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Columbia Research Enhanced Core ETF (RECS) Institutional Ownership

Columbia Research Enhanced Core ETF logo
$37.21 -0.51 (-1.35%)
Closing price 08/1/2025 04:10 PM Eastern
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$37.20 -0.01 (-0.03%)
As of 08/1/2025 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)
128
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$16.37M
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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
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%
7/31/2025 Leavell Investment Management Inc.125,694$4.62M0.2%+39.5%0.151%
7/31/2025 Mason & Associates Inc1,029,239$37.87M8.7%N/A1.234%
7/30/2025 KPP Advisory Services LLC45,678$1.68M0.3%+196.1%0.055%
7/30/2025 Prosperity Financial Group Inc.39,656$1.46M0.6%+32.3%0.048%
7/30/2025 Bogart Wealth LLC196,458$7.23M0.3%+7.8%0.236%
7/29/2025 Stratos Wealth Partners LTD.1,511,634$55.61M0.8%-1.2%1.813%
7/29/2025 Stratos 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%
7/29/2025 Stratos 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%
7/29/2025 Empirical Asset Management LLC69,125$2.54M0.8%+1.4%0.083%
7/28/2025 Tower Wealth Partners Inc.492,981$18.14M10.7%+4.0%0.591%
7/28/2025 Harbour Investments Inc.8,201$302K0.0%+13.1%0.010%
7/25/2025 Atria Wealth Solutions Inc.55,103$2.03M0.0%+62.1%0.066%
7/25/2025 Retirement Planning Group LLC NY90,043$3.31M2.9%+41.3%0.108%
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%
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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%
5/22/2025 Mattson 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%
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%
5/9/2025 Atria 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%
5/8/2025 Harbour 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%
5/2/2025 Bogart Wealth LLC182,197$6.05M0.3%+6.5%0.255%
4/30/2025 Leavell Investment Management Inc.90,100$2.99M0.1%+161.1%0.126%
4/30/2025 Stratos Wealth Partners LTD.1,529,574$50.80M0.8%+32.5%2.142%
4/30/2025 Stratos 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%
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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%
4/23/2025 Riverbend 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%
4/22/2025 Cambridge Investment Research Advisors Inc.213,840$7.10M0.0%+44.9%0.299%
(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, 134 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 ($72.77M), and Stratos Wealth Partners LTD. ($55.61M).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 132 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 ($6.82M), Raymond James Financial Inc. ($2.75M), Gradient Investments LLC ($2.03M), Stratos Investment Management LLC ($1.98M), BlueStem Wealth Partners LLC ($1.58M), and Daymark Wealth Partners LLC ($1.26M).

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

Institutional investors have bought a total of 39,224,608 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

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

Of the 17 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 475,733 shares in the last 24 months. This volume of shares sold represents approximately $16.37M in transactions.



This page (NYSEARCA:RECS) was last updated on 8/2/2025 by MarketBeat.com Staff
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