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RECS · Columbia Research Enhanced Core ETF ETF

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$45.75 -0.14 (-0.31%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $4,974,559
Total Shares: 114,939

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2025
Top Holder
100.0%
Jun 2022 → Jun 2026 · range 25.3% – 100.0%
0.0 pts
Top 5
100.0%
Jun 2022 → Jun 2026 · range 72.0% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2022 → Jun 2026 · range 87.3% – 100.0%
0.0 pts
HHI
10,000
Jun 2022 → Jun 2026 · range 1,403 – 10,000
Highly concentrated0

Quarterly Activity

vs Mar 31, 2025
New
1
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: 0
Institutional value: +396.6%
Shares held: +281.1%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
Brown Financial Advisors 114,939 $4,974,559

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 30,161 $1,001,646
Filter: New 1 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
Brown Financial Advisors RECS $4,974,559 100.00% 114,939