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Disclosery

RECS COLUMBIA ETF TR I

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RESH ENHNC COR (fund)

122 managers (124 13F filers) reported a position in RECS shares at 2025-03-31, 54,682,802 shares in all. 24 filers opened a position and 8 filers sold out during the quarter.

Managers
122
13F filers
124
New
24
Added
76
Reduced
15
Sold out
8
Shares held by filers
54,682,802

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,595,780$352M0.1%+8,885,09513F-HRTimelineGroup
LPL Financial LLC8,987,115$298M0.12%+893,39713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,922,109$163M0.01%+1,378,90013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding3,424,559$114M+859,394Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,748,138$91.3M0.03%+1,164,85313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,397,896$79.6M0.01%+705,02313F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC2,008,135$66.7M1.35%new13F-HRTimelineGroup
BlueStem Wealth Partners, LLC1,579,857$52.5M7.15%+382,92813F-HRTimeline
Amplius Wealth Advisors, LLC1,512,538$50.2M5.22%+161,29213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,420,093$47.2M0.07%+519,36813F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,003,213$33.3M15.99%+24,45313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN908,411$30.2M0.01%+901,74513F-HRTimelineGroup
Drake & Associates, LLC805,125$26.7M7.51%+16,52113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC631,493$21M0.9%new13F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO630,276$20.9M<0.01%+589,53713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA573,398$19M<0.01%+68,07913F-HR/ATimelineGroup
Trajan Wealth LLC554,950$18.4M1.01%+16,46613F-HRTimeline
Three Cord True Wealth Management, LLC486,050$16.1M13.84%+45,79913F-HRTimeline
Tower Wealth Partners, Inc.474,119$15.7M8.42%+6,07713F-HRTimeline
Scarborough Advisors, LLC435,750$14.5M2.06%+13,30313F-HRTimeline
Gladstone Institutional Advisory LLC400,469$13.3M0.62%+14,49913F-HRTimeline
CENTAURUS FINANCIAL, INC.376,013$12.5M0.76%+18,88213F-HRTimeline
NewEdge Advisors, LLC360,376$12M0.07%+44,28613F-HRTimeline
MML INVESTORS SERVICES, LLC351,675$11.7M0.04%+159,71713F-HRTimeline
Cetera Investment Advisers339,577$11.3M0.02%+173,80213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.305,895$10.2M0.02%+163,95613F-HRTimelineGroup
Balance Wealth Partners LLC302,019$10M6.52%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding285,923$9.5M+211,510Timeline
Archford Capital Strategies, LLC262,723$8.73M1.28%+181,46913F-HRTimeline
Bensler, LLC219,558$7.29M0.91%+5,77313F-HRTimeline
ARQ WEALTH ADVISORS, LLC214,206$7.11M2.64%+24,89413F-HRTimeline
Cambridge Investment Research Advisors,…213,840$7.1M0.02%+66,22013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…207,953$6.91M0.01%+82,77213F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co182,839$6.07M0.39%+172,45613F-HRTimeline
Bogart Wealth, LLC182,197$6.05M0.29%+11,14913F-HRTimeline
Atria Investments, Inc179,187$5.95M0.08%-5,32413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.174,080$5.78M0.42%+39,22813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP162,882$5.38M<0.01%+71,61113F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…160,626$5.33M0.11%-2,40013F-HRTimelineGroup
KWB Wealth149,661$5.18M0.63%+108,60013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC155,454$5.16M2.37%+139,78013F-HRTimeline
World Investment Advisors153,364$5.09M0.13%+5,67113F-HRTimeline
USAdvisors Wealth Management, LLC152,626$5.07M1.77%-8,71313F-HRTimeline
UBS Group AGin group UBS Group AG141,151$4.69M<0.01%+139,69813F-HRTimelineGroup
IAG Wealth Partners, LLC121,949$4.05M0.63%+33,81113F-HRTimeline
Brown Financial Advisors118,174$3.92M1.62%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…114,187$3.79M0.01%-130,54913F-HRTimelineGroup
Private Advisor Group, LLC108,978$3.62M0.02%+8,68913F-HRTimeline
Western Wealth Management, LLC106,944$3.55M0.24%+9,40513F-HRTimeline
Fermata Advisors, LLC102,251$3.4M0.61%+1,90913F-HRTimeline
RDA Financial Network99,181$3.29M0.98%+22413F-HRTimeline
Mariner, LLCin group Mariner, LLC96,358$3.2M0.01%+10,31713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP93,600$3.11M0.01%-306,60013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.90,100$2.99M0.15%+55,59513F-HRTimeline
CW Advisors, LLC90,009$2.99M0.04%new13F-HRTimeline
Advisor Resource Council82,875$2.75M0.22%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.80,795$2.68M0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…79,175$2.63M0.02%+64,34813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED78,396$2.59M0.24%-4,21513F-HR/ATimeline
SPIREPOINT PRIVATE CLIENT, LLC70,977$2.36M0.31%new13F-HRTimeline
DAVENPORT & Co LLC68,615$2.28M0.01%+18,46513F-HRTimeline
Mattson Financial Services, LLC68,451$2.27M0.68%new13F-HRTimeline
Empirical Asset Management, LLC68,189$2.26M0.77%+1,64813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,833$2.15M<0.01%+17,92513F-HRTimeline
Sovran Advisors, LLC69,285$2.15M0.28%+37,57613F-HRTimeline
DAGCO, INC.64,357$2.14M0.69%+21,07413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY63,732$2.12M2.15%+25,02513F-HRTimeline
Advisory Services Network, LLC58,726$1.95M0.04%+50,03513F-HRTimeline
Paladin Wealth, LLC58,598$1.95M1.75%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,379$1.91M<0.01%-29,62413F-HRTimelineGroup
Paragon Private Wealth Management, LLC51,178$1.7M0.79%+13,73013F-HRTimeline
LM Advisors LLC39,555$1.31M0.24%+16,87713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…35,053$1.21M0.05%+4,25113F-HRTimelineGroup
Atria Wealth Solutions, Inc.33,992$1.13M0.01%+10,94213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,719$1.12M<0.01%new13F-HR/ATimelineGroup
Richmond Investment Services, LLC33,586$1.12M0.61%+1,28413F-HRTimeline
B. Riley Wealth Advisors, Inc.30,161$1M0.03%+2,99013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…29,966$995K0.5%+11,47713F-HRTimelineGroup
Axis Wealth Partners, LLC29,224$971K0.72%+44013F-HRTimeline
Pines Wealth Management, LLC32,149$945K0.44%+15,21413F-HRTimeline
MMA ASSET MANAGEMENT LLC27,343$908K0.38%-1,38913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,288$873K0.05%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.24,926$828K0.38%new13F-HRTimeline
Sanctuary Advisors, LLC23,273$773K0.01%-1,77313F-HRTimeline
Oxinas Partners, LLC22,200$737K0.44%013F-HRTimeline
WealthCare Investment Partners, LLC20,595$626K0.27%+7,01213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV18,764$623K0.29%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,018$598K<0.01%new13F-HRTimelineGroup
&PARTNERS18,127$598K0.01%+8,28013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC17,244$573K0.33%+11,03013F-HRTimeline
Morey & Quinn Wealth Partners, LLC15,585$518K0.43%+1,22613F-HRTimeline
KPP Advisory Services LLC15,426$512K0.1%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,701$488K<0.01%-2,85613F-HRTimelineGroup
PCA Investment Advisory Services Inc.14,004$465K0.25%+3,87113F-HRTimeline
Cornerstone Wealth Management, LLC13,096$435K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC12,402$412K<0.01%new13F-HRTimeline
Dana Investment Advisors, Inc.11,587$385K0.01%+64213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,810$374K0.01%013F-HRTimelineGroup
Riverbend Wealth Management, LLC10,680$355K0.32%+2,53113F-HRTimeline
Tyler-Stone Wealth Management10,164$338K0.06%+1,60013F-HRTimeline
RiverTree Advisors, LLC8,695$289K0.19%-37,54713F-HRTimeline
Fiduciary Alliance LLC7,760$258K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,250$241K0.01%+5,11613F-HRTimeline
Copley Financial Group, Inc.7,038$234K0.18%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,700$223K<0.01%new13F-HRTimelineGroup
COMERICA BANK6,434$214K<0.01%+4,92813F-HRTimeline
MONECO ADVISORS, LLC6,315$210K0.02%-1,42713F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,292$209K<0.01%-1,42913F-HRTimelineGroup
Perigon Wealth Management, LLC6,261$208K0.01%+17513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,022$134K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC3,790$126K0.01%new13F-HRTimeline
Arax Advisory Partners3,113$103K0.01%new13F-HRTimeline
Allworth Financial LP1,417$45.8K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,075$35.7K0.03%-113F-HRTimeline
FMR LLCin group FMR LLC1,019$33.8K<0.01%+21813F-HRTimelineGroup
Graney & King, LLC1,000$33.2K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.700$23.2K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC385$12.8K0.01%+2813F-HRTimeline
CWM, LLCin group CWM, LLC196$7K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC106$3.52K<0.01%-30213F-HRTimeline
DHJJ Financial Advisors, Ltd.5$167<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.