Columbia Resear Enh Val ETFREVSETF
13F holders, Q1 2025 (March 31)17holders
1new positions
1sold out
$25.24avg. 13F price*
At the end of Q1 2025, 17 institutions reported holding Columbia Resear Enh Val ETF (REVS) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($44.3M), NewEdge Advisors, LLC ($2.7M) and Wealth Enhancement Advisory Services, LLC ($2.3M).
- Company
- Columbia Resear Enh Val ETF
- CUSIP
- 19761L805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $553K |
| Exits | 1 | $335K |
All 13F filers, Q4 2024 → Q1 2025: 142,894 shares bought and 18,529 shares sold, net +124,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| LPL Financial LLC | 0.02% | Add +6.0% | 1,755,008 | $44.3M |
| NewEdge Advisors, LLC | 0.02% | Add +2.2% | 108,189 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.4% | 89,244 | $2.3M |
| Ruggaard & Associates LLC | 0.56% | Add +1.1% | 50,438 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 42,950 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +4.5% | 40,312 | $1.0M |
| Frederick Financial Consultants, LLC | 0.68% | Reduce -4.7% | 37,156 | $938K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -0.0% | 25,429 | $642K |
| GWN Securities Inc. | 0.03% | New | 21,952 | $553K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,818 | $324K |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.8% | 9,964 | $251K |
| Jane Street Group, LLC | 0.00% | Reduce -22.4% | 9,409 | $237K |
| Osaic Holdings, Inc. | 0.00% | Add +383.8% | 2,419 | $61K |
| Morgan Stanley | 0.00% | No change | 2,000 | $50K |
| Harbour Investments, Inc. | 0.00% | Reduce -65.9% | 157 | $4K |
| FMR LLC | 0.00% | Reduce -50.2% | 106 | $3K |
| 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.