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Columbia Research Enhanced Core ETF (RECS) Institutional Ownership

Columbia Research Enhanced Core ETF logo
$35.36 -0.62 (-1.72%)
As of 02/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$635.09M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$21.86M
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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
2/19/2025 ARQ Wealth Advisors LLC189,312$6.55M2.5%+5.2%1.094%
2/19/2025 Three Cord True Wealth Management LLC440,251$15.24M13.2%N/A2.545%
2/19/2025 Richmond Investment Services LLC32,302$1.12M0.6%N/A0.187%
2/19/2025 Retirement Planning Group LLC NY38,707$1.36M1.5%N/A0.224%
2/17/2025 Two Sigma Investments LP400,200$13.86M0.0%+52.9%2.313%
2/17/2025 Royal Bank of Canada505,319$17.49M0.0%+20.1%2.921%
2/17/2025 Cetera Investment Advisers165,775$5.74M0.0%+821.9%0.958%
2/17/2025 Citadel Advisors LLC17,557$608K0.0%N/A0.101%
2/17/2025 Bank of America Corp DE3,543,209$122.67M0.0%+15.9%20.481%
2/17/2025 Ameriprise Financial Inc.1,710,685$59.22M0.0%-4.6%9.888%
2/14/2025 Bison Wealth LLC6,849$237K0.1%N/A0.040%
2/14/2025 Comerica Bank1,506$52K0.0%+47.4%0.009%
2/14/2025 Susquehanna International Group LLP244,736$8.47M0.0%N/A1.415%
2/14/2025 Trajan Wealth LLC538,484$18.64M1.0%N/A3.113%
2/14/2025 MML Investors Services LLC191,958$6.65M0.0%+16.4%1.110%
2/13/2025 NewEdge Advisors LLC316,090$10.94M0.1%+3.7%1.827%
2/13/2025 Dagco Inc.43,283$1.50M0.5%N/A0.250%
2/13/2025 Mariner LLC86,041$2.98M0.0%-2.2%0.497%
2/13/2025 Advisory Services Network LLC8,691$301K0.0%-86.6%0.050%
2/13/2025 Envestnet Asset Management Inc.87,003$3.01M0.0%+29.9%0.503%
2/13/2025 Wells Fargo & Company MN6,666$231K0.0%N/A0.039%
2/12/2025 World Investment Advisors147,693$5.11M0.1%+28.6%0.854%
2/12/2025 OLD Mission Capital LLC19,011$658K0.0%+60.3%0.110%
2/12/2025 LM Advisors LLC22,678$785K0.1%+37.9%0.131%
2/12/2025 JPMorgan Chase & Co.40,739$1.41M0.0%+80.1%0.235%
2/12/2025 Graney & King LLC1,000$35K0.0%N/A0.006%
2/12/2025 Morey & Quinn Wealth Partners LLC14,359$497K0.4%N/A0.083%
2/11/2025 LPL Financial LLC8,093,718$280.21M0.1%+35.2%46.784%
2/10/2025 Commonwealth Equity Services LLC900,725$31.18M0.0%+55.2%5.207%
2/10/2025 IAG Wealth Partners LLC88,138$3.05M0.5%+55.6%0.509%
2/7/2025 Prosperity Financial Group Inc.18,489$640K0.3%+11.6%0.107%
2/7/2025 Riverbend Wealth Management LLC8,149$282K0.3%N/A0.047%
2/7/2025 Independent Advisor Alliance176,981$6.13M0.1%N/A1.023%
2/7/2025 Paragon 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%
2/7/2025 Axis Wealth Partners LLC28,784$996K0.8%N/A0.166%
2/6/2025 Raymond James Financial Inc.1,583,284$54.81M0.0%N/A9.152%
2/6/2025 Dana Investment Advisors Inc.10,945$379K0.0%N/A0.063%
2/6/2025 Atria Investments Inc184,511$6.39M0.1%N/A1.067%
2/6/2025 Steward Partners Investment Advisory LLC14,827$513K0.0%+681.6%0.086%
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2/6/2025 Jones Financial Companies Lllp91,271$3.16M0.0%+120.3%0.528%
2/5/2025 MMA Asset Management LLC28,732$995K0.4%N/A0.166%
2/5/2025 BlueStem Wealth Partners LLC1,196,929$41.44M5.4%N/A6.919%
2/5/2025 US Bancorp DE1,224$42K0.0%N/A0.007%
2/5/2025 Flynn Zito Capital Management LLC15,674$543K0.3%N/A0.091%
2/4/2025 Pine Valley Investments Ltd Liability Co10,383$359K0.0%+33.8%0.060%
2/4/2025 MONECO Advisors LLC7,742$268K0.0%N/A0.045%
2/3/2025 WealthCare Investment Partners LLC13,583$471K0.2%+8.2%0.079%
2/3/2025 Private Advisor Group LLC100,289$3.47M0.0%+11.1%0.580%
1/31/2025 Global Retirement Partners LLC2,670$92K0.0%N/A0.015%
1/31/2025 Atria Wealth Solutions Inc.23,050$798K0.0%+264.4%0.133%
1/31/2025 Sanctuary Advisors LLC25,046$896K0.0%+4.8%0.145%
1/31/2025 Spectrum Wealth Advisory Group LLC978,760$33.89M16.0%+20.2%5.658%
1/30/2025 Tcfg Wealth Management LLC6,184$214K0.1%N/A0.036%
1/30/2025 Principal Securities Inc.10,810$374K0.0%+71.1%0.062%
1/30/2025 Scarborough Advisors LLC422,447$14.63M2.1%N/A2.442%
1/30/2025 Bogart Wealth LLC171,048$5.92M0.3%+59.3%0.989%
1/29/2025 Gladstone Institutional Advisory LLC385,970$13.36M0.6%-17.0%2.231%
1/29/2025 Leavell Investment Management Inc.34,505$1.20M0.1%+174.1%0.199%
1/29/2025 Sovran Advisors LLC31,709$1.09M0.2%N/A0.183%
1/29/2025 Essex Financial Services Inc.134,852$4.67M0.3%+234.0%0.779%
1/29/2025 Comprehensive Financial Planning Inc. PA1,076$37K0.0%N/A0.006%
1/28/2025 Kestra Private Wealth Services LLC74,413$2.58M0.0%N/A0.430%
1/27/2025 Silver Oak Securities Incorporated82,611$2.87M0.3%N/A0.478%
1/27/2025 Stratos Investment Management LLC1,410,831$48.84M2.9%+47.2%8.155%
1/27/2025 Stratos Wealth Partners LTD.1,154,334$39.96M0.6%+1.9%6.672%
1/24/2025 DAVENPORT & Co LLC50,150$1.74M0.0%+245.5%0.290%
1/23/2025 USAdvisors Wealth Management LLC161,339$5.59M1.8%N/A0.933%
1/22/2025 Bensler LLC213,785$7.40M0.9%+1.4%1.236%
1/22/2025 Perigon Wealth Management LLC6,086$213K0.0%N/A0.035%
1/21/2025 Archford 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%
1/16/2025 RiverTree Advisors LLC46,242$1.60M1.1%N/A0.267%
1/15/2025 Ameritas Advisory Services LLC30,802$1.07M0.0%N/A0.178%
1/15/2025 RDA Financial Network98,957$3.43M1.0%N/A0.572%
1/15/2025 Empirical 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%
1/14/2025 PCA Investment Advisory Services Inc.10,133$351K0.2%N/A0.059%
1/13/2025 AdvisorNet Financial Inc5,259$182K0.0%N/A0.030%
12/26/2024 JPMorgan 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%
11/25/2024 World Investment Advisors LLC114,835$3.89M0.1%+204.0%0.664%
11/25/2024 Sanctuary Advisors LLC23,888$852K0.0%+228.2%0.138%
11/25/2024 Pine Valley Investments Ltd Liability Co7,758$263K0.0%N/A0.045%
11/22/2024Fulcrum Equity Management21,921$743K0.6%N/A0.127%
11/15/2024 MML Investors Services LLC164,897$5.59M0.0%+1,450.8%0.953%
11/15/2024 Jane Street Group LLC71,387$2.42M0.0%+330.7%0.413%
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11/15/2024 IHT Wealth Management LLC16,600$563K0.0%+11.4%0.096%
11/13/2024 Prosperity Financial Group Inc.16,570$562K0.3%N/A0.096%
11/12/2024 Kingsview Wealth Management LLC94,888$3.22M0.1%N/A0.548%
11/12/2024Great Valley Advisor Group Inc.10,015$340K0.0%+50.0%0.058%
11/9/2024 LPL Financial LLC5,984,602$202.94M0.1%+51.3%34.593%
11/7/2024 Spectrum Wealth Advisory Group LLC814,229$27.61M15.5%N/A4.707%
11/4/2024 Tyler Stone Wealth Management8,494$288K0.1%+107.3%0.049%
11/1/2024 Leavell Investment Management Inc.12,589$427K0.0%N/A0.073%
11/1/2024Aspire Wealth Management Corp31,281$1.06M0.6%+84.0%0.181%
11/1/2024 Bensler LLC210,830$7.15M0.9%+5.5%1.219%
(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, 104 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), Ameriprise Financial Inc. ($59.22M), Raymond James Financial Inc. ($54.81M), Stratos Investment Management LLC ($48.84M), Amplius Wealth Advisors LLC ($46.78M), and BlueStem Wealth Partners LLC ($41.44M).Learn more on RECS's institutional investors.

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

Of the 101 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 ($2.20M), Raymond James Financial Inc. ($1.58M), Stratos Investment Management LLC ($1.41M), BlueStem Wealth Partners LLC ($1.20M), Spectrum Wealth Advisory Group LLC ($978.76K), and Commonwealth Equity Services LLC ($706.86K).

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

Institutional investors have bought a total of 22,044,878 shares in the last 24 months. This purchase volume represents approximately $723.07M in transactions.

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

Of the 9 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 1,825,557 shares in the last 24 months. This volume of shares sold represents approximately $53.44M in transactions.



This page (NYSEARCA:RECS) was last updated on 2/22/2025 by MarketBeat.com Staff
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