Columbia US Eqty Inc. ETFEQINETF
13F holders, Q3 2024 (September 30)35holders +4
6new positions
2sold out
$47.33avg. 13F price*
At the end of Q3 2024, 35 institutions reported holding Columbia US Eqty Inc. ETF (EQIN) in their 13F filings, up 4 from Q2 2024. 6 opened new positions and 2 sold out. The largest holders were Ameriprise Financial Inc. ($27.3M), LPL Financial LLC ($11.6M) and Sowell Financial Services LLC ($5.7M).
- Company
- Columbia US Eqty Inc. ETF
- CUSIP
- 19761L854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.4M |
| Exits | 2 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 249,422 shares bought and 55,120 shares sold, net +194,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Ameriprise Financial Inc. | 0.01% | Add +13.0% | 577,474 | $27.3M |
| LPL Financial LLC | 0.01% | Add +79.8% | 244,408 | $11.6M |
| Sowell Financial Services LLC | 0.26% | Reduce -3.1% | 120,413 | $5.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -0.5% | 93,311 | $4.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +8.1% | 54,504 | $2.6M |
| Prism Advisors, Inc. | 0.46% | Add +15.5% | 33,667 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -32.8% | 26,894 | $1.3M |
| Redwood Financial Network Corp | 0.86% | Add +30.6% | 23,217 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +0.5% | 23,097 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 17,957 | $850K |
| Commonwealth Equity Services, LLC | 0.00% | Add +129.1% | 15,857 | $751K |
| Susquehanna International Group, LLP | 0.00% | New | 12,630 | $598K |
| Allworth Financial LP | 0.00% | No change | 11,589 | $549K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.9% | 11,244 | $532K |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.3% | 10,482 | $496K |
| Parcion Private Wealth LLC | 0.04% | Add +7.5% | 9,214 | $436K |
| Signal Advisors Wealth, LLC | 0.05% | New | 7,215 | $341K |
| Atria Investments, Inc | 0.00% | Reduce -5.0% | 7,198 | $341K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -4.0% | 5,689 | $269K |
| Keudell/Morrison Wealth Management | 0.07% | New | 5,515 | $261K |
| Fermata Advisors, LLC | 0.05% | Add +0.3% | 5,005 | $237K |
| Truist Financial Corp. | 0.00% | New | 4,781 | $226K |
| Cwm, LLC | 0.00% | New | 2,654 | $126K |
| NorthRock Partners, LLC | 0.00% | No change | 1,700 | $80K |
| Archer Investment Corp | 0.02% | Add +0.3% | 1,625 | $77K |
| Wells Financial Advisors INC | 0.09% | Reduce -17.4% | 1,410 | $67K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 819 | $39K |
| Carolina Wealth Advisors, LLC | 0.02% | No change | 760 | $36K |
| Aspire Wealth Management Corp | 0.02% | No change | 759 | $36K |
| Principal Securities, Inc. | 0.00% | Add +3.4% | 759 | $36K |
| Royal Bank of Canada | 0.00% | Reduce -85.0% | 700 | $33K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.7% | 653 | $31K |
| Osaic Holdings, Inc. | 0.00% | Add +11.7% | 440 | $21K |
| UBS Group AG | 0.00% | Reduce -93.3% | 50 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $80 |
"% of holder's portfolio" is EQIN's weight in each manager's 13F, not the share of Columbia US Eqty Inc. ETF the manager owns.