证券记录 · 已归档季度
RECS
Columbia Research Enhanced Core ETF · Financial Services · Asset Management
34被追踪持有人
-1Δ持有人
61.12M持有股份
$2.50B报告持仓市值
+1新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 -2.9% ·
股份流向 +1.3% ·
净新建仓位 -2.9%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Gotham Asset Management | $215,758 | 0.0% |
已清仓
| Citadel Advisors | $485,733 | 曾为 0.0% |
| D. E. Shaw & Co. | $298,590 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 173 持有人, 96.34M 股份, $3.68B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据