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Columbia Research Enhanced Core ETF (RECS) Institutional Ownership

Columbia Research Enhanced Core ETF logo
$40.71 +0.38 (+0.94%)
Closing price 10/24/2025 04:10 PM Eastern
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$40.73 +0.02 (+0.05%)
As of 10/24/2025 04:10 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)
140
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$64.98M
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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
10/24/2025Axis Wealth Partners LLC36,482$1.47M0.9%+9.8%0.035%
10/24/2025Heck Capital Advisors LLC436,869$17.63M1.4%-5.4%0.439%
10/22/2025 Spirepoint Private Client LLC65,754$2.65M0.3%+1.7%0.066%
10/22/2025 Gladstone Institutional Advisory LLC470,508$18.99M0.7%-4.3%0.472%
10/22/2025 Daymark Wealth Partners LLC761,940$30.74M1.0%+5.7%0.765%
10/22/2025 Commonwealth Equity Services LLC2,748,419$110.90M0.1%+9.2%2.759%
10/21/2025 Riverbend Wealth Management LLC16,222$655K0.5%+9.6%0.016%
10/21/2025 Silver Oak Securities Incorporated82,524$3.33M0.2%+2.4%0.083%
10/21/2025 Amplius Wealth Advisors LLC1,599,668$64.55M5.6%+4.3%1.606%
10/20/2025 Balance Wealth LLC38,831$1.57M0.4%-29.0%0.039%
10/20/2025 Tripletail Wealth Management LLC3,116$126K0.1%N/A0.003%
10/17/2025 Goldstone Financial Group LLC16,494$666K0.1%N/A0.017%
10/17/2025 Mattson Financial Services LLC63,808$2.58M0.6%-1.4%0.064%
10/17/2025 Optivise Advisory Services LLC34,158$1.38M0.8%N/A0.034%
10/17/2025 Archford Capital Strategies LLC343,872$13.88M1.7%+27.6%0.346%
10/16/2025 HBW Advisory Services LLC25,396$1.03M0.1%N/A0.026%
10/16/2025 John W. Brooker & Co. CPAs7,331$296K0.6%N/A0.007%
10/16/2025 Whitaker Myers Wealth Managers LTD.140,254$5.66M1.2%N/A0.141%
10/15/2025 Iams Wealth Management LLC5,937$240K0.1%N/A0.006%
10/15/2025 World Investment Advisors154,176$6.22M0.1%+1.4%0.155%
10/15/2025 DAVENPORT & Co LLC162,369$6.55M0.0%+23.9%0.164%
10/14/2025 Trust Co. of Vermont1,489$60K0.0%N/A0.002%
10/14/2025 Paladin Wealth LLC65,561$2.65M1.9%+8.8%0.066%
10/9/2025 Fermata Advisors LLC93,893$3.79M1.0%-7.5%0.096%
10/8/2025 RDA Financial Network102,325$4.13M1.0%-3.0%0.107%
10/8/2025 KWB Wealth329,896$12.14M1.3%+39.6%0.346%
10/6/2025 Gradient Investments LLC2,138,180$86.28M1.4%+5.2%2.241%
10/6/2025 City Center Advisors LLC6,059$244K0.2%N/A0.006%
9/4/2025Osaic Holdings Inc.637,841$23.47M0.0%+108.5%0.756%
8/29/2025Centaurus Financial Inc.385,922$14.20M0.8%+2.6%0.457%
8/19/2025B. Riley Wealth Advisors Inc.31,536$1.16M0.1%N/A0.037%
8/19/2025Advisory Services Network LLC63,469$2.39M0.0%+8.1%0.075%
8/15/2025Brown Financial Advisors115,356$4.24M1.7%-2.4%0.137%
8/15/2025MML Investors Services LLC374,045$13.76M0.0%+6.4%0.443%
8/15/2025LM Advisors LLC40,568$1.49M0.2%+2.6%0.048%
8/15/2025Great Valley Advisor Group Inc.14,303$526K0.0%-91.1%0.017%
8/15/2025Byrne Financial Freedom LLC73,933$2.72M1.4%+328.7%0.088%
8/15/2025Bank of America Corp DE4,425,196$162.80M0.0%-10.1%5.243%
8/15/2025Ameriprise Financial Inc.12,963,845$476.94M0.1%+22.3%15.360%
8/14/2025Graney & King LLC5,447$200K0.1%+444.7%0.006%
8/14/2025Jane Street Group LLC16,658,312$612.86M0.1%+49,303.3%19.737%
8/14/2025Raymond James Financial Inc.3,167,950$116.55M0.0%+15.3%3.753%
8/14/2025Keystone Financial Services LLC6,698$246K0.2%N/A0.008%
8/14/2025NewEdge Advisors LLC357,751$13.16M0.1%-0.7%0.424%
8/14/2025 Balance Wealth LLC54,725$2.01M1.2%-81.9%0.065%
8/13/2025Marshall Wace LLP94,953$3.49M0.0%N/A0.113%
8/13/2025CW Advisors LLC99,278$3.65M0.0%+10.3%0.118%
8/13/2025IAG Wealth Partners LLC296,568$10.91M1.4%+143.2%0.351%
8/13/2025Denver Wealth Management Inc.30,795$1.13M0.5%+23.5%0.036%
8/13/2025Northwestern Mutual Wealth Management Co.110,244$4.06M0.0%-47.0%0.131%
8/13/2025Copley Financial Group Inc.6,643$244K0.2%-5.6%0.008%
8/12/2025Richmond Investment Services LLC68,148$2.51M0.5%+102.9%0.081%
8/12/2025Spectrum Wealth Advisory Group LLC837,922$30.83M14.3%-16.5%0.993%
8/12/2025Steward Partners Investment Advisory LLC90,084$3.31M0.0%+13.8%0.107%
8/12/2025JPMorgan Chase & Co.685,926$25.24M0.0%+8.8%0.813%
8/11/2025Western Wealth Management LLC110,174$4.05M0.2%+3.0%0.132%
8/8/2025Avantax Advisory Services Inc.220,971$8.13M0.0%+173.5%0.265%
8/8/2025Thoroughbred Financial Services LLC29,108$1.07M0.1%+10.7%0.035%
8/8/2025Cetera Investment Advisers258,054$9.49M0.0%-24.0%0.310%
8/7/2025Allworth Financial LP1,961$72K0.0%+38.4%0.002%
8/7/2025Fidelis Capital Partners LLC49,943$1.90M0.2%N/A0.060%
8/6/2025Bensler LLC227,616$8.37M0.9%+3.7%0.273%
8/6/2025 Commonwealth Equity Services LLC2,517,266$92.61M0.1%+77.3%3.019%
8/6/2025Three Cord True Wealth Management LLC523,209$19.25M14.4%+7.6%0.628%
8/5/2025Snider Financial Group123,818$4.56M1.3%N/A0.149%
8/5/2025MMA Asset Management LLC24,955$918K0.4%-8.7%0.030%
8/5/2025Smith Shellnut Wilson LLC ADV23,069$849K0.4%+22.9%0.028%
8/4/2025 Amplius Wealth Advisors LLC1,533,039$56.40M5.2%+1.4%1.839%
8/4/2025Atria Investments Inc190,216$7.00M0.1%+6.2%0.228%
8/4/2025 World Investment Advisors152,094$5.60M0.1%-0.8%0.182%
8/4/2025 Daymark Wealth Partners LLC720,517$26.51M1.0%+14.1%0.864%
8/1/2025PCA Investment Advisory Services Inc.17,464$643K0.3%+24.7%0.021%
8/1/2025Y Intercept Hong Kong Ltd22,849$841K0.0%N/A0.027%
8/1/2025Envestnet Asset Management Inc.65,696$2.42M0.0%+14.5%0.079%
7/31/2025Leavell Investment Management Inc.125,694$4.62M0.2%+39.5%0.151%
7/31/2025Mason & Associates Inc1,029,239$37.87M8.7%N/A1.234%
7/30/2025KPP Advisory Services LLC45,678$1.68M0.3%+196.1%0.055%
7/30/2025Prosperity Financial Group Inc.39,656$1.46M0.6%+32.3%0.048%
7/30/2025Bogart Wealth LLC196,458$7.23M0.3%+7.8%0.236%
7/29/2025Stratos Wealth Partners LTD.1,511,634$55.61M0.8%-1.2%1.813%
7/29/2025Stratos Wealth Advisors LLC8,856$326K0.0%N/A0.011%
7/29/2025 Private Trust Co. NA3,475$128K0.0%N/A0.004%
7/29/2025 Riverbend Wealth Management LLC14,803$545K0.4%+38.6%0.018%
7/29/2025Stratos Investment Management LLC1,978,098$72.77M3.3%+4.4%2.373%
7/29/2025 Mattson Financial Services LLC64,709$2.38M0.6%-5.5%0.078%
7/29/2025Empirical Asset Management LLC69,125$2.54M0.8%+1.4%0.083%
7/28/2025Tower Wealth Partners Inc.492,981$18.14M10.7%+4.0%0.591%
7/28/2025Harbour Investments Inc.8,201$302K0.0%+13.1%0.010%
7/25/2025Atria Wealth Solutions Inc.55,103$2.03M0.0%+62.1%0.066%
7/25/2025Retirement Planning Group LLC NY90,043$3.31M2.9%+41.3%0.108%
7/23/2025Morey & Quinn Wealth Partners LLC19,785$728K0.6%+26.9%0.024%
7/23/2025RiverTree Advisors LLC8,180$301K0.2%-5.9%0.010%
7/23/2025Drake & Associates LLC840,273$30.91M7.6%+4.4%1.014%
7/23/2025Heck Capital Advisors LLC461,922$16.99M1.5%N/A0.557%
7/22/2025 DAVENPORT & Co LLC131,024$4.82M0.0%+91.0%0.158%
7/22/2025USAdvisors Wealth Management LLC160,450$5.91M2.2%+5.1%0.194%
7/21/2025Ameritas Advisory Services LLC70,820$2.61M0.1%+102.0%0.085%
7/18/2025Truist Financial Corp8,231$303K0.0%+30.8%0.010%
7/17/2025Janney 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%
(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, 148 institutional investors and hedge funds held shares of Columbia Research Enhanced Core ETF. The most heavily invested institutionals were Jane Street Group LLC ($612.86M), Ameriprise Financial Inc. ($476.94M), LPL Financial LLC ($298.46M), Bank of America Corp DE ($162.80M), Raymond James Financial Inc. ($116.55M), Commonwealth Equity Services LLC ($110.90M), and Gradient Investments LLC ($86.28M).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 145 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: Jane Street Group LLC ($16.71M), Ameriprise Financial Inc. ($11.25M), LPL Financial LLC ($6.82M), Raymond James Financial Inc. ($3.17M), Commonwealth Equity Services LLC ($2.55M), Gradient Investments LLC ($2.14M), and Stratos Investment Management LLC ($1.98M).

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

Institutional investors have bought a total of 58,608,115 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

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

Of the 29 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: Bank of America Corp DE ($496.91K), Balance Wealth LLC ($263.19K), Spectrum Wealth Advisory Group LLC ($165.29K), Great Valley Advisor Group Inc. ($146.32K), Gladstone Institutional Advisory LLC ($100.53K), Northwestern Mutual Wealth Management Co. ($97.71K), and Ameriprise Financial Inc. ($82.64K).

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

Institutional investors have sold a total of 1,789,599 shares in the last 24 months. This volume of shares sold represents approximately $64.98M in transactions.



This page (NYSEARCA:RECS) was last updated on 10/26/2025 by MarketBeat.com Staff
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