Columbia Resear Enh Val ETFREVSETF
13F holders, Q2 2024 (June 30)15holders
3new positions
3sold out
1famous investor
$23.30avg. 13F price*
At the end of Q2 2024, 15 institutions reported holding Columbia Resear Enh Val ETF (REVS) in their 13F filings, unchanged from Q1 2024. 3 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($34.0M), NewEdge Advisors, LLC ($2.8M) and Ruggaard & Associates LLC ($970K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Columbia Resear Enh Val ETF
- CUSIP
- 19761L805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.6M |
| Exits | 3 | $3.8M |
All 13F filers, Q1 2024 → Q2 2024: 646,054 shares bought and 172,262 shares sold, net +473,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| LPL Financial LLC | 0.02% | Add +62.7% | 1,457,834 | $34.0M |
| NewEdge Advisors, LLC | 0.02% | Add +2.0% | 118,886 | $2.8M |
| Ruggaard & Associates LLC | 0.45% | New | 41,642 | $970K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +49.7% | 31,644 | $737K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.4% | 28,296 | $659K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -0.0% | 27,772 | $647K |
| Citadel Advisors | 0.00% | New | 17,206 | $401K |
| Jane Street Group, LLC | 0.00% | Reduce -40.4% | 13,128 | $306K |
| Janney Montgomery Scott LLC | 0.00% | Add +15.6% | 12,818 | $299K |
| Susquehanna International Group, LLP | 0.00% | New | 9,176 | $214K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Add +27.1% | 8,662 | $201K |
| Morgan Stanley | 0.00% | No change | 2,001 | $47K |
| Harbour Investments, Inc. | 0.00% | No change | 657 | $15K |
| Osaic Holdings, Inc. | 0.00% | No change | 500 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $117 |
"% 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.