Effectdossier · gearchiveerd kwartaal
RECS
Columbia Research Enhanced Core ETF · Financial Services · Asset Management
37Gevolgde houders
+3Δ houders
68.67MGehouden aandelen
$2.68BGerapporteerde waarde
+6Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.8% ·
aandelenstroom +12.4% ·
netto nieuwe posities +8.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $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 | Nieuw | $438,648 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 8.00K | Nieuw | $311,645 | 0.0% | New | 1 | SEC ↗ |
| 41 | D. E. Shaw & Co. ✦ | 7.70K | Nieuw | $300,224 | 0.0% | New | 1 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 6.30K | Nieuw | $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 | Nieuw | $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 ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| Renaissance Technologies | $1.15M | was 0.0% |
| Bank of New York Mellon Corp | $204,275 | was 0.0% |
| Us Bancorp \De\ | $31,488 | 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: Q1 2026 ·
Methodologie ·
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