RECS institutional holders

Columbia Research Enhanced Core ETF · 190 reporting institutions · $4.4B reported value

Funds that can replace RECS · RECS return decomposition

Institutional holdings

Institutions reporting RECS, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$939.1M23,4582026-06-30
Ameriprise Financial Inc$643.1M02026-06-30
Morgan Stanley$305.3M23,1852026-06-30
Raymond James Financial Inc$254.4M02026-06-30
Bank of America Corp /de$227.1M02026-06-30
Commonwealth Equity Services, LLC$156.2M2,8632026-06-30
Osaic Holdings, Inc.$141.9M02026-06-30
Wells Fargo & Company/mn$124.6M02026-06-30
Gradient Investments, LLC$104.4M312026-06-30
Bogart Wealth, LLC$101.2M242026-06-30
Stratos Investment Management, LLC$92.6M72026-06-30
Ameritas Advisory Services, LLC$72.8M5502026-06-30
Amplius Wealth Advisors$72.5M112026-06-30
Stratos Wealth Partners, Ltd.$72M3862026-06-30
Cetera Investment Advisers$64M10,3702026-06-30
Drake & Associates, LLC$54.2M172026-06-30
Scarborough Advisors, LLC$52M152026-06-30
Daymark Wealth Partners, LLC$49M372026-06-30
Royal Bank of Canada$48.4M02026-06-30
Jpmorgan Chase & Co$45.2M02026-06-30
Mason & Associates Inc$43.6M82026-06-30
Jones Financial Companies LLLP$42.8M02026-06-30
UBS Group AG$37.4M02026-06-30
Spectrum Wealth Advisory Group, LLC$37.1M32026-06-30
Stadion Money Management, LLC$34.2M132026-06-30
Bluestem Wealth Partners, LLC$33.1M172026-06-30
Three Cord True Wealth Management, LLC$30.6M62026-06-30
Kwb Wealth$27.5M102026-06-30
MML Investors Services, LLC$25.8M5,1202026-06-30
Trajan Wealth LLC$23.1M522026-06-30
Gladstone Institutional Advisory LLC$23M1082026-06-30
Tower Wealth Partners$22.1M42026-06-30
Retirement Management Systems$21.3M52026-06-30
Arq Wealth Advisors, LLC$20.8M152026-06-30
Heck Capital Advisors, LLC$18.9M242026-06-30
Kestra Private Wealth Services, LLC$18.7M2062026-06-30
Essex Financial Services, Inc.$17M332026-06-30
Kestra Advisory Services, LLC$16.5M1,4792026-06-30
Stifel Financial Corp$15.3M02026-06-30
Iag Wealth Partners, LLC$15M172026-06-30
Northwestern Mutual Wealth Management Co$11.8M02026-06-30
Pine Valley Investments Ltd Liability Co$11.2M332026-06-30
Bensler, LLC$10.8M322026-06-30
Citigroup Inc$10.3M02026-06-30
Whitaker-Myers Wealth Managers, Ltd.$10.2M162026-06-30
Snider Financial Group$9.8M92026-06-30
Davenport & Co LLC$9.7M3392026-06-30
Leavell Investment Management, Inc.$9.2M252026-06-30
Wealthcare Investment Partners LLC$8.6M62026-06-30
Atria Investments, Inc$8.5M62026-06-30
Byrne Financial Freedom, LLC$8.3M62026-06-30
Dagco, Inc.$7.8M72026-06-30
Private Advisor Group, LLC$7.6M9272026-06-30
Retirement Planning Group, LLC / NY$7.4M02026-06-30
World Investment Advisors$7.3M3592026-06-30
Steward Partners Investment Advisory, LLC$6.3M4812026-06-30
Wealth Enhancement Advisory Services, LLC$6.2M1,0262026-06-30
Western Wealth Management, LLC$6M1122026-06-30
Envestnet Pmc$5.9M602026-06-30
Sovran Advisors, LLC$5.4M702026-06-30
R2 Wealth Management Partners$5.2M32026-06-30
Alchemi Wealth, LLC$5.1M62026-06-30
Brown Financial Advisors$5M32026-06-30
Rda Financial Network$4.7M162026-06-30
Fermata Advisors$4.1M132026-06-30
Equitable Holdings, Inc.$4M02026-06-30
Paladin Wealth, LLC$4M82026-06-30
Sanctuary Advisors, LLC$3.9M4012026-06-30
Fidelis Capital Partners, LLC$3.5M142026-06-30
Silver Oak Securities, Incorporated$3.5M1172026-06-30
Spirepoint Private Client, LLC$3.3M92026-06-30
Principal Securities, Inc.$3.1M1,4632026-06-30
Kpp Advisory Services LLC$2.8M222026-06-30
Mattson Financial Services, LLC$2.7M92026-06-30
Dana Investment Advisors, Inc.$2.6M262026-06-30
Paragon Private Wealth Management, LLC$2.5M32026-06-30
First Growth Capital LLC$2.4M02026-06-30
Smith Shellnut Wilson LLC /adv$2.3M122026-06-30
Truist Financial Corp$2.2M02026-06-30
Ifp Advisors, Inc$2.2M3182026-06-30
Prosperity Financial Group, Inc.$2.2M02026-06-30
Gateway Wealth Partners, LLC$2.2M1012026-06-30
Summit Financial, LLC$2M2292026-06-30
The Pines Wealth Management, LLC$1.9M22026-06-30
Integrated Wealth Concepts LLC$1.7M4802026-06-30
Axis Wealth Partners, LLC$1.5M72026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$1.4M02026-06-30
Newedge Advisors$1.4M6012026-06-30
Lakeridge Wealth Management LLC$1.3M122026-06-30
Inscription Capital, LLC$1.3M122026-06-30
Cornerstone Wealth Management, LLC$1.3M02026-06-30
Mariner, LLC$1.2M02026-06-30
&partners$1.2M5552026-06-30
Riverbend Wealth Management, LLC$1.1M42026-06-30
Farther Finance Advisors, LLC$1M3342026-06-30
Mma Asset Management LLC$994.7K202026-06-30
Morey & Quinn Wealth Partners, LLC$994.5K32026-06-30
Denver Wealth Management, Inc.$963.6K122026-06-30
Mgo One Seven LLC$899.8K1182026-06-30
Palumbo Wealth Management LLC$885.3K52026-06-30
Hbw Advisory Services LLC$883.6K682026-06-30
Pca Investment Advisory Services, Inc.$840.3K112026-06-30
Equity Wealth Partners, LLC$791.7K72026-06-30
Comprehensive Financial Consultants Institutional, Inc.$731.7K112026-06-30
Nations Financial Group Inc, /ia/ /adv$715.4K02026-06-30
Hb Wealth Management, LLC$696.6K1692026-06-30
Sigma Planning Corp$666.9K4742026-06-30
Richmond Investment Services LLC$652.8K142026-06-30
Advisory Services Network$648K2532026-06-30
Van Diest Capital, LLC$642.2K82026-06-30
Redhawk Wealth Advisors, Inc.$636.4K432026-06-30
Moneco Advisors, LLC$630.8K502026-06-30
Fmr LLC$627.1K02026-06-30
Great Valley Advisor Group, LLC$623.7K2052026-06-30
Stratos Wealth Advisors, LLC$603.6K712026-06-30
Medallion Wealth Advisors, LLC$595.9K62026-06-30
Xtx Topco Ltd$591.7K02026-06-30
Qube Research & Technologies Ltd$578.3K02026-06-30
Focus Partners Wealth$577.1K1,0482026-06-30
Oxinas Partners Wealth Management$569.1K72026-06-30
Rivertree Advisors, LLC$567.3K22026-06-30
Gotham Asset Management, LLC$566.3K52026-06-30
Creative Planning$562.9K1,1712026-06-30
Ausdal Financial Partners, Inc.$487.5K1892026-06-30
Empirical Asset Management, LLC$449.6K122026-06-30
John W. Brooker & Co., Cpas$441.6K42026-06-30
Avestar Capital, LLC$438.9K132026-06-30
Cedrus Wealth Group LLC$437.2K62026-06-30
Visionary Wealth Advisors$403.8K462026-06-30
Balance Wealth$376.9K92026-06-30
D. E. Shaw & Co., LP$369.9K02026-06-30
Regatta Research & Money Management LLC$365.4K62026-06-30
A4 Wealth Advisors LLC$355.2K62026-06-30
Jane Street Group, LLC$352.5K02026-06-30
Fifth Third Bancorp$345K02026-06-30
Keystone Financial Services, LLC$343.8K02026-06-30
Archford Capital Strategies, LLC$334.5K162026-06-30
Clark Capital Management Group, Inc.$332K12026-06-30
Trexquant Investment LP$325.4K02026-06-30
Envestnet Portfolio Solutions, Inc.$322K32026-06-30
Safe Harbor Wealth Advisors, LLC$318.8K22025-12-31
Kingsview Wealth Management, LLC$303.4K1152026-06-30
Dean, Jacobson Financial Services$284K62026-06-30
Global Retirement Partners LLC$277.7K4912026-06-30
Bank of New York Mellon Corp$270.5K02026-06-30
Harbour Investments, Inc.$261.5K2472026-06-30
Perigon Wealth Management, LLC$257.6K922026-06-30
Bostonpremier Wealth$249.3K72026-06-30
Comerica Bank$237.3K02025-12-31
Barnes Pettey Financial Advisors, LLC$228.2K82026-06-30
Concentrum Wealth Management$216.4K52026-06-30
Copley Financial Group, Inc.$214.6K102026-06-30
Foundations Investment Advisors, LLC$212.8K3022026-06-30
Sageview Advisory Group, LLC$212.5K942026-06-30
Coldstream Capital Management Inc$212.5K1362026-06-30
Tcfg Investment Advisors, LLC$201.9K312026-06-30
Cwm, LLC$164.8K6672026-03-31
Graney & King, LLC$163.3K42026-06-30
Mark Sheptoff Financial Planning LLC$106.6K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$98.7K02026-06-30
Arax Advisory Partners$83.7K2322026-06-30
Private Trust Co NA$74.4K02026-06-30
Community Financial Services Group, LLC$62.7K02026-06-30
Larson Financial Group LLC$61.8K672026-06-30
Allworth Financial, LP$61.3K3172026-06-30
Archer Investment Corp$56.2K782026-06-30
Capital Investment Advisory Services, LLC$48.7K1032026-06-30
Comprehensive Financial Planning, Inc./pa$44K02026-06-30
Trust Co of Vermont$38.6K02026-06-30
PNC Financial Services Group, Inc.$32.8K02026-06-30
Sun Life Financial Inc$20.7K02026-06-30
Centaurus Financial, Inc.$20.2K4312026-06-30
Vanguard Advisers Inc$14.4K2,4692026-06-30
Bayban$13.5K02026-06-30
Cambridge Investment Research Advisors, Inc.$11.9K3,9402026-03-31
Richardson Capital Management LLC$11.9K72026-06-30
Assetmark, Inc$9.7K2202026-06-30
Rockefeller Capital Management LP$9K3462026-06-30
Janney Montgomery Scott LLC$6.2K1,3422026-06-30
Usadvisors Wealth Management, LLC$5.8K142026-06-30
Corecap Advisors, LLC$4.6K1182026-06-30
Highline Wealth Partners LLC$4.4K172026-06-30
Kingdom Financial Group Llc.$2.8K152026-06-30
Lm Advisors LLC$2.5K52026-06-30
Thoroughbred Financial Services, LLC$2.2K342026-06-30
Luminist Capital LLC$2.2K52026-06-30
Natixis Advisors, LLC$1.9K572026-06-30
Barrett & Company, Inc.$1.3K42026-06-30
Thrivent Financial for Lutherans$50102026-06-30
Dhjj Financial Advisors, Ltd.$21772026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30