Columbia Resear Enh Val ETFREVSETF
13F holders, Q4 2024 (December 31)17holders +1
2new positions
2sold out
1famous investor
$24.73avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding Columbia Resear Enh Val ETF (REVS) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($41.0M), NewEdge Advisors, LLC ($2.6M) and Wealth Enhancement Advisory Services, LLC ($1.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $539K |
| Exits | 2 | $571K |
All 13F filers, Q3 2024 → Q4 2024: 72,736 shares bought and 135,464 shares sold, net −62,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| LPL Financial LLC | 0.02% | Reduce -5.6% | 1,656,519 | $41.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -9.4% | 105,896 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +95.0% | 75,383 | $1.9M |
| Ruggaard & Associates LLC | 0.54% | Add +7.7% | 49,908 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +29.7% | 42,537 | $1.1M |
| Frederick Financial Consultants, LLC | 0.77% | — | 39,001 | $965K |
| Raymond James Financial Inc. | 0.00% | — | 38,590 | $954K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -10.7% | 25,433 | $629K |
| Citadel Advisors | 0.00% | New | 13,556 | $335K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,818 | $317K |
| Jane Street Group, LLC | 0.00% | Add +7.8% | 12,123 | $300K |
| Commonwealth Equity Services, LLC | 0.00% | New | 8,249 | $204K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 2,000 | $49K |
| Osaic Holdings, Inc. | 0.00% | No change | 500 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 460 | $11K |
| FMR LLC | 0.00% | No change | 213 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $124 |
"% 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.