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RECS · Insider trading · 13F holders · Congress trades

Columbia ETF Tr I (RECS)

Who is buying and selling RECS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
53
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

RECS at a glance

  • No open-market insider purchases or sales of RECS were filed in the last 90 days.
  • 53 13F filers hold RECS among their 50 largest positions, worth $1.1B combined. The biggest bets by portfolio weight are Three Cord True Wealth Management, LLC (14.6%), Spectrum Wealth Advisory Group, LLC (11.4%) and Tower Wealth Partners, Inc. (10.9%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.
  • No member of Congress has disclosed a trade in RECS.

RECS insider trading

No open-market insider purchases or sales of RECS were filed in the last 90 days.

Who owns RECS? Hedge funds and superinvestors

53 13F filers hold RECS among their 50 largest positions, worth $1.1B combined. The biggest bets by portfolio weight are Three Cord True Wealth Management, LLC (14.6%), Spectrum Wealth Advisory Group, LLC (11.4%) and Tower Wealth Partners, Inc. (10.9%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.

13F filers holding RECS
Manager% of portfolioValueSharesLast quarter13F
Gradient Investments LLCWealth manager1.6%$109.9M2,437,856+1.1% sharesQ3 2026
Bogart Wealth, LLCWealth manager3.5%$101.2M2,339,266+2.3% sharesQ2 2026
Stratos Investment Management, LLCInstitutional asset manager3.3%$92.6M2,139,839+1.8% sharesQ2 2026
Amplius Wealth Advisors, LLCWealth manager5.1%$74.1M1,642,547-1.9% sharesQ3 2026
Ameritas Advisory Services, LLCWealth manager1.5%$72.8M1,681,628+139.8% sharesQ2 2026
Stratos Wealth Partners, LTD.Wealth manager0.7%$72.0M1,664,390+6.2% sharesQ2 2026
Drake & Associates, LLCWealth manager9.1%$54.2M1,252,310+7.9% sharesQ2 2026
Daymark Wealth Partners, LLCWealth manager1.2%$49.0M1,132,868+16.5% sharesQ2 2026
Mason & Associates IncWealth manager7.1%$43.6M1,008,482-2.4% sharesQ2 2026
Spectrum Wealth Advisory Group, LLCWealth manager11.4%$40.4M895,392+4.5% sharesQ3 2026
Stadion Money Management, LLCWealth manager3.0%$34.2M791,168-2.5% sharesQ2 2026
BlueStem Wealth Partners, LLCWealth manager3.3%$33.1M765,762-11.2% sharesQ2 2026
Three Cord True Wealth Management, LLCWealth manager14.6%$30.6M707,539+6.3% sharesQ2 2026
Trajan Wealth LLCWealth manager0.9%$23.1M533,754+0.5% sharesQ2 2026
Gladstone Institutional Advisory LLCWealth manager0.7%$23.0M532,297+16.8% sharesQ2 2026
Tower Wealth Partners, Inc.Wealth manager10.9%$22.1M511,314+1.0% sharesQ2 2026
Arq Wealth Advisors, LLCWealth manager2.6%$22.0M488,661+4.3% sharesQ3 2026
Retirement Management Systems Inc.Wealth manager4.4%$21.3M493,262+7.0% sharesQ2 2026
Sun Life Financial IncInsurance company1.1%$20.7M478,020NewQ2 2026
Centaurus Financial, Inc.Wealth manager0.8%$20.2M467,530-0.6% sharesQ2 2026
Heck Capital Advisors, LLCInstitutional asset manager1.1%$20.1M444,908+2.0% sharesQ3 2026
Essex Financial Services, Inc.Wealth manager0.8%$17.0M391,776-7.2% sharesQ2 2026
IAG Wealth Partners, LLCWealth manager1.5%$15.0M347,443+2.8% sharesQ2 2026
KWB WealthWealth manager1.2%$14.4M319,750-49.7% sharesQ3 2026
Whitaker-Myers Wealth Managers, LTD.Wealth manager1.8%$11.0M244,312+3.3% sharesQ3 2026
Bensler, LLCWealth manager1.0%$10.8M248,398+1.3% sharesQ2 2026
Dagco, Inc.Wealth manager1.8%$10.6M235,924+31.0% sharesQ3 2026
Snider Financial GroupWealth manager2.4%$9.9M219,194-2.9% sharesQ3 2026
WealthCare Investment Partners, LLCWealth manager2.1%$8.6M197,881+13.2% sharesQ2 2026
Byrne Financial Freedom, LLCWealth manager3.3%$8.3M192,408+1.0% sharesQ2 2026

The 30 largest of 53 positions, by value. Each manager counts with its latest 13F (Q3 2026: 23, Q2 2026: 30). Screen RECS in the grand portfolio →

RECS stock trades by members of Congress

No member of Congress has disclosed a trade in RECS.

RECS questions and answers

Are insiders buying RECS stock?

No open-market insider purchases or sales of RECS were filed in the last 90 days.

Which hedge funds own RECS?

53 13F filers hold RECS among their 50 largest positions, worth $1.1B combined. The biggest bets by portfolio weight are Three Cord True Wealth Management, LLC (14.6%), Spectrum Wealth Advisory Group, LLC (11.4%) and Tower Wealth Partners, Inc. (10.9%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.

Has Congress traded RECS?

No member of Congress has disclosed a trade in RECS.

Who is the largest holder of RECS?

Among 13F filers, Gradient Investments LLC reports the largest RECS position, $109.9M (2,437,856 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Three Cord True Wealth Management, LLC's: 14.6% of its portfolio.

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