COLUMBIA RESEAR ENH VAL ETF REVS
$32.15
+1.3% 52w: $25.11 – $32.15
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data25.1128.6332.15
Jun 20, 2025 Jul 2, 2026
Institutional holders
37
+11 QoQ
13F value
$193.5M
+60.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns REVS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 3.7M | $106.6M | 0.0% | +65.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.2M | $34.1M | 0.1% | +4.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 575.7K | $16.5M | 0.0% | +112.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 317.5K | $9.1M | 0.0% | New |
| U.S. Capital Wealth Advisors, LLC | Other | 243.1K | $7.0M | 0.2% | +99.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 111.5K | $3.2M | 0.0% | +5.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 96.9K | $2.8M | 0.0% | -16.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 52.5K | $1.5M | 0.0% | +3942.3% |
| Ruggaard & Associates LLC | Wealth advisor | 52.4K | $1.5M | 0.6% | +0.6% |
| World Investment Advisors | Wealth advisor | 46.6K | $1.3M | 0.0% | +12.8% |
| First Interstate Bank | Wealth advisor | 46.1K | $1.3M | 0.1% | New |
| Private Advisor Group, LLC | Wealth advisor | 42.4K | $1.2M | 0.0% | +2.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 40.8K | $1.2M | 0.0% | +64.7% |
| Essex Financial Services, Inc. | Wealth advisor | 29.3K | $839K | 0.0% | +19.0% |
| JANE STREET GROUP, LLC | Market maker | 27.5K | $788K | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 26.4K | $756K | 0.0% | New |
| Frederick Financial Consultants, LLC | Wealth advisor | 26.3K | $753K | 0.4% | -0.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 22.3K | $637K | 0.0% | New |
| Inscription Capital, LLC | Other | 17.9K | $511K | 0.1% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 12.8K | $367K | 0.0% | Held |
| Cetera Investment Advisers | Wealth advisor | 10.5K | $300K | 0.0% | New |
| Medallion Wealth Advisors, LLC | Wealth advisor | 9.0K | $258K | 0.1% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 8.9K | $254K | 0.0% | +795.7% |
| Pine Valley Investments Ltd Liability Co | Other | 7.0K | $200K | 0.0% | -30.5% |
| IFP Advisors, Inc | Wealth advisor | 5.2K | $149K | 0.0% | +1316.9% |
| FMR LLC | Long only active | 3.9K | $112K | 0.0% | +3600.9% |
| UBS Group AG | Bank broker | 3.7K | $104K | 0.0% | +1121.1% |
| MORGAN STANLEY | Bank broker | 3.0K | $86K | 0.0% | -11.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 2.8K | $79K | 0.0% | +13.9% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | Other | 800 | $25K | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 256 | $7K | 0.0% | New |
| KERR FINANCIAL PLANNING Corp | Other | 147 | $4K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 52 | $1K | 0.0% | New |
| Pflug Koory, LLC | Other | 35 | $1K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 25 | $1K | 0.0% | New |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 5 | $144 | 0.0% | Held |
| BlackRock, Inc. | Index provider | 1 | $15 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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