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Columbia Resear ENH COR ETF (RECS)

CUSIP: 19761L706 | NYSE | 262 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC3,221,231
0.2% of portfolio›$145.2M
Gradient Investments LLC2,437,856
1.6% of portfolio›$109.9M
Amplius Wealth Advisors, LLC1,642,547
5.1% of portfolio›$74.1M
Daymark Wealth Partners, LLC1,216,813
1.2% of portfolio›$54.9M
Spectrum Wealth Advisory Group, LLC895,392
11.4% of portfolio›$40.4M
ARQ Wealth Advisors, LLC488,661
2.6% of portfolio›$22.0M
Heck Capital Advisors, LLC444,908
1.1% of portfolio›$20.1M
Kestra Private Wealth Services, LLC443,545
0.2% of portfolio›$20.0M
Kestra Advisory Services, LLC396,109
0.1% of portfolio›$17.9M
Cambridge Investment Research Advisors, Inc.363,628
0.1% of portfolio›$16.4M
KWB Wealth319,750
1.2% of portfolio›$14.4M
Citigroup Inc267,420
0.0% of portfolio›$12.1M
Bensler, LLC252,163
1.1% of portfolio›$11.4M
Whitaker-Myers Wealth Managers, Ltd.244,312
1.8% of portfolio›$11.0M
Dagco, Inc.235,924
1.8% of portfolio›$10.6M
Davenport & Co LLC229,615
0.1% of portfolio›$10.4M
Snider Financial Group219,194
2.4% of portfolio›$9.9M
Atria Investments, Inc194,951
0.1% of portfolio›$8.8M
Sovran Advisors, LLC138,759
0.4% of portfolio›$6.3M
R2 Capital Strategies, LLC137,279
2.6% of portfolio›$6.2M
USAdvisors Wealth Management, LLC130,298
6.8% of portfolio›$5.9M
Wealth Enhancement Advisory Services, LLC120,255
0.0% of portfolio›$5.5M
Alchemi Wealth, LLC115,256
2.3% of portfolio›$5.2M
RDA Financial Network106,304
1.0% of portfolio›$4.8M
Paladin Wealth, LLC95,111
2.3% of portfolio›$4.3M
Fermata Advisors, LLC68,163
0.6% of portfolio›$3.1M
KPP Advisory Services LLC57,776
0.4% of portfolio›$2.6M
Paragon Private Wealth Management, LLC57,519
0.8% of portfolio›$2.6M
First Growth Capital LLC57,190
2.1% of portfolio›$2.6M
Smith Shellnut Wilson LLC54,093
0.9% of portfolio›$2.4M
Truist Financial Corp51,761
0.0% of portfolio›$2.3M
IFP Advisors, Inc51,261
0.0% of portfolio›$2.3M
Pines Wealth Management, LLC46,888
0.6% of portfolio›$2.1M
Root Financial Partners, LLC39,218
0.1% of portfolio›$1.8M
Citizens Financial Group Inc36,258
0.0% of portfolio›$1.6M
Magnus Financial Group LLC28,910
0.1% of portfolio›$1.3M
Farther Finance Advisors, LLC28,867
0.0% of portfolio›$1.3M
Cornerstone Wealth Management, LLC28,499
0.1% of portfolio›$1.3M
Inscription Capital, LLC25,808
0.1% of portfolio›$1.2M
Riverbend Wealth Management, LLC24,174
0.5% of portfolio›$1.1M
Morey & Quinn Wealth Partners, LLC22,897
0.7% of portfolio›$1.0M
MGO One Seven LLC20,255
0.0% of portfolio›$913.3K
MMA Asset Management LLC19,653
0.3% of portfolio›$886.2K
Vise Technologies, Inc.19,121
0.0% of portfolio›$862.2K
HBW Advisory Services LLC19,037
0.1% of portfolio›$858.4K
Equity Wealth Partners, LLC17,684
0.3% of portfolio›$797.4K
Comprehensive Financial Consultants Institutional, Inc.15,614
0.2% of portfolio›$704.0K
Richmond Investment Services, LLC15,083
0.2% of portfolio›$680.1K
Nations Financial Group Inc,14,549
0.0% of portfolio›$656.0K
Sigma Planning Corp14,343
0.0% of portfolio›$646.7K
PCA Investment Advisory Services Inc.14,309
0.2% of portfolio›$645.2K
Thurston, Springer, Miller, Herd & Titak, Inc.13,696
1.0% of portfolio›$617.5K
Moneco Advisors, LLC13,089
0.0% of portfolio›$590.2K
Redhawk Wealth Advisors, Inc.13,055
0.1% of portfolio›$588.6K
RiverTree Advisors, LLC12,945
0.3% of portfolio›$583.7K
Creative Planning11,691
0.0% of portfolio›$527.2K
Thrivent Financial for Lutherans10,595
0.0% of portfolio›$479.0K
John W. Brooker & Co., CPAs9,988
0.5% of portfolio›$450.3K
Visionary Wealth Advisors9,926
0.0% of portfolio›$447.6K
Balance Wealth Partners LLC9,221
0.1% of portfolio›$415.8K
Carroll Advisory Group, LLC8,069
0.1% of portfolio›$363.8K
Prospera Financial Services Inc7,313
0.0% of portfolio›$328.6K
A4 Wealth Advisors LLC7,231
0.2% of portfolio›$326.1K
Archford Capital Strategies, LLC6,796
0.0% of portfolio›$306.4K
Dean, Jacobson Financial Services, LLC6,655
0.2% of portfolio›$300.1K
Y-Intercept (Hong Kong) Ltd6,644
0.0% of portfolio›$299.6K
Bank of New York Mellon Corp6,252
0.0% of portfolio›$281.9K
BostonPremier Wealth LLC5,759
0.1% of portfolio›$259.7K
Perigon Wealth Management, LLC5,512
0.0% of portfolio›$248.5K
Patriot Financial Group Insurance Agency, LLC5,394
0.0% of portfolio›$243.2K
Meritas Wealth Management, LLC5,200
0.1% of portfolio›$234.5K
Tcfg Investment Advisors, LLC4,626
0.1% of portfolio›$208.6K
Atlas Private Wealth Advisors4,542
0.0% of portfolio›$204.8K
Private Trust Co NA1,719
0.0% of portfolio›$77.5K
Latitude Advisors, LLC1,618
0.0% of portfolio›$72.9K
Community Financial Services Group, LLC1,443
0.0% of portfolio›$65.3K
Larson Financial Group LLC1,429
0.0% of portfolio›$64.4K
Capital Investment Advisory Services, LLC1,146
0.0% of portfolio›$51.7K
Comprehensive Financial Planning, Inc.1,017
0.0% of portfolio›$45.9K
Trust Co of Vermont893
0.0% of portfolio›$40.3K
Archer Investment Corp649
0.0% of portfolio›$29.3K
Financial Network Wealth Advisors LLC405
0.0% of portfolio›$18.3K
Assetmark, Inc331
0.0% of portfolio›$14.9K
Richardson Capital Management LLC276
0.0% of portfolio›$12.4K
Valley National Advisers Inc181
0.0% of portfolio›$8.2K
CoreCap Advisors, LLC106
0.0% of portfolio›$4.8K
Highline Wealth Partners LLC102
0.0% of portfolio›$4.6K
Nova Financial LLC55
0.0% of portfolio›$2.5K
Barrett & Company, Inc.30
0.0% of portfolio›$1.4K
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$226
Raleigh Capital Management Inc.2
0.0% of portfolio›$90
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$282.9K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
3,221,231$145.2M0.2%ETFLowWaltham, MA2026-11-02
Gradient Investments LLC
2,437,856$109.9M1.6%CoreMediumArden Hills, MN2026-10-08
Amplius Wealth Advisors, LLC
1,642,547$74.1M5.1%ETFLowBlue Bell, PA2026-10-20
Daymark Wealth Partners, LLC
1,216,813$54.9M1.2%CoreLowCincinnati, OH2026-11-04
Spectrum Wealth Advisory Group, LLC
895,392$40.4M11.4%ETFMediumGranite Bay, CA2026-10-29
ARQ Wealth Advisors, LLC
488,661$22.0M2.6%ETFLowScottsdale, AZ2026-10-29
Heck Capital Advisors, LLC
444,908$20.1M1.1%ETFMediumRhinelander, WI2026-10-14
Kestra Private Wealth Services, LLC
443,545$20.0M0.2%GrowthLowAustin, TX2026-10-30
Kestra Advisory Services, LLC
396,109$17.9M0.1%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
363,628$16.4M0.1%ETFLowFairfield, IA2026-11-02
KWB Wealth
319,750$14.4M1.2%ETFMediumRedlands, CA2026-10-16
Citigroup Inc
267,420$12.1M0.0%CoreMediumNew York, NY2026-11-04
Bensler, LLC
252,163$11.4M1.1%MomentumMediumBellevue, WA2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
244,312$11.0M1.8%ETFMediumMansfield, OH2026-10-09
Dagco, Inc.
235,924$10.6M1.8%ETFVery LowWestlake, OH2026-10-20
Davenport & Co LLC
229,615$10.4M0.1%CoreMediumRichmond, VA2026-10-14
Snider Financial Group
219,194$9.9M2.4%GrowthLowBellevue, WA2026-10-16
Atria Investments, Inc
194,951$8.8M0.1%CoreMediumCharlotte, NC2026-10-15
Sovran Advisors, LLC
138,759$6.3M0.4%ETFMediumSan Diego, CA2026-11-02
R2 Capital Strategies, LLC
137,279$6.2M2.6%ETFN/ALincoln, NE2026-10-15
USAdvisors Wealth Management, LLC
130,298$5.9M6.8%ETFLowEden Prairie, MN2026-10-21
Wealth Enhancement Advisory Services, LLC
120,255$5.5M0.0%CoreLowPlymouth, MN2026-10-13
Alchemi Wealth, LLC
115,256$5.2M2.3%CoreLowEssex, CT2026-11-04
RDA Financial Network
106,304$4.8M1.0%GrowthMediumAkron, IA2026-10-15
Paladin Wealth, LLC
95,111$4.3M2.3%CoreLowArden Hills, MN2026-10-23
Fermata Advisors, LLC
68,163$3.1M0.6%ETFLowSonoma, CA2026-10-13
KPP Advisory Services LLC
57,776$2.6M0.4%GrowthMediumLouisville, KY2026-10-26
Paragon Private Wealth Management, LLC
57,519$2.6M0.8%GrowthLowLexington, KY2026-10-20
First Growth Capital LLC
57,190$2.6M2.1%GrowthLowPikesville, MD2026-10-15
Smith Shellnut Wilson LLC
54,093$2.4M0.9%CoreVery LowRidgeland, MS2026-10-21
Truist Financial Corp
51,761$2.3M0.0%CoreLowCharlotte, NC2026-10-30
IFP Advisors, Inc
51,261$2.3M0.0%GrowthLowTampa, FL2026-10-16
Pines Wealth Management, LLC
46,888$2.1M0.6%GrowthLowSouthern Pines, NC2026-10-21
Root Financial Partners, LLC
39,218$1.8M0.1%ETFMediumEncinitas, CA2026-10-21
Citizens Financial Group Inc
36,258$1.6M0.0%GrowthLowProvidence, RI2026-10-23
Magnus Financial Group LLC
28,910$1.3M0.1%ETFLowNew York, NY2026-10-21
Farther Finance Advisors, LLC
28,867$1.3M0.0%IndexLowSan Francisco, CA2026-10-08
Cornerstone Wealth Management, LLC
28,499$1.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
Inscription Capital, LLC
25,808$1.2M0.1%GARPMediumHouston, TX2026-11-02
Riverbend Wealth Management, LLC
24,174$1.1M0.5%GrowthLowMyrtle Beach, SC2026-10-15
Morey & Quinn Wealth Partners, LLC
22,897$1.0M0.7%CoreVery LowOmaha, NE2026-10-28
MGO One Seven LLC
20,255$913.3K0.0%GrowthLowBeachwood, OH2026-10-28
MMA Asset Management LLC
19,653$886.2K0.3%ETFMediumNew York, NY2026-11-02
Vise Technologies, Inc.
19,121$862.2K0.0%IndexLowNew York, NY2026-10-29
HBW Advisory Services LLC
19,037$858.4K0.1%ETFMediumSimi Valley, CA2026-10-15
Equity Wealth Partners, LLC
17,684$797.4K0.3%ETFVery LowIndependence, MO2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
15,614$704.0K0.2%CoreMediumBloomington, IN2026-10-15
Richmond Investment Services, LLC
15,083$680.1K0.2%ETFLowMequon, WI2026-10-29
Nations Financial Group Inc,
14,549$656.0K0.0%CoreLowCedar Rapids, IA2026-11-05
Sigma Planning Corp
14,343$646.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
PCA Investment Advisory Services Inc.
14,309$645.2K0.2%ETFVery LowCincinnati, OH2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
13,696$617.5K1.0%GrowthMediumIndianapolis, IN2026-10-14
Moneco Advisors, LLC
13,089$590.2K0.0%ETFLowFairfield, CT2026-11-05
Redhawk Wealth Advisors, Inc.
13,055$588.6K0.1%ETFHighMinneapolis, MN2026-10-14
RiverTree Advisors, LLC
12,945$583.7K0.3%ETFMediumWinter Park, FL2026-10-13
Creative Planning
11,691$527.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Thrivent Financial for Lutherans
10,595$479.0K0.0%GARPMediumMinneapolis, MN2026-11-05
John W. Brooker & Co., CPAs
9,988$450.3K0.5%ETFMediumOakland, CA2026-10-21
Visionary Wealth Advisors
9,926$447.6K0.0%ETFLowO'Fallon, IL2026-11-04
Balance Wealth Partners LLC
9,221$415.8K0.1%ETFMediumWorthington, OH2026-10-27
Carroll Advisory Group, LLC
8,069$363.8K0.1%ETFVery LowTexarkana, TX2026-10-16
Prospera Financial Services Inc
7,313$328.6K0.0%CoreMediumDallas, TX2026-11-04
A4 Wealth Advisors LLC
7,231$326.1K0.2%ETFHighHuntersville, NC2026-10-20
Archford Capital Strategies, LLC
6,796$306.4K0.0%GrowthMediumSwansea, IL2026-10-19
Dean, Jacobson Financial Services, LLC
6,655$300.1K0.2%ETFLowFort Worth, TX2026-10-29
Y-Intercept (Hong Kong) Ltd
6,644$299.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Bank of New York Mellon Corp
6,252$281.9K0.0%CoreLowNew York, NY2026-11-05
BostonPremier Wealth LLC
5,759$259.7K0.1%ETFVery LowHanover, MA2026-10-16
Perigon Wealth Management, LLC
5,512$248.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Patriot Financial Group Insurance Agency, LLC
5,394$243.2K0.0%GrowthLowWalpole, MA2026-10-14
Meritas Wealth Management, LLC
5,200$234.5K0.1%ETFVery LowSan Rafael, CA2026-10-14
Tcfg Investment Advisors, LLC
4,626$208.6K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Atlas Private Wealth Advisors
4,542$204.8K0.0%ETFLowRed Bank, NJ2026-10-23
Private Trust Co NA
1,719$77.5K0.0%CoreLowCleveland, OH2026-10-20
Latitude Advisors, LLC
1,618$72.9K0.0%ETFLowYorkville, IL2026-10-27
Community Financial Services Group, LLC
1,443$65.3K0.0%GrowthLowNewport, VT2026-10-15
Larson Financial Group LLC
1,429$64.4K0.0%GrowthLowSt Louis, MO2026-11-05
Capital Investment Advisory Services, LLC
1,146$51.7K0.0%CoreMediumRaleigh, NC2026-10-30
Comprehensive Financial Planning, Inc.
1,017$45.9K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Trust Co of Vermont
893$40.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Archer Investment Corp
649$29.3K0.0%CoreMediumCarmel, IN2026-11-05
Financial Network Wealth Advisors LLC
405$18.3K0.0%ETFLowMurray, UT2026-10-28
Assetmark, Inc
331$14.9K0.0%ETFLowConcord, CA2026-10-21
Richardson Capital Management LLC
276$12.4K0.0%ETFLowMenomonee Falls, WI2026-10-23
Valley National Advisers Inc
181$8.2K0.0%ETFLowBethlehem, PA2026-10-23
CoreCap Advisors, LLC
106$4.8K0.0%ETFMediumSouthfield, MI2026-10-08
Highline Wealth Partners LLC
102$4.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Nova Financial LLC
55$2.5K0.0%N/AN/ATucson, AZ2026-11-04
Barrett & Company, Inc.
30$1.4K0.0%ETFLowProvidence, RI2026-10-22
Dhjj Financial Advisors, Ltd.
5$2260.0%ETFVery LowNaperville, IL2026-10-23
Raleigh Capital Management Inc.
2$900.0%CoreMediumCary, NC2026-10-28
Prairie Wealth Advisors, Inc.
0$282.9K0.1%CoreVery LowOmaha, NE2026-10-29