Columbia US Eqty Inc. ETFEQINETF
13F holders, Q4 2024 (December 31)40holders +5
8new positions
4sold out
1famous investor
$44.37avg. 13F price*
At the end of Q4 2024, 40 institutions reported holding Columbia US Eqty Inc. ETF (EQIN) in their 13F filings, up 5 from Q3 2024. 8 opened new positions and 4 sold out. The largest holders were Ameriprise Financial Inc. ($25.6M), LPL Financial LLC ($22.4M) and Sowell Financial Services LLC ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Columbia US Eqty Inc. ETF
- CUSIP
- 19761L854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.5M |
| Exits | 4 | $569K |
All 13F filers, Q3 2024 → Q4 2024: 451,157 shares bought and 19,294 shares sold, net +431,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Ameriprise Financial Inc. | 0.01% | No change | 577,474 | $25.6M |
| LPL Financial LLC | 0.01% | Add +107.1% | 506,130 | $22.4M |
| Sowell Financial Services LLC | 0.35% | Add +23.5% | 148,714 | $6.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.6% | 88,073 | $3.9M |
| Raymond James Financial Inc. | 0.00% | — | 54,424 | $2.4M |
| Citadel Advisors | 0.00% | New | 42,706 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 34,148 | $1.5M |
| Prism Advisors, Inc. | 0.45% | Reduce -0.5% | 33,495 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.06% | New | 29,647 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +8.5% | 29,180 | $1.3M |
| Redwood Financial Network Corp | 0.85% | Add +11.2% | 25,814 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Add +2.0% | 23,566 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +42.1% | 22,536 | $999K |
| Osaic Holdings, Inc. | 0.00% | Add +4250.9% | 19,144 | $849K |
| Goldman Sachs Group Inc. | 0.00% | No change | 17,957 | $796K |
| Susquehanna International Group, LLP | 0.00% | Add +16.4% | 14,708 | $652K |
| Parcion Private Wealth LLC | 0.04% | Add +33.1% | 12,260 | $544K |
| Allworth Financial LP | 0.00% | No change | 11,589 | $532K |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 10,806 | $479K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.2% | 10,768 | $478K |
| KWB Wealth | 0.06% | New | 9,844 | $466K |
| Novem Group | 0.06% | — | 8,775 | $389K |
| Maripau Wealth Management LLC | 0.19% | New | 7,146 | $317K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -1.0% | 7,146 | $317K |
| Collier Financial | 0.27% | — | 6,833 | $303K |
| Keudell/Morrison Wealth Management | 0.07% | Add +3.2% | 5,690 | $252K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -9.6% | 5,145 | $228K |
| Fermata Advisors, LLC | 0.04% | Add +1.0% | 5,054 | $224K |
| Cwm, LLC | 0.00% | Reduce -4.0% | 2,547 | $113K |
| NorthRock Partners, LLC | 0.00% | No change | 1,700 | $75K |
| Archer Investment Corp | 0.02% | Add +1.7% | 1,652 | $73K |
| Global Retirement Partners, LLC | 0.00% | Add +130.9% | 1,508 | $67K |
| Wells Financial Advisors INC | 0.09% | No change | 1,410 | $63K |
| Larson Financial Group LLC | 0.00% | Add +2.8% | 842 | $37K |
| Royal Bank of Canada | 0.00% | No change | 700 | $31K |
| Carolina Wealth Advisors, LLC | 0.01% | Reduce -26.2% | 561 | $25K |
| Principal Securities, Inc. | 0.00% | Reduce -60.5% | 300 | $13K |
| Assetmark, Inc. | 0.00% | New | 284 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 46 | $2K |
| FMR LLC | 0.00% | New | 1 | $44 |
"% 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.