Columbia Resear Enh Val ETFREVSETF
13F holders, Q3 2024 (September 30)16holders +1
3new positions
2sold out
$25.38avg. 13F price*
At the end of Q3 2024, 16 institutions reported holding Columbia Resear Enh Val ETF (REVS) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($44.6M), NewEdge Advisors, LLC ($3.0M) and Ruggaard & Associates LLC ($1.2M).
- Company
- Columbia Resear Enh Val ETF
- CUSIP
- 19761L805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $275K |
| Exits | 2 | $615K |
All 13F filers, Q2 2024 → Q3 2024: 338,287 shares bought and 30,472 shares sold, net +307,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| LPL Financial LLC | 0.02% | Add +20.4% | 1,755,425 | $44.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.7% | 116,888 | $3.0M |
| Ruggaard & Associates LLC | 0.51% | Add +11.2% | 46,323 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.2% | 38,657 | $981K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.9% | 32,807 | $833K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +2.5% | 28,472 | $723K |
| Householder Group Estate & Retirement Specialist, LLC | 0.16% | Add +149.6% | 21,622 | $548K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,818 | $325K |
| Jane Street Group, LLC | 0.00% | Reduce -14.4% | 11,241 | $285K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 9,714 | $247K |
| Morgan Stanley | 0.00% | Add +0.1% | 2,002 | $51K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 903 | $23K |
| Osaic Holdings, Inc. | 0.00% | No change | 500 | $13K |
| Harbour Investments, Inc. | 0.00% | Reduce -31.2% | 452 | $11K |
| FMR LLC | 0.00% | New | 213 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $127 |
"% 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.