DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

RECS

COLUMBIA RESEARCH ENHANCED COR

183 institutions still hold COLUMBIA RESEARCH ENHANCED COR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19761l706·183 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 6.7%

vs prior quarter

13F value held

$3.1B

59.0% inst. owned

of float

Holders

183

-60 QoQ

filers reporting

Activity

+43 / −79

+907 added · −765 reduced

this quarter

Concentration

25.45%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

183 institutions reported RECS in Q1 2026. LPL Financial LLC leads at 25.5% of the visible book. -60 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

LPL Financial LLC

$782M20.1M0.21%Q1 2026 02

AMERIPRISE FINANCIAL INC

$587M15.1M0.14%Q1 2026 03

$242M6.2M0.01%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

$221M5.7M0.07%Q1 2026 05

BANK OF AMERICA CORP /DE/

$220M5.6M0.02%Q1 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

$127M3.3M0.18%Q1 2026 07

OSAIC HOLDINGS, INC.

$118M3.0M0.17%Q1 2026 08

WELLS FARGO & COMPANY/MN

$96M2.5M0.02%Q1 2026 09

Gradient Investments LLC

$90M2.3M1.40%Q1 2026 10

Bogart Wealth, LLC

$89M2.3M3.43%Q1 2026 11

Stratos Investment Management, LLC

$82M2.1M3.29%Q1 2026 12

Amplius Wealth Advisors, LLC

$65M1.7M5.40%Q1 2026 13

Stratos Wealth Partners, LTD.

$61M1.6M0.69%Q1 2026 14

Cetera Investment Advisers

$56M1.4M0.06%Q1 2026 15

ROYAL BANK OF CANADA

$46M1.2M0.01%Q1 2026 16

Drake & Associates, LLC

$45M1.2M8.62%Q1 2026 17

Mason & Associates Inc

$39M1.0M7.60%Q1 2026 18

DAYMARK WEALTH PARTNERS, LLC

$38M972K1.19%Q1 2026 19

JPMORGAN CHASE & CO

$34M896K0.00%Q1 2026 20

BlueStem Wealth Partners, LLC

$34M862K3.74%Q1 2026

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