Columbia US Eqty Inc. ETFEQINETF
13F holders, Q1 2025 (March 31)37holders −3
5new positions
8sold out
$45.70avg. 13F price*
At the end of Q1 2025, 37 institutions reported holding Columbia US Eqty Inc. ETF (EQIN) in their 13F filings, down 3 from Q4 2024. 5 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($29.4M), Ameriprise Financial Inc. ($29.2M) and Sowell Financial Services LLC ($8.0M).
- Company
- Columbia US Eqty Inc. ETF
- CUSIP
- 19761L854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 8 | $3.4M |
All 13F filers, Q4 2024 → Q1 2025: 358,490 shares bought and 132,096 shares sold, net +226,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| LPL Financial LLC | 0.01% | Add +26.8% | 641,959 | $29.4M |
| Ameriprise Financial Inc. | 0.01% | Add +10.5% | 637,954 | $29.2M |
| Sowell Financial Services LLC | 0.37% | Add +18.1% | 175,698 | $8.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -26.0% | 65,144 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +114.5% | 63,607 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +14.8% | 62,474 | $2.9M |
| KWB Wealth | 0.26% | Add +387.7% | 48,010 | $2.1M |
| Prism Advisors, Inc. | 0.49% | Add +4.0% | 34,849 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +48.9% | 33,564 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -24.3% | 25,851 | $1.2M |
| Redwood Financial Network Corp | 0.89% | Reduce -1.6% | 25,415 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Reduce -8.4% | 21,575 | $987K |
| Jane Street Group, LLC | 0.00% | Reduce -27.7% | 21,105 | $966K |
| Osaic Holdings, Inc. | 0.00% | Add +4.9% | 20,088 | $919K |
| Allworth Financial LP | 0.01% | Add +83.1% | 21,219 | $917K |
| Goldman Sachs Group Inc. | 0.00% | No change | 17,957 | $822K |
| Stifel Financial Corp. | 0.00% | New | 16,904 | $774K |
| Parcion Private Wealth LLC | 0.05% | Add +7.1% | 13,125 | $601K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 10,736 | $491K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.2% | 9,563 | $438K |
| Ascentis Independent Advisors | 0.05% | New | 5,918 | $271K |
| Collier Financial | 0.22% | Reduce -15.8% | 5,751 | $263K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.7% | 4,454 | $204K |
| Keudell/Morrison Wealth Management | 0.05% | Reduce -21.9% | 4,445 | $203K |
| McDonald Partners LLC | 0.05% | New | 4,422 | $202K |
| Westside Investment Management, Inc. | 0.03% | New | 2,730 | $125K |
| Cwm, LLC | 0.00% | Reduce -0.6% | 2,532 | $116K |
| NorthRock Partners, LLC | 0.00% | No change | 1,700 | $78K |
| Archer Investment Corp | 0.02% | Add +0.4% | 1,658 | $76K |
| Wells Financial Advisors INC | 0.09% | No change | 1,410 | $65K |
| Assetmark, Inc. | 0.00% | Add +314.4% | 1,177 | $54K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 847 | $39K |
| Royal Bank of Canada | 0.00% | No change | 700 | $32K |
| Arax Advisory Partners | 0.00% | New | 321 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 300 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 46 | $2K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 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.