Vault-13

COLUMBIA ETF TR I RECS

RESH ENHNC COR · ETP · CUSIP 19761L706

187 institutional holders +11 vs Q1 2026
104,557,086104.6m shares reported held*
$4.5bnreported value*
20 new 106 added 41 reduced 12 sold out net bought ≈ $298.5m (+6.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($98.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.27.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 10Q4 22: 8Q1 23: 11Q2 23: 16Q3 23: 24Q4 23: 28Q1 24: 39Q2 24: 54Q3 24: 68Q4 24: 109Q1 25: 124Q2 25: 141Q3 25: 156Q4 25: 175Q1 26: 176Q2 26: 187187Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202210
Q4 20228
Q1 202311
Q2 202316
Q3 202324
Q4 202328
Q1 202439
Q2 202454
Q3 202468
Q4 2024109
Q1 2025124
Q2 2025141
Q3 2025156
Q4 2025175
Q1 2026176
Q2 2026187

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 42 bought or addedQ3 24: 30 cut or sold outQ4 24: 82 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 100 bought or addedQ1 25: 23 cut or sold outQ2 25: 107 bought or addedQ2 25: 28 cut or sold outQ2 25Q3 25: 111 bought or addedQ3 25: 37 cut or sold outQ4 25: 126 bought or addedQ4 25: 45 cut or sold outQ4 25Q1 26: 116 bought or addedQ1 26: 55 cut or sold outQ2 26: 126 bought or addedQ2 26: 53 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244230
Q4 20248214
Q1 202510023
Q2 202510728
Q3 202511137
Q4 202512645
Q1 202611655
Q2 202612653

Biggest buyers

LPL Financial LLC Added +1,632,049+1.6m
Ameritas Advisory Services, LLC Added +980,386+980.4k
MORGAN STANLEY Added +850,152+850.2k
Scarborough Advisors, LLC Added +664,364+664.4k
SUN LIFE FINANCIAL INC New +478,020+478.0k
WELLS FARGO & COMPANY/MN Added +410,804+410.8k
Cambridge Investment Research Advisors, Inc. Added +374,453+374.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +350,326+350.3k
OSAIC HOLDINGS, INC. Added +241,819+241.8k
RAYMOND JAMES FINANCIAL INC Added +209,710+209.7k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -401,248-401.2k
Independent Advisor Alliance Sold out -327,452-327.5k
AMERIPRISE FINANCIAL INC Reduced -209,892-209.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -204,845-204.8k
BlueStem Wealth Partners, LLC Reduced -96,522-96.5k
ROYAL BANK OF CANADA Reduced -55,101-55.1k
Richmond Investment Services, LLC Reduced -53,552-53.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -42,009-42.0k
JANE STREET GROUP, LLC Reduced -40,039-40.0k
TWO SIGMA INVESTMENTS, LP Sold out -36,500-36.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.21% of their portfolio FORT MILL, SC 21,699,02821.7m $939.1m $939.1m 0.21% Added +1.6m +1,632,049
2 AMERIPRISE FINANCIAL INC 0.13% of their portfolio MINNEAPOLIS, MN 14,858,72214.9m $643.1m $643.1m 0.13% Reduced -209.9k -209,892
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 7,054,7017.1m $305.3m $305.3m 0.02% Added +850.2k +850,152
4 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 5,877,6325.9m $254.4m $254.4m 0.07% Added +209.7k +209,710
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 5,246,4885.2m $227.1m $227.1m 0.01% Reduced -401.2k -401,248
6 COMMONWEALTH EQUITY SERVICES, LLC 0.20% of their portfolio WALTHAM, MA 3,608,7483.6m $156.2m $156.2m 0.20% Added +350.3k +350,326
7 OSAIC HOLDINGS, INC. 0.17% of their portfolio SCOTTSDALE, AZ 3,279,1983.3m $141.9m $141.9m 0.17% Added +241.8k +241,819
8 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,879,2372.9m $124.6m $124.6m 0.02% Added +410.8k +410,804
9 Gradient Investments LLC 1.44% of their portfolio ARDEN HILLS, MN 2,411,3182.4m $104.4m $104.4m 1.44% Added +91.0k +90,999
10 Bogart Wealth, LLC 3.47% of their portfolio MCLEAN, VA 2,339,2662.3m $101.2m $101.2m 3.47% Added +52.6k +52,602
11 Stratos Investment Management, LLC 3.35% of their portfolio BEACHWOOD, OH 2,139,8392.1m $92.6m $92.6m 3.35% Added +37.5k +37,535
12 Ameritas Advisory Services, LLC 1.47% of their portfolio Lincoln, NE 1,681,6281.7m $72.8m $72.8m 1.47% Added +980.4k +980,386
13 Amplius Wealth Advisors, LLC 5.31% of their portfolio BLUE BELL, PA 1,675,0971.7m $72.5m $72.5m 5.31% Added +12.1k +12,124
14 Stratos Wealth Partners, LTD. 0.73% of their portfolio BEACHWOOD, OH 1,664,3901.7m $72.0m $72.0m 0.73% Added +97.1k +97,101
15 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,478,3651.5m $64.0m $64.0m 0.06% Added +45.9k +45,876
16 Drake & Associates, LLC 9.13% of their portfolio WAUKESHA, WI 1,252,3101.3m $54.2m $54.2m 9.13% Added +92.0k +92,006
17 Scarborough Advisors, LLC 5.97% of their portfolio ANNAPOLIS, MD 1,202,5471.2m $52.0m $52.0m 5.97% Added +664.4k +664,364
18 DAYMARK WEALTH PARTNERS, LLC 1.20% of their portfolio CINCINNATI, OH 1,132,8681.1m $49.0m $49.0m 1.20% Added +160.6k +160,602
19 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,118,2641.1m $48.4m $48.4m 0.01% Reduced -55.1k -55,101
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,050,9761.1m $45.2m $45.2m 0.00% Added +155.4k +155,421
21 Mason & Associates Inc 7.05% of their portfolio LOS ANGELES, CA 1,008,4821.0m $43.6m $43.6m 7.05% Reduced -25.3k -25,286
22 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 1,000,9121.0m $42.8m $42.8m 0.02% Added +126.9k +126,884
23 UBS Group AG 0.01% of their portfolio ZURICH, V8 864,328864.3k $37.4m $37.4m 0.01% Added +15.4k +15,420
24 Spectrum Wealth Advisory Group, LLC 10.56% of their portfolio GRANITE BAY, CA 856,938856.9k $37.1m $37.1m 10.56% Added +27.8k +27,822
25 Stadion Money Management, LLC 2.95% of their portfolio WATKINSVILLE, GA 791,168791.2k $34.2m $34.2m 2.95% Reduced -20.5k -20,500
26 BlueStem Wealth Partners, LLC 3.30% of their portfolio MINNETONKA, MN 765,762765.8k $33.1m $33.1m 3.30% Reduced -96.5k -96,522
27 Three Cord True Wealth Management, LLC 14.57% of their portfolio Beaver, PA 707,539707.5k $30.6m $30.6m 14.57% Added +41.8k +41,753
28 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 680,944680.9k $29.5m $29.5m 0.03% Added +374.5k +374,453
29 KWB Wealth 2.35% of their portfolio REDLANDS, CA 635,710635.7k $27.5m $27.5m 2.35% Added +148.7k +148,675
30 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 595,285595.3k $25.8m $25.8m 0.05% Added +117.4k +117,445
31 Trajan Wealth LLC 0.87% of their portfolio SCOTTSDALE, AZ 533,754533.8k $23.1m $23.1m 0.87% Added +2.8k +2,843
32 Gladstone Institutional Advisory LLC 0.73% of their portfolio Bedminster, NJ 532,297532.3k $23.0m $23.0m 0.73% Added +76.7k +76,664
33 Tower Wealth Partners, Inc. 10.93% of their portfolio LEWISBURG, PA 511,314511.3k $22.1m $22.1m 10.93% Added +5.2k +5,226
34 Retirement Management Systems Inc. 4.37% of their portfolio STEVENSVILLE, MD 493,262493.3k $21.3m $21.3m 4.37% Added +32.5k +32,456
35 SUN LIFE FINANCIAL INC 1.06% of their portfolio Toronto, A6 478,020478.0k $20.7m $20.7m 1.06% New
36 ARQ WEALTH ADVISORS, LLC 2.58% of their portfolio SCOTTSDALE, AZ 468,514468.5k $20.8m $20.8m 2.58% Added +131.5k +131,469
37 CENTAURUS FINANCIAL, INC. 0.79% of their portfolio ANAHEIM, CA 467,530467.5k $20.2m $20.2m 0.79% Reduced -2.7k -2,687
38 Heck Capital Advisors, LLC 1.13% of their portfolio Rhinelander, WI 436,199436.2k $18.9m $18.9m 1.13% Added +6.3k +6,273
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.21% of their portfolio AUSTIN, TX 432,449432.4k $18.7m $18.7m 0.21% Added +14.9k +14,880
40 Essex Financial Services, Inc. 0.84% of their portfolio ESSEX, CT 391,776391.8k $17.0m $17.0m 0.84% Reduced -30.4k -30,425
41 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 380,347380.3k $16.5m $16.5m 0.05% Added +7.5k +7,462
42 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 353,993354.0k $15.3m $15.3m 0.01% Added +6.8k +6,776
43 IAG Wealth Partners, LLC 1.49% of their portfolio WAUKESHA, WI 347,443347.4k $15.0m $15.0m 1.49% Added +9.5k +9,455
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 272,045272.0k $11.8m $11.8m 0.01% Added +28.8k +28,811
45 Pine Valley Investments Ltd Liability Co 0.48% of their portfolio MARLTON, NJ 259,027259.0k $11.2m $11.2m 0.48% Added +15.4k +15,450
46 Bensler, LLC 0.95% of their portfolio Bellevue, WA 248,398248.4k $10.8m $10.8m 0.95% Added +3.1k +3,084
47 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 237,568237.6k $10.3m $10.3m 0.00% Added +47.0k +47,035
48 Whitaker-Myers Wealth Managers, LTD. 1.71% of their portfolio Mansfield, OH 236,456236.5k $10.2m $10.2m 1.71% Added +26.0k +26,002
49 Snider Financial Group 2.49% of their portfolio BELLEVUE, WA 225,697225.7k $9.8m $9.8m 2.49% Added +18.0k +18,008
50 DAVENPORT & Co LLC 0.05% of their portfolio RICHMOND, VA 223,944223.9k $9.7m $9.7m 0.05% Added +41.6k +41,638
51 LEAVELL INVESTMENT MANAGEMENT, INC. 0.34% of their portfolio MOBILE, AL 213,304213.3k $9.2m $9.2m 0.34% Added +23.6k +23,648
52 WealthCare Investment Partners, LLC 2.08% of their portfolio PORTSMOUTH, RI 197,881197.9k $8.6m $8.6m 2.08% Added +23.1k +23,107
53 Atria Investments, Inc 0.08% of their portfolio Charlotte, NC 195,435195.4k $8.5m $8.5m 0.08% Added +3.0k +3,033
54 BYRNE FINANCIAL FREEDOM, LLC 3.25% of their portfolio FRANKLIN, MA 192,408192.4k $8.3m $8.3m 3.25% Added +1.9k +1,896
55 World Investment Advisors 0.12% of their portfolio LINCROFT, NJ 187,686187.7k $7.3m $7.3m 0.12% Unchanged
56 DAGCO, INC. 1.44% of their portfolio WESTLAKE, OH 180,123180.1k $7.8m $7.8m 1.44% Added +52.0k +52,017
57 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 176,423176.4k $7.6m $7.6m 0.03% Reduced -32 -32
58 RETIREMENT PLANNING GROUP, LLC / NY 4.05% of their portfolio MALTA, NY 171,662171.7k $7.4m $7.4m 4.05% Added +26.3k +26,313
59 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 146,366146.4k $6.3m $6.3m 0.03% Added +4.1k +4,129
60 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 144,257144.3k $6.2m $6.2m 0.01% Added +19.1k +19,104
61 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 139,883139.9k $6.2m $6.2m 0.01% Reduced -204.8k -204,845
62 Western Wealth Management, LLC 0.20% of their portfolio GOLDEN, CO 138,485138.5k $6.0m $6.0m 0.20% Added +1.7k +1,679
63 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 136,770136.8k $5.9m $5.9m 0.00% Added +17.7k +17,651
64 USAdvisors Wealth Management, LLC 1.65% of their portfolio EDEN PRAIRIE, MN 133,069133.1k $5.8m $5.8m 1.65% Reduced -6.7k -6,670
65 Sovran Advisors, LLC 0.40% of their portfolio SAN DIEGO, CA 121,010121.0k $5.4m $5.4m 0.40% Added +8.4k +8,391
66 R2 Capital Strategies, LLC 2.37% of their portfolio LINCOLN, NE 120,862120.9k $5.2m $5.2m 2.37% First filing
67 Alchemi Wealth, LLC 2.40% of their portfolio ESSEX, CT 118,445118.4k $5.1m $5.1m 2.40% Added +6.7k +6,699
68 Brown Financial Advisors 1.74% of their portfolio MILFORD, OH 114,939114.9k $5.0m $5.0m 1.74% Added +144 +144
69 RDA Financial Network 1.02% of their portfolio AKRON, IA 108,521108.5k $4.7m $4.7m 1.02% Added +3.8k +3,819
70 Fermata Advisors, LLC 0.83% of their portfolio SONOMA, CA 94,48294.5k $4.1m $4.1m 0.83% Reduced -1.4k -1,367
71 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 93,39993.4k $4.0m $4.0m 0.02% Added +12.7k +12,688
72 Paladin Wealth, LLC 2.34% of their portfolio ARDEN HILLS, MN 93,15193.2k $4.0m $4.0m 2.34% Added +8.3k +8,312
73 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 90,47190.5k $3.9m $3.9m 0.02% Added +4.6k +4,594
74 FIDELIS CAPITAL PARTNERS, LLC 0.20% of their portfolio TAMPA, FL 81,61681.6k $3.5m $3.5m 0.20% Added +8.4k +8,402
75 SILVER OAK SECURITIES, INCORPORATED 0.21% of their portfolio JACKSON, TN 81,13781.1k $3.5m $3.5m 0.21% Reduced -2.6k -2,568
76 SPIREPOINT PRIVATE CLIENT, LLC 0.26% of their portfolio VERO BEACH, FL 75,42575.4k $3.3m $3.3m 0.26% Added +1.9k +1,861
77 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 71,22171.2k $3.1m $3.1m 0.04% Added +7.4k +7,415
78 KPP Advisory Services LLC 0.35% of their portfolio Louisville, KY 64,32064.3k $2.8m $2.8m 0.35% Reduced -201 -201
79 Mattson Financial Services, LLC 0.57% of their portfolio KENTWOOD, MI 60,91760.9k $2.7m $2.7m 0.57% Added +1.4k +1,424
80 Dana Investment Advisors, Inc. 0.07% of their portfolio BROOKFIELD, WI 60,90160.9k $2.6m $2.6m 0.07% Added +10.5k +10,529
81 LM Advisors LLC 0.29% of their portfolio SAN DIEGO, CA 58,03058.0k $2.5m $2.5m 0.29% Added +56.0k +55,973
82 Paragon Private Wealth Management, LLC 0.65% of their portfolio LEXINGTON, KY 57,23357.2k $2.5m $2.5m 0.65% Reduced -9.6k -9,580
83 First Growth Capital LLC 1.82% of their portfolio PIKESVILLE, MD 55,37155.4k $2.4m $2.4m 1.82% Reduced -313 -313
84 SMITH SHELLNUT WILSON LLC /ADV 0.86% of their portfolio Ridgeland, MS 53,52053.5k $2.3m $2.3m 0.86% Added +5.6k +5,595
85 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 51,80451.8k $2.2m $2.2m 0.00% Reduced -44 -44
86 THOROUGHBRED FINANCIAL SERVICES, LLC 0.11% of their portfolio BRENTWOOD, TN 51,59551.6k $2.2m $2.2m 0.11% Added +4.6k +4,640
87 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 51,46651.5k $2.2m $2.2m 0.04% Added +51.4k +51,352
88 Prosperity Financial Group, Inc. 0.69% of their portfolio San Ramon, CA 51,26051.3k $2.2m $2.2m 0.69% Added +694 +694
89 Gateway Wealth Partners, LLC 0.13% of their portfolio APPLETON, WI 50,72950.7k $2.2m $2.2m 0.13% New
90 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 45,61745.6k $2.0m $2.0m 0.02% Added +12.5k +12,506
91 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 44,84244.8k $1.9m $1.9m 0.00% Added +8.0k +8,010
92 Pines Wealth Management, LLC 0.55% of their portfolio SOUTHERN PINES, NC 44,32744.3k $1.9m $1.9m 0.55% Added +3.2k +3,167
93 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 39,75039.8k $1.7m $1.7m 0.01% Added +33.2k +33,198
94 Axis Wealth Partners, LLC 0.73% of their portfolio EAST PROVIDENCE, RI 35,10335.1k $1.5m $1.5m 0.73% Reduced -1.4k -1,363
95 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.52% of their portfolio INDIANAPOLIS, IN 33,30733.3k $1.4m $1.4m 0.52% Added +1.4k +1,400
96 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 32,07332.1k $1.4m $1.4m 0.00% Added +18.4k +18,440
97 Lakeridge Wealth Management LLC 0.48% of their portfolio MENTOR, OH 30,17730.2k $1.3m $1.3m 0.48% Added +2.6k +2,639
98 Inscription Capital, LLC 0.11% of their portfolio HOUSTON, TX 28,97429.0k $1.3m $1.3m 0.11% Reduced -17.6k -17,605
99 Cornerstone Wealth Management, LLC 0.05% of their portfolio ST. PETERS, MO 28,88828.9k $1.3m $1.3m 0.05% Added +4.2k +4,225
100 Mariner, LLC 0.00% of their portfolio Overland Park, KS 28,43328.4k $1.2m $1.2m 0.00% Reduced -21.2k -21,176