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Columbia Research Enhanced Core ETF (RECS) Institutional Ownership

Columbia Research Enhanced Core ETF logo
$37.37 +0.28 (+0.75%)
As of 05:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Columbia Research Enhanced Core ETF (NYSEARCA:RECS)

Number of
Institutional Buyers
(last 12 months)
122
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$24.08M
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RECS Institutional Buying and Selling by Quarter

Columbia Research Enhanced Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025Capital Market Strategies LLC10,558$388K0.3%N/A0.013%
5/22/2025Mattson Financial Services LLC68,451$2.27M0.7%N/A0.088%
5/19/2025Jane Street Group LLC33,719$1.12M0.0%N/A0.044%
5/16/2025NewEdge Advisors LLC360,376$11.97M0.1%+14.0%0.465%
5/15/2025Paragon Private Wealth Management LLC51,178$1.70M0.8%+36.7%0.066%
5/15/2025Royal Bank of Canada573,398$19.04M0.0%+13.5%0.740%
5/15/2025Spectrum Wealth Advisory Group LLC1,003,213$33.32M16.0%+2.5%1.295%
5/14/2025Comerica Bank6,434$214K0.0%+327.2%0.008%
5/14/2025Northwestern Mutual Wealth Management Co.207,953$6.91M0.0%+66.1%0.268%
5/14/2025Kestra Advisory Services LLC106,472$3.54M0.0%N/A0.137%
5/14/2025Ameriprise Financial Inc.10,595,780$351.89M0.1%+519.4%13.676%
5/14/2025CW Advisors LLC90,009$2.99M0.0%N/A0.116%
5/13/2025Tyler Stone Wealth Management10,164$338K0.1%+18.7%0.013%
5/13/2025Raymond James Financial Inc.2,748,138$91.27M0.0%+73.6%3.547%
5/13/2025Dagco Inc.64,357$2.14M0.7%+48.7%0.083%
5/13/2025Trajan Wealth LLC554,950$18.43M1.0%+3.1%0.716%
5/9/2025Atria Wealth Solutions Inc.33,992$1.13M0.0%+47.5%0.044%
5/9/2025Thoroughbred Financial Services LLC26,288$873K0.1%N/A0.034%
5/9/2025Commonwealth Equity Services LLC1,420,093$47.16M0.1%+57.7%1.833%
5/8/2025Harbour Investments Inc.7,250$241K0.0%+239.7%0.009%
5/8/2025MMA Asset Management LLC27,343$908K0.4%-4.8%0.035%
5/7/2025LPL Financial LLC8,987,115$298.46M0.1%+11.0%12.587%
5/7/2025BlueStem Wealth Partners LLC1,579,857$52.47M7.2%+32.0%2.213%
5/6/2025USAdvisors Wealth Management LLC152,626$5.07M1.8%-5.4%0.214%
5/6/2025Cetera Investment Advisers339,577$11.28M0.0%+104.8%0.476%
5/6/2025Avantax Advisory Services Inc.80,795$2.68M0.0%N/A0.113%
5/6/2025Flynn Zito Capital Management LLC155,454$5.16M2.4%+891.8%0.218%
5/5/2025PCA Investment Advisory Services Inc.14,004$465K0.2%+38.2%0.020%
5/5/2025Kestra Private Wealth Services LLC179,451$5.96M0.1%+141.2%0.251%
5/5/2025ARQ Wealth Advisors LLC214,206$7.11M2.6%+13.1%0.300%
5/5/2025Private Advisor Group LLC108,978$3.62M0.0%+8.7%0.153%
5/2/2025Larson Financial Group LLC3,790$126K0.0%N/A0.005%
5/2/2025Bogart Wealth LLC182,197$6.05M0.3%+6.5%0.255%
4/30/2025Leavell Investment Management Inc.90,100$2.99M0.1%+161.1%0.126%
4/30/2025Stratos Wealth Partners LTD.1,529,574$50.80M0.8%+32.5%2.142%
4/30/2025Stratos Investment Management LLC1,894,985$62.93M3.4%+34.3%2.654%
4/29/2025Byrne Financial Freedom LLC17,244$573K0.3%+177.5%0.024%
4/29/2025Envestnet Asset Management Inc.57,379$1.91M0.0%-34.0%0.080%
4/29/2025Drake & Associates LLC805,125$26.74M7.5%+2.1%1.128%
4/29/2025World Investment Advisors153,364$5.09M0.1%+3.8%0.215%
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4/29/2025Silver Oak Securities Incorporated78,396$2.59M0.2%-5.1%0.110%
4/28/2025Axis Wealth Partners LLC29,224$971K0.7%+1.5%0.041%
4/28/2025DAVENPORT & Co LLC68,615$2.28M0.0%+36.8%0.096%
4/25/2025Ameritas Advisory Services LLC35,053$1.21M0.0%+13.8%0.049%
4/25/2025Essex Financial Services Inc.174,080$5.78M0.4%+29.1%0.244%
4/25/2025Sovran Advisors LLC69,285$2.15M0.3%+118.5%0.097%
4/23/2025KPP Advisory Services LLC15,426$512K0.1%N/A0.022%
4/23/2025Western Wealth Management LLC106,944$3.55M0.2%+9.6%0.150%
4/23/2025Riverbend Wealth Management LLC10,680$355K0.3%+31.1%0.015%
4/23/2025Daymark Wealth Partners LLC631,493$20.97M0.9%N/A0.884%
4/23/2025Balance Wealth LLC302,019$10.03M6.5%N/A0.423%
4/23/2025Archford Capital Strategies LLC262,723$8.73M1.3%+223.3%0.368%
4/23/2025Spirepoint Private Client LLC70,977$2.36M0.3%N/A0.099%
4/22/2025Three Cord True Wealth Management LLC486,050$16.14M13.8%+10.4%0.681%
4/22/2025Cambridge Investment Research Advisors Inc.213,840$7.10M0.0%+44.9%0.299%
4/22/2025WealthCare Investment Partners LLC20,595$626K0.3%+51.6%0.029%
4/22/2025Retirement Planning Group LLC NY63,732$2.12M2.2%+64.7%0.089%
4/22/2025Denver Wealth Management Inc.24,926$828K0.4%N/A0.035%
4/22/2025Advisor Resource Council82,875$2.75M0.2%N/A0.116%
4/21/2025Silver Oak Securities Incorporated88,983$2.80M0.3%+7.7%0.125%
4/18/2025Cornerstone Wealth Management LLC13,096$435K0.0%N/A0.018%
4/17/2025Smith Shellnut Wilson LLC ADV18,764$623K0.3%N/A0.026%
4/17/2025Janney Montgomery Scott LLC12,402$412K0.0%N/A0.017%
4/17/2025RiverTree Advisors LLC8,695$289K0.2%-81.2%0.012%
4/17/2025Morey & Quinn Wealth Partners LLC15,585$518K0.4%+8.5%0.022%
4/16/2025IAG Wealth Partners LLC121,949$4.05M0.6%+38.4%0.171%
4/16/2025Wealth Enhancement Advisory Services LLC64,833$2.15M0.0%+38.2%0.091%
4/16/2025Bensler LLC219,558$7.29M0.9%+2.7%0.308%
4/14/2025Daymark Wealth Partners LLC631,493$20.97M0.7%N/A0.967%
4/11/2025Tower Wealth Partners Inc.474,119$15.75M8.4%+1.3%0.726%
4/11/2025Pines Wealth Management LLC32,149$1.07M0.5%+89.8%0.049%
4/10/2025KWB Wealth149,661$5.18M0.6%+264.5%0.229%
4/10/2025Fermata Advisors LLC102,251$3.40M0.6%+1.9%0.157%
4/10/2025Amplius Wealth Advisors LLC1,512,538$50.23M5.2%+11.9%2.317%
4/9/2025Paladin Wealth LLC58,598$1.95M1.7%N/A0.090%
4/9/2025Gradient Investments LLC2,008,135$66.69M1.3%N/A3.076%
4/9/2025Fiduciary Alliance LLC7,760$258K0.0%N/A0.012%
3/24/2025Fulcrum Equity Management20,638$714K0.7%-5.9%0.033%
3/17/2025Wealth Enhancement Advisory Services LLC46,908$1.62M0.0%N/A0.074%
3/12/2025Centaurus Financial Inc.357,131$12.36M0.8%N/A0.566%
2/26/2025LM Advisors LLC22,678$785K0.1%+37.9%0.043%
2/25/2025B. Riley Wealth Advisors Inc.27,171$941K0.0%+15.9%0.051%
2/24/2025Great Valley Advisor Group Inc.163,026$5.64M0.1%+1,527.8%0.308%
2/24/2025Ameriflex Group Inc.1,920$68K0.0%N/A0.004%
2/19/2025ARQ Wealth Advisors LLC189,312$6.55M2.5%+5.2%1.094%
2/19/2025Three Cord True Wealth Management LLC440,251$15.24M13.2%N/A2.545%
2/19/2025Richmond Investment Services LLC32,302$1.12M0.6%N/A0.187%
2/19/2025Retirement Planning Group LLC NY38,707$1.36M1.5%N/A0.224%
2/17/2025Two Sigma Investments LP400,200$13.86M0.0%+52.9%2.313%
2/17/2025Royal Bank of Canada505,319$17.49M0.0%+20.1%2.921%
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2/17/2025Cetera Investment Advisers165,775$5.74M0.0%+821.9%0.958%
2/17/2025Citadel Advisors LLC17,557$608K0.0%N/A0.101%
2/17/2025Bank of America Corp DE3,543,209$122.67M0.0%+15.9%20.481%
2/17/2025Ameriprise Financial Inc.1,710,685$59.22M0.0%-4.6%9.888%
2/14/2025Bison Wealth LLC6,849$237K0.0%N/A0.009%
2/14/2025Comerica Bank1,506$52K0.0%+47.4%0.009%
2/14/2025Susquehanna International Group LLP244,736$8.47M0.0%N/A1.415%
2/14/2025Trajan Wealth LLC538,484$18.64M1.0%N/A3.113%
2/14/2025MML Investors Services LLC191,958$6.65M0.0%+16.4%1.110%
2/13/2025NewEdge Advisors LLC316,090$10.94M0.1%+3.7%1.827%
(Data available from 1/1/2016 forward)

RECS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RECS shares?

During the previous two years, 128 institutional investors and hedge funds held shares of Columbia Research Enhanced Core ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($351.89M), LPL Financial LLC ($298.46M), Bank of America Corp DE ($122.67M), Raymond James Financial Inc. ($91.27M), Gradient Investments LLC ($66.69M), Stratos Investment Management LLC ($62.93M), and BlueStem Wealth Partners LLC ($52.47M).Learn more on Columbia Research Enhanced Core ETF's institutional investors.

Which institutional investors have been buying Columbia Research Enhanced Core ETF's stock?

Of the 126 institutional investors that purchased Columbia Research Enhanced Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($8.89M), LPL Financial LLC ($7.12M), Raymond James Financial Inc. ($2.75M), Amplius Wealth Advisors LLC ($2.36M), Gradient Investments LLC ($2.01M), Stratos Investment Management LLC ($1.89M), and BlueStem Wealth Partners LLC ($1.58M).

How much institutional buying is happening at Columbia Research Enhanced Core ETF?

Institutional investors have bought a total of 37,316,524 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

Which of Columbia Research Enhanced Core ETF's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Columbia Research Enhanced Core ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fermata Advisors LLC ($202.59K), Amplius Wealth Advisors LLC ($144.96K), Ameriprise Financial Inc. ($82.64K), Gladstone Institutional Advisory LLC ($79.23K), JPMorgan Chase & Co. ($66.06K), Advisory Services Network LLC ($55.97K), and RiverTree Advisors LLC ($37.55K).

How much institutional selling is happening at Columbia Research Enhanced Core ETF?

Institutional investors have sold a total of 718,980 shares in the last 24 months. This volume of shares sold represents approximately $24.08M in transactions.



This page (NYSEARCA:RECS) was last updated on 7/3/2025 by MarketBeat.com Staff
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