Columbia Resear Enh Val ETFREVSETF

13F holders, Q4 2025 (December 31)
26holders +5
7new positions
2sold out
1famous investor
$28.30avg. 13F price*

At the end of Q4 2025, 26 institutions reported holding Columbia Resear Enh Val ETF (REVS) in their 13F filings, up 5 from Q3 2025. 7 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($63.6M), MML Investors Services, LLC ($32.2M) and Raymond James Financial Inc. ($7.7M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$37.3M
Exits2$940K

All 13F filers, Q3 2025 → Q4 2025: 1,823,582 shares bought and 66,499 shares sold, net +1,757,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

LPL Financial LLC 0.02% Add +24.6% 2,249,697 $63.6M
MML Investors Services, LLC 0.08% New 1,138,925 $32.2M
Raymond James Financial Inc. 0.00% Add +5.3% 271,557 $7.7M
U.S. Capital Wealth Advisors, LLC 0.09% New 121,826 $3.4M
NewEdge Advisors, LLC 0.01% Reduce -10.6% 115,410 $3.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.7% 105,326 $3.1M
Ruggaard & Associates LLC 0.58% Add +4.9% 52,103 $1.5M
Private Advisor Group, LLC 0.01% Add +158.6% 41,486 $1.2M
World Investment Advisors 0.02% New 41,326 $1.2M
Frederick Financial Consultants, LLC 0.41% Reduce -19.3% 26,399 $747K
Commonwealth Equity Services, LLC 0.00% Add +14.8% 24,788 $701K
Essex Financial Services, Inc. 0.04% Add +108.5% 24,626 $697K
Janney Montgomery Scott LLC 0.00% No change 12,818 $363K
Susquehanna International Group, LLP 0.00% New 12,578 $356K
Citadel Advisors 0.00% Add +0.4% 11,016 $312K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -56.3% 10,061 $285K
Morgan Stanley 0.00% Add +12.7% 3,400 $96K
Harbour Investments, Inc. 0.00% Add +6.6% 2,431 $69K
Steward Partners Investment Advisory, LLC 0.00% New 1,300 $37K
Osaic Holdings, Inc. 0.00% Add +2.1% 992 $28K
Mark Sheptoff Financial Planning, LLC 0.01% New 800 $23K
IFP Advisors, Inc 0.00% No change 367 $10K
UBS Group AG 0.00% New 299 $8K
FMR LLC 0.00% No change 106 $3K
Pflug Koory, LLC 0.00% No change 35 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $142

"% 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.