COLUMBIA RESRH ENHANCED CORE (RECS) Institutional Shareholders
COLUMBIA RESRH ENHANCED CORE (RECS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.86B in RECS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of RECS tracked by InsiderSet, reporting ownership valued at approximately $782.21M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $901.41M, representing an estimated gain of +15.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed RECS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ameriprise Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in COLUMBIA RESRH ENHANCED CORE (RECS).
This page ranks the largest institutional RECS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
178
Total Reported Value
$3.86B
Largest Holder
Lpl Financial Llc
Largest Position
$782.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.21% | 20,066,979 | $782,210,818 | $901,408,697 | +$119,197,879 | +15.24% | |
| Ameriprise Financial Inc | 0.14% | 15,068,614 | $587,360,414 | $676,882,141 | +$89,521,727 | +15.24% | |
| Morgan Stanley | 0.01% | 6,204,549 | $241,853,345 | $278,708,341 | +$36,854,996 | +15.24% | |
| Raymond James Financial Inc | 0.07% | 5,667,922 | $220,935,610 | $254,603,056 | +$33,667,446 | +15.24% | |
| Bank Of America Corp | 0.02% | 5,647,736 | $220,148,755 | $253,696,301 | +$33,547,546 | +15.24% | |
| Commonwealth Equity Services, Llc | 0.20% | 3,608,748 | $156,186,626 | $162,104,960 | +$5,918,334 | +3.79% | |
| Osaic Holdings, Inc. | 0.17% | 3,037,379 | $118,421,897 | $136,439,065 | +$18,017,168 | +15.21% | |
| Gradient Investments Llc | 1.44% | 2,411,318 | $104,361,831 | $108,316,405 | +$3,954,574 | +3.79% | |
| Bogart Wealth, Llc | 3.47% | 2,339,266 | $101,243,437 | $105,079,829 | +$3,836,392 | +3.79% | |
| Wells Fargo & Company/Mn | 0.02% | 2,468,433 | $96,219,537 | $110,882,010 | +$14,662,473 | +15.24% | |
| Stratos Investment Management, Llc | 3.29% | 2,102,304 | $81,947,840 | $94,435,496 | +$12,487,656 | +15.24% | |
| Amplius Wealth Advisors, Llc | 5.31% | 1,675,097 | $72,498,178 | $75,245,357 | +$2,747,179 | +3.79% | |
| Stratos Wealth Partners, Ltd. | 0.69% | 1,567,289 | $61,092,949 | $70,402,622 | +$9,309,673 | +15.24% | |
| Cetera Investment Advisers | 0.06% | 1,432,489 | $55,838,436 | $64,347,406 | +$8,508,970 | +15.24% | |
| Scarborough Advisors, Llc | 5.97% | 1,202,547 | $52,033,809 | $54,018,411 | +$1,984,602 | +3.81% | |
| Daymark Wealth Partners, Llc | 1.20% | 1,132,868 | $49,030,546 | $50,888,431 | +$1,857,885 | +3.79% | |
| Royal Bank Of Canada | 0.01% | 1,173,365 | $45,738,000 | $52,707,556 | +$6,969,556 | +15.24% | |
| Drake & Associates, Llc | 8.62% | 1,160,304 | $45,228,666 | $52,120,856 | +$6,892,190 | +15.24% | |
| Mason & Associates Inc | 7.05% | 1,008,482 | $43,647,081 | $45,301,011 | +$1,653,930 | +3.79% | |
| Bluestem Wealth Partners, Llc | 3.74% | 862,284 | $33,611,820 | $38,733,797 | +$5,121,977 | +15.24% | |
| Jones Financial Companies Lllp | 0.02% | 874,028 | $33,186,822 | $39,261,338 | +$6,074,516 | +18.30% | |
| Ubs Group Ag | 0.01% | 848,908 | $33,090,434 | $38,132,947 | +$5,042,513 | +15.24% | |
| Spectrum Wealth Advisory Group, Llc | 12.02% | 829,116 | $32,318,946 | $37,243,891 | +$4,924,945 | +15.24% | |
| Three Cord True Wealth Management, Llc | 14.57% | 707,539 | $30,622,294 | $31,782,652 | +$1,160,358 | +3.79% | |
| Kwb Wealth | 2.35% | 635,710 | $27,513,539 | $28,556,093 | +$1,042,554 | +3.79% | |
| Ameritas Advisory Services, Llc | 1.06% | 701,242 | $27,334,400 | $31,499,791 | +$4,165,391 | +15.24% | |
| Gladstone Institutional Advisory Llc | 0.73% | 532,297 | $23,037,831 | $23,910,781 | +$872,950 | +3.79% | |
| Retirement Management Systems Inc. | 4.37% | 493,262 | $21,348,367 | $22,157,329 | +$808,962 | +3.79% | |
| Arq Wealth Advisors, Llc | 2.58% | 468,514 | $20,773,914 | $21,045,649 | +$271,735 | +1.31% | |
| Trajan Wealth Llc | 0.84% | 530,911 | $20,694,892 | $23,848,522 | +$3,153,630 | +15.24% | |
| Tower Wealth Partners, Inc. | 10.90% | 506,088 | $19,727,310 | $22,733,473 | +$3,006,163 | +15.24% | |
| Heck Capital Advisors, Llc | 1.13% | 436,199 | $18,878,700 | $19,594,059 | +$715,359 | +3.79% | |
| Kestra Private Wealth Services, Llc | 0.21% | 432,449 | $18,716,377 | $19,425,609 | +$709,232 | +3.79% | |
| Mml Investors Services, Llc | 0.05% | 477,840 | $18,626,201 | $21,464,573 | +$2,838,372 | +15.24% | |
| Kestra Advisory Services, Llc | 0.05% | 380,347 | $16,461,411 | $17,085,187 | +$623,776 | +3.79% | |
| Essex Financial Services, Inc. | 0.92% | 422,201 | $16,457,383 | $18,965,269 | +$2,507,886 | +15.24% | |
| Stifel Financial Corp | 0.01% | 347,217 | $13,534,535 | $15,596,988 | +$2,062,453 | +15.24% | |
| Iag Wealth Partners, Llc | 1.47% | 337,988 | $13,174,801 | $15,182,421 | +$2,007,620 | +15.24% | |
| Independent Advisor Alliance | 0.14% | 327,452 | $12,764,158 | $14,709,144 | +$1,944,986 | +15.24% | |
| Pine Valley Investments Ltd Liability Co | 0.48% | 259,027 | $11,210,698 | $11,635,493 | +$424,795 | +3.79% | |
| Bensler, Llc | 0.95% | 248,398 | $10,750,639 | $11,158,038 | +$407,399 | +3.79% | |
| Citigroup Inc | 0.00% | 237,568 | $10,281,937 | $10,671,555 | +$389,618 | +3.79% | |
| Whitaker-Myers Wealth Managers, Ltd. | 1.71% | 236,456 | $10,233,821 | $10,621,604 | +$387,783 | +3.79% | |
| Snider Financial Group | 2.49% | 225,697 | $9,768,182 | $10,138,309 | +$370,127 | +3.79% | |
| Davenport & Co Llc | 0.05% | 223,944 | $9,692,291 | $10,059,564 | +$367,273 | +3.79% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 243,234 | $9,481,257 | $10,926,071 | +$1,444,814 | +15.24% | |
| Leavell Investment Management, Inc. | 0.34% | 213,304 | $9,231,797 | $9,581,616 | +$349,819 | +3.79% | |
| Atria Investments, Inc | 0.08% | 195,435 | $8,458,406 | $8,778,940 | +$320,534 | +3.79% | |
| Byrne Financial Freedom, Llc | 3.25% | 192,408 | $8,327,421 | $8,642,967 | +$315,546 | +3.79% | |
| Dagco, Inc. | 1.44% | 180,123 | $7,795,744 | $8,091,125 | +$295,381 | +3.79% |
Frequently asked questions about RECS
Who owns the most RECS stock?
The largest holders of RECS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COLUMBIA RESRH ENHANCED CORE (RECS).
Is RECS widely held by superinvestors?
Many widely followed stocks like RECS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RECS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.