Scheda del titolo · trimestre archiviato
RECS
Columbia Research Enhanced Core ETF · Financial Services · Asset Management
37Holder monitorati
+3Δ titolari
68.67MQuote detenute
$2.68BValore dichiarato
+6Nuove posizioni
−3Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +8.8% ·
flusso azionario +12.4% ·
nuove posizioni nette +8.1%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 20.07M | +15.5% | $782.21M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 15.07M | +14.0% | $587.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 15.07M | +14.0% | $587.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 15.07M | +14.0% | $587.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 6.20M | +19.0% | $241.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 6.20M | +19.0% | $241.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 6.20M | +19.0% | $241.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.67M | +15.2% | $220.94M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.67M | +15.2% | $220.94M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 5.67M | +15.2% | $220.94M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 5.65M | -6.5% | $220.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 5.65M | -6.5% | $220.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 3.26M | -0.8% | $127.01M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 3.04M | +9.5% | $118.42M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 3.04M | +9.5% | $118.42M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 3.04M | +9.5% | $118.42M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 2.47M | +17.7% | $96.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 2.47M | +17.7% | $96.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 1.43M | +8.8% | $55.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.17M | +43.0% | $45.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 895.55K | +9.0% | $33.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 895.55K | +9.0% | $33.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 874.03K | +45.2% | $33.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 848.91K | +64.4% | $33.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 477.84K | -18.7% | $18.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 347.22K | +8.2% | $13.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 344.73K | +0.8% | $13.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 243.23K | +44.4% | $9.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Citigroup Inc | 190.53K | +34.3% | $7.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 119.12K | +16.4% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 51.85K | +156.6% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 49.61K | -37.4% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 48.18K | Nuovo | $1.88M | 0.0% | New | 1 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 42.01K | -61.2% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 36.50K | -78.8% | $1.42M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 36 | Focus Partners Wealth | 13.33K | 0.0% | $519,720 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 13.09K | +147.7% | $510,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 12.32K | -11.4% | $480,061 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Creative Planning | 11.25K | Nuovo | $438,648 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 8.00K | Nuovo | $311,645 | 0.0% | New | 1 | SEC ↗ |
| 41 | D. E. Shaw & Co. ✦ | 7.70K | Nuovo | $300,224 | 0.0% | New | 1 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 6.30K | Nuovo | $245,457 | 0.0% | New | 1 | SEC ↗ |
| 43 | Cwm, Llc | 4.23K | -9.3% | $164,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 2.28K | Nuovo | $88,874 | 0.0% | New | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 758 | 0.0% | $29,547 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 337 | +62.0% | $13,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Assetmark, Inc | 117 | 0.0% | $4,561 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 92 | 0.0% | $3,586 | 0.0% | Held | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Jane Street Group, Llc | $1.88M | 0.0% |
| Creative Planning | $438,648 | 0.0% |
| Fifth Third Bancorp | $311,645 | 0.0% |
| D. E. Shaw & Co. | $300,224 | 0.0% |
| Citadel Advisors | $245,457 | 0.0% |
| UBS AM, a distinct business… | $88,874 | 0.0% |
Uscito
| Renaissance Technologies | $1.15M | era 0.0% |
| Bank of New York Mellon Corp | $204,275 | era 0.0% |
| Us Bancorp \De\ | $31,488 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 173 detentori, 96.34M azioni, $3.68B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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