RECS Institutional Ownership & Shareholders
COLUMBIA RESRH ENHANCED CORE (RECS) is currently held by 190 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.39B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of RECS tracked by InsiderSet, reporting ownership valued at approximately $939.13M in its June 30, 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 $974.94M, representing an estimated gain of +3.81% 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
190
Total Reported Value
$4.39B
Largest Holder
Lpl Financial Llc
Largest Position
$939.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
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% | 21,699,028 | $939,133,919 | $974,937,328 | +$35,803,409 | +3.81% | |
| Ameriprise Financial Inc | 0.13% | 14,858,722 | $643,087,651 | $667,602,379 | +$24,514,728 | +3.81% | |
| Morgan Stanley | 0.02% | 7,054,701 | $305,327,484 | $316,967,716 | +$11,640,232 | +3.81% | |
| Raymond James Financial Inc | 0.07% | 5,877,632 | $254,383,925 | $264,082,006 | +$9,698,081 | +3.81% | |
| Bank Of America Corp | 0.01% | 5,246,488 | $227,068,001 | $235,724,706 | +$8,656,705 | +3.81% | |
| Commonwealth Equity Services, Llc | 0.19% | 3,221,231 | $145,245,308 | $144,729,909 | -$515,399 | -0.35% | |
| Osaic Holdings, Inc. | 0.17% | 3,279,198 | $141,949,289 | $147,334,366 | +$5,385,077 | +3.79% | |
| Wells Fargo & Company/Mn | 0.02% | 2,879,237 | $124,613,381 | $129,364,118 | +$4,750,737 | +3.81% | |
| Gradient Investments Llc | 1.57% | 2,437,856 | $109,922,917 | $109,532,870 | -$390,047 | -0.35% | |
| Bogart Wealth, Llc | 3.47% | 2,339,266 | $101,243,437 | $105,103,221 | +$3,859,784 | +3.81% | |
| Stratos Investment Management, Llc | 3.35% | 2,139,839 | $92,612,235 | $96,142,966 | +$3,530,731 | +3.81% | |
| Amplius Wealth Advisors, Llc | 5.08% | 1,642,547 | $74,062,439 | $73,799,637 | -$262,802 | -0.35% | |
| Ameritas Advisory Services, Llc | 1.47% | 1,681,628 | $72,780,851 | $75,555,546 | +$2,774,695 | +3.81% | |
| Stratos Wealth Partners, Ltd. | 0.73% | 1,664,390 | $72,034,812 | $74,781,043 | +$2,746,231 | +3.81% | |
| Cetera Investment Advisers | 0.06% | 1,478,365 | $63,983,610 | $66,422,939 | +$2,439,329 | +3.81% | |
| Drake & Associates, Llc | 9.13% | 1,252,310 | $54,199,995 | $56,266,288 | +$2,066,293 | +3.81% | |
| Daymark Wealth Partners, Llc | 1.20% | 1,132,868 | $49,030,546 | $50,899,759 | +$1,869,213 | +3.81% | |
| Royal Bank Of Canada | 0.01% | 1,118,264 | $48,399,000 | $50,243,602 | +$1,844,602 | +3.81% | |
| Jpmorgan Chase & Co | 0.00% | 1,050,976 | $45,223,508 | $47,220,352 | +$1,996,844 | +4.42% | |
| Mason & Associates Inc | 7.05% | 1,008,482 | $43,647,081 | $45,311,096 | +$1,664,015 | +3.81% | |
| Jones Financial Companies Lllp | 0.02% | 1,000,912 | $42,778,962 | $44,970,976 | +$2,192,014 | +5.12% | |
| Spectrum Wealth Advisory Group, Llc | 11.41% | 895,392 | $40,373,244 | $40,229,963 | -$143,281 | -0.35% | |
| Ubs Group Ag | 0.01% | 864,328 | $37,408,116 | $38,834,257 | +$1,426,141 | +3.81% | |
| Stadion Money Management, Llc | 2.95% | 791,168 | $34,241,751 | $35,547,178 | +$1,305,427 | +3.81% | |
| Bluestem Wealth Partners, Llc | 3.30% | 765,762 | $33,142,192 | $34,405,687 | +$1,263,495 | +3.81% | |
| Three Cord True Wealth Management, Llc | 14.57% | 707,539 | $30,622,294 | $31,789,727 | +$1,167,433 | +3.81% | |
| Mml Investors Services, Llc | 0.05% | 595,285 | $25,763,930 | $26,746,155 | +$982,225 | +3.81% | |
| Trajan Wealth Llc | 0.87% | 533,754 | $23,100,865 | $23,981,567 | +$880,702 | +3.81% | |
| Gladstone Institutional Advisory Llc | 0.73% | 532,297 | $23,037,831 | $23,916,104 | +$878,273 | +3.81% | |
| Tower Wealth Partners, Inc. | 10.93% | 511,314 | $22,129,670 | $22,973,338 | +$843,668 | +3.81% | |
| Arq Wealth Advisors, Llc | 2.64% | 488,661 | $22,033,706 | $21,955,539 | -$78,167 | -0.35% | |
| Retirement Management Systems Inc. | 4.37% | 493,262 | $21,348,367 | $22,162,262 | +$813,895 | +3.81% | |
| Centaurus Financial, Inc. | 0.79% | 467,530 | $20,235,000 | $21,006,123 | +$771,123 | +3.81% | |
| Heck Capital Advisors, Llc | 1.10% | 444,908 | $20,060,909 | $19,989,716 | -$71,193 | -0.35% | |
| Kestra Private Wealth Services, Llc | 0.21% | 443,545 | $19,999,465 | $19,928,477 | -$70,988 | -0.35% | |
| Kestra Advisory Services, Llc | 0.05% | 396,109 | $17,860,534 | $17,797,177 | -$63,357 | -0.35% | |
| Essex Financial Services, Inc. | 0.84% | 391,776 | $16,956,049 | $17,602,496 | +$646,447 | +3.81% | |
| Stifel Financial Corp | 0.01% | 353,993 | $15,320,830 | $15,904,905 | +$584,075 | +3.81% | |
| Iag Wealth Partners, Llc | 1.49% | 347,443 | $15,037,353 | $15,610,614 | +$573,261 | +3.81% | |
| Kwb Wealth | 1.23% | 319,750 | $14,417,512 | $14,366,368 | -$51,145 | -0.35% | |
| Pine Valley Investments Ltd Liability Co | 0.48% | 259,027 | $11,210,698 | $11,638,083 | +$427,385 | +3.81% | |
| Whitaker-Myers Wealth Managers, Ltd. | 1.79% | 244,312 | $11,016,047 | $10,976,938 | -$39,109 | -0.36% | |
| Bensler, Llc | 0.95% | 248,398 | $10,750,639 | $11,160,522 | +$409,883 | +3.81% | |
| Dagco, Inc. | 1.85% | 235,924 | $10,637,835 | $10,600,065 | -$37,770 | -0.36% | |
| Davenport & Co Llc | 0.05% | 229,615 | $10,353,349 | $10,316,602 | -$36,747 | -0.35% | |
| Citigroup Inc | 0.00% | 237,568 | $10,281,937 | $10,673,930 | +$391,993 | +3.81% | |
| Snider Financial Group | 2.38% | 219,194 | $9,883,474 | $9,848,386 | -$35,088 | -0.36% | |
| Leavell Investment Management, Inc. | 0.34% | 213,304 | $9,231,797 | $9,583,749 | +$351,952 | +3.81% | |
| Atria Investments, Inc | 0.09% | 194,951 | $8,790,356 | $8,759,148 | -$31,208 | -0.36% | |
| Wealthcare Investment Partners, Llc | 2.08% | 197,881 | $8,564,301 | $8,890,793 | +$326,492 | +3.81% |
Frequently asked questions about RECS
Who are the largest institutional holders of RECS?
The largest institutional holders of RECS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Ameriprise Financial Inc, Morgan Stanley, Raymond James Financial Inc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported RECS position.
What is RECS institutional ownership?
This page tracks RECS positions reported by institutional investment managers through SEC Form 13F. COLUMBIA RESRH ENHANCED CORE (RECS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RECS?
InsiderSet currently tracks 190 institutional managers reporting RECS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RECS shareholders.
How much RECS stock do institutions own?
Institutional investment managers disclosed approximately $4.39B in RECS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RECS institutional ownership last updated?
The latest RECS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RECS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RECS position after the reporting date.
Are institutions buying or selling RECS?
Institutional buying and selling can be analyzed by comparing RECS positions across consecutive 13F reporting periods. InsiderSet's RECS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RECS ownership changes.
How has RECS institutional ownership changed over time?
InsiderSet tracks RECS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.