COLUMBIA RESEARCH ENHANCED V (REVS) Institutional Ownership Changes & 13F Activity
COLUMBIA RESEARCH ENHANCED V (REVS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Mml Investors Services, Llc, Arax Advisory Partners, Cetera Investment Advisers, and First Interstate Bank.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +44,147 | +13.9% | 361,667 | $11.37M | Q2 2026 | Sep 23, 2026 |
| Ruggaard & Associates Llc | Buy | +53,364 | — | 53,364 | $1.68M | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +36,736 | — | 36,736 | $1.15M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -11,139 | -40.5% | 16,394 | $515.43K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,417 | +61.0% | 14,302 | $449.67K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +3,545 | +0.6% | 579,259 | $18.21M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,807 | +7228.0% | 1,832 | $58.00K | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +1,000 | +11.1% | 10,000 | $314.40K | Q2 2026 | Aug 14, 2026 |
| Frederick Financial Consultants, Llc | Sell | -84 | -0.3% | 26,216 | $824.22K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +77 | — | 77 | $2.44K | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, Llc | Buy | +21,271 | +119.1% | 39,136 | $1.23M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -3,467 | -88.4% | 456 | $14.35K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +300 | +0.6% | 52,850 | $1.66M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +207,641 | +1983.2% | 218,111 | $6.86M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +51,321 | — | 51,321 | $1.61M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +739 | — | 739 | $23.31K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -165 | -6.0% | 2,603 | $81.83K | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | Buy | +239,615 | — | 239,615 | $7.53M | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | Buy | +17,353 | +59.2% | 46,656 | $1.47M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +642,385 | +17.3% | 4,365,673 | $137.26M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +361,688 | +30.3% | 1,554,384 | $48.87M | Q2 2026 | Aug 07, 2026 |
| Van Diest Capital, Llc | Buy | +8,608 | — | 8,608 | $270.64K | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +8,918 | +33.8% | 35,330 | $1.11K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +26,923 | +65.9% | 67,754 | $2.13M | Q2 2026 | Jul 29, 2026 |
| Richmond Investment Services, Llc | Buy | +19,226 | — | 19,226 | $604.46K | Q2 2026 | Jul 27, 2026 |
| First Interstate Bank | Buy | +63,653 | +137.9% | 109,803 | $3.45M | Q2 2026 | Jul 24, 2026 |
| Pine Valley Investments Ltd Liability Co | Buy | +7,266 | — | 7,266 | $228.44K | Q2 2026 | Jul 24, 2026 |
| Ifp Advisors, Inc | Sell | -316 | -6.1% | 4,884 | $153.55K | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +1,398 | +1.3% | 112,939 | $3.66M | Q2 2026 | Jul 15, 2026 |
| Wells Fargo & Company/Mn | Sell | -52 | -100.0% | 0 | $0.00 | Q2 2026 | Jul 08, 2026 |
Frequently asked questions about REVS activity
Which institutional owners are buying REVS?
Institutional owners buying REVS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in REVS activity?
"Buy" means an investor increased their reported position in REVS compared to the prior reporting period. This reflects growing exposure to COLUMBIA RESEARCH ENHANCED V (REVS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in REVS increasing?
Institutional interest in REVS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.