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Columbia Research Enhanced Value ETF (REVS) Institutional Ownership

$31.75 +0.31 (+0.99%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Columbia Research Enhanced Value ETF (NYSEARCA:REVS)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$60.44M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.43M
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REVS Institutional Buying and Selling by Quarter

Columbia Research Enhanced Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC96,918$2.77M0.0%-16.0%1.053%
5/26/2026Ruggaard & Associates LLC52,425$1.50M0.6%+0.6%0.570%
5/19/2026Western Wealth Management LLC997$29K0.0%N/A0.011%
5/13/2026Cetera Investment Advisers10,470$300K0.0%N/A0.114%
4/30/2026First Interstate Bank46,150$1.32M0.1%N/A0.502%
4/27/2026World Investment Advisors46,609$1.33M0.0%+12.8%0.511%
4/27/2026Private Advisor Group LLC42,408$1.21M0.0%+2.2%0.465%
4/24/2026Essex Financial Services Inc.29,303$839K0.0%+19.0%0.321%
3/13/2026World Investment Advisors41,326$1.17M0.0%N/A0.626%
2/20/2026Ruggaard & Associates LLC52,103$1.47M0.6%+4.9%0.789%
2/18/2026NewEdge Advisors LLC115,410$3.26M0.0%-10.6%1.749%
2/16/2026MML Investors Services LLC1,138,925$32.21M0.1%N/A17.256%
2/12/2026Commonwealth Equity Services LLC24,788$701K0.0%+14.8%0.376%
2/12/2026Steward Partners Investment Advisory LLC1,300$37K0.0%N/A0.020%
2/11/2026LPL Financial LLC2,249,697$63.63M0.0%+24.6%34.086%
2/10/2026Frederick Financial Consultants LLC26,399$747K0.4%-19.3%0.400%
2/10/2026Essex Financial Services Inc.24,626$697K0.0%+108.5%0.373%
2/4/2026World Investment Advisors41,326$1.17M0.0%N/A0.636%
1/23/2026U.S. Capital Wealth Advisors LLC121,826$3.45M0.1%N/A2.030%
1/8/2026Wealth Enhancement Advisory Services LLC105,326$3.05M0.0%+4.7%2.150%
11/17/2025NewEdge Advisors LLC129,028$3.61M0.0%+5.2%4.301%
11/17/2025Citadel Advisors LLC10,975$307K0.0%-44.5%0.366%
11/14/2025Raymond James Financial Inc.257,888$7.21M0.0%+28.9%8.596%
11/13/2025Private Advisor Group LLC16,043$448K0.0%N/A0.535%
11/7/2025Essex Financial Services Inc.11,811$330K0.0%+46.1%0.394%
10/29/2025Wealth Enhancement Advisory Services LLC100,569$2.82M0.0%+11.2%3.352%
8/15/2025Ruggaard & Associates LLC49,588$1.30M0.5%-1.7%1.653%
8/14/2025Raymond James Financial Inc.200,098$5.26M0.0%+396.4%6.670%
8/14/2025NewEdge Advisors LLC122,687$3.22M0.0%+13.4%4.090%
8/5/2025Frederick Financial Consultants LLC34,595$909K0.6%-6.9%1.173%
7/10/2025Wealth 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%
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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%


REVS Institutional Ownership - Frequently Asked Questions

During the previous two years, 19 institutional investors and hedge funds held shares of Columbia Research Enhanced Value ETF. The most heavily invested institutionals were LPL Financial LLC ($63.63M), MML Investors Services LLC ($32.21M), Raymond James Financial Inc. ($7.21M), U.S. Capital Wealth Advisors LLC ($3.45M), Wealth Enhancement Advisory Services LLC ($3.05M), NewEdge Advisors LLC ($2.77M), and Ruggaard & Associates LLC ($1.50M).Learn more on Columbia Research Enhanced Value ETF's institutional investors.

Of the 19 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: MML Investors Services LLC ($1.14M), LPL Financial LLC ($1.10M), Raymond James Financial Inc. ($294.76K), U.S. Capital Wealth Advisors LLC ($121.83K), World Investment Advisors ($87.94K), Wealth Enhancement Advisory Services LLC ($84.19K), and First Interstate Bank ($46.15K).

Institutional investors have bought a total of 2,149,855 shares in the last 24 months. This purchase volume represents approximately $60.44M in transactions.

The following institutional investors have sold Columbia Research Enhanced Value ETF stock in the last 24 months: NewEdge Advisors LLC ($32.11K), Frederick Financial Consultants LLC ($8.89K), Citadel Advisors LLC ($8.82K), and Ruggaard & Associates LLC ($850.00).

Institutional investors have sold a total of 50,665 shares in the last 24 months. This volume of shares sold represents approximately $1.43M in transactions.


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This page (NYSEARCA:REVS) was last updated on 7/1/2026 by MarketBeat.com Staff.
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