Columbia US ESG Eqty Inc. ETFEQINETF
13F holders, Q1 2024 (March 31)31holders
1famous investor
$44.53avg. 13F price*
At the end of Q1 2024, 31 institutions reported holding Columbia US ESG Eqty Inc. ETF (EQIN) in their 13F filings. The largest holders were Ameriprise Financial Inc. ($18.8M), Sowell Financial Services LLC ($5.3M) and LPL Financial LLC ($5.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Columbia US ESG Eqty Inc. ETF
- CUSIP
- 19761L300
- Latest filing quarter
- Q1 2024
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.0M |
| Exits | 0 | $0 |
Ownership 31 holders
| Ameriprise Financial Inc. | 0.01% | Reduce -6.0% | 423,224 | $18.8M |
| Sowell Financial Services LLC | 0.25% | New | 118,705 | $5.3M |
| LPL Financial LLC | 0.00% | Add +39.6% | 117,803 | $5.2M |
| NewEdge Advisors, LLC | 0.03% | Add +8.7% | 89,037 | $4.0M |
| Susquehanna International Group, LLP | 0.00% | Add +24.6% | 48,671 | $2.2M |
| Prism Advisors, Inc. | 0.40% | Add +3.0% | 29,605 | $1.3M |
| GeoWealth Management, LLC | 0.04% | New | 23,036 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +90.8% | 17,650 | $786K |
| Citadel Advisors | 0.00% | New | 16,419 | $731K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +21.9% | 15,853 | $706K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.8% | 12,096 | $539K |
| Allworth Financial LP | 0.00% | No change | 11,589 | $516K |
| Redwood Financial Network Corp | 0.42% | New | 10,792 | $481K |
| JPMorgan Chase & Co. | 0.00% | No change | 10,482 | $467K |
| Parcion Private Wealth LLC | 0.03% | Reduce -15.0% | 7,994 | $356K |
| Signal Advisors Wealth, LLC | 0.08% | Add +0.4% | 7,573 | $337K |
| Cwm, LLC | 0.00% | Reduce -75.9% | 7,536 | $336K |
| Maripau Wealth Management LLC | 0.23% | Add +0.4% | 6,878 | $306K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,535 | $247K |
| Keudell/Morrison Wealth Management | 0.07% | Add +1.4% | 5,260 | $234K |
| Fermata Advisors, LLC | 0.05% | New | 4,539 | $202K |
| Wells Financial Advisors INC | 0.05% | Add +72.2% | 1,706 | $76K |
| NorthRock Partners, LLC | 0.00% | No change | 1,700 | $76K |
| Archer Investment Corp | 0.02% | No change | 1,620 | $72K |
| Carolina Wealth Advisors, LLC | 0.02% | No change | 805 | $36K |
| Principal Securities, Inc. | 0.00% | Add +192.4% | 734 | $33K |
| Royal Bank of Canada | 0.00% | Reduce -30.0% | 700 | $31K |
| Global Retirement Partners, LLC | 0.00% | No change | 572 | $25K |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.3% | 428 | $19K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $46 |
| FMR LLC | 0.00% | New | 1 | $45 |
"% of holder's portfolio" is EQIN's weight in each manager's 13F, not the share of Columbia US ESG Eqty Inc. ETF the manager owns.