ETF Holders

Who owns REVS?

US large cap

Columbia Research Enhanced Value ETF · Columbia Threadneedle

38 institutions reported holding REVS, worth $256.0M, in Form 13F filings for June 30, 2026.

13F holders
38
Institutional value
$256.0M
Change from prior quarter
+39.4%
+$72.4M, with price moves
New and sold-out firms
9 / 6
16 added, 5 trimmed

Top 10 institutional holders of REVS

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$137.3M4,365,673+642,385 shares
MML Investors Services, LLCSpringfield, MA$48.9M1,554,384+361,688 shares
Raymond James Financial Inc.St. Petersburg, FL$18.2M579,259+3,545 shares
Envestnet Asset Management Inc.Berwyn, PA$11.4M361,667+44,147 shares
Arax Advisory PartnersNew York, NY$7.5M239,615New position
Cetera Investment AdvisersSchaumburg, IL$6.9M218,111+207,641 shares
Wealth Enhancement Advisory Services, LLCPlymouth, MN$3.7M112,939+1,398 shares
First Interstate BankBillings, MT$3.5M109,803+63,653 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$2.2M70,660+44,248 shares
Commonwealth Equity Services, LLCWaltham, MA$2.1M67,754+26,923 shares
28 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns REVS?

38 institutional managers reported holding REVS in Form 13F filings for June 30, 2026, worth $256.0M in total. The largest reported position was held by LPL Financial LLC, at $137.3M.

Did institutions buy or sell REVS last quarter?

Reported 13F value rose 39.4% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 6 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is REVS ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.