Effectdossier · gearchiveerd kwartaal
RECS
Columbia Research Enhanced Core ETF · Financial Services · Asset Management
34Gevolgde houders
-1Δ houders
61.12MGehouden aandelen
$2.50BGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom +1.3% ·
netto nieuwe posities -2.9%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -2 | 71.93M | $3.11B | +2 | −4 |
| Q1 2026 | 37 | +3 | 68.67M | $2.68B | +6 | −3 |
| Q4 2025 | 34 | -1 | 61.12M | $2.50B | +1 | −2 |
| Q3 2025 | 7 | 0 | 5.49M | $221.62M | +1 | −1 |
| Q2 2025 | 5 | +2 | 745.79K | $27.44M | +2 | — |
| Q1 2025 | 2 | 0 | 108.30K | $3.60M | — | — |
| Q4 2024 | 2 | +1 | 417.76K | $14.46M | +1 | — |
| Q3 2024 | 1 | -1 | 261.70K | $8.87M | — | −1 |
| Q2 2024 | 2 | — | 82.18K | $2.65M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 17.37M | — | $709.57M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 13.22M | — | $539.79M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 13.22M | — | $539.79M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 13.22M | — | $539.79M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 6.04M | — | $246.69M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 6.04M | — | $246.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 6.04M | — | $246.69M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 6.04M | — | $246.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 5.22M | +32.0% | $213.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 5.22M | +32.0% | $213.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.22M | +32.0% | $213.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 4.92M | — | $200.97M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 4.92M | — | $200.97M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 4.92M | — | $200.97M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 3.28M | — | $134.12M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.77M | — | $113.31M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 2.77M | — | $113.31M | 0.2% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.77M | — | $113.31M | 0.2% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 2.77M | — | $113.31M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 2.10M | — | $85.63M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 2.10M | — | $85.63M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 1.32M | — | $53.80M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 821.60K | -43.5% | $33.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 821.60K | -43.5% | $33.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 820.31K | — | $33.50M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 601.87K | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 601.87K | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 587.44K | — | $23.99M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 516.35K | — | $21.09M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 342.15K | — | $14.17M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 321.01K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 172.50K | +447.6% | $7.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 168.50K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citigroup Inc | 141.86K | — | $5.79M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 108.32K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 102.29K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mariner, LLC | 79.21K | — | $3.24M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 28.20K | -22.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 20.20K | — | $825,094 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 13.91K | +578.7% | $567,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Focus Partners Wealth | 13.33K | — | $544,520 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Gotham Asset Management ✦ | 5.28K | Nieuw | $215,758 | 0.0% | New | 1 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 5.00K | — | $204,275 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 5.00K | — | $204,275 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cwm, Llc | 4.66K | — | $190,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 771 | — | $31,488 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 758 | — | $30,957 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 208 | — | $8,506 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Assetmark, Inc | 117 | — | $4,778 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 92 | — | $3,757 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Gotham Asset Management | $215,758 | 0.0% |
Verlaten
| Citadel Advisors | $485,733 | was 0.0% |
| D. E. Shaw & Co. | $298,590 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 173 houders, 96.34M aandelen, $3.68B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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