COLUMBIA ETF TR I (INEQ)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
32
Reporting holders
$49.3M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | $16.0M | 414,696 | 0.07% | 2q | +104.6%+$8.2M |
| Arax Advisory Partners | $6.7M | 174,945 | 0.04% | new | NEW |
| LPL Financial LLC | $5.7M | 148,562 | 0.00% | 9q | +10.0%+$519.3K |
| Cetera Investment Advisers | $4.6M | 120,362 | 0.00% | 3q | +7.8%+$336.1K |
| Retirement Planning Group, LLC | $2.2M | 57,766 | 0.06% | 2q | +14.6%+$284.4K |
| Westside Investment Management, Inc. | $1.8M | 45,607 | 0.23% | 9q | -1.1%-$20.1K |
| LaSalle St. Investment Advisors, LLC | $1.7M | 44,288 | 0.21% | 2q | +324.1%+$1.3M |
| BENJAMIN EDWARDS INC | $1.7M | 44,047 | 0.02% | 6q | -5.6%-$99.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 39,667 | 0.00% | 9q | +22.4%+$279.5K |
| HARBOUR INVESTMENTS, INC. | $1.1M | 28,363 | 0.01% | 5q | -0.8%-$8.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 27,347 | 0.00% | 4q | +28.1%+$231.4K |
| PNC Financial Services Group, Inc. | $968.0K | 25,122 | 0.00% | 6q | +41.4%+$283.6K |
| HBW ADVISORY SERVICES LLC | $955.3K | 24,791 | 0.09% | 4q | +5.5%+$50.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $731.7K | 18,990 | 0.00% | 9q | -4.2%-$32.3K |
| JANE STREET GROUP, LLC | $675.2K | 17,523 | 0.00% | 2q | -95.1%-$13.1M |
| Axis Wealth Partners, LLC | $366.9K | 9,521 | 0.18% | 3q | +63.9%+$143.0K |
| VestGen Advisors, LLC | $269.7K | 7,000 | 0.01% | 3q | -1.4%-$3.9K |
| AMERIPRISE FINANCIAL INC | $261.1K | 6,805 | 0.00% | 9q | -39.7%-$171.7K |
| Legacy Financial Advisors, Inc. | $250.6K | 6,503 | 0.03% | 9q | +5.7%+$13.4K |
| Madison Wealth Partners, Inc | $218.8K | 5,678 | 0.03% | new | NEW |
| Capital Investment Advisory Services, LLC | $183.8K | 4,769 | 0.01% | new | NEW |
| AdvisorNet Financial, Inc | $78.4K | 2,034 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $77.1K | 2,000 | 0.00% | 9q | HELD |
| OSAIC HOLDINGS, INC. | $76.9K | 1,997 | 0.00% | 8q | -2.0%-$1.5K |
| Medallion Wealth Advisors, LLC | $21.3K | 553 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $19.3K | 500 | 0.01% | 6q | HELD |
| DHJJ Financial Advisors, Ltd. | $6.1K | 158 | 0.00% | 7q | HELD |
| UBS Group AG | $5.3K | 137 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $5.0K | 130 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $3.2K | 84 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $1.7K | 45,387 | 0.07% | 3q | +20.7% |
| MORGAN STANLEY | $58 | 1 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $34 | 1 | 0.00% | 9q | 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 | 32 | $49.3M | 1,279,947 | 7 | 11 | 8 | 0.0% |
| Q1 2026 | 28 | $53.8M | 1,376,624 | 6 | 10 | 4 | 0.0% |
| Q4 2025 | 24 | $27.8M | 745,994 | 3 | 8 | 5 | 0.0% |
| Q3 2025 | 22 | $36.2M | 969,875 | 3 | 5 | 4 | 0.0% |
| Q2 2025 | 19 | $31.9M | 899,781 | 2 | 7 | 3 | 0.0% |
| Q1 2025 | 20 | $31.5M | 976,782 | 5 | 5 | 2 | 0.0% |
| Q4 2024 | 17 | $21.7M | 738,662 | 3 | 1 | 3 | 0.0% |
| Q3 2024 | 14 | $23.9M | 748,460 | 2 | 2 | 4 | 0.0% |
| Q2 2024 | 13 | $23.2M | 762,737 | 13 | 0 | 0 | 0.0% |