Columbia Resear Enh Cor ETFRECSETF
13F holders, Q3 2025 (September 30)156holders +17
24new positions
5sold out
3famous investors
$40.33avg. 13F price*
At the end of Q3 2025, 156 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings, up 17 from Q2 2025. 24 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($553.7M), Ameriprise Financial Inc. ($532.8M) and Bank of America Corp. ($235.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Columbia Resear Enh Cor ETF
- CUSIP
- 19761L706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $13.0M |
| Exits | 5 | $9.5M |
All 13F filers, Q2 2025 → Q3 2025: 12,375,005 shares bought and 18,430,290 shares sold, net −6,055,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| LPL Financial LLC | 0.16% | Add +26.8% | 13,723,415 | $553.7M |
| Ameriprise Financial Inc. | 0.12% | Add +1.8% | 13,203,009 | $532.8M |
| Bank of America Corp. | 0.02% | Add +32.0% | 5,842,374 | $235.7M |
| Raymond James Financial Inc. | 0.05% | Add +27.8% | 4,049,122 | $163.4M |
| Morgan Stanley | 0.01% | Add +16.1% | 3,949,914 | $159.4M |
| Commonwealth Equity Services, LLC | 0.14% | Add +9.2% | 2,748,419 | $110.9M |
| Bogart Wealth, LLC | 3.64% | Add +1032.2% | 2,224,366 | $89.8M |
| Gradient Investments LLC | 1.44% | Add +5.2% | 2,138,180 | $86.3M |
| Stratos Investment Management, LLC | 3.35% | Add +1.7% | 2,012,071 | $81.2M |
| Wells Fargo & Company | 0.02% | Add +21.9% | 1,856,453 | $74.9M |
| Amplius Wealth Advisors, LLC | 5.58% | Add +4.3% | 1,599,668 | $64.5M |
| Stratos Wealth Partners, LTD. | 0.74% | Add +2.4% | 1,548,294 | $62.5M |
| Cetera Investment Advisers | 0.05% | Add +351.7% | 1,165,565 | $47.0M |
| Mason & Associates Inc | 8.48% | Add +1.4% | 1,043,218 | $42.1M |
| Drake & Associates, LLC | 7.88% | Add +10.2% | 926,036 | $37.6M |
| Osaic Holdings, Inc. | 0.05% | Add +44.0% | 918,333 | $36.2M |
| Spectrum Wealth Advisory Group, LLC | 13.62% | Reduce -2.4% | 817,705 | $33.0M |
| Daymark Wealth Partners, LLC | 1.04% | Add +5.8% | 761,940 | $30.7M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 726,737 | $29.3M |
| BlueStem Wealth Partners, LLC | 3.31% | Reduce -32.7% | 715,442 | $28.9M |
| Royal Bank of Canada | 0.00% | Add +25.9% | 600,407 | $24.2M |
| Trajan Wealth LLC | 0.94% | Reduce -3.4% | 536,814 | $21.7M |
| Three Cord True Wealth Management, LLC | 14.64% | Add +2.5% | 536,275 | $21.6M |
| Scarborough Advisors, LLC | 3.76% | Reduce -7.1% | 527,571 | $21.3M |
| UBS Group AG | 0.00% | Add +37.4% | 504,315 | $20.3M |
| Tower Wealth Partners, Inc. | 10.98% | Add +0.5% | 495,402 | $20.0M |
| Gladstone Institutional Advisory LLC | 0.73% | Reduce -4.3% | 470,508 | $19.0M |
| Heck Capital Advisors, LLC | 1.36% | Reduce -5.4% | 436,869 | $17.6M |
| MML Investors Services, LLC | 0.04% | Add +8.2% | 404,583 | $16.3M |
| Centaurus Financial, Inc. | 0.75% | Add +3.1% | 398,053 | $16.1M |
| Jones Financial Companies LLLP | 0.01% | Add +57.9% | 364,086 | $14.6M |
| Archford Capital Strategies, LLC | 1.65% | Add +27.6% | 343,872 | $13.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +6.9% | 342,707 | $13.8M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +33.1% | 321,184 | $13.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +112.9% | 310,558 | $12.5M |
| IAG Wealth Partners, LLC | 1.48% | Add +2.9% | 305,088 | $12.3M |
| KWB Wealth | 1.34% | Add +39.6% | 329,896 | $12.1M |
| Stifel Financial Corp. | 0.01% | Add +65.2% | 297,266 | $12.0M |
| Essex Financial Services, Inc. | 0.71% | Add +38.7% | 295,964 | $11.9M |
| Ameritas Advisory Services, LLC | 0.77% | Add +310.2% | 290,520 | $11.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.3% | 260,815 | $10.5M |
| Arq Wealth Advisors, LLC | 2.98% | Add +16.7% | 249,998 | $10.1M |
| Bensler, LLC | 1.01% | Add +5.3% | 239,690 | $9.7M |
| Atria Investments, Inc | 0.10% | Add +9.9% | 209,020 | $8.4M |
| Pine Valley Investments Ltd Liability Co | 0.43% | Add +9.2% | 205,827 | $8.3M |
| DAVENPORT & Co LLC | 0.04% | Add +23.9% | 162,369 | $6.6M |
| World Investment Advisors | 0.13% | Add +1.4% | 154,176 | $6.2M |
| Leavell Investment Management, Inc. | 0.26% | Add +20.1% | 150,935 | $6.1M |
| Byrne Financial Freedom, LLC | 2.96% | Add +99.1% | 147,173 | $5.9M |
| USAdvisors Wealth Management, LLC | 2.03% | Reduce -9.1% | 145,838 | $5.9M |
| Whitaker-Myers Wealth Managers, LTD. | 1.23% | New | 140,254 | $5.7M |
| Snider Financial Group | 1.49% | Add +9.3% | 135,298 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +18.4% | 133,240 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.6% | 126,372 | $5.1M |
| Western Wealth Management, LLC | 0.26% | Add +10.0% | 121,142 | $4.9M |
| Brown Financial Advisors | 1.74% | Add +1.4% | 117,003 | $4.7M |
| Retirement Planning Group, LLC / NY | 3.15% | Add +15.8% | 104,293 | $4.2M |
| RDA Financial Network | 1.02% | Reduce -3.0% | 102,325 | $4.1M |
| Sovran Advisors, LLC | 0.36% | Add +9.1% | 100,686 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.5% | 98,639 | $4.0M |
| Fermata Advisors, LLC | 0.96% | Reduce -7.5% | 93,893 | $3.8M |
| Dagco, Inc. | 0.91% | Add +10.7% | 89,673 | $3.6M |
| Mariner, LLC | 0.00% | Reduce -34.6% | 82,818 | $3.3M |
| Silver Oak Securities, Incorporated | 0.25% | Add +2.4% | 82,524 | $3.3M |
| Citigroup Inc. | 0.00% | Add +26.8% | 82,472 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.2% | 78,989 | $3.2M |
| Spirepoint Private Client, LLC | 0.28% | Add +1.7% | 65,754 | $2.7M |
| Paladin Wealth, LLC | 1.92% | Add +8.8% | 65,561 | $2.6M |
| Richmond Investment Services, LLC | 0.49% | Reduce -4.0% | 65,416 | $2.6M |
| Mattson Financial Services, LLC | 0.62% | Reduce -1.4% | 63,808 | $2.6M |
| Paragon Private Wealth Management, LLC | 0.82% | Add +7.0% | 61,683 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Reduce -4.6% | 60,524 | $2.4M |
| Fidelis Capital Partners, LLC | 0.16% | Add +2.2% | 51,059 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -99.7% | 50,766 | $2.0M |
| LM Advisors LLC | 0.30% | Add +25.0% | 50,698 | $2.0M |
| WealthCare Investment Partners, LLC | 0.62% | Add +99.3% | 47,386 | $1.9M |
| Inscription Capital, LLC | 0.20% | Add +19.1% | 46,925 | $1.9M |
| KPP Advisory Services LLC | 0.28% | Add +1.6% | 46,393 | $1.9M |
| Mma Asset Management LLC | 0.61% | Add +80.9% | 45,148 | $1.8M |
| Prosperity Financial Group, Inc. | 0.62% | Add +5.7% | 41,926 | $1.7M |
| Balance Wealth Partners LLC | 0.39% | Reduce -29.0% | 38,831 | $1.6M |
| Pines Wealth Management, LLC | 0.51% | Add +5.6% | 37,316 | $1.5M |
| Axis Wealth Partners, LLC | 0.86% | Add +9.8% | 36,482 | $1.5M |
| Renaissance Technologies | 0.00% | Add +29.6% | 36,171 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +14.5% | 36,116 | $1.5M |
| Optivise Advisory Services LLC | 0.82% | New | 34,158 | $1.4M |
| A4 Wealth Advisors LLC | 1.15% | — | 33,757 | $1.4M |
| Smith Shellnut Wilson LLC | 0.51% | Add +42.3% | 32,821 | $1.3M |
| Empirical Asset Management, LLC | 0.37% | Reduce -52.7% | 32,723 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +9.2% | 31,779 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -94.8% | 31,500 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +142.7% | 30,173 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Add +57.8% | 29,899 | $1.2M |
| Denver Wealth Management, Inc. | 0.43% | Reduce -6.9% | 28,670 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +12.0% | 27,281 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.8% | 25,777 | $1.0M |
| HBW Advisory Services LLC | 0.12% | New | 25,396 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +17.2% | 25,125 | $1.0M |
| Oxinas Partners, LLC | 0.48% | No change | 22,200 | $896K |
| &partners | 0.01% | Add +5.9% | 21,789 | $879K |
| Equity Wealth Partners, LLC | 0.68% | — | 20,745 | $837K |
| Palumbo Wealth Management LLC | 0.26% | Add +66.6% | 19,857 | $801K |
| Truist Financial Corp. | 0.00% | Add +140.2% | 19,770 | $798K |
| Morey & Quinn Wealth Partners, LLC | 0.59% | Reduce -0.4% | 19,714 | $795K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.6% | 19,629 | $792K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -14.3% | 19,570 | $790K |
| Summit Financial, LLC | 0.01% | New | 18,508 | $747K |
| PCA Investment Advisory Services Inc. | 0.26% | No change | 17,464 | $705K |
| Thrivent Financial for Lutherans | 0.00% | New | 17,385 | $701K |
| Goldstone Financial Group, LLC | 0.08% | New | 16,494 | $666K |
| Riverbend Wealth Management, LLC | 0.46% | Add +9.6% | 16,222 | $655K |
| RiverTree Advisors, LLC | 0.37% | Add +75.7% | 14,375 | $580K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -3.1% | 14,223 | $574K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.2% | 13,703 | $553K |
| Citadel Advisors | 0.00% | Reduce -29.8% | 12,038 | $486K |
| Foundations Investment Advisors, LLC | 0.01% | New | 11,231 | $453K |
| Harbour Investments, Inc. | 0.01% | Add +15.8% | 9,500 | $383K |
| NewEdge Advisors, LLC | 0.00% | Reduce -97.4% | 9,209 | $372K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -4.7% | 8,438 | $340K |
| D. E. Shaw & Co. | 0.00% | New | 7,400 | $299K |
| John W. Brooker & Co., CPAs | 0.60% | New | 7,331 | $296K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.4% | 7,023 | $283K |
| Keystone Financial Services, LLC | 0.19% | Add +1.7% | 6,809 | $275K |
| Fiduciary Alliance LLC | 0.02% | Reduce -2.6% | 6,707 | $271K |
| Dean, Jacobson Financial Services, LLC | 0.19% | New | 6,559 | $265K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.5% | 6,354 | $256K |
| Copley Financial Group, Inc. | 0.18% | Reduce -4.4% | 6,351 | $256K |
| Fulcrum Equity Management | 0.25% | New | 6,059 | $244K |
| City Center Advisors, LLC | 0.24% | New | 6,059 | $244K |
| Iams Wealth Management, LLC | 0.10% | New | 5,937 | $240K |
| Comerica Bank | 0.00% | Add +22.6% | 5,805 | $234K |
| Moneco Advisors, LLC | 0.02% | Reduce -4.4% | 5,659 | $228K |
| Graney & King, LLC | 0.15% | No change | 5,447 | $220K |
| Bank of New York Mellon Corp | 0.00% | New | 5,002 | $202K |
| Focus Partners Wealth | 0.00% | New | 5,001 | $202K |
| Private Trust Co. NA | 0.01% | No change | 3,475 | $140K |
| Tripletail Wealth Management, LLC | 0.15% | New | 3,116 | $126K |
| Global Retirement Partners, LLC | 0.00% | Add +7.9% | 2,947 | $119K |
| Arax Advisory Partners | 0.00% | Add +12.6% | 2,675 | $111K |
| Larson Financial Group LLC | 0.00% | No change | 2,277 | $92K |
| FMR LLC | 0.00% | Reduce -6.1% | 2,049 | $83K |
| Trust Co. of Vermont | 0.00% | New | 1,489 | $60K |
| Allworth Financial LP | 0.00% | Reduce -27.7% | 1,417 | $57K |
| Comprehensive Financial Planning, Inc. | 0.03% | No change | 1,007 | $41K |
| Root Financial Partners, LLC | 0.00% | New | 958 | $39K |
| MAI Capital Management | 0.00% | New | 945 | $38K |
| Archer Investment Corp | 0.01% | New | 649 | $26K |
| Richardson Capital Management LLC | 0.01% | New | 600 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 385 | $16K |
| Rockefeller Capital Management L.P. | 0.00% | New | 217 | $9K |
| Cwm, LLC | 0.00% | No change | 196 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 129 | $5K |
| Assetmark, Inc. | 0.00% | No change | 117 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 106 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 100 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $202 |
"% 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.