Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free REVS Stock Alerts

Columbia Research Enhanced Value ETF (REVS) Institutional Ownership

$32.15 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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
Get REVS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Columbia Research Enhanced Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

REVS Institutional Buying and Selling by Quarter

Columbia Research Enhanced Value ETF Major Shareholders & Ownership History

Export
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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.


Related Companies

This page (NYSEARCA:REVS) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel