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Columbia Research Enhanced Core ETF (RECS) Institutional Ownership

Columbia Research Enhanced Core ETF logo
$38.18 +0.13 (+0.34%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Columbia Research Enhanced Core ETF (NYSEARCA:RECS)

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$15.57M
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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
7/23/2025 Morey & Quinn Wealth Partners LLC19,785$728K0.6%+26.9%0.024%
7/23/2025 RiverTree Advisors LLC8,180$301K0.2%-5.9%0.010%
7/23/2025 Drake & Associates LLC840,273$30.91M7.6%+4.4%1.014%
7/23/2025 Heck Capital Advisors LLC461,922$16.99M1.5%N/A0.557%
7/22/2025 DAVENPORT & Co LLC131,024$4.82M0.0%+91.0%0.158%
7/22/2025 USAdvisors Wealth Management LLC160,450$5.91M2.2%+5.1%0.194%
7/21/2025 Ameritas Advisory Services LLC70,820$2.61M0.1%+102.0%0.085%
7/18/2025 Truist Financial Corp8,231$303K0.0%+30.8%0.010%
7/17/2025 Janney Montgomery Scott LLC18,761$690K0.0%+51.3%0.023%
7/17/2025 Archford Capital Strategies LLC269,439$9.91M1.3%+2.6%0.325%
7/17/2025 KWB Wealth236,281$8.69M1.0%+57.9%0.285%
7/16/2025 Spirepoint Private Client LLC64,672$2.38M0.3%-8.9%0.078%
7/16/2025 Essex Financial Services Inc.213,424$7.85M0.5%+22.6%0.258%
7/16/2025 Perigon Wealth Management LLC6,927$255K0.0%+10.6%0.008%
7/15/2025 Palumbo Wealth Management LLC11,916$438K0.1%N/A0.014%
7/15/2025 Axis Wealth Partners LLC33,241$1.22M0.8%+13.7%0.040%
7/11/2025 Silver Oak Securities Incorporated80,568$2.96M0.2%+2.8%0.097%
7/10/2025 Wealth Enhancement Advisory Services LLC320,671$11.98M0.0%+394.6%0.386%
7/10/2025 Sovran Advisors LLC92,334$3.42M0.4%+33.3%0.111%
7/9/2025 Pines Wealth Management LLC35,328$1.32M0.5%+9.9%0.043%
7/9/2025 Fermata Advisors LLC101,501$3.73M1.0%-0.7%0.122%
7/9/2025 Fiduciary Alliance LLC6,883$253K0.0%-11.3%0.008%
7/9/2025 WealthCare Investment Partners LLC23,778$889K0.3%+15.5%0.029%
7/8/2025 Paladin Wealth LLC60,269$2.22M1.7%+2.9%0.073%
7/8/2025 Gradient Investments LLC2,031,726$74.75M1.4%+1.2%2.448%
7/7/2025 RDA Financial Network105,535$3.88M1.0%+6.4%0.127%
7/2/2025 Capital 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%
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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%
5/6/2025 USAdvisors 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%
4/29/2025 Drake & Associates LLC805,125$26.74M7.5%+2.1%1.128%
4/29/2025World Investment Advisors153,364$5.09M0.1%+3.8%0.215%
4/29/2025 Silver Oak Securities Incorporated78,396$2.59M0.2%-5.1%0.110%
4/28/2025 Axis Wealth Partners LLC29,224$971K0.7%+1.5%0.041%
4/28/2025 DAVENPORT & Co LLC68,615$2.28M0.0%+36.8%0.096%
4/25/2025 Ameritas Advisory Services LLC35,053$1.21M0.0%+13.8%0.049%
4/25/2025 Essex Financial Services Inc.174,080$5.78M0.4%+29.1%0.244%
4/25/2025 Sovran Advisors LLC69,285$2.15M0.3%+118.5%0.097%
4/23/2025 KPP 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%
4/23/2025 Archford Capital Strategies LLC262,723$8.73M1.3%+223.3%0.368%
4/23/2025 Spirepoint Private Client LLC70,977$2.36M0.3%N/A0.099%
4/22/2025 Three 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%
4/22/2025 WealthCare 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%
4/21/2025 Silver 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%
4/17/2025 Janney Montgomery Scott LLC12,402$412K0.0%N/A0.017%
4/17/2025 RiverTree Advisors LLC8,695$289K0.2%-81.2%0.012%
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4/17/2025 Morey & 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%
4/16/2025 Wealth 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%
4/11/2025 Pines Wealth Management LLC32,149$1.07M0.5%+89.8%0.049%
4/10/2025 KWB Wealth149,661$5.18M0.6%+264.5%0.229%
4/10/2025 Fermata 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%
(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, 131 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 ($74.75M), 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 129 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 ($2.03M), 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 38,329,915 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

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

Of the 15 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: Ameriprise Financial Inc. ($82.64K), Gladstone Institutional Advisory LLC ($79.23K), Fermata Advisors LLC ($74.92K), JPMorgan Chase & Co. ($66.06K), Advisory Services Network LLC ($55.97K), RiverTree Advisors LLC ($38.06K), and Envestnet Asset Management Inc. ($29.62K).

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

Institutional investors have sold a total of 454,051 shares in the last 24 months. This volume of shares sold represents approximately $15.57M in transactions.



This page (NYSEARCA:RECS) was last updated on 7/25/2025 by MarketBeat.com Staff
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