# COLUMBIA ETF TR I (EQIN)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EQIN/

- Reporting holders: 49
- Reported value: $173.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $68.9M | 1,343,278 | 0.0% | 9 |
| [AMERIPRISE FINANCIAL INC](https://holderbook.com/funds/820027-ameriprise-financial-inc/) | $31.2M | 607,536 | 0.0% | 9 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $10.9M | 211,842 | 0.0% | 6 |
| [Sowell Financial Services LLC](https://holderbook.com/funds/1633697-sowell-financial-services-llc/) | $9.9M | 192,761 | 0.3% | 9 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $6.6M | 128,335 | 0.0% | 7 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $5.3M | 103,878 | 0.0% | 4 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $4.8M | 93,722 | 0.0% | 9 |
| [Gladstone Institutional Advisory LLC](https://holderbook.com/funds/1766530-gladstone-institutional-advisory-llc/) | $4.1M | 79,299 | 0.1% | 7 |
| [Cornerstone Financial Management LLC](https://holderbook.com/funds/2110329-cornerstone-financial-management-llc/) | $2.8M | 54,932 | 1.1% | 3 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $2.7M | 51,798 | 0.0% | 9 |
| [Stratos Wealth Partners, LTD.](https://holderbook.com/funds/1612865-stratos-wealth-partners-ltd/) | $2.0M | 39,610 | 0.0% | 2 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $1.8M | 35,176 | 0.0% | 4 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $1.8M | 34,658 | 0.4% | 9 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $1.6M | 32,113 | 0.0% | 8 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $1.6M | 30,794 | 0.0% | 9 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $1.5M | 28,775 | 0.0% | 5 |
| [AMARA FINANCIAL, LLC.](https://holderbook.com/funds/1934965-amara-financial-llc/) | $1.5M | 28,709 | 0.9% | 4 |
| [MCDONALD PARTNERS LLC](https://holderbook.com/funds/1331074-mcdonald-partners-llc/) | $1.4M | 26,788 | 0.3% | 4 |
| [Axis Wealth Partners, LLC](https://holderbook.com/funds/2052531-axis-wealth-partners-llc/) | $1.3M | 25,986 | 0.6% | 4 |
| [GeoWealth Management, LLC](https://holderbook.com/funds/1593387-geowealth-management-llc/) | $1.1M | 21,943 | 0.0% | 9 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $1.1M | 20,995 | 0.0% | 9 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $973.7K | 18,980 | 0.0% | 9 |
| [Parcion Private Wealth LLC](https://holderbook.com/funds/1801263-parcion-private-wealth-llc/) | $957.1K | 18,656 | 0.1% | 9 |
| [Westside Investment Management, Inc.](https://holderbook.com/funds/1538383-westside-investment-management-inc/) | $893.4K | 17,415 | 0.1% | 6 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $876.1K | 16,973 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 49 | $173.3M |
| Q1 2026 | 49 | $184.5M |
| Q4 2025 | 47 | $152.1M |
| Q3 2025 | 47 | $148.6M |
| Q2 2025 | 39 | $128.2M |
| Q1 2025 | 37 | $91.6M |
| Q4 2024 | 41 | $79.0M |
| Q3 2024 | 36 | $63.6M |
| Q2 2024 | 32 | $50.6M |