DaveManuel.com · Institutional Ownership · Who Owns It
COLUMBIA ETF TR I (REVS)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
37
Reporting holders
$255.8M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $137.3M | 4,365,673 | 0.03% | 12q | +17.3%+$20.2M |
| MML INVESTORS SERVICES, LLC | $48.9M | 1,554,384 | 0.10% | 3q | +30.3%+$11.4M |
| RAYMOND JAMES FINANCIAL INC | $18.2M | 579,259 | 0.00% | 7q | +0.6%+$111.5K |
| ENVESTNET ASSET MANAGEMENT INC | $11.4M | 361,667 | 0.00% | 2q | +13.9%+$1.4M |
| Arax Advisory Partners | $7.5M | 239,615 | 0.05% | new | NEW |
| Cetera Investment Advisers | $6.9M | 218,111 | 0.01% | 2q | +1983.2%+$6.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.7M | 112,939 | 0.01% | 10q | +1.3%+$45.4K |
| First Interstate Bank | $3.5M | 109,803 | 0.18% | 2q | +137.9%+$2.0M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | 70,660 | 0.00% | 2q | +167.5%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 67,754 | 0.00% | 7q | +65.9%+$846.5K |
| Ruggaard & Associates LLC | $1.7M | 53,364 | 0.60% | 9q | +1.8%+$29.5K |
| Steward Partners Investment Advisory, LLC | $1.7M | 52,850 | 0.01% | 3q | +0.6%+$9.4K |
| NewEdge Advisors, LLC | $1.6M | 51,321 | 0.00% | 15q | -47.0%-$1.4M |
| Essex Financial Services, Inc. | $1.5M | 46,656 | 0.07% | 5q | +59.2%+$545.6K |
| World Investment Advisors | $1.3M | 46,609 | 0.02% | 3q | HELD |
| Inscription Capital, LLC | $1.2M | 39,136 | 0.11% | 2q | +119.1%+$668.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 36,736 | 0.00% | new | NEW |
| Frederick Financial Consultants, LLC | $824.2K | 26,216 | 0.35% | 7q | HELD |
| Richmond Investment Services, LLC | $604.5K | 19,226 | 0.19% | new | NEW |
| JANE STREET GROUP, LLC | $515.4K | 16,394 | 0.00% | 2q | -40.5%-$350.2K |
| OSAIC HOLDINGS, INC. | $449.7K | 14,302 | 0.00% | 21q | +61.0%+$170.3K |
| Janney Montgomery Scott LLC | $403.0K | 12,818 | 0.00% | 11q | HELD |
| Medallion Wealth Advisors, LLC | $314.4K | 10,000 | 0.10% | 2q | +11.1%+$31.4K |
| Van Diest Capital, LLC | $270.6K | 8,608 | 0.24% | new | NEW |
| Pine Valley Investments Ltd Liability Co | $228.4K | 7,266 | 0.01% | 14q | +3.9%+$8.6K |
| IFP Advisors, Inc | $153.6K | 4,884 | 0.00% | 5q | -6.1%-$9.9K |
| MORGAN STANLEY | $94.9K | 3,019 | 0.00% | 17q | HELD |
| HARBOUR INVESTMENTS, INC. | $81.8K | 2,603 | 0.00% | 21q | -6.0%-$5.2K |
| ROYAL BANK OF CANADA | $58.0K | 1,832 | 0.00% | 2q | +7228.0%+$57.2K |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $25.2K | 800 | 0.01% | 3q | HELD |
| JPMORGAN CHASE & CO | $23.3K | 739 | 0.00% | new | NEW |
| FMR LLC | $14.3K | 456 | 0.00% | 8q | -88.4%-$109.1K |
| KERR FINANCIAL PLANNING Corp | $4.6K | 147 | 0.01% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $2.4K | 77 | 0.00% | new | NEW |
| Pflug Koory, LLC | $1.1K | 35 | 0.00% | 5q | HELD |
| DHJJ Financial Advisors, Ltd. | $158 | 5 | 0.00% | 12q | HELD |
| BlackRock, Inc. | $16 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 11 | $8.8M | 267,460 | 4 | 1 | 1 | 0.0% |
| Q2 2026 | 37 | $255.8M | 8,135,965 | 6 | 17 | 5 | 0.0% |
| Q1 2026 | 37 | $193.5M | 6,759,507 | 13 | 16 | 3 | 0.0% |
| Q4 2025 | 26 | $120.8M | 4,269,677 | 7 | 10 | 3 | 0.0% |
| Q3 2025 | 21 | $70.2M | 2,512,594 | 2 | 9 | 4 | 0.0% |
| Q2 2025 | 19 | $64.9M | 2,466,988 | 4 | 7 | 5 | 0.0% |
| Q1 2025 | 17 | $55.7M | 2,207,556 | 1 | 8 | 4 | 0.0% |
| Q4 2024 | 17 | $51.5M | 2,083,191 | 2 | 5 | 3 | 0.0% |
| Q3 2024 | 16 | $52.7M | 2,078,042 | 3 | 6 | 3 | 0.0% |
| Q2 2024 | 15 | $41.2M | 1,770,227 | 3 | 5 | 3 | 0.0% |
| Q1 2024 | 15 | $35.0M | 1,458,478 | 4 | 5 | 2 | 0.0% |
| Q4 2023 | 13 | $8.8M | 405,721 | 2 | 5 | 4 | 0.0% |
| Q3 2023 | 16 | $9.0M | 443,597 | 6 | 2 | 8 | 0.0% |
| Q2 2023 | 12 | $9.1M | 434,309 | 4 | 1 | 4 | 0.0% |
| Q1 2023 | 8 | $7.7M | 391,468 | 0 | 1 | 4 | 0.0% |
| Q4 2022 | 10 | $9.5M | 484,152 | 3 | 5 | 1 | 0.0% |
| Q3 2022 | 9 | $21.7M | 1,209,366 | 2 | 4 | 2 | 0.0% |
| Q2 2022 | 9 | $13.8M | 725,566 | 4 | 3 | 2 | 0.0% |
| Q1 2022 | 5 | $7.8M | 364,105 | 2 | 1 | 2 | 0.0% |
| Q4 2021 | 8 | $10.6M | 499,319 | 2 | 3 | 2 | 0.0% |
| Q3 2021 | 6 | $2.0M | 98,685 | 3 | 1 | 1 | 0.0% |
| Q2 2021 | 3 | $676.0K | 33,524 | 2 | 1 | 0 | 0.0% |
| Q1 2021 | 1 | $191.0K | 10,025 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $307.0K | 18,228 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 1 | $373.0K | 19,887 | 0 | 1 | 0 | 0.0% |
| Q2 2020 | 2 | $4.4M | 245,379 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $3.9M | 245,861 | 1 | 1 | 0 | 0.0% |
| Q4 2019 | 2 | $5.3M | 248,253 | 1 | 0 | 1 | 0.0% |
| Q3 2019 | 1 | $5.0M | 249,700 | 1 | 0 | 0 | 0.0% |