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Who owns RECSWhat RECS owns — n/a

Who owns Columbia Research Enhanced Core ETF?

Institutional ownership of RECS from SEC Form 13F filings across 118 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

118

13F holders

$3.68B

value, 2026 filers

64.2%

of shares outstanding (86.1M sh)

17

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of RECS's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC21.7M$939.1M0.2%16.2%+8.1%
2AMERIPRISE FINANCIAL INC14.9M$643.1M0.1%11.1%-1.4%
3MORGAN STANLEY7.1M$305.3M0.0%5.3%+13.7%
4RAYMOND JAMES FINANCIAL INC5.9M$254.4M0.1%4.4%+3.7%
5BANK OF AMERICA CORP /DE/5.2M$227.1M0.0%3.9%-7.1%
6COMMONWEALTH EQUITY SERVICES, LLC3.6M$156.2M0.2%2.7%+10.8%
7OSAIC HOLDINGS, INC.3.3M$141.9M0.2%2.4%+8.0%
8WELLS FARGO & COMPANY/MN2.9M$124.6M0.0%2.1%+16.6%
9Bogart Wealth, LLC2.3M$101.2M3.5%1.7%+2.3%
10Ameritas Advisory Services, LLC1.7M$72.8M1.5%1.3%+139.8%
11Stratos Wealth Partners, LTD.1.7M$72.0M0.7%1.2%+6.2%
12Cetera Investment Advisers1.5M$64.0M0.1%1.1%+3.2%
13DAYMARK WEALTH PARTNERS, LLC1.1M$49.0M1.2%0.8%+16.5%
14ROYAL BANK OF CANADA1.1M$48.4M0.0%0.8%-4.7%
15JPMORGAN CHASE & CO1.1M$45.2M0.0%0.8%+17.4%
16JONES FINANCIAL COMPANIES LLLP1.0M$42.8M0.0%0.7%+14.5%
17UBS Group AG864,328$37.4M0.0%0.6%+1.8%
18Spectrum Wealth Advisory Group, LLC856,938$37.1M10.6%0.6%+3.4%
19Cambridge Investment Research Advisors, Inc.680,944$29,4720.1%0.5%+122.2%
20MML INVESTORS SERVICES, LLC595,285$25.8M0.1%0.4%+24.6%
21Gladstone Institutional Advisory LLC532,297$23.0M0.7%0.4%+16.8%
22Heck Capital Advisors, LLC436,199$18.9M1.1%0.3%+1.5%
23KESTRA PRIVATE WEALTH SERVICES, LLC432,449$18.7M0.2%0.3%+3.6%
24Essex Financial Services, Inc.391,776$17.0M0.8%0.3%-7.2%
25Kestra Advisory Services, LLC380,347$16.5M0.1%0.3%+2.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.