RECS
Columbia Research Enhanced Core ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding):
keluasan pemegang -5.6% ·
aliran saham +4.8% ·
posisi baru bersih -5.9%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 |
| 3 | Morgan Stanley ✦ | 7.05M | +13.7% | $305.33M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 5.88M | +3.7% | $254.38M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 5.25M | -7.1% | $227.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 3.61M | +10.8% | $156.19M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 3.28M | +8.0% | $141.95M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Wells Fargo & Company/Mn | 2.88M | +16.6% | $124.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 1.48M | +3.2% | $63.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.12M | -4.7% | $48.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 1.05M | +17.4% | $45.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 12 | Jones Financial Companies Lllp | 1.00M | +14.5% | $42.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 864.33K | +1.8% | $37.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 595.28K | +24.6% | $25.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 353.99K | +1.9% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 272.05K | +11.8% | $11.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citigroup Inc | 237.57K | +24.7% | $10.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 139.88K | -59.4% | $6.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 136.77K | +14.8% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 51.80K | -0.1% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 28.43K | -42.7% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 14.49K | +17.6% | $627,137 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 13.36K | Baru | $578,307 | 0.0% | New | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 13.33K | 0.0% | $577,052 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 13.09K | 0.0% | $566,319 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Creative Planning | 13.01K | +15.6% | $562,887 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 8.55K | +11.0% | $369,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 8.14K | -83.1% | $352,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 7.97K | -0.3% | $344,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 6.25K | Baru | $270,546 | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | UBS AM, a distinct business unit of… | 2.28K | 0.0% | $98,678 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 758 | 0.0% | $32,806 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Assetmark, Inc | 224 | +91.5% | $9,695 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 208 | -38.3% | $9,014 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Qube Research & Technologies… | $578,307 | 0.0% |
| Bank of New York Mellon Corp | $270,546 | 0.0% |
Telah keluar
| Susquehanna International… | $1.64M | adalah 0.0% |
| Two Sigma Investments | $1.42M | adalah 0.0% |
| Citadel Advisors | $245,457 | adalah 0.0% |
| Russell Investments Group… | $3,586 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 173 pemegang, 96.34M saham, $3.68B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.