COLUMBIA ETF TR I (REVS)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
37
Reporting holders
$253.4M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $137.3M | 4,365,673 | 0.03% | 12q | +17.3%+$20.2M |
| MML INVESTORS SERVICES, LLC | $48.9M | 1,554,384 | 0.10% | 3q | +30.3%+$11.4M |
| RAYMOND JAMES FINANCIAL INC | $18.2M | 579,259 | 0.00% | 7q | +0.6%+$111.5K |
| ENVESTNET ASSET MANAGEMENT INC | $11.4M | 361,667 | 0.00% | 2q | +13.9%+$1.4M |
| Arax Advisory Partners | $7.5M | 239,615 | 0.05% | new | NEW |
| Cetera Investment Advisers | $6.9M | 218,111 | 0.01% | 2q | +1983.2%+$6.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.7M | 112,939 | 0.01% | 10q | +1.3%+$45.4K |
| First Interstate Bank | $3.5M | 109,803 | 0.18% | 2q | +137.9%+$2.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 67,754 | 0.00% | 7q | +65.9%+$846.5K |
| Ruggaard & Associates LLC | $1.7M | 53,364 | 0.60% | 9q | +1.8%+$29.5K |
| Steward Partners Investment Advisory, LLC | $1.7M | 52,850 | 0.01% | 3q | +0.6%+$9.4K |
| NewEdge Advisors, LLC | $1.6M | 51,321 | 0.00% | new | NEW |
| Essex Financial Services, Inc. | $1.5M | 46,656 | 0.07% | 5q | +59.2%+$545.6K |
| World Investment Advisors | $1.3M | 46,609 | 0.02% | 3q | HELD |
| Inscription Capital, LLC | $1.2M | 39,136 | 0.11% | 2q | +119.1%+$668.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 36,736 | 0.00% | new | NEW |
| Frederick Financial Consultants, LLC | $824.2K | 26,216 | 0.35% | 7q | HELD |
| Richmond Investment Services, LLC | $604.5K | 19,226 | 0.19% | new | NEW |
| JANE STREET GROUP, LLC | $515.4K | 16,394 | 0.00% | 2q | -40.5%-$350.2K |
| OSAIC HOLDINGS, INC. | $449.7K | 14,302 | 0.00% | 21q | +61.0%+$170.3K |
| Medallion Wealth Advisors, LLC | $314.4K | 10,000 | 0.10% | 2q | +11.1%+$31.4K |
| Van Diest Capital, LLC | $270.6K | 8,608 | 0.24% | new | NEW |
| Pine Valley Investments Ltd Liability Co | $228.4K | 7,266 | 0.01% | 13q | -27.8%-$87.9K |
| Integrated Wealth Concepts LLC | $188.2K | 5,986 | 0.00% | new | NEW |
| IFP Advisors, Inc | $153.6K | 4,884 | 0.00% | 5q | -6.1%-$9.9K |
| MORGAN STANLEY | $94.9K | 3,019 | 0.00% | 17q | HELD |
| HARBOUR INVESTMENTS, INC. | $81.8K | 2,603 | 0.00% | 21q | -6.0%-$5.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $69.3K | 2,203 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $58.0K | 1,832 | 0.00% | 2q | +7228.0%+$57.2K |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $25.2K | 800 | 0.01% | 3q | HELD |
| JPMORGAN CHASE & CO | $23.3K | 739 | 0.00% | new | NEW |
| FMR LLC | $14.3K | 456 | 0.00% | 8q | -88.4%-$109.1K |
| KERR FINANCIAL PLANNING Corp | $4.6K | 147 | 0.01% | 2q | -50.0%-$4.6K |
| JONES FINANCIAL COMPANIES LLLP | $2.4K | 77 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.2K | 70,660 | 0.00% | 2q | +167.5%+$1.4K |
| Pflug Koory, LLC | $1.1K | 35 | 0.00% | 5q | HELD |
| Janney Montgomery Scott LLC | $403 | 12,818 | 0.00% | 11q | HELD |
| DHJJ Financial Advisors, Ltd. | $158 | 5 | 0.00% | 12q | HELD |
| BlackRock, Inc. | $16 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $253.4M | 8,060,676 | 9 | 15 | 6 | 0.0% |
| Q1 2026 | 34 | $189.4M | 6,617,564 | 13 | 16 | 1 | 0.0% |
| Q4 2025 | 25 | $120.5M | 4,256,859 | 7 | 10 | 3 | 0.0% |
| Q3 2025 | 18 | $68.8M | 2,460,737 | 2 | 7 | 4 | 0.0% |
| Q2 2025 | 16 | $63.8M | 2,427,478 | 4 | 6 | 4 | 0.0% |
| Q1 2025 | 14 | $54.1M | 2,141,824 | 1 | 6 | 4 | 0.0% |
| Q4 2024 | 14 | $50.0M | 2,019,587 | 1 | 4 | 3 | 0.0% |
| Q3 2024 | 13 | $51.0M | 2,010,795 | 3 | 4 | 3 | 0.0% |
| Q2 2024 | 12 | $40.1M | 1,720,451 | 3 | 3 | 2 | 0.0% |
| Q1 2024 | 12 | $30.2M | 1,258,233 | 3 | 4 | 2 | 0.0% |
| Q4 2023 | 10 | $7.8M | 359,866 | 1 | 3 | 4 | 0.0% |
| Q3 2023 | 15 | $8.8M | 429,887 | 6 | 1 | 8 | 0.0% |
| Q2 2023 | 11 | $8.8M | 420,799 | 3 | 1 | 4 | 0.0% |
| Q1 2023 | 8 | $7.7M | 391,468 | 0 | 1 | 4 | 0.0% |
| Q4 2022 | 10 | $9.5M | 484,152 | 3 | 5 | 1 | 0.0% |
| Q3 2022 | 9 | $3.5M | 197,379 | 2 | 4 | 2 | 0.0% |
| Q2 2022 | 9 | $13.8M | 725,566 | 4 | 3 | 2 | 0.0% |
| Q1 2022 | 5 | $7.8M | 364,105 | 2 | 1 | 2 | 0.0% |
| Q4 2021 | 8 | $10.6M | 499,319 | 2 | 3 | 2 | 0.0% |
| Q3 2021 | 6 | $2.0M | 98,685 | 3 | 1 | 1 | 0.0% |
| Q2 2021 | 3 | $676.0K | 33,524 | 2 | 1 | 0 | 0.0% |
| Q1 2021 | 1 | $191.0K | 10,025 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $307.0K | 18,228 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 1 | $373.0K | 19,887 | 0 | 1 | 0 | 0.0% |
| Q2 2020 | 2 | $4.4M | 245,379 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $3.9M | 245,861 | 1 | 1 | 0 | 0.0% |
| Q4 2019 | 2 | $5.3M | 248,253 | 1 | 0 | 1 | 0.0% |
| Q3 2019 | 1 | $5.0M | 249,700 | 1 | 0 | 0 | 0.0% |