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Columbia Resear ENH VAL ETF (REVS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,912,407 from 4,365,673
Change+546,734 (+13%)
Value$161.1M (+$23.9M)
Filed 2026-11-06
First Interstate Bank
UNCHANGED
Shares109,803 from 109,803
Change0 (0%)
Value$3.6M (+$149.6K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares104,812 from 112,939
Change-8,127 (-7%)
Value$3.5M (-$162.1K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares70,402 from 67,754
Change+2,648 (+4%)
Value$2.3M (+$179.1K)
Filed 2026-11-02
Inscription Capital, LLC
INCREASED
Shares56,081 from 39,136
Change+16,945 (+43%)
Value$1.8M (+$609.1K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares37,410 from 35,330
Change+2,080 (+6%)
Value$1.2M (+$116.0K)
Filed 2026-11-02
Frederick Financial Consultants, LLC
INCREASED
Shares26,339 from 26,216
Change+123 (+0%)
Value$864.0K (+$39.7K)
Filed 2026-10-29
Richmond Investment Services, LLC
INCREASED
Shares19,365 from 19,226
Change+139 (+1%)
Value$635.2K (+$30.7K)
Filed 2026-10-29
IFP Advisors, Inc
UNCHANGED
Shares4,884 from 4,884
Change0 (0%)
Value$160.2K (+$6.7K)
Filed 2026-10-16
Farther Finance Advisors, LLC
NEW
Shares1,214
Change+1,214
Value$39.8K
Filed 2026-10-08
CoreCap Advisors, LLC
NEW
Shares923
Change+923
Value$30.3K
Filed 2026-10-08
Buck Wealth Strategies, LLC
NEW
Shares75
Change+75
Value$2.5K
Filed 2026-10-28
Pflug Koory, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.2K (+$48)
Filed 2026-10-26
Investors Research Corp
NEW
Shares5
Change+5
Value$164
Filed 2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$165 (+$7)
Filed 2026-10-23
MML Investors Services, LLC
N/A
Shares— from 1,554,384
Change-1,554,384 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 579,259
Change-579,259 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 361,667
Change-361,667 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 239,615
Change-239,615 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 218,111
Change-218,111 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 53,364
Change-53,364 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 52,850
Change-52,850 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 51,321
Change-51,321 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 46,656
Change-46,656 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 46,609
Change-46,609 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,736
Change-36,736 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,394
Change-16,394 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,302
Change-14,302 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,818
Change-12,818 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 8,608
Change-8,608 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 7,266
Change-7,266 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 739
Change-739 (-100%)
Value—
FMR LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 147
Change-147 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 77
Change-77 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED4,912,4074,365,673+546,734+13%$137.3M$161.1M+$23.9M2026-11-06
First Interstate Bank
UNCHANGED109,803109,80300%$3.5M$3.6M+$149.6K2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED104,812112,939-8,127-7%$3.7M$3.5M-$162.1K2026-10-13
Commonwealth Equity Services, LLC
INCREASED70,40267,754+2,648+4%$2.1M$2.3M+$179.1K2026-11-02
Inscription Capital, LLC
INCREASED56,08139,136+16,945+43%$1.2M$1.8M+$609.1K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED37,41035,330+2,080+6%$1.1M$1.2M+$116.0K2026-11-02
Frederick Financial Consultants, LLC
INCREASED26,33926,216+123+0%$824.2K$864.0K+$39.7K2026-10-29
Richmond Investment Services, LLC
INCREASED19,36519,226+139+1%$604.5K$635.2K+$30.7K2026-10-29
IFP Advisors, Inc
UNCHANGED4,8844,88400%$153.6K$160.2K+$6.7K2026-10-16
Farther Finance Advisors, LLC
NEW1,214—+1,214——$39.8K—2026-10-08
CoreCap Advisors, LLC
NEW923—+923——$30.3K—2026-10-08
Buck Wealth Strategies, LLC
NEW75—+75——$2.5K—2026-10-28
Pflug Koory, LLC
UNCHANGED353500%$1.1K$1.2K+$482026-10-26
Investors Research Corp
NEW5—+5——$164—2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$158$165+$72026-10-23
MML Investors Services, LLC
N/A—1,554,384-1,554,384-100%$48.9M———
Raymond James Financial Inc
N/A—579,259-579,259-100%$18.2M———
Envestnet Asset Management Inc
N/A—361,667-361,667-100%$11.4M———
Arax Advisory Partners
N/A—239,615-239,615-100%$7.5M———
Cetera Investment Advisers
N/A—218,111-218,111-100%$6.9M———
Ruggaard & Associates LLC
N/A—53,364-53,364-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—52,850-52,850-100%$1.7M———
NewEdge Advisors, LLC
N/A—51,321-51,321-100%$1.6M———
Essex Financial Services, Inc.
N/A—46,656-46,656-100%$1.5M———
World Investment Advisors
N/A—46,609-46,609-100%$1.3M———
Susquehanna International Group, LLP
N/A—36,736-36,736-100%$1.2M———
Jane Street Group, LLC
N/A—16,394-16,394-100%$515.4K———
Osaic Holdings, Inc.
N/A—14,302-14,302-100%$449.7K———
Janney Montgomery Scott LLC
N/A—12,818-12,818-100%$403.0K———
Medallion Wealth Advisors, LLC
N/A—10,000-10,000-100%$314.4K———
Van Diest Capital, LLC
N/A—8,608-8,608-100%$270.6K———
Pine Valley Investments Ltd Liability Co
N/A—7,266-7,266-100%$228.4K———
Morgan Stanley
N/A—3,019-3,019-100%$94.9K———
Harbour Investments, Inc.
N/A—2,603-2,603-100%$81.8K———
Royal Bank of Canada
N/A—1,832-1,832-100%$58.0K———
Mark Sheptoff Financial Planning, LLC
N/A—800-800-100%$25.2K———
JPMorgan Chase & Co
N/A—739-739-100%$23.3K———
FMR LLC
N/A—456-456-100%$14.3K———
Kerr Financial Planning Corp
N/A—147-147-100%$4.6K———
Jones Financial Companies Lllp
N/A—77-77-100%$2.4K———
BlackRock, Inc.
N/A—1-1-100%$16———
Showing 41 of 41 institutions