Columbia Resear Enh Cor ETFRECSETF

13F holders, Q1 2026 (March 31)
176holders +1
17new positions
13sold out
3famous investors
$38.96avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions17$49.5M
Exits13$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
Riverbend Wealth Management, LLC 0.58% Add +3.3% 23,725 $925K
Redhawk Wealth Advisors, Inc. 0.10% Reduce -0.9% 23,528 $917K
HBW Advisory Services LLC 0.09% Reduce -17.5% 22,660 $883K
Morey & Quinn Wealth Partners, LLC 0.62% Add +1.3% 22,331 $870K
Denver Wealth Management, Inc. 0.29% Reduce -26.9% 21,879 $853K
Oxinas Partners, LLC 0.37% Reduce -6.8% 20,700 $807K
Equity Wealth Partners, LLC 0.51% Reduce -8.8% 20,296 $791K
Palumbo Wealth Management LLC 0.19% No change 20,104 $784K
Cedrus Wealth Group LLC 0.87% Add +0.2% 20,021 $780K
PCA Investment Advisory Services Inc. 0.25% Add +1.6% 19,215 $749K
A4 Wealth Advisors LLC 0.55% Reduce -32.4% 16,845 $657K
Sigma Planning Corp 0.02% New 14,891 $580K
Nations Financial Group Inc, /Ia/ 0.03% Add +15.6% 14,799 $577K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.9% 14,717 $574K
Comprehensive Financial Consultants Institutional, Inc. 0.17% Add +91.7% 14,694 $573K
NewEdge Advisors, LLC 0.00% Reduce -0.0% 13,633 $531K
Focus Partners Wealth 0.00% No change 13,333 $520K
Gotham Asset Management 0.00% Add +147.7% 13,085 $510K
RiverTree Advisors, LLC 0.32% Reduce -9.3% 12,806 $499K
FMR LLC 0.00% Reduce -11.4% 12,316 $480K
Thrivent Financial for Lutherans 0.00% Reduce -7.3% 11,937 $465K
Creative Planning 0.00% New 11,253 $439K
Empirical Asset Management, LLC 0.11% Reduce -10.5% 10,977 $428K
Stratos Wealth Advisors, LLC 0.03% Add +26.4% 10,661 $416K
Medallion Wealth Advisors, LLC 0.14% Add +8145.0% 10,636 $415K
Advisory Services Network, LLC 0.01% Add +16.5% 9,815 $383K
Moneco Advisors, LLC 0.03% Add +28.6% 9,621 $375K
Balance Wealth Partners LLC 0.11% Reduce -75.2% 9,346 $364K
Ausdal Financial Partners, Inc. 0.02% Add +37.6% 8,638 $337K
Visionary Wealth Advisors 0.01% Add +6.5% 8,569 $334K
John W. Brooker & Co., CPAs 0.52% Add +0.5% 8,409 $328K
Fifth Third Bancorp 0.00% New 7,995 $312K
Archford Capital Strategies, LLC 0.03% Reduce -97.4% 7,784 $303K
Keystone Financial Services, LLC 0.20% Add +4.4% 7,729 $301K
D. E. Shaw & Co. 0.00% New 7,702 $300K
Clark Capital Management Group, Inc. 0.00% No change 7,670 $299K
Perigon Wealth Management, LLC 0.01% Reduce -0.2% 7,303 $285K
Two Sigma Securities, LLC 0.03% New 7,034 $274K
Envestnet Portfolio Solutions, Inc. 0.00% Add +20.1% 6,917 $270K
Coldstream Capital Management Inc. 0.00% New 6,803 $265K
Dean, Jacobson Financial Services, LLC 0.16% No change 6,563 $256K
Integrated Wealth Concepts LLC 0.00% Add +26.6% 6,552 $255K
Aire Advisors, LLC 0.05% New 6,399 $249K
Citadel Advisors 0.00% New 6,297 $245K
Apollon Financial, LLC 0.03% New 6,103 $238K
Copley Financial Group, Inc. 0.14% Reduce -3.4% 6,032 $235K
BostonPremier Wealth LLC 0.12% Add +8.4% 6,009 $234K
Graney & King, LLC 0.12% No change 5,493 $214K
Barnes Pettey Financial Advisors, LLC 0.09% New 5,273 $206K
Harbour Investments, Inc. 0.00% Reduce -48.6% 5,232 $204K
Cwm, LLC 0.00% Reduce -9.3% 4,227 $165K
Mark Sheptoff Financial Planning, LLC 0.05% Add +178.0% 2,463 $104K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 2,280 $89K
Private Trust Co. NA 0.01% Add +1087.2% 1,484 $58K
Larson Financial Group LLC 0.00% Reduce -24.8% 1,429 $56K
Allworth Financial LP 0.00% No change 1,417 $55K
LM Advisors LLC 0.29% Reduce -3.6% 2,057 $53K
Comprehensive Financial Planning, Inc. 0.03% No change 1,017 $40K
Arax Advisory Partners 0.00% Reduce -60.1% 920 $36K
MAI Capital Management 0.00% Reduce -57.7% 920 $36K
POM Investment Strategies, LLC 0.04% New 856 $33K
PNC Financial Services Group, Inc. 0.00% No change 758 $30K
Archer Investment Corp 0.01% No change 649 $25K
Indiana Trust & Investment Management Co 0.01% New 418 $16K
Rockefeller Capital Management L.P. 0.00% Add +62.0% 337 $13K
Vanguard Advisers Inc. 0.00% — 332 $13K
Bayban 0.01% No change 313 $12K
Richardson Capital Management LLC 0.01% No change 276 $11K
Farther Finance Advisors, LLC 0.00% Add +1.3% 152 $6K
Assetmark, Inc. 0.00% No change 117 $5K
IFP Advisors, Inc 0.00% New 114 $4K
CoreCap Advisors, LLC 0.00% No change 106 $4K
Russell Investments Group, Ltd. 0.00% No change 92 $4K
Financial Consulate, Inc. 0.00% No change 79 $3K
Barrett & Company, Inc. 0.00% No change 30 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $195

"% 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.