Funds holding COLUMBIA RESEARCH ENHANCED CORE ETF
ISIN US19761L7064 · United States · LEI 5493007QSD2LFRRLVI83
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 89.3M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Columbia Thermostat Fund COLUMBIA ACORN TRUST | 2,245,815 | 87.5M $ | 6.95 % | as of Mar 31, 2026 ↗ |
| Columbia Cornerstone Equity Fund COLUMBIA FUNDS SERIES TRUST | 43,646 | 1.8M $ | 0.11 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Columbia Thermostat Fund COLUMBIA ACORN TRUST | 6.95 % | as of Mar 31, 2026 ↗ |
| Columbia Cornerstone Equity Fund COLUMBIA FUNDS SERIES TRUST | 0.11 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 2,289,461 | +8.5 % |
| 2026Q1 | 2 | 0 | 2,109,312 | -1.0 % |
| 2025Q4 | 2 | 0 | 2,130,034 | -34.2 % |
| 2025Q3 | 2 | -1 | 3,234,852 | +127.3 % |
| 2025Q2 | 3 | 0 | 1,423,431 | +9.1 % |
| 2025Q1 | 3 | -1 | 1,304,716 | -19.0 % |
| 2024Q4 | 4 | +1 | 1,610,735 | -34.7 % |
| 2024Q3 | 3 | 0 | 2,467,113 | +121.1 % |
| 2024Q2 | 3 | 0 | 1,115,869 | -31.3 % |
| 2024Q1 | 3 | 0 | 1,623,279 | +9.7 % |
| 2023Q4 | 3 | 1,480,049 |
Institutional managers
174 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 20,066,979 | 782.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 15,068,614 | 587.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,204,549 | 241.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 5,667,922 | 220.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 5,647,736 | 220.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,258,422 | 127M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 3,037,379 | 118.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,468,433 | 96.2M $ | as of Mar 31, 2026 |
| Gradient Investments LLC | 2,320,319 | 90.4M $ | as of Mar 31, 2026 |
| Bogart Wealth, LLC | 2,286,664 | 89.1M $ | as of Mar 31, 2026 |
| Stratos Investment Management, LLC | 2,102,304 | 81.9M $ | as of Mar 31, 2026 |
| Amplius Wealth Advisors, LLC | 1,662,973 | 64.8M $ | as of Mar 31, 2026 |
| Stratos Wealth Partners, LTD. | 1,567,289 | 61.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,432,489 | 55.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,173,365 | 45.7M $ | as of Mar 31, 2026 |
| Drake & Associates, LLC | 1,160,304 | 45.2M $ | as of Mar 31, 2026 |
| Mason & Associates Inc | 1,033,768 | 39.2M $ | as of Mar 31, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | 972,266 | 37.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 895,555 | 34M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 874,028 | 33.2M $ | as of Mar 31, 2026 |
| BlueStem Wealth Partners, LLC | 862,284 | 33.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 848,908 | 33.1M $ | as of Mar 31, 2026 |
| Spectrum Wealth Advisory Group, LLC | 829,116 | 32.3M $ | as of Mar 31, 2026 |
| Stadion Money Management, LLC | 811,668 | 31.6K $ | as of Mar 31, 2026 |
| Ameritas Advisory Services, LLC | 701,242 | 27.3M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding COLUMBIA RESEARCH ENHANCED CORE ETF". https://titelia.com/en/stocks/columbia-research-enhanced-core-etf-US19761L7064