Effectdossier · gearchiveerd kwartaal
RECS
Columbia Research Enhanced Core ETF · Financial Services · Asset Management
34Gevolgde houders
-2Δ houders
71.93MGehouden aandelen
$3.11BGerapporteerde waarde
+2Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom +4.8% ·
netto nieuwe posities -5.9%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $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 | Nieuw | $270,546 | 0.0% | New | 1 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 6.25K | Nieuw | $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 ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| Susquehanna International… | $1.64M | was 0.0% |
| Two Sigma Investments | $1.42M | was 0.0% |
| Citadel Advisors | $245,457 | was 0.0% |
| Russell Investments Group… | $3,586 | 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: Q2 2026 ·
Methodologie ·
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