DaveManuel.com · Institutional Ownership · Who Owns It
COLUMBIA ETF TR I (EQIN)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
49
Reporting holders
$171.1M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | HELD |
| 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 | -5.1%-$258.0K |
| 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 | +333.0%+$33.6K |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $13.3M | 258,027 | 1 | 3 | 1 | 0.0% |
| Q2 2026 | 49 | $171.1M | 3,334,536 | 3 | 28 | 7 | 0.0% |
| Q1 2026 | 49 | $158.1M | 3,216,385 | 5 | 19 | 14 | 0.0% |
| Q4 2025 | 47 | $150.9M | 3,176,150 | 4 | 19 | 16 | 0.0% |
| Q3 2025 | 47 | $148.6M | 3,183,180 | 12 | 16 | 9 | 0.0% |
| Q2 2025 | 39 | $128.2M | 2,847,234 | 7 | 18 | 7 | 0.0% |
| Q1 2025 | 37 | $91.6M | 2,005,209 | 5 | 13 | 11 | 0.0% |
| Q4 2024 | 41 | $79.0M | 1,780,323 | 8 | 14 | 9 | 0.0% |
| Q3 2024 | 36 | $63.6M | 1,344,173 | 6 | 10 | 11 | 0.0% |
| Q2 2024 | 32 | $50.6M | 1,151,080 | 32 | 0 | 0 | 0.0% |