Columbia Resear Enh Cor ETFRECSETF
13F holders, Q1 2025 (March 31)123holders +15
24new positions
8sold out
1famous investor
$33.21avg. 13F price*
At the end of Q1 2025, 123 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings, up 15 from Q4 2024. 24 opened new positions and 8 sold out. The largest holders were Ameriprise Financial Inc. ($351.9M), LPL Financial LLC ($298.5M) and Bank of America Corp. ($163.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $116.6M |
| Exits | 8 | $8.8M |
All 13F filers, Q4 2024 → Q1 2025: 22,352,680 shares bought and 787,706 shares sold, net +21,564,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Ameriprise Financial Inc. | 0.10% | Add +519.4% | 10,595,780 | $351.9M |
| LPL Financial LLC | 0.12% | Add +11.0% | 8,987,115 | $298.5M |
| Bank of America Corp. | 0.01% | Add +38.9% | 4,922,109 | $163.5M |
| Raymond James Financial Inc. | 0.03% | Add +73.6% | 2,748,138 | $91.3M |
| Morgan Stanley | 0.01% | Add +41.6% | 2,397,896 | $79.6M |
| Gradient Investments LLC | 1.35% | New | 2,008,135 | $66.7M |
| Stratos Investment Management, LLC | 3.35% | Add +34.3% | 1,894,985 | $62.9M |
| BlueStem Wealth Partners, LLC | 7.15% | Add +32.0% | 1,579,857 | $52.5M |
| Stratos Wealth Partners, LTD. | 0.78% | Add +32.5% | 1,529,574 | $50.8M |
| Amplius Wealth Advisors, LLC | 5.22% | Add +11.9% | 1,512,538 | $50.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +57.7% | 1,420,093 | $47.2M |
| Spectrum Wealth Advisory Group, LLC | 15.99% | Add +2.5% | 1,003,213 | $33.3M |
| Wells Fargo & Company | 0.01% | Add +13527.5% | 908,411 | $30.2M |
| Drake & Associates, LLC | 7.51% | Add +2.1% | 805,125 | $26.7M |
| Daymark Wealth Partners, LLC | 0.90% | New | 631,493 | $21.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1447.1% | 630,276 | $20.9M |
| Royal Bank of Canada | 0.00% | Add +13.5% | 573,398 | $19.0M |
| Trajan Wealth LLC | 1.01% | Add +3.1% | 554,950 | $18.4M |
| Three Cord True Wealth Management, LLC | 13.84% | Add +10.4% | 486,050 | $16.1M |
| Tower Wealth Partners, Inc. | 8.42% | Add +1.3% | 474,119 | $15.7M |
| Scarborough Advisors, LLC | 2.06% | Add +3.1% | 435,750 | $14.5M |
| Gladstone Institutional Advisory LLC | 0.62% | Add +3.8% | 400,469 | $13.3M |
| Centaurus Financial, Inc. | 0.76% | Add +5.3% | 376,013 | $12.5M |
| NewEdge Advisors, LLC | 0.07% | Add +14.0% | 360,376 | $12.0M |
| MML Investors Services, LLC | 0.04% | Add +83.2% | 351,675 | $11.7M |
| Cetera Investment Advisers | 0.02% | Add +104.8% | 339,577 | $11.3M |
| Osaic Holdings, Inc. | 0.02% | Add +115.5% | 305,895 | $10.2M |
| Balance Wealth Partners LLC | 6.52% | — | 302,019 | $10.0M |
| Archford Capital Strategies, LLC | 1.28% | Add +223.3% | 262,723 | $8.7M |
| Bensler, LLC | 0.91% | Add +2.7% | 219,558 | $7.3M |
| Arq Wealth Advisors, LLC | 2.64% | Add +13.2% | 214,206 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +44.9% | 213,840 | $7.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +66.1% | 207,953 | $6.9M |
| Pine Valley Investments Ltd Liability Co | 0.39% | Add +1661.0% | 182,839 | $6.1M |
| Bogart Wealth, LLC | 0.29% | Add +6.5% | 182,197 | $6.1M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +141.2% | 179,451 | $6.0M |
| Atria Investments, Inc | 0.08% | Reduce -2.9% | 179,187 | $6.0M |
| Essex Financial Services, Inc. | 0.42% | Add +29.1% | 174,080 | $5.8M |
| Jones Financial Companies LLLP | 0.00% | Add +78.5% | 162,882 | $5.4M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -1.5% | 160,626 | $5.3M |
| KWB Wealth | 0.63% | Add +264.5% | 149,661 | $5.2M |
| Flynn Zito Capital Management, LLC | 2.37% | Add +891.8% | 155,454 | $5.2M |
| World Investment Advisors | 0.13% | Add +3.8% | 153,364 | $5.1M |
| USAdvisors Wealth Management, LLC | 1.77% | Reduce -5.4% | 152,626 | $5.1M |
| UBS Group AG | 0.00% | Add +9614.5% | 141,151 | $4.7M |
| IAG Wealth Partners, LLC | 0.63% | Add +38.4% | 121,949 | $4.0M |
| Brown Financial Advisors | 1.62% | New | 118,174 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -53.3% | 114,187 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +8.7% | 108,978 | $3.6M |
| Western Wealth Management, LLC | 0.24% | Add +9.6% | 106,944 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | New | 106,472 | $3.5M |
| Fermata Advisors, LLC | 0.61% | Add +1.9% | 102,251 | $3.4M |
| RDA Financial Network | 0.98% | Add +0.2% | 99,181 | $3.3M |
| Mariner, LLC | 0.01% | Add +12.0% | 96,358 | $3.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -76.6% | 93,600 | $3.1M |
| Leavell Investment Management, Inc. | 0.15% | Add +161.1% | 90,100 | $3.0M |
| CW Advisors, LLC | 0.04% | New | 90,009 | $3.0M |
| Advisor Resource Council | 0.22% | New | 82,875 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | New | 80,795 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +434.0% | 79,175 | $2.6M |
| Silver Oak Securities, Incorporated | 0.24% | Reduce -5.1% | 78,396 | $2.6M |
| Spirepoint Private Client, LLC | 0.31% | New | 70,977 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +36.8% | 68,615 | $2.3M |
| Mattson Financial Services, LLC | 0.68% | New | 68,451 | $2.3M |
| Empirical Asset Management, LLC | 0.77% | Add +2.5% | 68,189 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +38.2% | 64,833 | $2.2M |
| Sovran Advisors, LLC | 0.28% | Add +118.5% | 69,285 | $2.2M |
| Dagco, Inc. | 0.69% | Add +48.7% | 64,357 | $2.1M |
| Retirement Planning Group, LLC / NY | 2.15% | Add +64.7% | 63,732 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Add +575.7% | 58,726 | $2.0M |
| Paladin Wealth, LLC | 1.75% | New | 58,598 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.0% | 57,379 | $1.9M |
| Paragon Private Wealth Management, LLC | 0.79% | Add +36.7% | 51,178 | $1.7M |
| LM Advisors LLC | 0.24% | Add +74.4% | 39,555 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +13.8% | 35,053 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +47.5% | 33,992 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 33,719 | $1.1M |
| Richmond Investment Services, LLC | 0.61% | Add +4.0% | 33,586 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +11.0% | 30,161 | $1.0M |
| Prosperity Financial Group, Inc. | 0.50% | Add +62.1% | 29,966 | $995K |
| Axis Wealth Partners, LLC | 0.72% | Add +1.5% | 29,224 | $971K |
| Pines Wealth Management, LLC | 0.44% | Add +89.8% | 32,149 | $945K |
| Mma Asset Management LLC | 0.38% | Reduce -4.8% | 27,343 | $908K |
| Thoroughbred Financial Services, LLC | 0.05% | New | 26,288 | $873K |
| Denver Wealth Management, Inc. | 0.38% | New | 24,926 | $828K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.1% | 23,273 | $773K |
| Oxinas Partners, LLC | 0.44% | No change | 22,200 | $737K |
| WealthCare Investment Partners, LLC | 0.27% | Add +51.6% | 20,595 | $626K |
| Smith Shellnut Wilson LLC | 0.29% | New | 18,764 | $623K |
| Stifel Financial Corp. | 0.00% | New | 18,018 | $598K |
| &partners | 0.01% | Add +84.1% | 18,127 | $598K |
| Byrne Financial Freedom, LLC | 0.33% | Add +177.5% | 17,244 | $573K |
| Morey & Quinn Wealth Partners, LLC | 0.43% | Add +8.5% | 15,585 | $518K |
| KPP Advisory Services LLC | 0.10% | New | 15,426 | $512K |
| Citadel Advisors | 0.00% | Reduce -16.3% | 14,701 | $488K |
| PCA Investment Advisory Services Inc. | 0.25% | Add +38.2% | 14,004 | $465K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 13,096 | $435K |
| Janney Montgomery Scott LLC | 0.00% | New | 12,402 | $412K |
| Dana Investment Advisors, Inc. | 0.01% | Add +5.9% | 11,587 | $385K |
| Principal Securities, Inc. | 0.01% | No change | 10,810 | $374K |
"% 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.