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Columbia Research Enhanced Core ETF (RECS) Institutional Ownership

Columbia Research Enhanced Core ETF logo
$44.17 +0.26 (+0.59%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
158
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$132.20M
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Heck Capital Advisors LLC436,199$18.88M1.1%+1.5%0.327%
7/10/2026 Dagco Inc.180,123$7.80M1.4%+40.6%0.135%
7/10/2026 KWB Wealth635,710$27.51M2.4%+30.5%0.477%
7/10/2026 Community Financial Services Group LLC1,443$63K0.0%N/A0.001%
7/10/2026 Paladin Wealth LLC93,151$4.03M2.3%+9.8%0.070%
7/9/2026 Whitaker Myers Wealth Managers LTD.236,456$10.23M1.7%+12.4%0.177%
7/8/2026 Gradient Investments LLC2,411,318$104.36M1.4%+3.9%1.809%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.33,307$1.44M0.5%+4.4%0.025%
7/7/2026 Fermata Advisors LLC94,482$4.09M0.8%-1.4%0.071%
7/6/2026 RDA Financial Network108,521$4.70M1.0%+3.6%0.081%
6/8/2026Pine Valley Investments Ltd Liability Co243,577$9.50M0.4%+12.4%0.190%
5/19/2026Western Wealth Management LLC136,806$5.33M0.2%+2.1%0.107%
5/19/2026Paragon Private Wealth Management LLC66,813$2.60M0.8%+11.3%0.052%
5/19/2026Bank of America Corp DE5,647,736$220.15M0.0%-6.5%4.405%
5/19/2026Centaurus Financial Inc.470,217$18.33M0.9%+16.7%0.367%
5/18/2026Royal Bank of Canada1,173,365$45.74M0.0%+43.0%0.915%
5/15/2026Stadion Money Management LLC811,668$31.64M3.2%N/A0.633%
5/13/2026Cetera Investment Advisers1,432,489$55.84M0.1%+8.7%1.117%
5/7/2026 Scarborough Advisors LLC538,183$20.98M2.3%+0.4%0.420%
5/6/2026Aire Advisors LLC6,399$249K0.0%N/A0.005%
5/5/2026Sigma Planning Corp14,891$580K0.0%N/A0.012%
5/4/2026 HBW Advisory Services LLC22,660$883K0.1%-17.5%0.018%
5/4/2026 First Growth Capital LLC55,684$2.19M2.0%+1.4%0.043%
5/2/2026ARQ Wealth Advisors LLC337,045$13.14M2.4%+18.2%0.263%
5/1/2026Sovran Advisors LLC112,619$4.75M0.4%+6.0%0.088%
4/30/2026 Mason & Associates Inc1,033,768$39.23M7.6%-0.1%0.804%
4/30/2026Kestra Advisory Services LLC372,885$14.54M0.1%+12.3%0.290%
4/30/2026IAG Wealth Partners LLC337,988$13.18M1.5%+8.0%0.263%
4/29/2026Richmond Investment Services LLC68,635$2.68M0.4%+1.1%0.053%
4/28/2026Bogart Wealth LLC2,286,664$89.13M3.4%+2.0%1.780%
4/27/2026World Investment Advisors187,686$7.32M0.1%+12.8%0.147%
4/27/2026USAdvisors Wealth Management LLC139,739$5.30M1.8%+1.1%0.110%
4/27/2026Private Advisor Group LLC176,455$6.88M0.0%+10.6%0.138%
4/27/2026 Three Cord True Wealth Management LLC665,786$25.95M14.4%+5.3%0.522%
4/25/2026Axis Wealth Partners LLC36,466$1.42M0.8%-1.9%0.029%
4/25/2026KPP Advisory Services LLC64,521$2.52M0.4%-4.3%0.051%
4/24/2026Essex Financial Services Inc.422,201$16.46M0.9%+18.2%0.331%
4/24/2026Barnes Pettey Financial Advisors LLC5,273$206K0.1%N/A0.004%
4/23/2026 Apollon Financial LLC6,103$238K0.0%N/A0.005%
4/23/2026 Riverbend Wealth Management LLC23,725$925K0.5%+3.3%0.019%
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4/22/2026Janney Montgomery Scott LLC125,153$4.88M0.0%+311.9%0.098%
4/21/2026Retirement Planning Group LLC NY145,349$5.67M3.7%+18.9%0.118%
4/21/2026 Balance Wealth LLC9,346$364K0.1%-75.2%0.008%
4/21/2026 Dagco Inc.128,106$4.99M1.1%+8.8%0.104%
4/21/2026Silver Oak Securities Incorporated83,705$3.26M0.2%+4.6%0.068%
4/20/2026Kestra Private Wealth Services LLC417,569$16.28M0.2%+10.3%0.339%
4/16/2026 Paladin Wealth LLC84,839$3.31M2.3%+10.8%0.069%
4/15/2026 Nations Financial Group Inc. IA ADV14,799$577K0.0%+15.6%0.012%
3/13/2026World Investment Advisors166,365$6.79M0.1%+7.9%0.136%
2/23/2026Drake & Associates LLC1,006,402$41.10M8.2%+8.7%0.820%
2/19/2026 First Growth Capital LLC54,916$2.27M2.2%N/A0.045%
2/18/2026Raymond James Financial Inc.4,920,987$200.97M0.1%+21.5%4.011%
2/18/2026NewEdge Advisors LLC13,639$557K0.0%+48.1%0.011%
2/17/2026 Scarborough Advisors LLC535,940$21.89M3.7%+1.6%0.437%
2/17/2026Cetera Investment Advisers1,317,232$53.80M0.1%+13.0%1.074%
2/17/2026Equitable Holdings Inc.35,368$1.44M0.0%+17.2%0.029%
2/17/2026Osaic Holdings Inc.2,773,915$113.32M0.2%+202.1%2.261%
2/17/2026Advisory Services Network LLC8,423$344K0.0%-86.1%0.007%
2/17/2026Private Advisor Group LLC159,572$6.52M0.0%+19.8%0.130%
2/17/2026Clark Capital Management Group Inc.7,670$313K0.0%N/A0.006%
2/17/2026&PARTNERS23,220$948K0.0%+6.6%0.019%
2/17/2026Royal Bank of Canada820,314$33.50M0.0%+36.6%0.669%
2/16/2026MML Investors Services LLC587,439$23.99M0.1%+45.2%0.479%
2/16/2026Mariner LLC79,212$3.24M0.0%-4.4%0.065%
2/16/2026Arax Advisory Partners2,306$94K0.0%-13.8%0.002%
2/13/2026Kestra Advisory Services LLC331,935$13.56M0.1%+6.9%0.271%
2/13/2026Visionary Wealth Advisors8,044$329K0.0%N/A0.007%
2/13/2026Stifel Financial Corp321,013$13.11M0.0%+8.0%0.262%
2/13/2026Safe Harbor Wealth Advisors LLC7,876$319K0.3%N/A0.006%
2/13/2026Morgan Stanley5,215,842$213.02M0.0%+32.0%4.251%
2/13/2026A4 Wealth Advisors LLC24,934$1.02M0.9%-26.1%0.020%
2/13/2026Integrated Wealth Concepts LLC5,175$211K0.0%-18.6%0.004%
2/13/2026Ausdal Financial Partners Inc.6,279$256K0.0%N/A0.005%
2/13/2026Denver Wealth Management Inc.29,922$1.22M0.4%+4.4%0.024%
2/13/2026Alchemi Wealth LLC109,047$4.45M2.4%N/A0.089%
2/13/2026Wells Fargo & Company MN2,096,766$85.63M0.0%+12.9%1.709%
2/13/2026Summit Financial LLC20,580$840K0.0%+11.2%0.017%
2/12/2026Orion Porfolio Solutions LLC6,965$284K0.0%N/A0.006%
2/12/2026Richmond Investment Services LLC67,885$2.77M0.5%+3.8%0.055%
2/12/2026 Retirement Management Systems Inc.411,589$16.81M4.3%N/A0.335%
2/12/2026Commonwealth Equity Services LLC3,283,916$134.12M0.2%+19.5%2.676%
2/12/2026Renaissance Technologies LLC28,200$1.15M0.0%-22.0%0.023%
2/12/2026Mark Sheptoff Financial Planning LLC886$36K0.0%+130.1%0.001%
2/12/2026Steward Partners Investment Advisory LLC117,457$4.80M0.0%+19.1%0.096%
2/12/2026Principal Securities Inc.41,134$1.68M0.0%+50.8%0.034%
2/12/2026Great Valley Advisor Group Inc.14,848$606K0.0%+8.4%0.012%
2/12/2026Mattson Financial Services LLC60,439$2.47M0.6%-5.3%0.049%
2/11/2026Janney Montgomery Scott LLC30,388$1.24M0.0%+54.8%0.025%
2/11/2026Paragon Private Wealth Management LLC60,004$2.45M0.8%-2.7%0.049%
2/11/2026LPL Financial LLC17,374,371$709.57M0.2%+26.6%14.160%
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2/11/2026JPMorgan Chase & Co.821,597$33.55M0.0%+13.1%0.670%
2/11/2026Spectrum Wealth Advisory Group LLC816,228$33.34M12.3%-0.2%0.665%
2/10/2026PCA Investment Advisory Services Inc.18,918$773K0.3%+8.3%0.015%
2/10/2026Natixis Advisors LLC10,090$412K0.0%N/A0.008%
2/10/2026IAG Wealth Partners LLC313,041$12.79M1.5%+2.6%0.255%
2/10/2026Essex Financial Services Inc.357,115$14.59M0.8%+20.7%0.291%
2/10/2026Northwestern Mutual Wealth Management Co.168,505$6.88M0.0%+33.3%0.137%
2/10/2026Thoroughbred Financial Services LLC35,217$1.44M0.1%+10.8%0.029%
2/9/2026Kingsview Wealth Management LLC4,950$202K0.0%N/A0.004%
2/9/2026Fidelis Capital Partners LLC64,315$2.63M0.2%+26.0%0.052%


RECS Institutional Ownership - Frequently Asked Questions

During the previous two years, 193 institutional investors and hedge funds held shares of Columbia Research Enhanced Core ETF. The most heavily invested institutionals were LPL Financial LLC ($709.57M), Jane Street Group LLC ($612.86M), Ameriprise Financial Inc. ($532.76M), Bank of America Corp DE ($220.15M), Morgan Stanley ($213.02M), Raymond James Financial Inc. ($200.97M), and Commonwealth Equity Services LLC ($134.12M).Learn more on Columbia Research Enhanced Core ETF's institutional investors.

Of the 188 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. ($11.49M), LPL Financial LLC ($9.91M), Raymond James Financial Inc. ($4.92M), Commonwealth Equity Services LLC ($2.88M), Gradient Investments LLC ($2.29M), and Bogart Wealth LLC ($2.29M).

Institutional investors have bought a total of 44,321,143 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

Of the 47 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 ($889.60K), Two Sigma Investments LP ($572.10K), NewEdge Advisors LLC ($351.17K), BlueStem Wealth Partners LLC ($347.50K), Balance Wealth LLC ($292.67K), Spectrum Wealth Advisory Group LLC ($166.77K), and Great Valley Advisor Group Inc. ($146.32K).

Institutional investors have sold a total of 3,400,069 shares in the last 24 months. This volume of shares sold represents approximately $132.20M in transactions.



This page (NYSEARCA:RECS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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