REVS · Columbia Research Enhanced Value ETF ETF
$34.14
-0.23 (-0.66%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $10,392,975
Total Shares: 395,456
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2025Top Holder
50.6%
−29.8 pts
Top 5
99.8%
+6.1 pts
Top 10
100.0%
+0.6 pts
HHI
3,706
Highly concentrated−2,821
Quarterly Activity
vs Mar 31, 2025
New
1
Increased
3
Decreased
2
Sold Out
11
Unchanged
1
Holder count:
-10
Institutional value:
-81.1%
Shares held:
-81.9%
Top Buyers
vs Mar 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega RAYMOND JAMES FINANCIAL INC | +159,786 | 200,098 | |
| Large NewEdge Advisors, LLC | +14,498 | 122,687 | |
| Mega MORGAN STANLEY | +686 | 2,686 |
Top Sellers
vs Mar 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | −1,919 | 500 | |
| Micro Ruggaard & Associates LLC | −850 | 49,588 |
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 19,791 | $520,127 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 1,755,008 | $44,296,401 | |
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 89,244 | $2,252,518 | |
| Large Cambridge Investment Research Advisors, Inc. | 42,950 | $1,084,058 | |
| Micro Frederick Financial Consultants, LLC | 37,156 | $937,817 | |
| Small GWN SECURITIES INC. | 21,952 | $554,068 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega RAYMOND JAMES FINANCIAL INC REVS | $5,258,774 | 50.60% | 200,098 | Shares | 2025-08-14 | |
| Large NewEdge Advisors, LLC REVS | $3,224,337 | 31.02% | 122,687 | Shares | 2025-08-14 | |
| Micro Ruggaard & Associates LLC REVS | $1,303,222 | 12.54% | 49,588 | Shares | 2025-08-14 | |
| Mega CITADEL ADVISORS LLC REVS | $520,127 | 5.00% | 19,791 | Shares | 2025-08-14 | |
| Mega MORGAN STANLEY REVS | $70,590 | 0.68% | 2,686 | Shares | 2025-08-15 | |
| Large OSAIC HOLDINGS, INC. REVS | $13,140 | 0.13% | 500 | Shares | 2025-08-13 | |
| Mega FMR LLC REVS | $2,785 | 0.03% | 106 | Shares | 2025-08-14 |