COLUMBIA RESEAR ENH COR ETF RECS
$43.49
+0.1% 52w: $35.05 – $43.95
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data35.0539.5043.95
Jun 20, 2025 Jul 2, 2026
Institutional holders
175
+1 QoQ
13F value
$3.80B
+5.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RECS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 20.1M | $782.2M | 0.2% | +15.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 15.1M | $587.4M | 0.1% | +14.0% |
| MORGAN STANLEY | Bank broker | 6.2M | $241.9M | 0.0% | +19.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.7M | $220.9M | 0.1% | +15.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.6M | $220.1M | 0.0% | -6.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.3M | $127.0M | 0.2% | -0.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.0M | $118.4M | 0.2% | +9.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.5M | $96.2M | 0.0% | +17.7% |
| Gradient Investments LLC | Wealth advisor | 2.3M | $90.4M | 1.4% | +5.4% |
| Bogart Wealth, LLC | Wealth advisor | 2.3M | $89.1M | 3.4% | +2.0% |
| Stratos Investment Management, LLC | Wealth advisor | 2.1M | $81.9M | 3.3% | +1.3% |
| Amplius Wealth Advisors, LLC | Wealth advisor | 1.7M | $64.8M | 5.4% | +2.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 1.6M | $61.1M | 0.7% | -4.0% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $55.8M | 0.1% | +8.7% |
| ROYAL BANK OF CANADA | Bank broker | 1.2M | $45.7M | 0.0% | +43.0% |
| Drake & Associates, LLC | Wealth advisor | 1.2M | $45.2M | 8.6% | +15.3% |
| Mason & Associates Inc | Wealth advisor | 1.0M | $39.2M | 7.6% | -0.1% |
| DAYMARK WEALTH PARTNERS, LLC | Other | 972.3K | $37.9M | 1.2% | +9.5% |
| JPMORGAN CHASE & CO | Bank broker | 895.6K | $34.0M | 0.0% | +9.0% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 862.3K | $33.6M | 3.7% | -36.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 874.0K | $33.2M | 0.0% | +45.2% |
| UBS Group AG | Bank broker | 848.9K | $33.1M | 0.0% | +64.4% |
| Spectrum Wealth Advisory Group, LLC | Wealth advisor | 829.1K | $32.3M | 12.0% | +1.6% |
| Stadion Money Management, LLC | Wealth advisor | 811.7K | $31.6M | 3.2% | New |
| Ameritas Advisory Services, LLC | Wealth advisor | 701.2K | $27.3M | 1.1% | +59.3% |
| Three Cord True Wealth Management, LLC | Wealth advisor | 665.8K | $26.0M | 14.4% | +5.3% |
| Scarborough Advisors, LLC | Wealth advisor | 538.2K | $21.0M | 2.3% | +0.4% |
| Trajan Wealth LLC | Other | 530.9K | $20.7M | 0.8% | +0.7% |
| KWB Wealth | Wealth advisor | 487.0K | $19.9M | 2.0% | -0.6% |
| Tower Wealth Partners, Inc. | Wealth advisor | 506.1K | $19.7M | 10.9% | +1.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 477.8K | $18.6M | 0.1% | -18.7% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 470.2K | $18.3M | 0.9% | +16.7% |
| Retirement Management Systems Inc. | Wealth advisor | 460.8K | $18.0M | 4.3% | +12.0% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 455.6K | $17.8M | 0.7% | +7.9% |
| Heck Capital Advisors, LLC | Wealth advisor | 429.9K | $16.8M | 1.2% | -0.8% |
| Essex Financial Services, Inc. | Wealth advisor | 422.2K | $16.5M | 0.9% | +18.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 417.6K | $16.3M | 0.2% | +10.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 372.9K | $14.5M | 0.1% | +12.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 347.2K | $13.5M | 0.0% | +8.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 344.7K | $13.5M | 0.0% | +0.8% |
| IAG Wealth Partners, LLC | Wealth advisor | 338.0K | $13.2M | 1.5% | +8.0% |
| ARQ WEALTH ADVISORS, LLC | Wealth advisor | 337.0K | $13.1M | 2.4% | +18.2% |
| Independent Advisor Alliance | Wealth advisor | 327.5K | $12.8M | 0.1% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 306.5K | $11.9M | 0.0% | +15.3% |
| Bensler, LLC | Other | 245.3K | $9.6M | 1.0% | +1.4% |
| Pine Valley Investments Ltd Liability Co | Other | 243.6K | $9.5M | 0.5% | +12.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 243.2K | $9.5M | 0.0% | +44.3% |
| Whitaker-Myers Wealth Managers, LTD. | Wealth advisor | 210.5K | $8.2M | 1.6% | +15.4% |
| Snider Financial Group | Wealth advisor | 207.7K | $8.1M | 2.4% | +12.4% |
| Atria Investments, Inc | Wealth advisor | 192.4K | $7.5M | 0.1% | -1.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.