Columbia Resear Enh Cor ETFRECSETF

13F holders, Q2 2026 (June 30)
186holders +10
20new positions
12sold out
2famous investors
$43.25avg. 13F price*

At the end of Q2 2026, 186 institutions reported holding Columbia Resear Enh Cor ETF (RECS) in their 13F filings, up 10 from Q1 2026. 20 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($939.1M), Ameriprise Financial Inc. ($643.1M) and Morgan Stanley ($305.3M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$28.6M
Exits12$16.9M

All 13F filers, Q1 2026 → Q2 2026: 8,239,809 shares bought and 1,684,253 shares sold, net +6,555,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 186 holders

LPL Financial LLC 0.21% Add +8.1% 21,699,028 $939.1M
Ameriprise Financial Inc. 0.13% Reduce -1.4% 14,858,722 $643.1M
Morgan Stanley 0.02% Add +13.7% 7,054,701 $305.3M
Raymond James Financial Inc. 0.07% Add +3.7% 5,877,632 $254.4M
Bank of America Corp. 0.01% Reduce -7.1% 5,246,488 $227.1M
Commonwealth Equity Services, LLC 0.20% Add +10.8% 3,608,748 $156.2M
Osaic Holdings, Inc. 0.17% Add +8.0% 3,279,198 $141.9M
Wells Fargo & Company 0.02% Add +16.6% 2,879,237 $124.6M
Gradient Investments LLC 1.44% Add +3.9% 2,411,318 $104.4M
Bogart Wealth, LLC 3.47% Add +2.3% 2,339,266 $101.2M
Stratos Investment Management, LLC 3.35% Add +1.8% 2,139,839 $92.6M
Ameritas Advisory Services, LLC 1.47% Add +139.8% 1,681,628 $72.8M
Amplius Wealth Advisors, LLC 5.31% Add +0.7% 1,675,097 $72.5M
Stratos Wealth Partners, LTD. 0.73% Add +6.2% 1,664,390 $72.0M
Cetera Investment Advisers 0.06% Add +3.2% 1,478,365 $64.0M
Drake & Associates, LLC 9.13% Add +7.9% 1,252,310 $54.2M
Scarborough Advisors, LLC 5.97% Add +123.5% 1,202,547 $52.0M
Daymark Wealth Partners, LLC 1.20% Add +16.5% 1,132,868 $49.0M
Royal Bank of Canada 0.01% Reduce -4.7% 1,118,264 $48.4M
JPMorgan Chase & Co. 0.00% Add +17.4% 1,050,976 $45.2M
Mason & Associates Inc 7.05% Reduce -2.5% 1,008,482 $43.6M
Jones Financial Companies LLLP 0.02% Add +14.5% 1,000,912 $42.8M
UBS Group AG 0.01% Add +1.8% 864,328 $37.4M
Spectrum Wealth Advisory Group, LLC 10.56% Add +3.4% 856,938 $37.1M
Stadion Money Management, LLC 2.95% Reduce -2.5% 791,168 $34.2M
BlueStem Wealth Partners, LLC 3.30% Reduce -11.2% 765,762 $33.1M
Three Cord True Wealth Management, LLC 14.57% Add +6.3% 707,539 $30.6M
KWB Wealth 2.35% Add +30.5% 635,710 $27.5M
MML Investors Services, LLC 0.05% Add +24.6% 595,285 $25.8M
Trajan Wealth LLC 0.87% Add +0.5% 533,754 $23.1M
Gladstone Institutional Advisory LLC 0.73% Add +16.8% 532,297 $23.0M
Tower Wealth Partners, Inc. 10.93% Add +1.0% 511,314 $22.1M
Retirement Management Systems Inc. 4.37% Add +7.0% 493,262 $21.3M
Arq Wealth Advisors, LLC 2.58% Add +39.0% 468,514 $20.8M
Sun Life Financial Inc. 1.06% New 478,020 $20.7M
Centaurus Financial, Inc. 0.79% Reduce -0.6% 467,530 $20.2M
Heck Capital Advisors, LLC 1.13% Add +1.5% 436,199 $18.9M
Kestra Private Wealth Services, LLC 0.21% Add +3.6% 432,449 $18.7M
Essex Financial Services, Inc. 0.85% Reduce -7.2% 391,776 $17.0M
Kestra Advisory Services, LLC 0.05% Add +2.0% 380,347 $16.5M
Stifel Financial Corp. 0.01% Add +1.9% 353,993 $15.3M
IAG Wealth Partners, LLC 1.49% Add +2.8% 347,443 $15.0M
Cambridge Investment Research Advisors, Inc. 0.03% Add +11.1% 340,472 $14.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.8% 272,045 $11.8M
Pine Valley Investments Ltd Liability Co 0.48% Add +6.3% 259,027 $11.2M
Bensler, LLC 0.95% Add +1.3% 248,398 $10.8M
Citigroup Inc. 0.00% Add +24.7% 237,568 $10.3M
Whitaker-Myers Wealth Managers, LTD. 1.71% Add +12.4% 236,456 $10.2M
Snider Financial Group 2.49% Add +8.7% 225,697 $9.8M
DAVENPORT & Co LLC 0.05% Add +22.8% 223,944 $9.7M
Leavell Investment Management, Inc. 0.34% Add +12.5% 213,304 $9.2M
WealthCare Investment Partners, LLC 2.08% Add +13.2% 197,881 $8.6M
Atria Investments, Inc 0.08% Add +1.6% 195,435 $8.5M
Byrne Financial Freedom, LLC 3.25% Add +1.0% 192,408 $8.3M
Dagco, Inc. 1.44% Add +40.6% 180,123 $7.8M
Private Advisor Group, LLC 0.04% Reduce -0.0% 176,423 $7.6M
Retirement Planning Group, LLC / NY 4.05% Add +18.1% 171,662 $7.4M
World Investment Advisors 0.12% No change 187,686 $7.3M
Steward Partners Investment Advisory, LLC 0.03% Add +2.9% 146,366 $6.3M
Janney Montgomery Scott LLC 0.01% Add +15.3% 144,257 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -59.4% 139,883 $6.2M
Western Wealth Management, LLC 0.20% Add +1.2% 138,485 $6.0M
Envestnet Asset Management Inc. 0.00% Add +14.8% 136,770 $5.9M
USAdvisors Wealth Management, LLC 1.65% Reduce -4.8% 133,069 $5.8M
Sovran Advisors, LLC 0.40% Add +7.5% 121,010 $5.4M
R2 Capital Strategies, LLC 2.37% — 120,862 $5.2M
Alchemi Wealth, LLC 2.40% Add +6.0% 118,445 $5.1M
Brown Financial Advisors 1.74% Add +0.1% 114,939 $5.0M
RDA Financial Network 1.02% Add +3.6% 108,521 $4.7M
Fermata Advisors, LLC 0.83% Reduce -1.4% 94,482 $4.1M
Equitable Holdings, Inc. 0.02% Add +15.7% 93,399 $4.0M
Paladin Wealth, LLC 2.34% Add +9.8% 93,151 $4.0M
Sanctuary Advisors, LLC 0.02% Add +5.3% 90,471 $3.9M
Fidelis Capital Partners, LLC 0.20% Add +11.5% 81,616 $3.5M
Silver Oak Securities, Incorporated 0.21% Reduce -3.1% 81,137 $3.5M
Spirepoint Private Client, LLC 0.26% Add +2.5% 75,425 $3.3M
Principal Securities, Inc. 0.04% Add +11.6% 71,221 $3.1M
KPP Advisory Services LLC 0.35% Reduce -0.3% 64,320 $2.8M
Mattson Financial Services, LLC 0.57% Add +2.4% 60,917 $2.7M
Dana Investment Advisors, Inc. 0.07% Add +20.9% 60,901 $2.6M
Paragon Private Wealth Management, LLC 0.65% Reduce -14.3% 57,233 $2.5M
First Growth Capital LLC 1.82% Reduce -0.6% 55,371 $2.4M
Smith Shellnut Wilson LLC 0.87% Add +11.7% 53,520 $2.3M
Truist Financial Corp. 0.00% Reduce -0.1% 51,804 $2.2M
Thoroughbred Financial Services, LLC 0.11% Add +9.9% 51,595 $2.2M
IFP Advisors, Inc 0.04% Add +45045.6% 51,466 $2.2M
Prosperity Financial Group, Inc. 0.69% Add +1.4% 51,260 $2.2M
Gateway Wealth Partners, LLC 0.13% New 50,729 $2.2M
Summit Financial, LLC 0.02% Add +37.8% 45,617 $2.0M
Natixis Advisors, LLC 0.00% Add +21.8% 44,842 $1.9M
Pines Wealth Management, LLC 0.55% Add +7.7% 44,327 $1.9M
Integrated Wealth Concepts LLC 0.01% Add +506.7% 39,750 $1.7M
Axis Wealth Partners, LLC 0.73% Reduce -3.7% 35,103 $1.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.53% Add +4.4% 33,307 $1.4M
NewEdge Advisors, LLC 0.00% Add +135.3% 32,073 $1.4M
Lakeridge Wealth Management LLC 0.48% Add +9.6% 30,177 $1.3M
Inscription Capital, LLC 0.11% Reduce -37.8% 28,974 $1.3M
Cornerstone Wealth Management, LLC 0.05% Add +17.1% 28,888 $1.3M
Mariner, LLC 0.00% Reduce -42.7% 28,433 $1.2M
&partners 0.00% Add +3.3% 27,031 $1.2M
Riverbend Wealth Management, LLC 0.54% Add +3.6% 24,574 $1.1M
Farther Finance Advisors, LLC 0.01% Add +15546.0% 23,782 $1.0M
Mma Asset Management LLC 0.32% Reduce -6.1% 22,983 $995K
Morey & Quinn Wealth Partners, LLC 0.64% Add +2.9% 22,978 $994K
Denver Wealth Management, Inc. 0.28% Add +1.8% 22,263 $964K
Mgo One Seven LLC 0.01% New 20,791 $900K
Palumbo Wealth Management LLC 0.19% Add +1.8% 20,455 $885K
HBW Advisory Services LLC 0.08% Reduce -9.9% 20,416 $884K
PCA Investment Advisory Services Inc. 0.23% Add +1.0% 19,415 $840K
Equity Wealth Partners, LLC 0.28% Reduce -9.9% 18,294 $792K
Comprehensive Financial Consultants Institutional, Inc. 0.19% Add +15.1% 16,906 $732K
Nations Financial Group Inc, /Ia/ 0.03% Add +11.7% 16,529 $715K
HB Wealth Management, LLC 0.00% New 16,095 $697K
Sigma Planning Corp 0.02% Add +3.5% 15,409 $667K
Richmond Investment Services, LLC 0.21% Reduce -78.0% 15,083 $653K
Advisory Services Network, LLC 0.01% Add +52.5% 14,973 $648K
Van Diest Capital, LLC 0.58% New 14,839 $642K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -37.5% 14,704 $636K
Moneco Advisors, LLC 0.04% Add +51.5% 14,576 $631K
FMR LLC 0.00% Add +17.6% 14,490 $627K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.1% 14,410 $624K
Stratos Wealth Advisors, LLC 0.03% Add +30.8% 13,945 $604K
Medallion Wealth Advisors, LLC 0.19% Add +29.4% 13,768 $596K
XTX Topco Ltd 0.01% New 13,672 $592K
Qube Research & Technologies Ltd 0.00% New 13,362 $578K
Focus Partners Wealth 0.00% No change 13,333 $577K
Oxinas Partners, LLC 0.22% Reduce -36.5% 13,150 $569K
RiverTree Advisors, LLC 0.34% Add +2.4% 13,108 $567K
Gotham Asset Management 0.00% No change 13,085 $566K
Creative Planning 0.00% Add +15.6% 13,006 $563K
Thrivent Financial for Lutherans 0.00% Reduce -3.1% 11,564 $501K
Ausdal Financial Partners, Inc. 0.02% Add +30.4% 11,263 $487K
Empirical Asset Management, LLC 0.10% Reduce -5.4% 10,388 $450K
John W. Brooker & Co., CPAs 0.53% Add +21.3% 10,203 $442K
Avestar Capital, LLC 0.03% New 10,141 $439K
Cedrus Wealth Group LLC 0.38% Reduce -49.5% 10,101 $437K
Visionary Wealth Advisors 0.02% Add +8.9% 9,329 $404K
Balance Wealth Partners LLC 0.10% Reduce -6.8% 8,708 $377K
D. E. Shaw & Co. 0.00% Add +11.0% 8,547 $370K
Regatta Research & Money Management 0.35% — 8,443 $365K
A4 Wealth Advisors LLC 0.24% Reduce -51.3% 8,208 $355K
Jane Street Group, LLC 0.00% Reduce -83.1% 8,144 $352K
Fifth Third Bancorp 0.00% Reduce -0.3% 7,971 $345K
Keystone Financial Services, LLC 0.21% Add +2.8% 7,943 $344K
Archford Capital Strategies, LLC 0.03% Reduce -0.7% 7,730 $335K
Clark Capital Management Group, Inc. 0.00% No change 7,670 $332K
Trexquant Investment LP 0.00% New 7,519 $325K
Envestnet Portfolio Solutions, Inc. 0.00% Add +7.6% 7,440 $322K
Kingsview Wealth Management, LLC 0.00% New 7,010 $303K
Dean, Jacobson Financial Services, LLC 0.16% No change 6,563 $284K
Global Retirement Partners, LLC 0.00% — 6,417 $278K
Bank of New York Mellon Corp 0.00% New 6,251 $271K
Harbour Investments, Inc. 0.00% Add +15.5% 6,041 $261K
Perigon Wealth Management, LLC 0.00% Reduce -18.5% 5,952 $258K
BostonPremier Wealth LLC 0.11% Reduce -4.2% 5,759 $249K
Barnes Pettey Financial Advisors, LLC 0.07% No change 5,273 $228K
Concentrum Wealth Management 0.05% New 5,000 $216K
Copley Financial Group, Inc. 0.13% Reduce -17.8% 4,959 $215K
Foundations Investment Advisors, LLC 0.00% New 4,916 $213K
SageView Advisory Group, LLC 0.01% New 4,911 $213K
Coldstream Capital Management Inc. 0.00% Reduce -27.8% 4,909 $212K
TCFG Investment Advisors, LLC 0.07% New 4,665 $202K
Graney & King, LLC 0.06% Reduce -31.3% 3,773 $163K
Mark Sheptoff Financial Planning, LLC 0.06% No change 2,463 $107K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 2,280 $99K
Arax Advisory Partners 0.00% Add +110.3% 1,935 $84K
Private Trust Co. NA 0.01% Add +15.8% 1,719 $74K
Community Financial Services Group, LLC 0.01% New 1,443 $63K
Larson Financial Group LLC 0.00% No change 1,429 $62K
Allworth Financial LP 0.00% No change 1,417 $61K
Capital Investment Advisory Services, LLC 0.00% New 1,125 $49K
Comprehensive Financial Planning, Inc. 0.02% Add +0.1% 1,018 $44K
Trust Co. of Vermont 0.00% — 893 $39K
PNC Financial Services Group, Inc. 0.00% No change 758 $33K
Archer Investment Corp 0.01% No change 649 $28K
Vanguard Advisers Inc. 0.00% Add +0.3% 333 $14K
Bayban 0.01% No change 313 $14K
Richardson Capital Management LLC 0.01% No change 276 $12K
Assetmark, Inc. 0.00% Add +91.5% 224 $10K
Rockefeller Capital Management L.P. 0.00% Reduce -38.3% 208 $9K
CoreCap Advisors, LLC 0.00% No change 106 $5K
Highline Wealth Partners LLC 0.00% New 102 $4K
Kingdom Financial Group LLC. 0.00% New 64 $3K
LM Advisors LLC 0.01% Add +2721.1% 58,030 $3K
Barrett & Company, Inc. 0.00% No change 30 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $217

"% 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.