سجل الورقة المالية · ربع مؤرشف
RECS
Columbia Research Enhanced Core ETF · Financial Services · Asset Management
34الحاملون المتتبعون
-2Δ المساهمون
71.93Mالأسهم المحتفظ بها
$3.11Bالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -5.6% ·
تدفق الأسهم +4.8% ·
المراكز الجديدة الصافية -5.9%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 21.70M | +8.1% | $939.13M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 14.86M | -1.4% | $643.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 14.86M | -1.4% | $643.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 14.86M | -1.4% | $643.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 7.05M | +13.7% | $305.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 7.05M | +13.7% | $305.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Raymond James Financial Inc | 5.88M | +3.7% | $254.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.88M | +3.7% | $254.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.88M | +3.7% | $254.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 5.25M | -7.1% | $227.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 5.25M | -7.1% | $227.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 3.61M | +10.8% | $156.19M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 3.28M | +8.0% | $141.95M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 3.28M | +8.0% | $141.95M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 3.28M | +8.0% | $141.95M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 3.28M | +8.0% | $141.95M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 2.88M | +16.6% | $124.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 2.88M | +16.6% | $124.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 1.48M | +3.2% | $63.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.12M | -4.7% | $48.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.12M | -4.7% | $48.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.05M | +17.4% | $45.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.05M | +17.4% | $45.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 1.05M | +17.4% | $45.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 1.05M | +17.4% | $45.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 1.00M | +14.5% | $42.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 864.33K | +1.8% | $37.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 595.28K | +24.6% | $25.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 353.99K | +1.9% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 272.05K | +11.8% | $11.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citigroup Inc | 237.57K | +24.7% | $10.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 139.88K | -59.4% | $6.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 136.77K | +14.8% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Truist Financial Corp | 51.80K | -0.1% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 51.80K | -0.1% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mariner, LLC | 28.43K | -42.7% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 14.49K | +17.6% | $627,137 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 13.36K | جديد | $578,307 | 0.0% | New | 1 | SEC ↗ |
| 39 | Focus Partners Wealth | 13.33K | 0.0% | $577,052 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 13.09K | 0.0% | $566,319 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Creative Planning | 13.01K | +15.6% | $562,887 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | D. E. Shaw & Co. ✦ | 8.55K | +11.0% | $369,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Jane Street Group, Llc | 8.14K | -83.1% | $352,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 7.97K | -0.3% | $344,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 6.25K | جديد | $270,546 | 0.0% | New | 1 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 6.25K | جديد | $270,546 | 0.0% | New | 1 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 2.28K | 0.0% | $98,678 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 758 | 0.0% | $32,806 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Assetmark, Inc | 224 | +91.5% | $9,695 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 208 | -38.3% | $9,014 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Qube Research & Technologies… | $578,307 | 0.0% |
| Bank of New York Mellon Corp | $270,546 | 0.0% |
| Bank of New York Mellon Corp | $270,546 | 0.0% |
تم الخروج
| Susquehanna International… | $1.64M | كان 0.0% |
| Two Sigma Investments | $1.42M | كان 0.0% |
| Citadel Advisors | $245,457 | كان 0.0% |
| Russell Investments Group… | $3,586 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 173 المالكون, 96.34M الأسهم, $3.68B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API