REVS

Columbia Resear Enh Val ETFETF$32.91 0.89%
UnclassifiedUSCUSIP 19761L805· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
28
+8 QoQ
13F Value (tracked)
$189.9M
13F Moves · latest Q
4 added
1 trimmed
Recent Filings
0

Price & smart-money activity

$32.91 0.89%5Y +67.7%
$16.71$21.06$25.41$29.76$34.1120212022202320242025202622232323234232442
Hover for who · click for detailEnd-of-day closing prices52w $26.36 – $32.91
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Ask your agent what changed in REVS

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/REVS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for REVS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

28 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$106.6M
3.7M
+66%
Added · +1.5M sh
Q1 2026
2MML INVESTORS SERVICES, LLC
$34.1M
1.2M
+4.7%
Added · +54K sh
Q1 2026
3RAYMOND JAMES FINANCIAL INC
$16.5M
576K
+112%
Added · +304K sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$9.1M
318K
New
+318K sh
Q1 2026
5U.S. Capital Wealth Advisors, LLC
$7.0M
243K
+100%
Added · +121K sh
Q1 2026
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$3.7M
113K
+1.3%
Added · +1K sh
Q2 2026
7NewEdge Advisors, LLC
$2.8M
97K
−16%
Reduced · −18K sh
Q1 2026
8Steward Partners Investment Advisory, LLC
$1.5M
53K
40×
Added · +51K sh
Q1 2026
9Ruggaard & Associates LLC
$1.5M
52K
+0.6%
Added · +322 sh
Q1 2026
10FIRST INTERSTATE BANK
$1.3M
46K
New
+46K sh
Q1 2026
11Private Advisor Group, LLC
$1.2M
42K
+2.2%
Added · +922 sh
Q1 2026
12COMMONWEALTH EQUITY SERVICES, LLC
$1.2M
41K
+65%
Added · +16K sh
Q1 2026
13Essex Financial Services, Inc.
$839K
29K
+19%
Added · +5K sh
Q1 2026
14JANE STREET GROUP, LLC
$788K
28K
New
+28K sh
Q1 2026
15GOLDMAN SACHS GROUP INC
$637K
22K
−97%
Reduced · −728K sh
Q1 2026
16Cetera Investment Advisers
$300K
10K
New
+10K sh
Q1 2026
17OSAIC HOLDINGS, INC.
$254K
9K
+796%
Added · +8K sh
Q1 2026
18Pine Valley Investments Ltd Liability Co
$200K
7K
−31%
Reduced · −3K sh
Q1 2026
19IFP Advisors, Inc
$149K
5K
14×
Added · +5K sh
Q1 2026
20FMR LLC
$112K
4K
37×
Added · +4K sh
Q1 2026
21UBS Group AG
$104K
4K
12×
Added · +3K sh
Q1 2026
22MORGAN STANLEY
$86K
3K
−11%
Reduced · −381 sh
Q1 2026
23HARBOUR INVESTMENTS, INC.
$79K
3K
+14%
Added · +337 sh
Q1 2026
24MAI Capital Management
$7K
256
New
+256 sh
Q1 2026
25KERR FINANCIAL PLANNING Corp
$5K
147
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
4
funds
Reduced
1
funds
Exited
0
funds

Institutional ownership over time

28 funds+17 since Q3 2024
01428Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $189.5M

Funds that own REVS also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV11 funds$6.8B
APPLE INCAAPL11 funds$3.7B
MICROSOFT CORPMSFT11 funds$3.1B
NVIDIA CORPNVDA11 funds$2.9B
AMAZON.COM INCAMZN11 funds$2.5B
ALPHABET INC-CL AGOOGL11 funds$2.3B
ISHARES CORE U.S. AGGREGATEAGG11 funds$2.2B
SS SPDR S&P 500 ETF TRUST-USSPY11 funds$2.2B
VANGUARD S&P 500 ETFVOO11 funds$1.8B
JPMORGAN CHASE & COJPM11 funds$1.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B11 funds$1.5B
INVESCO QQQ TRUST SERIES 1QQQ11 funds$1.4B

Ranked by how many of REVS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for REVS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.