REVS Institutional Ownership & Shareholders
COLUMBIA RESEARCH ENHANCED V (REVS) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $260.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of REVS tracked by InsiderSet, reporting ownership valued at approximately $137.26M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $146.47M, representing an estimated gain of +6.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed REVS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Mml Investors Services, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in COLUMBIA RESEARCH ENHANCED V (REVS).
This page ranks the largest institutional REVS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$260.59M
Largest Holder
Lpl Financial Llc
Largest Position
$137.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 4,365,673 | $137,256,747 | $146,468,329 | +$9,211,582 | +6.71% | |
| Mml Investors Services, Llc | 0.10% | 1,554,384 | $48,869,834 | $52,149,583 | +$3,279,749 | +6.71% | |
| Raymond James Financial Inc | 0.00% | 579,259 | $18,211,903 | $19,434,139 | +$1,222,236 | +6.71% | |
| Envestnet Asset Management Inc | 0.00% | 361,667 | $11,370,810 | $12,133,928 | +$763,118 | +6.71% | |
| Arax Advisory Partners | 0.05% | 239,615 | $7,533,496 | $8,039,083 | +$505,587 | +6.71% | |
| U.S. Capital Wealth Advisors, Llc | 0.18% | 243,142 | $6,958,724 | $8,157,414 | +$1,198,690 | +17.23% | |
| Cetera Investment Advisers | 0.01% | 218,111 | $6,857,419 | $7,317,624 | +$460,205 | +6.71% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 112,939 | $3,664,871 | $3,789,103 | +$124,232 | +3.39% | |
| First Interstate Bank | 0.18% | 109,803 | $3,452,206 | $3,683,891 | +$231,685 | +6.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 67,754 | $2,130,190 | $2,273,147 | +$142,957 | +6.71% | |
| Ruggaard & Associates Llc | 0.60% | 53,364 | $1,677,755 | $1,790,362 | +$112,607 | +6.71% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 52,850 | $1,661,604 | $1,773,117 | +$111,513 | +6.71% | |
| Newedge Advisors, Llc | 0.00% | 51,321 | $1,613,537 | $1,721,820 | +$108,283 | +6.71% | |
| Essex Financial Services, Inc. | 0.07% | 46,656 | $1,466,875 | $1,565,309 | +$98,434 | +6.71% | |
| World Investment Advisors | 0.02% | 46,609 | $1,333,958 | $1,563,732 | +$229,774 | +17.22% | |
| Inscription Capital, Llc | 0.11% | 39,136 | $1,230,436 | $1,313,013 | +$82,577 | +6.71% | |
| Susquehanna International Group, Llp | 0.00% | 36,736 | $1,154,980 | $1,232,493 | +$77,513 | +6.71% | |
| Frederick Financial Consultants, Llc | 0.35% | 26,216 | $824,220 | $879,547 | +$55,327 | +6.71% | |
| Richmond Investment Services, Llc | 0.19% | 19,226 | $604,464 | $645,032 | +$40,568 | +6.71% | |
| Jane Street Group, Llc | 0.00% | 16,394 | $515,427 | $550,019 | +$34,592 | +6.71% | |
| Osaic Holdings, Inc. | 0.00% | 14,302 | $449,673 | $479,832 | +$30,159 | +6.71% | |
| Janney Montgomery Scott Llc | 0.00% | 12,818 | $403,000 | $430,044 | +$27,044 | +6.71% | |
| Medallion Wealth Advisors, Llc | 0.10% | 10,000 | $314,400 | $335,500 | +$21,100 | +6.71% | |
| Van Diest Capital, Llc | 0.24% | 8,608 | $270,643 | $288,798 | +$18,155 | +6.71% | |
| Pine Valley Investments Ltd Liability Co | 0.01% | 7,266 | $228,444 | $243,774 | +$15,330 | +6.71% | |
| Ifp Advisors, Inc | 0.00% | 4,884 | $153,553 | $163,858 | +$10,305 | +6.71% | |
| Morgan Stanley | 0.00% | 3,019 | $94,928 | $101,287 | +$6,359 | +6.70% | |
| Harbour Investments, Inc. | 0.00% | 2,603 | $81,835 | $87,331 | +$5,496 | +6.72% | |
| Royal Bank Of Canada | 0.00% | 1,832 | $58,000 | $61,464 | +$3,464 | +5.97% | |
| Farther Finance Advisors, Llc | 0.00% | 1,214 | $39,822 | $40,730 | +$908 | +2.28% | |
| Corecap Advisors, Llc | 0.00% | 923 | $30,276 | $30,967 | +$691 | +2.28% | |
| Mark Sheptoff Financial Planning, Llc | 0.01% | 800 | $25,152 | $26,840 | +$1,688 | +6.71% | |
| Jpmorgan Chase & Co | 0.00% | 739 | $23,314 | $24,793 | +$1,479 | +6.35% | |
| Fmr Llc | 0.00% | 456 | $14,347 | $15,299 | +$952 | +6.63% | |
| Kerr Financial Planning Corp | 0.01% | 147 | $4,622 | $4,932 | +$310 | +6.70% | |
| Jones Financial Companies Lllp | 0.00% | 77 | $2,436 | $2,583 | +$147 | +6.05% | |
| Pflug Koory, Llc | 0.00% | 35 | $1,112 | $1,174 | +$62 | +5.60% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 35,330 | $1,111 | $1,185,322 | +$1,184,211 | +106589.60% | |
| Investors Research Corp | 0.00% | 5 | $164 | $168 | +$4 | +2.29% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 5 | $158 | $168 | +$10 | +6.17% | |
| Blackrock, Inc. | 0.00% | 1 | $16 | $34 | +$18 | +109.69% |
Frequently asked questions about REVS
Who are the largest institutional holders of REVS?
The largest institutional holders of REVS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Mml Investors Services, Llc, Raymond James Financial Inc, Envestnet Asset Management Inc, and Arax Advisory Partners. InsiderSet ranks institutional holders by their latest reported REVS position.
What is REVS institutional ownership?
This page tracks REVS positions reported by institutional investment managers through SEC Form 13F. COLUMBIA RESEARCH ENHANCED V (REVS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own REVS?
InsiderSet currently tracks 41 institutional managers reporting REVS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of REVS shareholders.
How much REVS stock do institutions own?
Institutional investment managers disclosed approximately $260.59M in REVS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was REVS institutional ownership last updated?
The latest REVS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional REVS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its REVS position after the reporting date.
Are institutions buying or selling REVS?
Institutional buying and selling can be analyzed by comparing REVS positions across consecutive 13F reporting periods. InsiderSet's REVS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View REVS ownership changes.
How has REVS institutional ownership changed over time?
InsiderSet tracks REVS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.