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
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.