Columbia Resear Enh Val ETFREVSETF

13F holders, Q2 2026 (June 30)
37holders
6new positions
5sold out
$31.44avg. 13F price*

At the end of Q2 2026, 37 institutions reported holding Columbia Resear Enh Val ETF (REVS) in their 13F filings, unchanged from Q1 2026. 6 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($137.3M), MML Investors Services, LLC ($48.9M) and Raymond James Financial Inc. ($18.2M).

Company
Columbia Resear Enh Val ETF
CUSIP
19761L805
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 15Q1 2024Q2 2024: 15Q2 2024Q3 2024: 16Q3 2024Q4 2024: 17Q4 2024Q1 2025: 17Q1 2025Q2 2025: 19Q2 2025Q3 2025: 21Q3 2025Q4 2025: 26Q4 2025Q1 2026: 37Q1 2026Q2 2026: 37Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$9.6M
Exits5$2.0M

All 13F filers, Q1 2026 → Q2 2026: 1,713,661 shares bought and 129,391 shares sold, net +1,584,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

LPL Financial LLC 0.03% Add +17.3% 4,365,673 $137.3M
MML Investors Services, LLC 0.10% Add +30.3% 1,554,384 $48.9M
Raymond James Financial Inc. 0.00% Add +0.6% 579,259 $18.2M
Envestnet Asset Management Inc. 0.00% Add +13.9% 361,667 $11.4M
Arax Advisory Partners 0.05% New 239,615 $7.5M
Cetera Investment Advisers 0.01% Add +1983.2% 218,111 $6.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.3% 112,939 $3.7M
First Interstate Bank 0.18% Add +137.9% 109,803 $3.5M
Commonwealth Equity Services, LLC 0.00% Add +65.9% 67,754 $2.1M
Ruggaard & Associates LLC 0.60% Add +1.8% 53,364 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +0.6% 52,850 $1.7M
NewEdge Advisors, LLC 0.00% Reduce -47.0% 51,321 $1.6M
Essex Financial Services, Inc. 0.07% Add +59.2% 46,656 $1.5M
World Investment Advisors 0.02% No change 46,609 $1.3M
Inscription Capital, LLC 0.11% Add +119.1% 39,136 $1.2M
Susquehanna International Group, LLP 0.00% New 36,736 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +33.8% 35,330 $1.1M
Frederick Financial Consultants, LLC 0.35% Reduce -0.3% 26,216 $824K
Richmond Investment Services, LLC 0.19% New 19,226 $604K
Jane Street Group, LLC 0.00% Reduce -40.5% 16,394 $515K
Osaic Holdings, Inc. 0.00% Add +61.0% 14,302 $450K
Janney Montgomery Scott LLC 0.00% No change 12,818 $403K
Medallion Wealth Advisors, LLC 0.10% Add +11.1% 10,000 $314K
Van Diest Capital, LLC 0.24% New 8,608 $271K
Pine Valley Investments Ltd Liability Co 0.01% Add +3.9% 7,266 $228K
IFP Advisors, Inc 0.00% Reduce -6.1% 4,884 $154K
Morgan Stanley 0.00% No change 3,019 $95K
Harbour Investments, Inc. 0.00% Reduce -6.0% 2,603 $82K
Royal Bank of Canada 0.00% Add +7228.0% 1,832 $58K
Mark Sheptoff Financial Planning, LLC 0.01% No change 800 $25K
JPMorgan Chase & Co. 0.00% New 739 $23K
FMR LLC 0.00% Reduce -88.4% 456 $14K
KERR FINANCIAL PLANNING Corp 0.01% No change 147 $5K
Jones Financial Companies LLLP 0.00% New 77 $2K
Pflug Koory, LLC 0.00% No change 35 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $158
BlackRock, Inc. 0.00% No change 1 $16

"% of holder's portfolio" is REVS's weight in each manager's 13F, not the share of Columbia Resear Enh Val ETF the manager owns.