COLUMBIA RESEARCH ENHANCED V (REVS) Top Institutional Shareholders
COLUMBIA RESEARCH ENHANCED V (REVS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $187.91M in REVS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of REVS tracked by InsiderSet, reporting ownership valued at approximately $106.56M in its March 31, 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 $117.46M, representing an estimated gain of +10.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% 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
35
Total Reported Value
$187.91M
Largest Holder
Lpl Financial Llc
Largest Position
$106.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
38
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% | 3,723,288 | $106,560,503 | $117,463,407 | +$10,902,904 | +10.23% | |
| Mml Investors Services, Llc | 0.09% | 1,192,696 | $34,134,952 | $37,627,531 | +$3,492,579 | +10.23% | |
| Raymond James Financial Inc | 0.01% | 575,714 | $16,476,934 | $18,162,798 | +$1,685,864 | +10.23% | |
| Envestnet Asset Management Inc | 0.00% | 317,520 | $9,087,422 | $10,017,216 | +$929,794 | +10.23% | |
| U.S. Capital Wealth Advisors, Llc | 0.18% | 243,142 | $6,958,724 | $7,670,717 | +$711,993 | +10.23% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 111,541 | $3,211,042 | $3,518,929 | +$307,887 | +9.59% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 52,550 | $1,503,981 | $1,657,863 | +$153,882 | +10.23% | |
| World Investment Advisors | 0.02% | 46,609 | $1,333,958 | $1,470,435 | +$136,477 | +10.23% | |
| First Interstate Bank | 0.07% | 46,150 | $1,320,813 | $1,455,954 | +$135,141 | +10.23% | |
| Private Advisor Group, Llc | 0.01% | 42,408 | $1,213,717 | $1,337,900 | +$124,183 | +10.23% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,831 | $1,168,590 | $1,288,149 | +$119,559 | +10.23% | |
| Essex Financial Services, Inc. | 0.05% | 29,303 | $838,651 | $924,460 | +$85,809 | +10.23% | |
| Jane Street Group, Llc | 0.00% | 27,533 | $787,994 | $868,619 | +$80,625 | +10.23% | |
| Frederick Financial Consultants, Llc | 0.37% | 26,300 | $752,696 | $829,720 | +$77,024 | +10.23% | |
| Goldman Sachs Group Inc | 0.00% | 22,256 | $636,967 | $702,139 | +$65,172 | +10.23% | |
| Inscription Capital, Llc | 0.05% | 17,865 | $511,296 | $563,610 | +$52,314 | +10.23% | |
| Cetera Investment Advisers | 0.00% | 10,470 | $299,659 | $330,311 | +$30,652 | +10.23% | |
| Medallion Wealth Advisors, Llc | 0.02% | 9,000 | $257,580 | $283,935 | +$26,355 | +10.23% | |
| Osaic Holdings, Inc. | 0.00% | 8,885 | $254,286 | $280,307 | +$26,021 | +10.23% | |
| Ifp Advisors, Inc | 0.00% | 5,200 | $148,824 | $164,051 | +$15,227 | +10.23% | |
| Fmr Llc | 0.00% | 3,923 | $112,273 | $123,764 | +$11,491 | +10.23% | |
| Ubs Group Ag | 0.00% | 3,651 | $104,492 | $115,183 | +$10,691 | +10.23% | |
| Morgan Stanley | 0.00% | 3,019 | $86,413 | $95,244 | +$8,831 | +10.22% | |
| Harbour Investments, Inc. | 0.00% | 2,768 | $79,246 | $87,326 | +$8,080 | +10.20% | |
| Western Wealth Management, Llc | 0.00% | 997 | $28,534 | $31,454 | +$2,920 | +10.23% | |
| Mark Sheptoff Financial Planning, Llc | 0.01% | 800 | $24,560 | $25,239 | +$679 | +2.76% | |
| Mai Capital Management | 0.00% | 256 | $7,327 | $8,076 | +$749 | +10.23% | |
| Kerr Financial Planning Corp | 0.01% | 147 | $4,438 | $4,638 | +$200 | +4.50% | |
| Wells Fargo & Company/Mn | 0.00% | 52 | $1,488 | $1,641 | +$153 | +10.25% | |
| Pflug Koory, Llc | 0.00% | 35 | $1,012 | $1,104 | +$92 | +9.11% | |
| Royal Bank Of Canada | 0.00% | 25 | $1,000 | $789 | -$211 | -21.13% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 26,412 | $756 | $833,254 | +$832,498 | +110118.74% | |
| Janney Montgomery Scott Llc | 0.00% | 12,818 | $367 | $404,386 | +$404,019 | +110086.95% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 5 | $144 | $158 | +$14 | +9.54% | |
| Blackrock, Inc. | 0.00% | 1 | $15 | $32 | +$17 | +110.32% |
Frequently asked questions about REVS
Who owns the most REVS stock?
The largest holders of REVS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COLUMBIA RESEARCH ENHANCED V (REVS).
Is REVS widely held by superinvestors?
Many widely followed stocks like REVS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly REVS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.