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Columbia Research Enhanced Core ETF (RECS) Institutional Ownership

Columbia Research Enhanced Core ETF logo
$43.26 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$1.74B
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$132.45M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC136,806$5.33M0.2%+2.1%0.107%
5/19/2026 Paragon Private Wealth Management LLC66,813$2.60M0.8%+11.3%0.052%
5/19/2026 Bank of America Corp DE5,647,736$220.15M0.0%-6.5%4.405%
5/19/2026 Centaurus Financial Inc.470,217$18.33M0.9%+16.7%0.367%
5/18/2026 Royal Bank of Canada1,173,365$45.74M0.0%+43.0%0.915%
5/15/2026 Stadion Money Management LLC811,668$31.64M3.2%N/A0.633%
5/13/2026 Cetera 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%
5/6/2026 Aire Advisors LLC6,399$249K0.0%N/A0.005%
5/5/2026 Sigma 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%
5/2/2026 ARQ Wealth Advisors LLC337,045$13.14M2.4%+18.2%0.263%
5/1/2026 Sovran 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%
4/30/2026 Kestra Advisory Services LLC372,885$14.54M0.1%+12.3%0.290%
4/30/2026 IAG Wealth Partners LLC337,988$13.18M1.5%+8.0%0.263%
4/29/2026 Richmond Investment Services LLC68,635$2.68M0.4%+1.1%0.053%
4/28/2026 Bogart Wealth LLC2,286,664$89.13M3.4%+2.0%1.780%
4/27/2026 World Investment Advisors187,686$7.32M0.1%+12.8%0.147%
4/27/2026 USAdvisors Wealth Management LLC139,739$5.30M1.8%+1.1%0.110%
4/27/2026 Private 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%
4/25/2026 Axis Wealth Partners LLC36,466$1.42M0.8%-1.9%0.029%
4/25/2026 KPP Advisory Services LLC64,521$2.52M0.4%-4.3%0.051%
4/24/2026 Essex Financial Services Inc.422,201$16.46M0.9%+18.2%0.331%
4/24/2026 Barnes 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%
4/22/2026 Janney Montgomery Scott LLC125,153$4.88M0.0%+311.9%0.098%
4/21/2026 Retirement 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%
4/21/2026 Silver Oak Securities Incorporated83,705$3.26M0.2%+4.6%0.068%
4/20/2026 Kestra 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%
3/13/2026 World Investment Advisors166,365$6.79M0.1%+7.9%0.136%
2/23/2026 Drake & 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%
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2/18/2026 Raymond James Financial Inc.4,920,987$200.97M0.1%+21.5%4.011%
2/18/2026 NewEdge Advisors LLC13,639$557K0.0%+48.1%0.011%
2/17/2026 Scarborough Advisors LLC535,940$21.89M3.7%+1.6%0.437%
2/17/2026 Cetera Investment Advisers1,317,232$53.80M0.1%+13.0%1.074%
2/17/2026 Equitable Holdings Inc.35,368$1.44M0.0%+17.2%0.029%
2/17/2026 Osaic Holdings Inc.2,773,915$113.32M0.2%+202.1%2.261%
2/17/2026 Advisory Services Network LLC8,423$344K0.0%-86.1%0.007%
2/17/2026 Private Advisor Group LLC159,572$6.52M0.0%+19.8%0.130%
2/17/2026 Clark Capital Management Group Inc.7,670$313K0.0%N/A0.006%
2/17/2026 &PARTNERS23,220$948K0.0%+6.6%0.019%
2/17/2026 Royal Bank of Canada820,314$33.50M0.0%+36.6%0.669%
2/16/2026 MML Investors Services LLC587,439$23.99M0.1%+45.2%0.479%
2/16/2026 Mariner LLC79,212$3.24M0.0%-4.4%0.065%
2/16/2026 Arax Advisory Partners2,306$94K0.0%-13.8%0.002%
2/13/2026 Kestra Advisory Services LLC331,935$13.56M0.1%+6.9%0.271%
2/13/2026 Visionary Wealth Advisors8,044$329K0.0%N/A0.007%
2/13/2026 Stifel Financial Corp321,013$13.11M0.0%+8.0%0.262%
2/13/2026Safe Harbor Wealth Advisors LLC7,876$319K0.3%N/A0.006%
2/13/2026 Morgan Stanley5,215,842$213.02M0.0%+32.0%4.251%
2/13/2026 A4 Wealth Advisors LLC24,934$1.02M0.9%-26.1%0.020%
2/13/2026 Integrated Wealth Concepts LLC5,175$211K0.0%-18.6%0.004%
2/13/2026 Ausdal Financial Partners Inc.6,279$256K0.0%N/A0.005%
2/13/2026 Denver Wealth Management Inc.29,922$1.22M0.4%+4.4%0.024%
2/13/2026 Alchemi Wealth LLC109,047$4.45M2.4%N/A0.089%
2/13/2026 Wells Fargo & Company MN2,096,766$85.63M0.0%+12.9%1.709%
2/13/2026 Summit Financial LLC20,580$840K0.0%+11.2%0.017%
2/12/2026 Orion Porfolio Solutions LLC6,965$284K0.0%N/A0.006%
2/12/2026 Richmond 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%
2/12/2026 Commonwealth Equity Services LLC3,283,916$134.12M0.2%+19.5%2.676%
2/12/2026 Renaissance Technologies LLC28,200$1.15M0.0%-22.0%0.023%
2/12/2026 Mark Sheptoff Financial Planning LLC886$36K0.0%+130.1%0.001%
2/12/2026 Steward Partners Investment Advisory LLC117,457$4.80M0.0%+19.1%0.096%
2/12/2026 Principal Securities Inc.41,134$1.68M0.0%+50.8%0.034%
2/12/2026 Great Valley Advisor Group Inc.14,848$606K0.0%+8.4%0.012%
2/12/2026 Mattson Financial Services LLC60,439$2.47M0.6%-5.3%0.049%
2/11/2026 Janney Montgomery Scott LLC30,388$1.24M0.0%+54.8%0.025%
2/11/2026 Paragon Private Wealth Management LLC60,004$2.45M0.8%-2.7%0.049%
2/11/2026 LPL Financial LLC17,374,371$709.57M0.2%+26.6%14.160%
2/11/2026 JPMorgan Chase & Co.821,597$33.55M0.0%+13.1%0.670%
2/11/2026 Spectrum Wealth Advisory Group LLC816,228$33.34M12.3%-0.2%0.665%
2/10/2026 PCA Investment Advisory Services Inc.18,918$773K0.3%+8.3%0.015%
2/10/2026 Natixis Advisors LLC10,090$412K0.0%N/A0.008%
2/10/2026 IAG Wealth Partners LLC313,041$12.79M1.5%+2.6%0.255%
2/10/2026 Essex Financial Services Inc.357,115$14.59M0.8%+20.7%0.291%
2/10/2026 Northwestern Mutual Wealth Management Co.168,505$6.88M0.0%+33.3%0.137%
2/10/2026 Thoroughbred Financial Services LLC35,217$1.44M0.1%+10.8%0.029%
2/9/2026 Kingsview Wealth Management LLC4,950$202K0.0%N/A0.004%
2/9/2026 Fidelis Capital Partners LLC64,315$2.63M0.2%+26.0%0.052%
2/9/2026 Harbour Investments Inc.10,184$416K0.0%+7.2%0.008%
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2/9/2026 ARQ Wealth Advisors LLC285,063$11.64M3.1%+14.0%0.232%
2/6/2026 Empirical Asset Management LLC12,270$501K0.1%-62.5%0.010%
2/6/2026Global Retirement Partners LLC3,584$146K0.0%+21.6%0.003%
2/6/2026 Trajan Wealth LLC527,127$21.53M0.9%-1.8%0.430%
2/6/2026 BlueStem Wealth Partners LLC1,346,965$55.01M6.1%+88.3%1.098%
2/6/2026 PNC Financial Services Group Inc.758$31K0.0%N/A0.001%
2/6/2026 Larson Financial Group LLC1,900$78K0.0%-16.6%0.002%
2/6/2026 Envestnet Portfolio Solutions Inc.5,761$235K0.0%N/A0.005%
2/5/2026 Three Cord True Wealth Management LLC632,410$25.83M15.0%+17.9%0.515%
2/5/2026 Dana Investment Advisors Inc.35,872$1.47M0.0%+20.0%0.029%


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), Bogart Wealth LLC ($2.29M), and BlueStem Wealth Partners LLC ($2.21M).

Institutional investors have bought a total of 45,097,270 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

Of the 48 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 3,407,149 shares in the last 24 months. This volume of shares sold represents approximately $132.45M in transactions.


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This page (NYSEARCA:RECS) was last updated on 5/25/2026 by MarketBeat.com Staff.
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