Columbia Research Enhanced Core
RECS • ARCA
Columbia Research Enhanced Core is an exchange-traded fund on ARCA. As of Q3 2025, 150 institutional investors hold shares in this ETF, with total holdings valued at $3.0B. LPL Financial LLC is the largest holder with a position valued at $553.7M.
Overview
Overview of institutional ownership in RECS as of Q3 2025
All Institutions
- Institutions
- 150
- Value Held
- $3.0B
- Shares Held
- 74.7M
- Avg Position
- $20.1M
- Median Position
- $1.9M
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $7.0M
- Shares Held
- 173.6K
- Avg Position
- $1.8M
- Median Position
- $1.4M
Biggest Investors
Institutions with the largest positions in RECS as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $553.7M 0.16% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $532.8M 0.12% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $235.7M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $163.4M 0.05% of portfolio |
 MORGAN STANLEY RIA/Wealth | $159.4M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $110.9M 0.16% of portfolio |
B Bogart Wealth, LLC RIA/Wealth | $89.8M 3.64% of portfolio |
 Gradient Investments LLC RIA/Wealth | $86.3M 1.50% of portfolio |
 Fundamentun, LLC RIA/Wealth | $81.2M 3.35% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $74.9M 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RECS in Q3 2025
- Traded
- +$469.5M
- Buyers
- 112
- Sellers
- 31
- Total Bought
- +$503.4M
- Total Sold
- −$33.9M
- Avg Position
- $19.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$117.1M +2.9M shares |
B Bogart Wealth, LLC RIA/Wealth | +$81.8M +2.0M shares |
BANK OF AMERICA CORP /DE/ Institution | +$57.2M +1.4M shares |
 Cetera Investment Advisers RIA/Wealth | +$36.6M +907.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$35.6M +881.2K shares |
MORGAN STANLEY RIA/Wealth | +$22.1M +548.9K shares |
WELLS FARGO & COMPANY/MN Institution | +$13.5M +333.5K shares |
A Advisor Group Holdings, Inc. Institution | +$11.1M +280.5K shares |
AMERIPRISE FINANCIAL INC Institution | +$9.7M +239.2K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$9.3M +231.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
B BlueStem Wealth Partners, LLC RIA/Wealth | −$14.0M −347.5K shares |
 FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | −$5.7M −155.2K shares |
 Marshall Wace LLP Institution | −$3.5M −95.0K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | −$1.8M −43.8K shares |
 Empirical Asset Management, LLC RIA/Wealth | −$1.5M −36.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.2M −30.0K shares |
H Heck Capital Advisors, LLC RIA/Wealth | −$1.0M −25.1K shares |
 Gladstone Institutional Advisory LLC RIA/Wealth | −$859.3K −21.3K shares |
 Spectrum Wealth Advisory Group, LLC RIA/Wealth | −$815.8K −20.2K shares |
 Trajan Wealth LLC RIA/Wealth | −$758.8K −18.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RECS in Q3 2025
- New Positions
- 22
- New Value
- $14.1M
- Exited Positions
- 5
- Exited Value
- $9.5M
New Positions
| Institution | Position Value |
|---|---|
 Whitaker-Myers Wealth Managers, LTD. RIA/Wealth | $5.7M 140.3K shares |
 Optivise Advisory Services LLC RIA/Wealth | $1.4M 34.2K shares |
 A4 Wealth Advisors LLC RIA/Wealth | $1.4M 33.8K shares |
 HBW Advisory Services LLC RIA/Wealth | $1.0M 25.4K shares |
E Equity Wealth Partners, LLC RIA/Wealth | $837.1K 20.7K shares |
 Summit Financial, LLC RIA/Wealth | $746.8K 18.5K shares |
 Goldstone Financial Group, LLC RIA/Wealth | $665.5K 16.5K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | $453.2K 11.2K shares |
D D. E. Shaw & Co., Inc. Institution | $298.6K 7.4K shares |
J John W. Brooker & Co., CPAs Institution | $295.8K 7.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | $5.7M 155.2K shares |
Marshall Wace LLP Institution | $3.5M 95.0K shares |
 Atomi Financial Group, Inc. RIA/Wealth | $259.8K 7.1K shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $1.3K 36.0 shares |
 Activest Wealth Management RIA/Wealth | - - shares |
Options Activity
Institutions with the largest Call and Put options positions in RECS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RECS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
T Three Cord True Wealth Management, LLC RIA/Wealth | 14.74% $21.6M |
Spectrum Wealth Advisory Group, LLC RIA/Wealth | 13.62% $33.0M |
 Tower Wealth Partners, Inc. RIA/Wealth | 10.98% $20.0M |
 Mason & Associates Inc RIA/Wealth | 8.48% $42.1M |
 Drake & Associates, LLC RIA/Wealth | 7.88% $37.6M |
 Amplius Wealth Advisors, LLC RIA/Wealth | 7.03% $64.5M |
B Bogart Wealth, LLC RIA/Wealth | 3.64% $89.8M |
Fundamentun, LLC RIA/Wealth | 3.35% $81.2M |
B BlueStem Wealth Partners, LLC RIA/Wealth | 3.30% $28.9M |
 RETIREMENT PLANNING GROUP, LLC / NY RIA/Wealth | 3.15% $4.2M |
Hedge Fund Spotlight
Discover hedge funds investing in RECS
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Columbia Research Enhanced Core
- Market Value
- $485.7K
- Shares Held
- 12.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
