Who owns Columbia Research Enhanced Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of REVS from SEC Form 13F filings across 39 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 39 institutions disclosed 8.1M shares of Columbia Research Enhanced Value ETF worth $253.4M — about 79.3% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
39
13F holders
$253.4M
value, 2026 filers
79.3%
of shares outstanding (8.1M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of REVS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.4M | $137.3M | 0.0% | 42.7% | +17.3% |
| 2 | MML INVESTORS SERVICES, LLC | 1.6M | $48.9M | 0.1% | 15.2% | +30.3% |
| 3 | RAYMOND JAMES FINANCIAL INC | 579,259 | $18.2M | 0.0% | 5.7% | +0.6% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 361,667 | $11.4M | 0.0% | 3.5% | +13.9% |
| 5 | Arax Advisory PartnersNEW | 239,615 | $7.5M | 0.0% | 2.3% | new |
| 6 | Cetera Investment Advisers | 218,111 | $6.9M | 0.0% | 2.1% | +1983.2% |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 112,939 | $3.7M | 0.0% | 1.1% | +1.3% |
| 8 | First Interstate Bank | 109,803 | $3.5M | 0.2% | 1.1% | +137.9% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 67,754 | $2.1M | 0.0% | 0.7% | +65.9% |
| 10 | Ruggaard & Associates LLC | 53,364 | $1.7M | 0.6% | 0.5% | +1.8% |
| 11 | Steward Partners Investment Advisory, LLC | 52,850 | $1.7M | 0.0% | 0.5% | +0.6% |
| 12 | NewEdge Advisors, LLCNEW | 51,321 | $1.6M | 0.0% | 0.5% | new |
| 13 | Essex Financial Services, Inc. | 46,656 | $1.5M | 0.1% | 0.5% | +59.2% |
| 14 | World Investment Advisors | 46,609 | $1.3M | 0.0% | 0.5% | 0.0% |
| 15 | Inscription Capital, LLC | 39,136 | $1.2M | 0.1% | 0.4% | +119.1% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 36,736 | $1.2M | 0.0% | 0.4% | new |
| 17 | Cambridge Investment Research Advisors, Inc. | 35,330 | $1,111 | 0.0% | 0.3% | +33.8% |
| 18 | Frederick Financial Consultants, LLC | 26,216 | $824,220 | 0.3% | 0.3% | -0.3% |
| 19 | Richmond Investment Services, LLCNEW | 19,226 | $604,464 | 0.2% | 0.2% | new |
| 20 | JANE STREET GROUP, LLC | 16,394 | $515,427 | 0.0% | 0.2% | -40.5% |
| 21 | OSAIC HOLDINGS, INC. | 14,302 | $449,673 | 0.0% | 0.1% | +61.0% |
| 22 | Janney Montgomery Scott LLC | 12,818 | $403 | 0.0% | 0.1% | 0.0% |
| 23 | Medallion Wealth Advisors, LLC | 10,000 | $314,400 | 0.1% | 0.1% | +11.1% |
| 24 | Van Diest Capital, LLCNEW | 8,608 | $270,643 | 0.2% | 0.1% | new |
| 25 | Pine Valley Investments Ltd Liability CoNEW | 7,266 | $228,444 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.