | $769K |
| Fulcrum Equity Management | 0.71% | Reduce -5.8% | 20,638 | $714K |
| Old Mission Capital LLC | 0.02% | Add +60.3% | 19,011 | $658K |
| Prosperity Financial Group, Inc. | 0.32% | Add +11.6% | 18,489 | $640K |
| Citadel Advisors | 0.00% | New | 17,557 | $608K |
| Pines Wealth Management, LLC | 0.25% | — | 16,935 | $582K |
| Flynn Zito Capital Management, LLC | 0.25% | New | 15,674 | $543K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +681.6% | 14,827 | $513K |
| Morey & Quinn Wealth Partners, LLC | 0.42% | — | 14,359 | $497K |
| WealthCare Investment Partners, LLC | 0.21% | Add +8.2% | 13,583 | $471K |
| Dana Investment Advisors, Inc. | 0.01% | New | 10,945 | $379K |
| Principal Securities, Inc. | 0.01% | Add +71.1% | 10,810 | $374K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +33.8% | 10,383 | $359K |
| PCA Investment Advisory Services Inc. | 0.16% | New | 10,133 | $351K |
| &partners | 0.00% | New | 9,847 | $345K |
| Advisory Services Network, LLC | 0.01% | Reduce -86.6% | 8,691 | $301K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.8% | 8,564 | $296K |
| Riverbend Wealth Management, LLC | 0.25% | — | 8,149 | $282K |
| Moneco Advisors, LLC | 0.03% | New | 7,742 | $268K |
| Truist Financial Corp. | 0.00% | Add +1.9% | 7,721 | $267K |
| Bison Wealth, LLC | 0.05% | New | 6,849 | $237K |
| Wells Fargo & Company | 0.00% | New | 6,666 | $231K |
| Byrne Financial Freedom, LLC | 0.10% | — | 6,214 | $215K |
| TCFG Wealth Management, LLC | 0.11% | New | 6,184 | $214K |
| Perigon Wealth Management, LLC | 0.01% | New | 6,086 | $213K |
| AdvisorNet Financial, Inc | 0.02% | New | 5,259 | $182K |
| Global Retirement Partners, LLC | 0.00% | New | 2,670 | $92K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.3% | 2,134 | $74K |
| Ameriflex Group, Inc. | 0.03% | — | 1,920 | $68K |
| Comerica Bank | 0.00% | Add +47.4% | 1,506 | $52K |
| Allworth Financial LP | 0.00% | No change | 1,417 | $51K |
| UBS Group AG | 0.00% | Add +796.9% | 1,453 | $50K |
| US Bancorp \de | 0.00% | New | 1,224 | $42K |
| Comprehensive Financial Planning, Inc. | 0.03% | — | 1,076 | $37K |
| Graney & King, LLC | 0.03% | — | 1,000 | $35K |
| FMR LLC | 0.00% | Add +48.3% | 801 | $28K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 700 | $24K |
| CoreCap Advisors, LLC | 0.00% | New | 408 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +19.0% | 357 | $12K |
| Cwm, LLC | 0.00% | Add +1.0% | 196 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $174 |
"% 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.