Who Owns Columbia Research Enhanced Core ETF (RECS)?Hedge Fund & Institutional Holders

$39.19-0.28 (-0.71%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.09000523000212e+245T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$29.40$32.45$35.51$38.56$41.62Sep 24Jun 25Mar 26

RECS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+3.3M+$134.0M
Bogart Wealth, LLCNew Position+2.2M+$91.5M
Stratos Investment Management, LLCNew Position+2.1M+$84.7M
Amplius Wealth Advisors, LLCNew Position+1.6M+$66.3M
Scarborough Advisors, LLCNew Position+1.1M+$43.2M
Drake & Associates, LLCNew Position+1.0M+$41.1M
DAYMARK WEALTH PARTNERS, LLCNew Position+888K+$36.3M
Pine Valley Investments Ltd Liability CoNew Position+794K+$30.2M
Three Cord True Wealth Management, LLCNew Position+632K+$25.8M
JONES FINANCIAL COMPANIES LLLPNew Position+602K+$24.0M
Ameritas Advisory Services, LLCNew Position+440K+$18.0M
Heck Capital Advisors, LLCNew Position+433K+$17.7M
Gladstone Institutional Advisory LLCNew Position+422K+$17.0M
Retirement Management Systems Inc.New Position+412K+$16.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+342K+$14.2M

RECS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mason & Associates IncDecreased-8K-$42.1B
Spectrum Wealth Advisory Group, LLCDecreased-1K-$33.0B
Trajan Wealth LLCDecreased-10K-$21.6B
Atria Investments, IncDecreased-14K-$8.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-126K-$5.1B
Brown Financial AdvisorsDecreased-1K-$4.7B
Mariner, LLCDecreased-4K-$3.3B
Advisory Services Network, LLCDecreased-52K-$2.4B
JANE STREET GROUP, LLCClosed Position-51K-$2.0B
RENAISSANCE TECHNOLOGIES LLCDecreased-8K-$1.5B
Empirical Asset Management, LLCDecreased-20K-$1.3B
CITADEL ADVISORS LLCClosed Position-12K-$485.7M
D. E. Shaw & Co., Inc.Closed Position-7K-$298.6M
Fiduciary Alliance LLCDecreased-2K-$270.4M
Integrated Wealth Concepts LLCDecreased-1K-$256.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC17,374,371$709.0M0.19%Share
2AMERIPRISE FINANCIAL INC12,828,668$523.0M0.12%Share
3MORGAN STANLEY5,214,627$212.0M0.01%Share
4BANK OF AMERICA CORP /DE/4,637,960$189.0M0.01%Share
5RAYMOND JAMES FINANCIAL INC3,806,217$155.0M0.05%Share
6COMMONWEALTH EQUITY SERVICES, LLC3,283,916$134.0M0.18%Share
7OSAIC HOLDINGS, INC.2,504,624$102.0M0.15%Share
8Bogart Wealth, LLC2,241,186$91.5M3.67%Share
9Gradient Investments LLC2,201,985$89.9M1.43%Share
10Stratos Investment Management, LLC2,075,118$84.7M3.40%Share
11Stratos Wealth Partners, LTD.1,632,519$66.7M0.75%Share
12Amplius Wealth Advisors, LLC1,624,583$66.3M5.57%Share
13BANK OF AMERICA CORP /DE/1,400,472$57.0M0.00%Share
14WELLS FARGO & COMPANY/MN1,394,796$56.0M0.01%Share
15BlueStem Wealth Partners, LLC1,346,965$55.0M6.07%Share
16Cetera Investment Advisers1,317,232$53.0M0.06%Share
17RAYMOND JAMES FINANCIAL INC1,105,160$45.0M0.01%Share
18Mason & Associates Inc1,034,948$42.3M7.96%Share
19Drake & Associates, LLC1,006,402$41.1M8.19%Share
20DAYMARK WEALTH PARTNERS, LLC887,613$36.3M1.16%Share
21Spectrum Wealth Advisory Group, LLC816,228$33.3M12.25%Share
22ROYAL BANK OF CANADA820,314$33.0M0.01%Share
23JPMORGAN CHASE & CO820,135$33.0M0.00%Share
24WELLS FARGO & COMPANY/MN701,970$28.0M0.01%Share
25Three Cord True Wealth Management, LLC632,410$25.8M15.02%Share
26JONES FINANCIAL COMPANIES LLLP597,399$24.0M0.01%Share
27MML INVESTORS SERVICES, LLC587,439$23.0M0.06%Share
28Scarborough Advisors, LLC535,940$21.9M3.69%Share
29Scarborough Advisors, LLC527,571$21.3M3.76%Share
30UBS Group AG516,349$21.1M0.00%Share
31Trajan Wealth LLC527,127$21.0M0.88%Share
32Tower Wealth Partners, Inc.498,842$20.4M11.20%Share
33KWB Wealth490,145$20.0M1.90%Share
34Ameritas Advisory Services, LLC440,340$18.0M0.67%Share
35Heck Capital Advisors, LLC433,408$17.7M1.32%Share
36Gladstone Institutional Advisory LLC422,131$17.0M0.64%Share
37Retirement Management Systems Inc.411,589$16.8M4.30%Share
38CENTAURUS FINANCIAL, INC.403,028$16.0M0.73%Share
39KESTRA PRIVATE WEALTH SERVICES, LLC378,698$15.5M0.19%Share
40AMERIPRISE FINANCIAL INC383,686$15.0M0.00%Share
41WEALTH ENHANCEMENT ADVISORY SERVICES, LLC342,153$14.2M0.02%Share
42Essex Financial Services, Inc.357,115$14.0M0.80%Share
43STIFEL FINANCIAL CORP321,013$13.0M0.01%Share
44Kestra Advisory Services, LLC331,935$13.0M0.05%Share
45IAG Wealth Partners, LLC313,041$12.8M1.48%Share
46Archford Capital Strategies, LLC304,222$12.4M1.45%Share
47ARQ WEALTH ADVISORS, LLC285,063$11.6M3.14%Share
48Cambridge Investment Research Advisors, Inc.265,899$10.0M0.03%Share
49Bensler, LLC242,039$9.9M0.99%Share
50OSAIC HOLDINGS, INC.223,292$9.0M0.01%Share

RECS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025172$3.6B+86
Q3 202586$2.4T-38
Q2 2025124$2.7T+5
Q1 2025119$1.7T+27
Q4 202492$123.0T+42
Q3 202450$533.4T+13
Q2 202437$363.4T+13
Q1 202424$199.8T—

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As of Q4 2025, 50 institutional investors hold RECS (Columbia Research Enhanced Core ETF). The largest holder is LPL Financial LLC with $709.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own RECS?

As of Q4 2025, 50 institutional investors report holding RECS (Columbia Research Enhanced Core ETF) in their 13F filings.

Who is the largest institutional holder of RECS?

The largest institutional holder of RECS is LPL Financial LLC with $709.0M in shares.

Is institutional ownership of RECS increasing or decreasing?

This quarter, 15 institutions opened new positions in RECS and 3 closed their positions.