Columbia Resear Enh Cor ETFRECSETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 176 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings, up 1 from Q4 2025. 17 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($782.2M), Ameriprise Financial Inc. ($587.4M) and Morgan Stanley ($241.9M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $49.5M |
| Exits | 13 | $6.3M |
All 13F filers, Q4 2025 → Q1 2026: 11,454,074 shares bought and 1,877,846 shares sold, net +9,576,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 176 holders
| LPL Financial LLC | 0.21% | Add +15.5% | 20,066,979 | $782.2M |
| Ameriprise Financial Inc. | 0.14% | Add +14.0% | 15,068,614 | $587.4M |
| Morgan Stanley | 0.01% | Add +19.0% | 6,204,549 | $241.9M |
| Raymond James Financial Inc. | 0.07% | Add +15.2% | 5,667,922 | $220.9M |
| Bank of America Corp. | 0.02% | Reduce -6.5% | 5,647,736 | $220.1M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -0.8% | 3,258,422 | $127.0M |
| Osaic Holdings, Inc. | 0.17% | Add +9.5% | 3,037,379 | $118.4M |
| Wells Fargo & Company | 0.02% | Add +17.7% | 2,468,433 | $96.2M |
| Gradient Investments LLC | 1.40% | Add +5.4% | 2,320,319 | $90.4M |
| Bogart Wealth, LLC | 3.44% | Add +2.0% | 2,286,664 | $89.1M |
| Stratos Investment Management, LLC | 3.29% | Add +1.3% | 2,102,304 | $81.9M |
| Amplius Wealth Advisors, LLC | 5.40% | Add +2.4% | 1,662,973 | $64.8M |
| Stratos Wealth Partners, LTD. | 0.70% | Reduce -4.0% | 1,567,289 | $61.1M |
| Cetera Investment Advisers | 0.06% | Add +8.8% | 1,432,489 | $55.8M |
| Royal Bank of Canada | 0.01% | Add +43.0% | 1,173,365 | $45.7M |
| Drake & Associates, LLC | 8.62% | Add +15.3% | 1,160,304 | $45.2M |
| Mason & Associates Inc | 7.62% | Reduce -0.1% | 1,033,768 | $39.2M |
| Daymark Wealth Partners, LLC | 1.19% | Add +9.5% | 972,266 | $37.9M |
| JPMorgan Chase & Co. | 0.00% | Add +9.0% | 895,555 | $34.0M |
| BlueStem Wealth Partners, LLC | 3.74% | Reduce -36.0% | 862,284 | $33.6M |
| Jones Financial Companies LLLP | 0.02% | Add +45.2% | 874,028 | $33.2M |
| UBS Group AG | 0.01% | Add +64.4% | 848,908 | $33.1M |
| Spectrum Wealth Advisory Group, LLC | 12.02% | Add +1.6% | 829,116 | $32.3M |
| Stadion Money Management, LLC | 3.18% | New | 811,668 | $31.6M |
| Ameritas Advisory Services, LLC | 1.06% | Add +59.3% | 701,242 | $27.3M |
| Three Cord True Wealth Management, LLC | 14.42% | Add +5.3% | 665,786 | $26.0M |
| Scarborough Advisors, LLC | 2.30% | Add +0.4% | 538,183 | $21.0M |
| Trajan Wealth LLC | 0.84% | Add +0.7% | 530,911 | $20.7M |
| KWB Wealth | 1.97% | Reduce -0.6% | 487,035 | $19.9M |
| Tower Wealth Partners, Inc. | 10.90% | Add +1.4% | 506,088 | $19.7M |
| MML Investors Services, LLC | 0.05% | Reduce -18.7% | 477,840 | $18.6M |
| Centaurus Financial, Inc. | 0.87% | Add +16.7% | 470,217 | $18.3M |
| Retirement Management Systems Inc. | 4.33% | Add +12.0% | 460,806 | $18.0M |
| Gladstone Institutional Advisory LLC | 0.66% | Add +7.9% | 455,633 | $17.8M |
| Heck Capital Advisors, LLC | 1.24% | Reduce -0.8% | 429,926 | $16.8M |
| Essex Financial Services, Inc. | 0.92% | Add +18.2% | 422,201 | $16.5M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +10.3% | 417,569 | $16.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +12.3% | 372,885 | $14.5M |
| Stifel Financial Corp. | 0.01% | Add +8.2% | 347,217 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.8% | 344,728 | $13.5M |
| IAG Wealth Partners, LLC | 1.47% | Add +8.0% | 337,988 | $13.2M |
| Arq Wealth Advisors, LLC | 2.37% | Add +18.2% | 337,045 | $13.1M |
| Independent Advisor Alliance | 0.14% | New | 327,452 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.3% | 306,491 | $11.9M |
| Bensler, LLC | 0.99% | Add +1.4% | 245,314 | $9.6M |
| Pine Valley Investments Ltd Liability Co | 0.46% | Add +12.4% | 243,577 | $9.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +44.4% | 243,234 | $9.5M |
| Whitaker-Myers Wealth Managers, LTD. | 1.64% | Add +15.4% | 210,454 | $8.2M |
| Snider Financial Group | 2.44% | Add +12.4% | 207,689 | $8.1M |
| Atria Investments, Inc | 0.08% | Reduce -1.5% | 192,402 | $7.5M |
| Citigroup Inc. | 0.00% | Add +34.3% | 190,533 | $7.4M |
| Byrne Financial Freedom, LLC | 3.55% | Reduce -4.4% | 190,512 | $7.4M |
| Leavell Investment Management, Inc. | 0.30% | Add +11.0% | 189,656 | $7.4M |
| World Investment Advisors | 0.12% | Add +12.8% | 187,686 | $7.3M |
| DAVENPORT & Co LLC | 0.04% | Add +3.2% | 182,306 | $7.1M |
| Private Advisor Group, LLC | 0.03% | Add +10.6% | 176,455 | $6.9M |
| WealthCare Investment Partners, LLC | 1.90% | Add +188.9% | 174,774 | $6.8M |
| Retirement Planning Group, LLC / NY | 3.65% | Add +18.9% | 145,349 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +21.1% | 142,237 | $5.5M |
| Western Wealth Management, LLC | 0.20% | Add +2.1% | 136,806 | $5.3M |
| USAdvisors Wealth Management, LLC | 1.76% | Add +1.1% | 139,739 | $5.3M |
| Dagco, Inc. | 1.08% | Add +8.8% | 128,106 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +311.9% | 125,153 | $4.9M |
| Sovran Advisors, LLC | 0.37% | Add +6.0% | 112,619 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.4% | 119,119 | $4.6M |
| Brown Financial Advisors | 1.69% | Reduce -0.8% | 114,795 | $4.5M |
| Alchemi Wealth, LLC | 2.42% | Add +2.5% | 111,746 | $4.4M |
| RDA Financial Network | 1.02% | Add +2.2% | 104,702 | $4.1M |
| Fermata Advisors, LLC | 0.84% | Add +1.1% | 95,849 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +177.3% | 85,877 | $3.3M |
| Paladin Wealth, LLC | 2.27% | Add +10.8% | 84,839 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +128.2% | 80,711 | $3.3M |
| Silver Oak Securities, Incorporated | 0.24% | Add +4.7% | 83,705 | $3.3M |
| Spirepoint Private Client, LLC | 0.27% | Add +5.1% | 73,564 | $2.9M |
| Fidelis Capital Partners, LLC | 0.20% | Add +13.8% | 73,214 | $2.9M |
| Richmond Investment Services, LLC | 0.43% | Add +1.1% | 68,635 | $2.7M |
| Paragon Private Wealth Management, LLC | 0.82% | Add +11.3% | 66,813 | $2.6M |
| KPP Advisory Services LLC | 0.37% | Reduce -4.3% | 64,521 | $2.5M |
| Principal Securities, Inc. | 0.04% | Add +55.1% | 63,806 | $2.5M |
| Mattson Financial Services, LLC | 0.55% | Reduce -1.6% | 59,493 | $2.3M |
| First Growth Capital LLC | 1.98% | Add +1.4% | 55,684 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +156.6% | 51,848 | $2.0M |
| Prosperity Financial Group, Inc. | 0.73% | Add +20.2% | 50,566 | $2.0M |
| Dana Investment Advisors, Inc. | 0.06% | Add +40.4% | 50,372 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -37.4% | 49,609 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 48,183 | $1.9M |
| Smith Shellnut Wilson LLC | 0.82% | Reduce -14.6% | 47,925 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +33.3% | 46,955 | $1.8M |
| Inscription Capital, LLC | 0.19% | Reduce -7.1% | 46,579 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.2% | 42,009 | $1.6M |
| Pines Wealth Management, LLC | 0.52% | Add +1.9% | 41,160 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +265.0% | 36,832 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -78.8% | 36,500 | $1.4M |
| Axis Wealth Partners, LLC | 0.76% | Reduce -1.9% | 36,466 | $1.4M |
| Summit Financial, LLC | 0.02% | Add +60.9% | 33,111 | $1.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.51% | Reduce -30.8% | 31,907 | $1.2M |
| Lakeridge Wealth Management LLC | 0.46% | Add +89.8% | 27,538 | $1.1M |
| &partners | 0.01% | Add +12.7% | 26,167 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +7.7% | 24,663 | $961K |
| Mma Asset Management LLC | 0.34% | Add +1.5% | 24,482 | $954K |
"% 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.