Columbia Resear Enh Cor ETFRECSETF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $8.5M |
| Exits | 11 | $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 |
| Redhawk Wealth Advisors, Inc. | 0.11% | New | 23,753 | $970K |
| &partners | 0.01% | Add +6.6% | 23,220 | $948K |
| Riverbend Wealth Management, LLC | 0.59% | Add +41.6% | 22,978 | $938K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +61.0% | 22,900 | $935K |
| Equity Wealth Partners, LLC | 0.59% | Add +7.3% | 22,263 | $909K |
| Oxinas Partners, LLC | 0.44% | No change | 22,200 | $907K |
| Morey & Quinn Wealth Partners, LLC | 0.65% | Add +11.8% | 22,042 | $900K |
| Summit Financial, LLC | 0.01% | Add +11.2% | 20,580 | $840K |
| Truist Financial Corp. | 0.00% | Add +2.2% | 20,203 | $825K |
| Palumbo Wealth Management LLC | 0.20% | Add +1.2% | 20,104 | $821K |
| Cedrus Wealth Group LLC | 0.75% | — | 19,987 | $816K |
| PCA Investment Advisory Services Inc. | 0.27% | Add +8.3% | 18,918 | $773K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +8.4% | 14,848 | $606K |
| Lakeridge Wealth Management LLC | 0.27% | New | 14,513 | $593K |
| RiverTree Advisors, LLC | 0.37% | Reduce -1.8% | 14,123 | $577K |
| FMR LLC | 0.00% | Add +578.7% | 13,906 | $568K |
| NewEdge Advisors, LLC | 0.00% | Add +48.1% | 13,639 | $557K |
| Focus Partners Wealth | 0.00% | Add +166.6% | 13,333 | $545K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.9% | 12,879 | $530K |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 12,800 | $523K |
| Empirical Asset Management, LLC | 0.14% | Reduce -62.5% | 12,270 | $501K |
| Harbour Investments, Inc. | 0.01% | Add +7.2% | 10,184 | $416K |
| Natixis Advisors, LLC | 0.00% | New | 10,090 | $412K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 8,438 | $345K |
| Advisory Services Network, LLC | 0.00% | Reduce -86.1% | 8,423 | $344K |
| John W. Brooker & Co., CPAs | 0.61% | Add +14.1% | 8,364 | $342K |
| Visionary Wealth Advisors | 0.01% | New | 8,044 | $329K |
| Safe Harbor Wealth Advisors, LLC | 0.31% | — | 7,876 | $319K |
| Clark Capital Management Group, Inc. | 0.00% | New | 7,670 | $313K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | New | 7,667 | $313K |
| Moneco Advisors, LLC | 0.02% | Add +32.2% | 7,480 | $305K |
| Keystone Financial Services, LLC | 0.21% | Add +8.7% | 7,402 | $302K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.2% | 7,318 | $299K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 6,965 | $284K |
| Dean, Jacobson Financial Services, LLC | 0.17% | Add +0.1% | 6,563 | $268K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 6,279 | $256K |
| Copley Financial Group, Inc. | 0.16% | Reduce -1.7% | 6,243 | $255K |
| Comerica Bank | 0.00% | Add +0.1% | 5,811 | $237K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,761 | $235K |
| BostonPremier Wealth LLC | 0.12% | New | 5,544 | $226K |
| Graney & King, LLC | 0.13% | Add +0.8% | 5,493 | $224K |
| Gotham Asset Management | 0.00% | New | 5,283 | $216K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -18.6% | 5,175 | $211K |
| Fiduciary Alliance LLC | 0.01% | Reduce -25.2% | 5,018 | $205K |
| Bank of New York Mellon Corp | 0.00% | No change | 5,002 | $204K |
| Concentrum Wealth Management | 0.06% | New | 5,000 | $204K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,950 | $202K |
| SageView Advisory Group, LLC | 0.01% | New | 4,911 | $201K |
| Cwm, LLC | 0.00% | Add +2277.0% | 4,659 | $190K |
| Global Retirement Partners, LLC | 0.00% | Add +21.6% | 3,584 | $146K |
| Trust Co. of Vermont | 0.00% | Add +73.4% | 2,582 | $105K |
| Arax Advisory Partners | 0.00% | Reduce -13.8% | 2,306 | $94K |
| MAI Capital Management | 0.00% | Add +130.3% | 2,176 | $89K |
| Larson Financial Group LLC | 0.00% | Reduce -16.6% | 1,900 | $78K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,452 | $59K |
| Allworth Financial LP | 0.00% | No change | 1,417 | $58K |
| LM Advisors LLC | 0.21% | Reduce -95.8% | 2,135 | $52K |
| Eagle Bay Advisors LLC | 0.04% | New | 1,213 | $50K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +1.0% | 1,017 | $42K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +130.1% | 886 | $36K |
| US Bancorp \de | 0.00% | New | 771 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | New | 758 | $31K |
| Archer Investment Corp | 0.01% | No change | 649 | $27K |
| Bayban | 0.01% | — | 313 | $13K |
| Richardson Capital Management LLC | 0.01% | Reduce -54.0% | 276 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.2% | 208 | $9K |
| Farther Finance Advisors, LLC | 0.00% | New | 150 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 129 | $5K |
| Private Trust Co. NA | 0.00% | Reduce -96.4% | 125 | $5K |
| Assetmark, Inc. | 0.00% | No change | 117 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 106 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.0% | 92 | $4K |
| Financial Consulate, Inc. | 0.00% | New | 79 | $3K |
| Barrett & Company, Inc. | 0.00% | New | 30 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $205 |
"% 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.