DaveManuel.com · Institutional Ownership · Who Owns It
COLUMBIA ETF TR I (INEQ)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
32
Reporting holders
$53.3M
Reported value
0.0%
Calls
0.0%
Puts
+4
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 |
|---|---|---|---|---|---|
| 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 |
| Financial Insights, Inc. | $2.2M | 57,093 | 0.58% | 4q | +1.8%+$38.2K |
| Westside Investment Management, Inc. | $1.8M | 45,607 | 0.23% | 9q | -1.1%-$20.1K |
| FLOW TRADERS U.S. LLC | $1.7M | 45,387 | 0.07% | 3q | +20.7%+$300.4K |
| 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 | +20.7%+$44.7K |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $11.1M | 279,426 | 1 | 3 | 1 | 0.0% |
| Q2 2026 | 32 | $53.3M | 1,382,213 | 5 | 14 | 7 | 0.0% |
| Q1 2026 | 28 | $55.0M | 1,407,859 | 5 | 11 | 4 | 0.0% |
| Q4 2025 | 25 | $28.1M | 754,468 | 4 | 8 | 5 | 0.0% |
| Q3 2025 | 23 | $36.5M | 976,361 | 4 | 5 | 4 | 0.0% |
| Q2 2025 | 20 | $32.2M | 908,196 | 3 | 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 | 15 | $24.2M | 756,508 | 3 | 2 | 4 | 0.0% |
| Q2 2024 | 13 | $23.2M | 762,737 | 13 | 0 | 0 | 0.0% |