Columbia Resear Enh Val ETFREVSETF
13F holders, Q1 2026 (March 31)37holders +11
13new positions
2sold out
$28.62avg. 13F price*
At the end of Q1 2026, 37 institutions reported holding Columbia Resear Enh Val ETF (REVS) in their 13F filings, up 11 from Q4 2025. 13 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($106.6M), MML Investors Services, LLC ($34.1M) and Raymond James Financial Inc. ($16.5M).
- Company
- Columbia Resear Enh Val ETF
- CUSIP
- 19761L805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $13.7M |
| Exits | 2 | $667K |
All 13F filers, Q4 2025 → Q1 2026: 2,535,466 shares bought and 45,636 shares sold, net +2,489,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| LPL Financial LLC | 0.03% | Add +65.5% | 3,723,288 | $106.6M |
| MML Investors Services, LLC | 0.09% | Add +4.7% | 1,192,696 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Add +112.0% | 575,714 | $16.5M |
| Envestnet Asset Management Inc. | 0.00% | New | 317,520 | $9.1M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Add +99.6% | 243,142 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.9% | 111,541 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -16.0% | 96,918 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3942.3% | 52,550 | $1.5M |
| Ruggaard & Associates LLC | 0.59% | Add +0.6% | 52,425 | $1.5M |
| World Investment Advisors | 0.02% | Add +12.8% | 46,609 | $1.3M |
| First Interstate Bank | 0.07% | New | 46,150 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +2.2% | 42,408 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +64.7% | 40,831 | $1.2M |
| Essex Financial Services, Inc. | 0.05% | Add +19.0% | 29,303 | $839K |
| Jane Street Group, LLC | 0.00% | New | 27,533 | $788K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 26,412 | $756K |
| Frederick Financial Consultants, LLC | 0.37% | Reduce -0.4% | 26,300 | $753K |
| Goldman Sachs Group Inc. | 0.00% | New | 22,256 | $637K |
| Inscription Capital, LLC | 0.05% | New | 17,865 | $511K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,818 | $367K |
| Cetera Investment Advisers | 0.00% | New | 10,470 | $300K |
| Medallion Wealth Advisors, LLC | 0.08% | New | 9,000 | $258K |
| Osaic Holdings, Inc. | 0.00% | Add +795.7% | 8,885 | $254K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -30.5% | 6,991 | $200K |
| IFP Advisors, Inc | 0.00% | Add +1316.9% | 5,200 | $149K |
| FMR LLC | 0.00% | Add +3600.9% | 3,923 | $112K |
| UBS Group AG | 0.00% | Add +1121.1% | 3,651 | $104K |
| Morgan Stanley | 0.00% | Reduce -11.2% | 3,019 | $86K |
| Harbour Investments, Inc. | 0.00% | Add +13.9% | 2,768 | $79K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 800 | $25K |
| MAI Capital Management | 0.00% | New | 256 | $7K |
| KERR FINANCIAL PLANNING Corp | 0.00% | New | 147 | $4K |
| Wells Fargo & Company | 0.00% | New | 52 | $1K |
| Pflug Koory, LLC | 0.00% | No change | 35 | $1K |
| Royal Bank of Canada | 0.00% | New | 25 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $144 |
| BlackRock, Inc. | 0.00% | New | 1 | $15 |
"% 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.