COLUMBIA ETF TR I (EQIN)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
49
Reporting holders
$171.1M
Reported value
0.0%
Held as options
+0
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 | $68.9M | 1,343,278 | 0.02% | 9q | +0.7%+$455.2K |
| AMERIPRISE FINANCIAL INC | $31.2M | 607,536 | 0.01% | 9q | -50.2%-$31.4M |
| STIFEL FINANCIAL CORP | $10.9M | 211,842 | 0.01% | 6q | +6.6%+$668.8K |
| Sowell Financial Services LLC | $9.9M | 192,761 | 0.32% | 9q | +1.7%+$163.0K |
| RAYMOND JAMES FINANCIAL INC | $6.6M | 128,335 | 0.00% | 7q | +27.8%+$1.4M |
| Cetera Investment Advisers | $5.3M | 103,878 | 0.00% | 4q | +10.3%+$499.5K |
| NewEdge Advisors, LLC | $4.8M | 93,722 | 0.01% | 9q | -1.4%-$69.3K |
| Gladstone Institutional Advisory LLC | $4.1M | 79,299 | 0.13% | 7q | +6.5%+$247.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 51,798 | 0.00% | 9q | +13.1%+$307.1K |
| Stratos Wealth Partners, LTD. | $2.0M | 39,610 | 0.02% | 2q | +381.5%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $1.8M | 35,176 | 0.00% | 4q | +106.4%+$937.5K |
| Prism Advisors, Inc. | $1.8M | 34,658 | 0.43% | 9q | HELD |
| GOLDMAN SACHS GROUP INC | $1.6M | 32,113 | 0.00% | 8q | +111.0%+$866.8K |
| OSAIC HOLDINGS, INC. | $1.6M | 30,794 | 0.00% | 9q | +26.9%+$335.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 28,775 | 0.00% | 5q | +8.0%+$112.0K |
| AMARA FINANCIAL, LLC. | $1.5M | 28,709 | 0.88% | 4q | +3.0%+$43.4K |
| Cornerstone Financial Management LLC | $1.4M | 27,466 | 1.13% | 3q | +6.2%+$82.2K |
| MCDONALD PARTNERS LLC | $1.4M | 26,788 | 0.33% | 4q | +14.6%+$174.7K |
| Axis Wealth Partners, LLC | $1.3M | 25,986 | 0.64% | 4q | HELD |
| GeoWealth Management, LLC | $1.1M | 21,943 | 0.04% | 9q | +1.8%+$19.8K |
| Allworth Financial LP | $1.1M | 20,995 | 0.00% | 9q | HELD |
| Private Advisor Group, LLC | $973.7K | 18,980 | 0.00% | 9q | +2.3%+$22.3K |
| Parcion Private Wealth LLC | $957.1K | 18,656 | 0.05% | 9q | HELD |
| Westside Investment Management, Inc. | $893.4K | 17,415 | 0.12% | 6q | HELD |
| JPMORGAN CHASE & CO | $876.1K | 16,973 | 0.00% | 9q | HELD |
| IHT Wealth Management, LLC | $721.1K | 14,056 | 0.02% | 4q | +26.7%+$152.1K |
| Stablepoint Partners, LLC | $600.8K | 11,712 | 0.08% | 4q | +22.7%+$111.0K |
| ENVESTNET ASSET MANAGEMENT INC | $408.0K | 7,954 | 0.00% | 5q | +1.7%+$6.8K |
| Intrua Financial, LLC | $379.6K | 7,400 | 0.03% | 5q | +6.5%+$23.1K |
| CITADEL ADVISORS LLC | $365.3K | 7,120 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $294.0K | 5,732 | 0.01% | new | NEW |
| Redwood Financial Network Corp | $247.7K | 4,829 | 0.14% | 9q | -45.8%-$209.6K |
| Collier Financial | $240.1K | 4,681 | 0.16% | 6q | HELD |
| Northwest Wealth Advisors, LLC | $231.7K | 4,516 | 0.13% | 2q | -1.8%-$4.3K |
| MML INVESTORS SERVICES, LLC | $219.7K | 4,282 | 0.00% | 4q | -6.6%-$15.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $218.1K | 4,252 | 0.00% | 8q | -20.8%-$57.4K |
| Keudell/Morrison Wealth Management | $216.7K | 4,225 | 0.04% | 7q | -0.6%-$1.3K |
| Global Retirement Partners, LLC | $180.2K | 3,512 | 0.00% | 7q | +122.3%+$99.1K |
| Archer Investment Corp | $172.8K | 3,368 | 0.02% | 9q | +100.6%+$86.6K |
| ROYAL BANK OF CANADA | $163.0K | 3,182 | 0.00% | 9q | +1491.0%+$152.8K |
| US BANCORP \DE\ | $105.0K | 2,046 | 0.00% | 3q | HELD |
| Larson Financial Group LLC | $44.6K | 869 | 0.00% | 9q | +0.6% |
| WELLS FARGO & COMPANY/MN | $43.7K | 853 | 0.00% | 9q | +116.5%+$23.5K |
| Medallion Wealth Advisors, LLC | $37.1K | 724 | 0.01% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $34.2K | 666 | 0.00% | 2q | HELD |
| FMR LLC | $25.7K | 500 | 0.00% | 2q | +49900.0%+$25.6K |
| FIDUCIARY FINANCIAL ADVISORS | $15.4K | 300 | 0.00% | new | NEW |
| Arax Advisory Partners | $10.8K | 210 | 0.00% | 3q | -58.3%-$15.0K |
| MORGAN STANLEY | $3.1K | 61 | 0.00% | 3q | +6000.0%+$3.1K |
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 | 49 | $171.1M | 3,334,536 | 3 | 28 | 8 | 0.0% |
| Q1 2026 | 49 | $183.3M | 3,728,994 | 6 | 19 | 13 | 0.0% |
| Q4 2025 | 46 | $150.8M | 3,174,599 | 4 | 19 | 15 | 0.0% |
| Q3 2025 | 44 | $145.8M | 3,123,257 | 12 | 16 | 7 | 0.0% |
| Q2 2025 | 36 | $125.2M | 2,779,758 | 7 | 17 | 5 | 0.0% |
| Q1 2025 | 34 | $88.8M | 1,943,262 | 5 | 12 | 9 | 0.0% |
| Q4 2024 | 38 | $76.4M | 1,721,092 | 7 | 13 | 8 | 0.0% |
| Q3 2024 | 34 | $62.7M | 1,325,662 | 5 | 9 | 11 | 0.0% |
| Q2 2024 | 31 | $50.3M | 1,144,159 | 31 | 0 | 0 | 0.0% |