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Columbia Research Enhanced Core ETF (RECS) Institutional Ownership

Columbia Research Enhanced Core ETF logo
$30.91 -0.82 (-2.58%)
As of 01:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$754.13M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$21.38M
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RECS Institutional Buying and Selling by Quarter

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Columbia Research Enhanced Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Daymark Wealth Partners LLC631,493$20.97M0.7%N/A0.967%
4/11/2025 Tower 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%
4/10/2025 Amplius Wealth Advisors LLC1,512,538$50.23M5.2%+11.9%2.317%
4/9/2025 Paladin Wealth LLC58,598$1.95M1.7%N/A0.090%
4/9/2025 Gradient Investments LLC2,008,135$66.69M1.3%N/A3.076%
4/9/2025 Fiduciary 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%
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$237K0.1%N/A0.040%
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%
2/13/2025Dagco Inc.43,283$1.50M0.5%N/A0.250%
2/13/2025Mariner LLC86,041$2.98M0.0%-2.2%0.497%
2/13/2025Advisory Services Network LLC8,691$301K0.0%-86.6%0.050%
2/13/2025Envestnet Asset Management Inc.87,003$3.01M0.0%+29.9%0.503%
2/13/2025Wells Fargo & Company MN6,666$231K0.0%N/A0.039%
2/12/2025World Investment Advisors147,693$5.11M0.1%+28.6%0.854%
2/12/2025OLD Mission Capital LLC19,011$658K0.0%+60.3%0.110%
2/12/2025LM Advisors LLC22,678$785K0.1%+37.9%0.131%
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2/12/2025JPMorgan Chase & Co.40,739$1.41M0.0%+80.1%0.235%
2/12/2025Graney & King LLC1,000$35K0.0%N/A0.006%
2/12/2025Morey & Quinn Wealth Partners LLC14,359$497K0.4%N/A0.083%
2/11/2025LPL Financial LLC8,093,718$280.21M0.1%+35.2%46.784%
2/10/2025Commonwealth Equity Services LLC900,725$31.18M0.0%+55.2%5.207%
2/10/2025IAG Wealth Partners LLC88,138$3.05M0.5%+55.6%0.509%
2/7/2025Prosperity Financial Group Inc.18,489$640K0.3%+11.6%0.107%
2/7/2025Riverbend Wealth Management LLC8,149$282K0.3%N/A0.047%
2/7/2025Independent Advisor Alliance176,981$6.13M0.1%N/A1.023%
2/7/2025Paragon Private Wealth Management LLC37,448$1.30M0.6%+1.9%0.216%
2/7/2025 Tower Wealth Partners Inc.468,042$16.20M8.5%N/A2.705%
2/7/2025Axis Wealth Partners LLC28,784$996K0.8%N/A0.166%
2/6/2025Raymond James Financial Inc.1,583,284$54.81M0.0%N/A9.152%
2/6/2025Dana Investment Advisors Inc.10,945$379K0.0%N/A0.063%
2/6/2025Atria Investments Inc184,511$6.39M0.1%N/A1.067%
2/6/2025Steward Partners Investment Advisory LLC14,827$513K0.0%+681.6%0.086%
2/6/2025Jones Financial Companies Lllp91,271$3.16M0.0%+120.3%0.528%
2/5/2025MMA Asset Management LLC28,732$995K0.4%N/A0.166%
2/5/2025BlueStem Wealth Partners LLC1,196,929$41.44M5.4%N/A6.919%
2/5/2025US Bancorp DE1,224$42K0.0%N/A0.007%
2/5/2025Flynn Zito Capital Management LLC15,674$543K0.3%N/A0.091%
2/4/2025Pine Valley Investments Ltd Liability Co10,383$359K0.0%+33.8%0.060%
2/4/2025MONECO Advisors LLC7,742$268K0.0%N/A0.045%
2/3/2025WealthCare Investment Partners LLC13,583$471K0.2%+8.2%0.079%
2/3/2025Private Advisor Group LLC100,289$3.47M0.0%+11.1%0.580%
1/31/2025Global Retirement Partners LLC2,670$92K0.0%N/A0.015%
1/31/2025Atria Wealth Solutions Inc.23,050$798K0.0%+264.4%0.133%
1/31/2025Sanctuary Advisors LLC25,046$896K0.0%+4.8%0.145%
1/31/2025Spectrum Wealth Advisory Group LLC978,760$33.89M16.0%+20.2%5.658%
1/30/2025Tcfg Wealth Management LLC6,184$214K0.1%N/A0.036%
1/30/2025Principal Securities Inc.10,810$374K0.0%+71.1%0.062%
1/30/2025Scarborough Advisors LLC422,447$14.63M2.1%N/A2.442%
1/30/2025Bogart Wealth LLC171,048$5.92M0.3%+59.3%0.989%
1/29/2025Gladstone Institutional Advisory LLC385,970$13.36M0.6%-17.0%2.231%
1/29/2025Leavell Investment Management Inc.34,505$1.20M0.1%+174.1%0.199%
1/29/2025Sovran Advisors LLC31,709$1.09M0.2%N/A0.183%
1/29/2025Essex Financial Services Inc.134,852$4.67M0.3%+234.0%0.779%
1/29/2025Comprehensive Financial Planning Inc. PA1,076$37K0.0%N/A0.006%
1/28/2025Kestra Private Wealth Services LLC74,413$2.58M0.0%N/A0.430%
1/27/2025Silver Oak Securities Incorporated82,611$2.87M0.3%N/A0.478%
1/27/2025Stratos Investment Management LLC1,410,831$48.84M2.9%+47.2%8.155%
1/27/2025Stratos Wealth Partners LTD.1,154,334$39.96M0.6%+1.9%6.672%
1/24/2025DAVENPORT & Co LLC50,150$1.74M0.0%+245.5%0.290%
1/23/2025USAdvisors Wealth Management LLC161,339$5.59M1.8%N/A0.933%
1/22/2025Bensler LLC213,785$7.40M0.9%+1.4%1.236%
1/22/2025Perigon Wealth Management LLC6,086$213K0.0%N/A0.035%
1/21/2025Archford Capital Strategies LLC81,254$2.81M0.4%N/A0.470%
1/17/2025 Oxinas Partners Wealth Management LLC22,200$769K0.5%N/A0.128%
1/16/2025 Amplius Wealth Advisors LLC1,351,246$46.78M4.8%+11.0%7.811%
1/16/2025RiverTree Advisors LLC46,242$1.60M1.1%N/A0.267%
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1/15/2025Ameritas Advisory Services LLC30,802$1.07M0.0%N/A0.178%
1/15/2025 RDA Financial Network98,957$3.43M1.0%N/A0.572%
1/15/2025Empirical Asset Management LLC66,541$2.30M0.1%-4.0%0.385%
1/15/2025 Fermata Advisors LLC100,342$3.47M0.6%-40.9%0.580%
1/14/2025 Pines Wealth Management LLC16,935$582K0.3%N/A0.098%
1/14/2025 KWB Wealth41,061$1.39M0.2%N/A0.237%
1/14/2025PCA Investment Advisory Services Inc.10,133$351K0.2%N/A0.059%
1/13/2025 AdvisorNet Financial Inc5,259$182K0.0%N/A0.030%
12/26/2024JPMorgan Chase & Co.22,625$767K0.0%-74.5%0.131%
12/13/2024B. Riley Wealth Advisors Inc.23,437$792K0.0%+7.9%0.135%
(Data available from 1/1/2016 forward)

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RECS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RECS shares?

During the previous two years, 111 institutional investors and hedge funds held shares of Columbia Research Enhanced Core ETF. The most heavily invested institutionals were LPL Financial LLC ($280.21M), Bank of America Corp DE ($122.67M), Gradient Investments LLC ($66.69M), Ameriprise Financial Inc. ($59.22M), Raymond James Financial Inc. ($54.81M), Amplius Wealth Advisors LLC ($50.23M), and Stratos Investment Management LLC ($48.84M).Learn more on RECS's institutional investors.

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

Of the 108 institutional investors that purchased Columbia Research Enhanced Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($6.23M), Amplius Wealth Advisors LLC ($2.36M), Gradient Investments LLC ($2.01M), Raymond James Financial Inc. ($1.58M), Stratos Investment Management LLC ($1.41M), BlueStem Wealth Partners LLC ($1.20M), and Spectrum Wealth Advisory Group LLC ($978.76K).

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

Institutional investors have bought a total of 25,546,773 shares in the last 24 months. This purchase volume represents approximately $840.78M in transactions.

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

Of the 10 institutional investors that sold Columbia Research Enhanced Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amplius Wealth Advisors LLC ($1.16M), Ameriprise Financial Inc. ($240.73K), Fermata Advisors LLC ($219.68K), Gladstone Institutional Advisory LLC ($79.23K), JPMorgan Chase & Co. ($66.06K), Advisory Services Network LLC ($55.97K), and Raymond James Financial Services Advisors Inc. ($3.29K).

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

Institutional investors have sold a total of 1,826,840 shares in the last 24 months. This volume of shares sold represents approximately $53.49M in transactions.



This page (NYSEARCA:RECS) was last updated on 4/16/2025 by MarketBeat.com Staff
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