Columbia Resear Enh Cor ETFRECSETF

13F holders, Q4 2025 (December 31)
175holders +19
24new positions
11sold out
2famous investors
$40.84avg. 13F price*

At the end of Q4 2025, 175 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings, up 19 from Q3 2025. 24 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($709.6M), Ameriprise Financial Inc. ($539.8M) and Bank of America Corp. ($246.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions24$8.5M
Exits11$6.2M

All 13F filers, Q3 2025 → Q4 2025: 12,340,541 shares bought and 471,784 shares sold, net +11,868,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 175 holders

LPL Financial LLC 0.19% Add +26.6% 17,374,371 $709.6M
Ameriprise Financial Inc. 0.12% Add +0.1% 13,217,193 $539.8M
Bank of America Corp. 0.02% Add +3.4% 6,040,425 $246.7M
Morgan Stanley 0.01% Add +32.0% 5,215,842 $213.0M
Raymond James Financial Inc. 0.06% Add +21.5% 4,920,987 $201.0M
Commonwealth Equity Services, LLC 0.18% Add +19.5% 3,283,916 $134.1M
Osaic Holdings, Inc. 0.17% Add +202.1% 2,773,915 $113.3M
Bogart Wealth, LLC 3.68% Add +0.8% 2,241,186 $91.5M
Gradient Investments LLC 1.43% Add +3.0% 2,201,985 $89.9M
Wells Fargo & Company 0.02% Add +12.9% 2,096,766 $85.6M
Stratos Investment Management, LLC 3.40% Add +3.1% 2,075,118 $84.7M
Stratos Wealth Partners, LTD. 0.76% Add +5.4% 1,632,519 $66.7M
Amplius Wealth Advisors, LLC 5.57% Add +1.6% 1,624,583 $66.3M
BlueStem Wealth Partners, LLC 6.07% Add +88.3% 1,346,965 $55.0M
Cetera Investment Advisers 0.06% Add +13.0% 1,317,232 $53.8M
Mason & Associates Inc 7.96% Reduce -0.8% 1,034,948 $42.3M
Drake & Associates, LLC 8.19% Add +8.7% 1,006,402 $41.1M
Daymark Wealth Partners, LLC 1.16% Add +16.5% 887,613 $36.3M
JPMorgan Chase & Co. 0.00% Add +13.1% 821,597 $33.6M
Royal Bank of Canada 0.01% Add +36.6% 820,314 $33.5M
Spectrum Wealth Advisory Group, LLC 12.25% Reduce -0.2% 816,228 $33.3M
Three Cord True Wealth Management, LLC 15.02% Add +17.9% 632,410 $25.8M
Jones Financial Companies LLLP 0.01% Add +65.3% 601,865 $24.6M
MML Investors Services, LLC 0.06% Add +45.2% 587,439 $24.0M
Scarborough Advisors, LLC 3.69% Add +1.6% 535,940 $21.9M
Trajan Wealth LLC 0.90% Reduce -1.8% 527,127 $21.5M
UBS Group AG 0.00% Add +2.4% 516,349 $21.1M
Tower Wealth Partners, Inc. 11.20% Add +0.7% 498,842 $20.4M
KWB Wealth 1.90% Add +48.6% 490,145 $20.0M
Ameritas Advisory Services, LLC 0.67% Add +51.6% 440,340 $18.0M
Heck Capital Advisors, LLC 1.32% Reduce -0.8% 433,408 $17.7M
Gladstone Institutional Advisory LLC 0.65% Reduce -10.3% 422,131 $17.2M
Retirement Management Systems Inc. 4.30% — 411,589 $16.8M
Centaurus Financial, Inc. 0.75% Add +1.3% 403,028 $16.5M
Kestra Private Wealth Services, LLC 0.19% Add +17.9% 378,698 $15.5M
Essex Financial Services, Inc. 0.83% Add +20.7% 357,115 $14.6M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.2% 342,153 $14.2M
Kestra Advisory Services, LLC 0.06% Add +6.9% 331,935 $13.6M
Stifel Financial Corp. 0.01% Add +8.0% 321,013 $13.1M
IAG Wealth Partners, LLC 1.48% Add +2.6% 313,041 $12.8M
Archford Capital Strategies, LLC 1.45% Reduce -11.5% 304,222 $12.4M
Arq Wealth Advisors, LLC 3.14% Add +14.0% 285,063 $11.6M
Cambridge Investment Research Advisors, Inc. 0.03% Add +1.9% 265,899 $10.9M
Bensler, LLC 0.99% Add +1.0% 242,039 $9.9M
Pine Valley Investments Ltd Liability Co 0.44% Add +5.3% 216,780 $8.9M
Byrne Financial Freedom, LLC 3.74% Add +35.5% 199,365 $8.1M
Atria Investments, Inc 0.09% Reduce -6.5% 195,324 $8.0M
Snider Financial Group 2.01% Add +36.6% 184,821 $7.5M
Whitaker-Myers Wealth Managers, LTD. 1.55% Add +30.0% 182,340 $7.4M
DAVENPORT & Co LLC 0.04% Add +8.8% 176,698 $7.2M
Two Sigma Investments, LP 0.01% Add +447.6% 172,500 $7.0M
Leavell Investment Management, Inc. 0.29% Add +13.2% 170,830 $7.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +33.3% 168,505 $6.9M
World Investment Advisors 0.11% Add +7.9% 166,365 $6.8M
Private Advisor Group, LLC 0.03% Add +19.8% 159,572 $6.5M
Citigroup Inc. 0.00% Add +72.0% 141,862 $5.8M
USAdvisors Wealth Management, LLC 1.86% Reduce -5.3% 138,162 $5.6M
Western Wealth Management, LLC 0.25% Add +10.6% 133,938 $5.5M
Retirement Planning Group, LLC / NY 3.41% Add +17.2% 122,255 $5.0M
Dagco, Inc. 1.11% Add +31.3% 117,747 $4.8M
Steward Partners Investment Advisory, LLC 0.03% Add +19.1% 117,457 $4.8M
Brown Financial Advisors 1.73% Reduce -1.1% 115,698 $4.7M
Alchemi Wealth, LLC 2.43% — 109,047 $4.5M
Susquehanna International Group, LLP 0.01% Add +320.2% 108,319 $4.4M
Sovran Advisors, LLC 0.37% Add +5.5% 106,260 $4.4M
RDA Financial Network 1.01% Add +0.1% 102,434 $4.2M
Envestnet Asset Management Inc. 0.00% Add +29.5% 102,292 $4.2M
Fermata Advisors, LLC 0.93% Add +0.9% 94,761 $3.9M
Silver Oak Securities, Incorporated 0.22% Reduce -3.1% 79,988 $3.3M
Mariner, LLC 0.00% Reduce -4.3% 79,212 $3.2M
Paladin Wealth, LLC 2.13% Add +16.8% 76,558 $3.1M
Spirepoint Private Client, LLC 0.27% Add +6.5% 70,002 $2.9M
Richmond Investment Services, LLC 0.48% Add +3.8% 67,885 $2.8M
KPP Advisory Services LLC 0.40% Add +45.4% 67,450 $2.8M
Fidelis Capital Partners, LLC 0.19% Add +26.0% 64,315 $2.6M
WealthCare Investment Partners, LLC 0.72% Add +27.7% 60,498 $2.5M
Mattson Financial Services, LLC 0.58% Reduce -5.3% 60,439 $2.5M
Paragon Private Wealth Management, LLC 0.75% Reduce -2.7% 60,004 $2.5M
Smith Shellnut Wilson LLC 0.88% Add +71.0% 56,113 $2.3M
First Growth Capital LLC 2.01% — 54,916 $2.3M
Inscription Capital, LLC 0.21% Add +6.9% 50,147 $2.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.66% New 46,083 $1.9M
Prosperity Financial Group, Inc. 0.62% Add +0.4% 42,076 $1.7M
Principal Securities, Inc. 0.03% Add +50.8% 41,134 $1.7M
Pines Wealth Management, LLC 0.53% Add +8.2% 40,377 $1.6M
B. Riley Wealth Advisors, Inc. 0.07% Add +7.5% 38,805 $1.6M
Balance Wealth Partners LLC 0.49% Reduce -2.9% 37,716 $1.5M
Axis Wealth Partners, LLC 0.84% Add +1.9% 37,158 $1.5M
Dana Investment Advisors, Inc. 0.04% Add +20.0% 35,872 $1.5M
Equitable Holdings, Inc. 0.01% Add +17.2% 35,368 $1.4M
Thoroughbred Financial Services, LLC 0.09% Add +10.8% 35,217 $1.4M
Sanctuary Advisors, LLC 0.01% Add +23.3% 30,969 $1.3M
Janney Montgomery Scott LLC 0.00% Add +54.8% 30,388 $1.2M
Denver Wealth Management, Inc. 0.43% Add +4.4% 29,922 $1.2M
Renaissance Technologies 0.00% Reduce -22.0% 28,200 $1.2M
HBW Advisory Services LLC 0.12% Add +8.2% 27,479 $1.1M
Tempus Wealth Planning, LLC 0.26% New 27,400 $1.1M
A4 Wealth Advisors LLC 0.88% Reduce -26.1% 24,934 $1.0M
Mma Asset Management LLC 0.35% Reduce -46.6% 24,120 $985K
Y-Intercept (Hong Kong) Ltd 0.02% Add +23.0% 24,073 $983K

"% 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 175 holders