Columbia Resear Enh Val ETFREVSETF

13F holders, Q2 2025 (June 30)
19holders +2
4new positions
2sold out
1famous investor
$26.30avg. 13F price*

At the end of Q2 2025, 19 institutions reported holding Columbia Resear Enh Val ETF (REVS) in their 13F filings, up 2 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($49.2M), Raymond James Financial Inc. ($5.3M) and NewEdge Advisors, LLC ($3.2M). 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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$743K
Exits2$791K

All 13F filers, Q1 2025 → Q2 2025: 323,236 shares bought and 63,804 shares sold, net +259,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

LPL Financial LLC 0.02% Add +6.7% 1,872,966 $49.2M
Raymond James Financial Inc. 0.00% Add +396.4% 200,098 $5.3M
NewEdge Advisors, LLC 0.02% Add +13.4% 122,687 $3.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.4% 90,474 $2.4M
Ruggaard & Associates LLC 0.52% Reduce -1.7% 49,588 $1.3M
Frederick Financial Consultants, LLC 0.56% Reduce -6.9% 34,595 $909K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -2.9% 24,696 $649K
Citadel Advisors 0.00% New 19,791 $520K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -62.4% 16,158 $425K
Janney Montgomery Scott LLC 0.00% No change 12,818 $337K
Commonwealth Equity Services, LLC 0.00% Add +5.7% 10,534 $277K
Essex Financial Services, Inc. 0.01% New 8,086 $213K
Morgan Stanley 0.00% Add +34.3% 2,686 $71K
Osaic Holdings, Inc. 0.00% Reduce -62.3% 912 $24K
Harbour Investments, Inc. 0.00% Add +145.9% 386 $10K
IFP Advisors, Inc 0.00% New 367 $10K
FMR LLC 0.00% No change 106 $3K
Pflug Koory, LLC 0.00% New 35 $910
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $132

"% 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.