Skip to content
Disclosery

RECS COLUMBIA ETF TR I

Follow

RESH ENHNC COR (fund)

171 managers (175 13F filers) reported a position in RECS shares at 2025-12-31, 87,973,594 shares in all. 24 filers opened a position and 11 filers sold out during the quarter.

Managers
171
13F filers
175
New
24
Added
104
Reduced
32
Sold out
11
Shares held by filers
87,973,594

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC17,374,371$710M0.19%+3,650,95613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,217,193$540M0.12%+14,18413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,040,425$247M0.02%+198,05113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,215,842$213M0.01%+1,265,92813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,920,987$201M0.06%+871,86513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding3,716,075$152M+147,272Timeline
COMMONWEALTH EQUITY SERVICES, LLC3,283,916$134M0.18%+535,49713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,773,915$113M0.17%+1,855,58213F-HRTimelineGroup
Bogart Wealth, LLC2,241,186$91.5M3.68%+16,82013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,201,985$89.9M1.43%+63,80513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,096,766$85.6M0.02%+240,31313F-HRTimelineGroup
Amplius Wealth Advisors, LLC1,624,583$66.3M5.57%+24,91513F-HRTimeline
BlueStem Wealth Partners, LLC1,346,965$55M6.07%+631,52313F-HRTimeline
Cetera Investment Advisers1,317,232$53.8M0.06%+151,66713F-HRTimeline
Mason & Associates Inc1,034,948$42.3M7.96%-8,27013F-HRTimeline
Drake & Associates, LLC1,006,402$41.1M8.19%+80,36613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC887,613$36.3M1.16%+125,67313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO821,597$33.6M<0.01%+94,86013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA820,314$33.5M0.01%+219,90713F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC816,228$33.3M12.25%-1,47713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding710,633$29M+78,891Timeline
Three Cord True Wealth Management, LLC632,410$25.8M15.02%+96,13513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP601,865$24.6M0.01%+237,77913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC587,439$24M0.06%+182,85613F-HRTimeline
Scarborough Advisors, LLC535,940$21.9M3.69%+8,36913F-HRTimeline
Trajan Wealth LLC527,127$21.5M0.9%-9,68713F-HRTimeline
UBS Group AGin group UBS Group AG516,349$21.1M<0.01%+12,03413F-HRTimelineGroup
Tower Wealth Partners, Inc.498,842$20.4M11.2%+3,44013F-HRTimeline
KWB Wealth490,145$20M1.9%+160,24913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…440,340$18M0.67%+149,82013F-HRTimelineGroup
Heck Capital Advisors, LLC433,408$17.7M1.32%-3,46113F-HRTimeline
Gladstone Institutional Advisory LLC422,131$17.2M0.65%-48,37713F-HRTimeline
Retirement Management Systems Inc.411,589$16.8M4.3%13F-HRTimeline
CENTAURUS FINANCIAL, INC.403,028$16.5M0.75%+4,97513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.357,115$14.6M0.83%+61,15113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…342,153$14.2M0.02%-55413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP321,013$13.1M0.01%+23,74713F-HRTimelineGroup
IAG Wealth Partners, LLC313,041$12.8M1.48%+7,95313F-HRTimeline
Archford Capital Strategies, LLC304,222$12.4M1.45%-39,65013F-HRTimeline
ARQ WEALTH ADVISORS, LLC285,063$11.6M3.14%+35,06513F-HRTimeline
Cambridge Investment Research Advisors,…265,899$10.9M0.03%+5,08413F-HRTimeline
Bensler, LLC242,039$9.88M0.99%+2,34913F-HRTimeline
Pine Valley Investments Ltd Liability Co216,780$8.85M0.44%+10,95313F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC199,365$8.14M3.74%+52,19213F-HRTimeline
Atria Investments, Inc195,324$7.98M0.09%-13,69613F-HRTimeline
Snider Financial Group184,821$7.55M2.01%+49,52313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.182,340$7.45M1.55%+42,08613F-HRTimeline
DAVENPORT & Co LLC176,698$7.22M0.04%+14,32913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP172,500$7.04M0.01%+141,00013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.170,830$6.98M0.29%+19,89513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…168,505$6.88M<0.01%+42,13313F-HR/ATimelineGroup
World Investment Advisors166,365$6.79M0.11%+12,18913F-HR/ATimeline
Private Advisor Group, LLC159,572$6.52M0.03%+26,33213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC141,862$5.79M<0.01%+59,39013F-HRTimelineGroup
USAdvisors Wealth Management, LLC138,162$5.64M1.86%-7,67613F-HRTimeline
Western Wealth Management, LLC133,938$5.47M0.25%+12,79613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY122,255$4.99M3.41%+17,96213F-HRTimeline
DAGCO, INC.117,747$4.81M1.11%+28,07413F-HRTimeline
Steward Partners Investment Advisory, L…117,457$4.8M0.03%+18,81813F-HRTimeline
Brown Financial Advisors115,698$4.73M1.73%-1,30513F-HRTimeline
Alchemi Wealth, LLC109,047$4.45M2.43%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…108,319$4.42M0.01%+82,54213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding108,053$4.41M+29,064Timeline
Sovran Advisors, LLC106,260$4.4M0.37%+5,57413F-HRTimeline
RDA Financial Network102,434$4.18M1.01%+10913F-HRTimeline
Fermata Advisors, LLC94,761$3.87M0.93%+86813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED79,988$3.29M0.22%-2,53613F-HRTimeline
Mariner, LLCin group Mariner, LLC79,212$3.24M<0.01%-3,60613F-HRTimelineGroup
Paladin Wealth, LLC76,558$3.13M2.13%+10,99713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC70,002$2.86M0.27%+4,24813F-HRTimeline
Richmond Investment Services, LLC67,885$2.77M0.48%+2,46913F-HRTimeline
KPP Advisory Services LLC67,450$2.75M0.4%+21,05713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC64,315$2.63M0.19%+13,25613F-HRTimeline
WealthCare Investment Partners, LLC60,498$2.48M0.72%+13,11213F-HRTimeline
Mattson Financial Services, LLC60,439$2.47M0.58%-3,36913F-HRTimeline
Paragon Private Wealth Management, LLC60,004$2.45M0.75%-1,67913F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV56,113$2.29M0.88%+23,29213F-HRTimeline
First Growth Capital LLC54,916$2.27M2.01%13F-HRTimeline
Inscription Capital, LLC50,147$2.05M0.21%+3,22213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…46,083$1.88M0.66%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…42,076$1.72M0.62%+15013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,134$1.68M0.03%+13,85313F-HRTimelineGroup
Pines Wealth Management, LLC40,377$1.65M0.53%+3,06113F-HRTimeline
B. Riley Wealth Advisors, Inc.38,805$1.58M0.07%+2,68913F-HRTimeline
Balance Wealth Partners LLC37,716$1.54M0.49%-1,11513F-HRTimeline
Axis Wealth Partners, LLC37,158$1.52M0.84%+67613F-HRTimeline
Dana Investment Advisors, Inc.35,872$1.47M0.04%+5,97313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,368$1.44M0.01%+5,19513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC35,217$1.44M0.09%+3,43813F-HRTimeline
Sanctuary Advisors, LLC30,969$1.26M0.01%+5,84413F-HRTimeline
Janney Montgomery Scott LLC30,388$1.24M<0.01%+10,75913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.29,922$1.22M0.43%+1,25213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,200$1.15M<0.01%-7,97113F-HRTimeline
HBW ADVISORY SERVICES LLC27,479$1.12M0.12%+2,08313F-HRTimeline
Tempus Wealth Planning, LLC27,400$1.12M0.26%new13F-HRTimeline
A4 Wealth Advisors LLC24,934$1.02M0.88%-8,82313F-HRTimeline
MMA ASSET MANAGEMENT LLC24,120$985K0.35%-21,02813F-HRTimeline
Y-Intercept (Hong Kong) Ltd24,073$983K0.02%+4,50313F-HRTimeline
Redhawk Wealth Advisors, Inc.23,753$970K0.11%new13F-HRTimeline
&PARTNERS23,220$948K<0.01%+1,43113F-HRTimeline
Riverbend Wealth Management, LLC22,978$938K0.59%+6,75613F-HRTimeline
Cornerstone Wealth Management, LLC22,900$935K0.05%+8,67713F-HRTimeline
Equity Wealth Partners, LLC22,263$909K0.59%+1,51813F-HRTimeline
Oxinas Partners, LLC22,200$907K0.44%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC22,042$900K0.65%+2,32813F-HRTimeline
Summit Financial, LLC20,580$840K0.01%+2,07213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,203$825K<0.01%+43313F-HRTimelineGroup
Palumbo Wealth Management LLC20,104$821K0.2%+24713F-HRTimeline
Cedrus Wealth Group LLC19,987$816K0.75%13F-HRTimeline
PCA Investment Advisory Services Inc.18,918$773K0.27%+1,45413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,848$606K0.01%+1,14513F-HRTimelineGroup
Lakeridge Wealth Management LLC14,513$593K0.27%new13F-HRTimeline
RiverTree Advisors, LLC14,123$577K0.37%-25213F-HRTimeline
FMR LLCin group FMR LLC13,906$568K<0.01%+11,85713F-HRTimelineGroup
NewEdge Advisors, LLC13,639$557K<0.01%+4,43013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,333$545K<0.01%+8,33213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,879$530K<0.01%-4,50613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,800$523K0.03%new13F-HRTimeline
Empirical Asset Management, LLC12,270$501K0.14%-20,45313F-HRTimeline
HARBOUR INVESTMENTS, INC.10,184$416K0.01%+68413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,090$412K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC8,423$344K<0.01%-52,10113F-HRTimeline
John W. Brooker & Co., CPAs8,364$342K0.61%+1,03313F-HRTimeline
Visionary Wealth Advisors8,044$329K0.01%new13F-HRTimeline
Safe Harbor Wealth Advisors, LLC7,876$319K0.31%13F-HRTimeline
Clark Capital Management Group, Inc.7,670$313K<0.01%new13F-HRTimeline
Comprehensive Financial Consultants Ins…7,667$313K0.09%new13F-HRTimeline
MONECO ADVISORS, LLC7,480$305K0.02%+1,82113F-HRTimeline
Keystone Financial Services, LLC7,402$302K0.21%+59313F-HRTimeline
Perigon Wealth Management, LLC7,318$299K0.01%+29513F-HRTimeline
Orion Porfolio Solutions, LLC6,965$284K<0.01%new13F-HRTimeline
Dean, Jacobson Financial Services, LLC6,563$268K0.17%+413F-HRTimeline
Ausdal Financial Partners, Inc.6,279$256K0.01%new13F-HRTimeline
Copley Financial Group, Inc.6,243$255K0.16%-10813F-HRTimeline
COMERICA BANK5,811$237K<0.01%+613F-HRTimeline
BostonPremier Wealth LLC5,544$226K0.12%new13F-HRTimeline
Graney & King, LLC5,493$224K0.13%+4613F-HRTimeline
Gotham Asset Management, LLC5,283$216K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC5,175$211K<0.01%-1,17913F-HRTimeline
Fiduciary Alliance LLC5,018$205K0.01%-1,68913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,002$204K<0.01%013F-HRTimelineGroup
Concentrum Wealth Management5,000$204K0.06%new13F-HRTimeline
Kingsview Wealth Management, LLC4,950$202K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC4,911$201K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,659$190K<0.01%+4,46313F-HRTimelineGroup
Global Retirement Partners, LLC3,584$146K<0.01%+63713F-HRTimeline
TRUST CO OF VERMONT2,582$105K<0.01%+1,09313F-HRTimeline
Arax Advisory Partners2,306$94.2K<0.01%-36913F-HRTimeline
MAI Capital Management2,176$88.9K<0.01%+1,23113F-HRTimeline
Larson Financial Group LLC1,900$77.6K<0.01%-37713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,452$59.3K<0.01%new13F-HRTimeline
Allworth Financial LP1,417$57.9K<0.01%013F-HRTimeline
LM Advisors LLC2,135$52.3K1%-48,56313F-HRTimeline
Eagle Bay Advisors LLC1,213$49.5K0.04%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,017$41.6K0.03%+1013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC886$36.2K0.02%+50113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\771$31.5K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…758$31K<0.01%new13F-HRTimelineGroup
Archer Investment Corp649$26.5K0.01%013F-HRTimeline
BAYBAN313$12.8K0.01%13F-HRTimeline
Richardson Capital Management LLC276$11.3K0.01%-32413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…208$8.51K<0.01%-913F-HR/ATimelineGroup
Farther Finance Advisors, LLC150$6.13K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC129$5.27K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA125$5.11K<0.01%-3,35013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC117$4.78K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC106$4.33K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…92$3.76K<0.01%-813F-HRTimelineGroup
FINANCIAL CONSULATE, INC79$3.23K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.30$1.24K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.5$205<0.01%013F-HRTimeline