Who Owns REVS?

Columbia Research Enhanced Value ETF — Institutional Ownership & 13F Holdings

$30.24

-0.08 (-0.25%)

Market Cap

$102.8M

Shares Outstanding

3,587,719

Institutional Holders

17

Total Inst. Value

$10.8M

% of Float Held

QoQ Holder Change

+7

Institutional data as of Q1 2025

New Positions

5

Closed Positions

3

Increased

7

Decreased

4

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1NewEdge Advisors, LLC$2.7M108,189
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M89,244
3Ruggaard & Associates LLC$1.3M50,438
4Cambridge Investment Research Advisors, Inc.$1.1M42,950
5RAYMOND JAMES FINANCIAL INC$1.0M40,312
6Frederick Financial Consultants, LLC$938K37,156
7GWN SECURITIES INC.New$553K21,952
8Janney Montgomery Scott LLCNew$324K12,818
9COMMONWEALTH EQUITY SERVICES, LLC$251K9,964
10JANE STREET GROUP, LLC$237K9,409

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold REVS?

As of Q1 2025, 17 institutional investors report holding REVS (Columbia Research Enhanced Value ETF) in their 13F filings.

Which hedge fund owns the most REVS?

The largest institutional holder of REVS is NewEdge Advisors, LLC with $2.7M in shares.

Are institutions buying or selling REVS?

This quarter, 5 institutions opened new positions in REVS and 3 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.