Columbia Resear Enh Val ETFREVSETF

13F holders, Q3 2025 (September 30)
21holders +2
2new positions
0sold out
1famous investor
$27.96avg. 13F price*

At the end of Q3 2025, 21 institutions reported holding Columbia Resear Enh Val ETF (REVS) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were LPL Financial LLC ($50.5M), Raymond James Financial Inc. ($7.2M) and NewEdge Advisors, LLC ($3.6M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$900K
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 124,852 shares bought and 79,246 shares sold, net +45,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

LPL Financial LLC 0.01% Reduce -3.6% 1,806,089 $50.5M
Raymond James Financial Inc. 0.00% Add +28.9% 257,888 $7.2M
NewEdge Advisors, LLC 0.02% Add +5.2% 129,028 $3.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.2% 100,569 $2.8M
Ruggaard & Associates LLC 0.52% Add +0.1% 49,651 $1.4M
Frederick Financial Consultants, LLC 0.51% Reduce -5.4% 32,727 $915K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -6.8% 23,011 $643K
Commonwealth Equity Services, LLC 0.00% Add +105.0% 21,597 $604K
Cambridge Investment Research Advisors, Inc. 0.00% Add +8.0% 17,442 $488K
Jane Street Group, LLC 0.00% New 16,161 $452K
Private Advisor Group, LLC 0.00% New 16,043 $448K
Janney Montgomery Scott LLC 0.00% No change 12,818 $358K
Essex Financial Services, Inc. 0.02% Add +46.1% 11,811 $330K
Citadel Advisors 0.00% Reduce -44.5% 10,975 $307K
Morgan Stanley 0.00% Add +12.4% 3,018 $84K
Harbour Investments, Inc. 0.00% Add +490.9% 2,281 $64K
Osaic Holdings, Inc. 0.00% Add +6.6% 972 $27K
IFP Advisors, Inc 0.00% No change 367 $10K
FMR LLC 0.00% No change 106 $3K
Pflug Koory, LLC 0.00% No change 35 $968
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $140

"% 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.