Columbia Resear Enh Cor ETFRECSETF

13F holders, Q2 2025 (June 30)
139holders +16
18new positions
2sold out
2famous investors
$36.77avg. 13F price*

At the end of Q2 2025, 139 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings, up 16 from Q1 2025. 18 opened new positions and 2 sold out. The largest holders were Jane Street Group, LLC ($612.9M), Ameriprise Financial Inc. ($476.9M) and LPL Financial LLC ($398.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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

050100150200 Q1 2024: 38Q1 2024Q2 2024: 53Q2 2024Q3 2024: 67Q3 2024Q4 2024: 108Q4 2024Q1 2025: 123Q1 2025Q2 2025: 139Q2 2025Q3 2025: 156Q3 2025Q4 2025: 175Q4 2025Q1 2026: 176Q1 2026Q2 2026: 186Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions18$70.1M
Exits2$2.8M

All 13F filers, Q1 2025 → Q2 2025: 29,248,982 shares bought and 2,036,450 shares sold, net +27,212,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 139 holders

Jane Street Group, LLC 1.00% Add +49303.3% 16,658,312 $612.9M
Ameriprise Financial Inc. 0.12% Add +22.4% 12,963,845 $476.9M
LPL Financial LLC 0.13% Add +20.4% 10,820,984 $398.1M
Bank of America Corp. 0.01% Reduce -10.1% 4,425,196 $162.8M
Morgan Stanley 0.01% Add +41.8% 3,401,063 $125.1M
Raymond James Financial Inc. 0.04% Add +15.3% 3,167,950 $116.5M
Commonwealth Equity Services, LLC 0.12% Add +77.3% 2,517,266 $92.6M
Gradient Investments LLC 1.37% Add +1.2% 2,031,726 $74.7M
Stratos Investment Management, LLC 3.33% Add +4.4% 1,978,098 $72.8M
Amplius Wealth Advisors, LLC 5.25% Add +1.4% 1,533,039 $56.4M
Wells Fargo & Company 0.01% Add +67.7% 1,522,931 $56.0M
Stratos Wealth Partners, LTD. 0.76% Reduce -1.2% 1,511,634 $55.6M
BlueStem Wealth Partners, LLC 4.80% Reduce -32.7% 1,062,939 $39.1M
Mason & Associates Inc 8.74% New 1,029,239 $37.9M
Drake & Associates, LLC 7.57% Add +4.4% 840,273 $30.9M
Spectrum Wealth Advisory Group, LLC 14.34% Reduce -16.5% 837,922 $30.8M
Daymark Wealth Partners, LLC 1.01% Add +14.1% 720,517 $26.5M
JPMorgan Chase & Co. 0.00% Add +8.8% 685,926 $25.2M
Osaic Holdings, Inc. 0.04% Add +108.5% 637,841 $23.5M
Two Sigma Investments, LP 0.04% Add +544.9% 603,600 $22.2M
Scarborough Advisors, LLC 4.14% Add +30.3% 567,951 $20.9M
Trajan Wealth LLC 1.00% Add +0.1% 555,620 $20.4M
Three Cord True Wealth Management, LLC 14.37% Add +7.7% 523,209 $19.2M
Tower Wealth Partners, Inc. 10.72% Add +4.0% 492,981 $18.1M
Gladstone Institutional Advisory LLC 0.75% Add +22.8% 491,805 $18.1M
Royal Bank of Canada 0.00% Reduce -16.8% 477,034 $17.6M
Heck Capital Advisors, LLC 1.46% New 461,922 $17.0M
Centaurus Financial, Inc. 0.83% Add +2.6% 385,922 $14.2M
MML Investors Services, LLC 0.04% Add +6.4% 374,045 $13.8M
UBS Group AG 0.00% Add +160.0% 366,954 $13.5M
NewEdge Advisors, LLC 0.07% Reduce -0.7% 357,751 $13.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +394.6% 320,671 $12.0M
IAG Wealth Partners, LLC 1.44% Add +143.2% 296,568 $10.9M
Archford Capital Strategies, LLC 1.27% Add +2.6% 269,439 $9.9M
Cetera Investment Advisers 0.02% Reduce -24.0% 258,054 $9.5M
Kestra Private Wealth Services, LLC 0.13% Add +34.5% 241,380 $8.9M
Cambridge Investment Research Advisors, Inc. 0.03% Add +12.6% 240,780 $8.9M
Jones Financial Companies LLLP 0.01% Add +41.6% 230,633 $8.5M
Bensler, LLC 0.94% Add +3.7% 227,616 $8.4M
Avantax Advisory Services, Inc. 0.04% Add +173.5% 220,971 $8.1M
Essex Financial Services, Inc. 0.52% Add +22.6% 213,424 $7.9M
KWB Wealth 0.95% Add +57.9% 236,281 $7.8M
Bogart Wealth, LLC 0.31% Add +7.8% 196,458 $7.2M
Arq Wealth Advisors, LLC 2.44% No change 214,206 $7.1M
Atria Investments, Inc 0.08% Add +6.2% 190,216 $7.0M
Pine Valley Investments Ltd Liability Co 0.41% Add +3.0% 188,415 $6.9M
Stifel Financial Corp. 0.01% Add +898.9% 179,979 $6.6M
USAdvisors Wealth Management, LLC 2.20% Add +5.1% 160,450 $5.9M
Flynn Zito Capital Management, LLC 2.40% Reduce -0.1% 155,216 $5.7M
World Investment Advisors 0.13% Reduce -0.8% 152,094 $5.6M
Kestra Advisory Services, LLC 0.03% Add +37.0% 145,845 $5.4M
DAVENPORT & Co LLC 0.03% Add +91.0% 131,024 $4.8M
Mariner, LLC 0.01% Add +31.4% 126,650 $4.7M
Leavell Investment Management, Inc. 0.21% Add +39.5% 125,694 $4.6M
Snider Financial Group 1.31% New 123,818 $4.6M
Brown Financial Advisors 1.66% Reduce -2.4% 115,356 $4.2M
Private Advisor Group, LLC 0.02% Add +3.3% 112,533 $4.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -47.0% 110,244 $4.1M
Western Wealth Management, LLC 0.24% Add +3.0% 110,174 $4.1M
RDA Financial Network 1.05% Add +6.4% 105,535 $3.9M
Fermata Advisors, LLC 1.00% Reduce -0.7% 101,501 $3.7M
CW Advisors, LLC 0.04% Add +10.3% 99,278 $3.7M
Marshall Wace, LLP 0.00% New 94,953 $3.5M
Sovran Advisors, LLC 0.36% Add +33.3% 92,334 $3.4M
Steward Partners Investment Advisory, LLC 0.03% Add +13.8% 90,084 $3.3M
Retirement Planning Group, LLC / NY 2.91% Add +41.3% 90,043 $3.3M
Dagco, Inc. 0.83% Add +25.8% 80,985 $3.0M
Silver Oak Securities, Incorporated 0.25% Add +2.8% 80,568 $3.0M
Byrne Financial Freedom, LLC 1.36% Add +328.8% 73,933 $2.7M
Ameritas Advisory Services, LLC 0.14% Add +102.0% 70,820 $2.6M
Empirical Asset Management, LLC 0.79% Add +1.4% 69,125 $2.5M
Richmond Investment Services, LLC 0.53% Add +102.9% 68,148 $2.5M
Envestnet Asset Management Inc. 0.00% Add +14.5% 65,696 $2.4M
Advisory Services Network, LLC 0.04% Add +8.1% 63,469 $2.4M
Citigroup Inc. 0.00% Add +1517.7% 65,065 $2.4M
Mattson Financial Services, LLC 0.64% Reduce -5.5% 64,709 $2.4M
Spirepoint Private Client, LLC 0.27% Reduce -8.9% 64,672 $2.4M
Paladin Wealth, LLC 1.72% Add +2.9% 60,269 $2.2M
Paragon Private Wealth Management, LLC 0.84% Add +12.6% 57,620 $2.1M
Susquehanna International Group, LLP 0.00% Reduce -51.2% 55,754 $2.1M
Atria Wealth Solutions, Inc. 0.05% Add +62.1% 55,103 $2.0M
Balance Wealth Partners LLC 1.18% Reduce -81.9% 54,725 $2.0M
Fidelis Capital Partners, LLC 0.17% New 49,943 $1.9M
KPP Advisory Services LLC 0.28% Add +196.1% 45,678 $1.7M
LM Advisors LLC 0.19% Add +2.6% 40,568 $1.5M
Prosperity Financial Group, Inc. 0.62% Add +32.3% 39,656 $1.5M
Inscription Capital, LLC 0.21% New 39,399 $1.4M
Pines Wealth Management, LLC 0.47% Add +9.9% 35,328 $1.3M
Axis Wealth Partners, LLC 0.80% Add +13.8% 33,241 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Add +4.6% 31,536 $1.2M
Denver Wealth Management, Inc. 0.47% Add +23.6% 30,795 $1.1M
Thoroughbred Financial Services, LLC 0.07% Add +10.7% 29,108 $1.1M
Renaissance Technologies 0.00% New 27,900 $1.0M
Mma Asset Management LLC 0.35% Reduce -8.7% 24,955 $918K
Principal Securities, Inc. 0.02% Add +125.3% 24,351 $896K
WealthCare Investment Partners, LLC 0.32% Add +15.5% 23,778 $889K
Smith Shellnut Wilson LLC 0.37% Add +22.9% 23,069 $849K
Y-Intercept (Hong Kong) Ltd 0.02% New 22,849 $841K
Oxinas Partners, LLC 0.42% No change 22,200 $817K
Sanctuary Advisors, LLC 0.00% Reduce -7.9% 21,438 $789K

"% 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.

Show all 139 holders