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Columbia Research Enhanced Value ETF (REVS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Columbia Research Enhanced Value ETF (NYSEARCA:REVS)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$12.15M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.05M
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REVS Institutional Buying and Selling by Quarter

Columbia Research Enhanced Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Ruggaard & Associates LLC49,588$1.30M0.5%-1.7%1.653%
8/14/2025 Raymond James Financial Inc.200,098$5.26M0.0%+396.4%6.670%
8/14/2025 NewEdge Advisors LLC122,687$3.22M0.0%+13.4%4.090%
8/5/2025 Frederick Financial Consultants LLC34,595$909K0.6%-6.9%1.173%
7/10/2025 Wealth Enhancement Advisory Services LLC90,474$2.43M0.0%+1.4%3.067%
5/19/2025Jane Street Group LLC9,409$237K0.0%-22.4%0.314%
5/16/2025Ruggaard & Associates LLC50,438$1.27M0.6%+1.1%1.681%
5/16/2025NewEdge Advisors LLC108,189$2.73M0.0%+2.2%3.606%
5/7/2025LPL Financial LLC1,755,008$44.30M0.0%+5.9%62.014%
5/2/2025Frederick Financial Consultants LLC37,156$938K0.7%-4.7%1.313%
4/16/2025Wealth Enhancement Advisory Services LLC89,244$2.25M0.0%+18.4%3.432%
3/17/2025Wealth Enhancement Advisory Services LLC75,383$1.86M0.0%+95.0%2.899%
2/17/2025Citadel Advisors LLC13,556$335K0.0%N/A0.753%
2/14/2025Jane Street Group LLC12,123$300K0.0%+7.8%0.674%
2/14/2025Frederick Financial Consultants LLC39,001$965K0.8%N/A2.167%
2/13/2025NewEdge Advisors LLC105,896$2.62M0.0%-9.4%5.883%
2/13/2025Raymond James Financial Inc.38,590$954K0.0%N/A2.144%
2/13/2025Ruggaard & Associates LLC49,908$1.23M0.5%+7.7%2.773%
2/11/2025LPL Financial LLC1,656,519$40.97M0.0%-5.6%92.029%
2/10/2025Commonwealth Equity Services LLC8,249$204K0.0%N/A0.458%
2/6/2025Raymond James Financial Inc.38,590$954K0.0%N/A2.144%
2/4/2025Pine Valley Investments Ltd Liability Co25,433$629K0.0%-10.7%1.413%
11/25/2024Pine Valley Investments Ltd Liability Co28,472$723K0.0%+2.5%1.582%
11/15/2024Jane Street Group LLC11,241$285K0.0%-14.4%0.625%
10/24/2024Wealth Enhancement Advisory Services LLC38,657$981K0.0%+22.2%2.148%
8/16/2024NewEdge Advisors LLC118,886$2.77M0.0%+2.0%6.605%
8/8/2024LPL Financial LLC1,457,834$33.97M0.0%+62.7%80.991%
7/16/2024Wealth Enhancement Advisory Services LLC31,644$737K0.0%+49.7%1.758%
5/24/2024Cetera Advisors LLC159,876$3.83M0.0%N/A8.882%
5/24/2024Cetera Investment Advisers160,509$3.85M0.0%N/A8.917%
4/16/2024Wealth Enhancement Advisory Services LLC21,141$507K0.0%N/A1.175%
1/23/2024Householder Group Estate & Retirement Specialist LLC5,950$128K0.0%+925.9%0.595%
10/20/2023SFG Wealth Management LLC.42,024$857K0.7%N/A4.202%
8/1/2023Truist Financial Corp139,054$2.91M0.0%-1.7%13.905%
7/13/2023Cambridge Investment Research Advisors Inc.13,510$282K0.0%N/A1.351%
5/12/2023NewEdge Advisors LLC181,143$3.54M0.0%-31.2%18.114%
5/5/2023Truist Financial Corp141,440$2.81M0.0%-2.8%14.144%
10/26/2022Truist Financial Corp138,898$2.49M0.0%-0.6%15.433%
8/11/2022Cetera Advisor Networks LLC12,340$234K0.0%N/A0.881%
7/22/2022Truist Financial Corp139,725$2.65M0.0%N/A9.980%
7/21/2022Advisory Resource Group545,196$10.35M3.4%+51.3%38.943%
4/21/2022CWM LLC1,658$35K0.0%N/A0.125%
4/6/2022Advisory Resource Group360,306$7.71M2.4%-3.0%28.824%
2/8/2022Advisory Resource Group371,534$7.83M2.6%N/A33.776%
2/4/2022Envestnet Asset Management Inc.38,595$825K0.0%+76.3%3.509%
11/5/2021Truist Financial Corp20,282$408K0.0%+43.4%3.863%
8/4/2021Envestnet Asset Management Inc.15,757$318K0.0%N/A3.939%
(Data available from 1/1/2016 forward)

REVS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REVS shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Columbia Research Enhanced Value ETF. The most heavily invested institutionals were LPL Financial LLC ($44.30M), Raymond James Financial Inc. ($5.26M), Cetera Investment Advisers ($3.85M), Cetera Advisors LLC ($3.83M), NewEdge Advisors LLC ($3.22M), Wealth Enhancement Advisory Services LLC ($2.43M), and Ruggaard & Associates LLC ($1.30M).Learn more on Columbia Research Enhanced Value ETF's institutional investors.

Which institutional investors have been buying Columbia Research Enhanced Value ETF's stock?

Of the 14 institutional investors that purchased Columbia Research Enhanced Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($660.14K), Raymond James Financial Inc. ($236.97K), Cetera Investment Advisers ($160.51K), Cetera Advisors LLC ($159.88K), Wealth Enhancement Advisory Services LLC ($90.47K), SFG Wealth Management LLC. ($42.02K), and Frederick Financial Consultants LLC ($39.00K).

How much institutional buying is happening at Columbia Research Enhanced Value ETF?

Institutional investors have bought a total of 477,579 shares in the last 24 months. This purchase volume represents approximately $12.15M in transactions.

Which of Columbia Research Enhanced Value ETF's major shareholders have been selling company stock?

The following institutional investors have sold Columbia Research Enhanced Value ETF stock in the last 24 months: LPL Financial LLC ($98.91K), NewEdge Advisors LLC ($10.99K), Jane Street Group LLC ($4.60K), Frederick Financial Consultants LLC ($4.41K), Pine Valley Investments Ltd Liability Co ($3.04K), and Ruggaard & Associates LLC ($850.00).

How much institutional selling is happening at Columbia Research Enhanced Value ETF?

Institutional investors have sold a total of 122,794 shares in the last 24 months. This volume of shares sold represents approximately $3.05M in transactions.



This page (NYSEARCA:REVS) was last updated on 9/18/2025 by MarketBeat.com Staff
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