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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+44,147+13.9%361,667$11.37MQ2 2026Sep 23, 2026
Ruggaard & Associates LlcBuy+53,364—53,364$1.68MQ2 2026Aug 17, 2026
Susquehanna International Group, LlpBuy+36,736—36,736$1.15MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-11,139-40.5%16,394$515.43KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,417+61.0%14,302$449.67KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+3,545+0.6%579,259$18.21MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,807+7228.0%1,832$58.00KQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+1,000+11.1%10,000$314.40KQ2 2026Aug 14, 2026
Frederick Financial Consultants, LlcSell-84-0.3%26,216$824.22KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+77—77$2.44KQ2 2026Aug 14, 2026
Inscription Capital, LlcBuy+21,271+119.1%39,136$1.23MQ2 2026Aug 13, 2026
Fmr LlcSell-3,467-88.4%456$14.35KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+300+0.6%52,850$1.66MQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+207,641+1983.2%218,111$6.86MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+51,321—51,321$1.61MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+739—739$23.31KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-165-6.0%2,603$81.83KQ2 2026Aug 12, 2026
Arax Advisory PartnersBuy+239,615—239,615$7.53MQ2 2026Aug 10, 2026
Essex Financial Services, Inc.Buy+17,353+59.2%46,656$1.47MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+642,385+17.3%4,365,673$137.26MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+361,688+30.3%1,554,384$48.87MQ2 2026Aug 07, 2026
Van Diest Capital, LlcBuy+8,608—8,608$270.64KQ2 2026Aug 04, 2026
Cambridge Investment Research Advisors, Inc.Buy+8,918+33.8%35,330$1.11KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+26,923+65.9%67,754$2.13MQ2 2026Jul 29, 2026
Richmond Investment Services, LlcBuy+19,226—19,226$604.46KQ2 2026Jul 27, 2026
First Interstate BankBuy+63,653+137.9%109,803$3.45MQ2 2026Jul 24, 2026
Pine Valley Investments Ltd Liability CoBuy+7,266—7,266$228.44KQ2 2026Jul 24, 2026
Ifp Advisors, IncSell-316-6.1%4,884$153.55KQ2 2026Jul 20, 2026
Wealth Enhancement Advisory Services, LlcBuy+1,398+1.3%112,939$3.66MQ2 2026Jul 15, 2026
Wells Fargo & Company/MnSell-52-100.0%0$0.00Q2 2026Jul 08, 2026
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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.