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Disclosery

RECS COLUMBIA ETF TR I

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RESH ENHNC COR (fund)

108 managers (109 13F filers) reported a position in RECS shares at 2024-12-31, 32,825,328 shares in all. 35 filers opened a position and 5 filers sold out during the quarter.

Managers
108
13F filers
109
New
35
Added
48
Reduced
8
Sold out
5
Shares held by filers
32,825,328

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC8,093,718$280M0.11%+2,109,11613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,543,209$123M0.01%+485,03113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding2,565,165$88.8M+474,137Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,710,685$59.2M0.02%-82,64113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,692,873$58.6M<0.01%+517,73013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,583,285$54.8M0.02%13F-HR/ATimelineGroup
Amplius Wealth Advisors, LLC1,351,246$46.8M4.8%+134,21213F-HRTimeline
BlueStem Wealth Partners, LLC1,196,929$41.4M5.44%13F-HRTimeline
Spectrum Wealth Advisory Group, LLC978,760$33.9M15.97%+164,53113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC900,725$31.2M0.05%+320,32213F-HRTimeline
Drake & Associates, LLC788,604$28M7.96%new13F-HRTimeline
Trajan Wealth LLC538,484$18.6M1.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA505,319$17.5M<0.01%+84,66713F-HRTimelineGroup
Tower Wealth Partners, Inc.468,042$16.2M8.48%new13F-HRTimeline
Three Cord True Wealth Management, LLC440,251$15.2M13.19%13F-HRTimeline
Scarborough Advisors, LLC422,447$14.6M2.07%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP400,200$13.9M0.03%+138,50013F-HRTimelineGroup
Gladstone Institutional Advisory LLC385,970$13.4M0.62%-79,22913F-HRTimeline
CENTAURUS FINANCIAL, INC.357,131$12.4M0.75%new13F-HRTimeline
NewEdge Advisors, LLC316,090$10.9M0.07%+11,13513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…244,736$8.47M0.01%new13F-HRTimelineGroup
Bensler, LLC213,785$7.4M0.88%+2,95513F-HRTimeline
MML INVESTORS SERVICES, LLC191,958$6.65M0.02%+27,06113F-HRTimeline
ARQ WEALTH ADVISORS, LLC189,312$6.55M2.49%+9,35613F-HRTimeline
Atria Investments, Inc184,511$6.39M0.08%new13F-HRTimeline
Independent Advisor Alliance176,981$6.13M0.08%new13F-HRTimeline
Bogart Wealth, LLC171,048$5.92M0.28%+63,68913F-HRTimeline
Cetera Investment Advisers165,775$5.74M0.01%+147,79413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…163,026$5.64M0.13%+153,01113F-HRTimelineGroup
USAdvisors Wealth Management, LLC161,339$5.58M1.81%new13F-HRTimeline
World Investment Advisors147,693$5.11M0.14%+32,85813F-HRTimeline
Cambridge Investment Research Advisors,…147,620$5.11M0.02%+82,70513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.141,939$4.91M0.01%+41,96213F-HR/ATimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.134,852$4.67M0.33%+94,47613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…125,181$4.33M<0.01%+95,61113F-HRTimelineGroup
Fermata Advisors, LLC100,342$3.47M0.65%-69,52813F-HRTimeline
Private Advisor Group, LLC100,289$3.47M0.02%+10,02013F-HRTimeline
RDA Financial Network98,957$3.43M1%new13F-HRTimeline
Western Wealth Management, LLC97,539$3.38M0.22%+34,98713F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP91,271$3.16M<0.01%+49,84913F-HRTimelineGroup
IAG Wealth Partners, LLC88,138$3.05M0.54%+31,47613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,003$3.01M<0.01%+20,00813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC86,041$2.98M0.01%-1,97913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED82,611$2.87M0.27%new13F-HRTimeline
Archford Capital Strategies, LLC81,254$2.81M0.43%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC74,413$2.58M0.04%new13F-HRTimelineGroup
Empirical Asset Management, LLC66,541$2.3M0.77%-2,78613F-HRTimeline
DAVENPORT & Co LLC50,150$1.74M0.01%+35,63613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…46,908$1.62M<0.01%new13F-HR/ATimeline
RiverTree Advisors, LLC46,242$1.6M1.05%new13F-HRTimeline
DAGCO, INC.43,283$1.5M0.5%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,739$1.41M<0.01%+18,11413F-HRTimelineGroup
KWB Wealth41,061$1.39M0.17%new13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY38,707$1.35M1.49%13F-HRTimeline
Paragon Private Wealth Management, LLC37,448$1.3M0.6%+70413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.34,505$1.19M0.06%+21,91613F-HRTimeline
Richmond Investment Services, LLC32,302$1.12M0.63%13F-HRTimeline
Sovran Advisors, LLC31,709$1.09M0.16%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…30,802$1.07M0.04%new13F-HRTimelineGroup
Axis Wealth Partners, LLC28,784$996K0.84%13F-HRTimeline
MMA ASSET MANAGEMENT LLC28,732$995K0.43%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.27,171$941K0.03%+3,73413F-HRTimeline
Sanctuary Advisors, LLC25,046$896K0.01%+1,15813F-HRTimeline
Atria Wealth Solutions, Inc.23,050$798K0.01%+16,72513F-HRTimeline
LM Advisors LLC22,678$785K0.14%+6,23213F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,340$773K<0.01%new13F-HRTimelineGroup
Oxinas Partners, LLC22,200$769K0.45%new13F-HRTimeline
Fulcrum Equity Management20,638$714K0.71%-1,28313F-HRTimeline
OLD MISSION CAPITAL LLC19,011$658K0.02%+7,14913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…18,489$640K0.32%+1,91913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,557$608K<0.01%new13F-HRTimelineGroup
Pines Wealth Management, LLC16,935$582K0.25%13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC15,674$543K0.25%new13F-HRTimeline
Steward Partners Investment Advisory, L…14,827$513K<0.01%+12,93013F-HRTimeline
Morey & Quinn Wealth Partners, LLC14,359$497K0.42%13F-HRTimeline
WealthCare Investment Partners, LLC13,583$471K0.21%+1,02813F-HRTimeline
Dana Investment Advisors, Inc.10,945$379K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,810$374K0.01%+4,49213F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co10,383$359K0.02%+2,62513F-HRTimeline
PCA Investment Advisory Services Inc.10,133$351K0.16%new13F-HRTimeline
&PARTNERS9,847$345K<0.01%new13F-HRTimeline
Advisory Services Network, LLC8,691$301K0.01%-55,96813F-HRTimeline
Tyler-Stone Wealth Management8,564$296K0.05%+7013F-HRTimeline
Riverbend Wealth Management, LLC8,149$282K0.25%13F-HRTimeline
MONECO ADVISORS, LLC7,742$268K0.03%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,721$267K<0.01%+14813F-HRTimelineGroup
Bison Wealth, LLC6,849$237K0.05%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,666$231K<0.01%new13F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC6,214$215K0.1%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,184$214K0.11%new13F-HRTimelineGroup
Perigon Wealth Management, LLC6,086$213K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc5,259$182K0.02%new13F-HRTimeline
Global Retirement Partners, LLC2,670$92.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,134$73.9K<0.01%-24513F-HRTimeline
AMERIFLEX GROUP, INC.1,920$68.3K0.03%13F-HRTimeline
COMERICA BANK1,506$52.1K<0.01%+48413F-HR/ATimeline
Allworth Financial LP1,417$50.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,453$50.3K<0.01%+1,29113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,224$42.4K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…1,076$37.2K0.03%13F-HRTimeline
Graney & King, LLC1,000$34.6K0.03%13F-HRTimeline
FMR LLCin group FMR LLC801$27.7K<0.01%+26113F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.700$24.2K0.01%13F-HRTimeline
CoreCap Advisors, LLC408$14.1K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC357$12.4K0.01%+5713F-HRTimeline
CWM, LLCin group CWM, LLC196$7K<0.01%+213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$174<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.