Columbia US Eqty Inc. ETFEQINETF

13F holders, Q3 2025 (September 30)
47holders +8
12new positions
3sold out
1famous investor
$46.68avg. 13F price*

At the end of Q3 2025, 47 institutions reported holding Columbia US Eqty Inc. ETF (EQIN) in their 13F filings, up 8 from Q2 2025. 12 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($66.6M), Ameriprise Financial Inc. ($28.0M) and Sowell Financial Services LLC ($8.2M). 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

01020304050 Q2 2024: 31Q2 2024Q3 2024: 35Q3 2024Q4 2024: 40Q4 2024Q1 2025: 37Q1 2025Q2 2025: 39Q2 2025Q3 2025: 47Q3 2025Q4 2025: 46Q4 2025Q1 2026: 49Q1 2026Q2 2026: 49Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions12$7.8M
Exits3$462K

All 13F filers, Q2 2025 → Q3 2025: 425,137 shares bought and 95,454 shares sold, net +329,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

LPL Financial LLC 0.02% Add +5.8% 1,426,726 $66.6M
Ameriprise Financial Inc. 0.01% Reduce -8.7% 598,792 $28.0M
Sowell Financial Services LLC 0.31% Add +1.8% 175,032 $8.2M
NewEdge Advisors, LLC 0.03% Add +94.5% 128,020 $6.0M
Stifel Financial Corp. 0.01% Add +98.3% 119,658 $5.6M
Raymond James Financial Inc. 0.00% Reduce -9.0% 86,936 $4.1M
Gladstone Institutional Advisory LLC 0.13% Add +10.6% 73,059 $3.4M
Osaic Holdings, Inc. 0.00% Add +65.4% 46,989 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -13.7% 45,204 $2.1M
Citadel Advisors 0.00% Add +9.7% 38,843 $1.8M
Jane Street Group, LLC 0.00% New 36,497 $1.7M
Prism Advisors, Inc. 0.43% Add +10.8% 33,911 $1.6M
Cetera Investment Advisers 0.00% New 32,399 $1.5M
Amara Financial, Llc. 1.05% New 30,555 $1.4M
Susquehanna International Group, LLP 0.00% Add +30.2% 27,691 $1.3M
Axis Wealth Partners, LLC 0.72% New 26,170 $1.2M
GeoWealth Management, LLC 0.04% Reduce -1.6% 21,303 $995K
Allworth Financial LP 0.00% Add +0.0% 21,012 $981K
Redwood Financial Network Corp 0.62% Reduce -19.3% 20,995 $980K
Parcion Private Wealth LLC 0.05% Add +6.1% 15,769 $736K
JPMorgan Chase & Co. 0.00% Add +21.6% 15,563 $727K
Wealth Enhancement Advisory Services, LLC 0.00% Add +173.3% 14,842 $691K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.8% 13,075 $610K
Principal Securities, Inc. 0.01% Add +4.1% 12,490 $583K
Private Advisor Group, LLC 0.00% Add +3.7% 12,159 $568K
Goldman Sachs Group Inc. 0.00% Reduce -34.2% 11,818 $552K
IHT Wealth Management, LLC 0.01% New 10,984 $513K
Stablepoint Partners, LLC 0.06% New 8,478 $396K
Westside Investment Management, Inc. 0.06% No change 7,660 $358K
Envestnet Asset Management Inc. 0.00% Add +36.4% 7,633 $356K
Jones Financial Companies LLLP 0.00% New 6,938 $325K
Intrua Financial, LLC 0.04% No change 6,950 $324K
McDonald Partners LLC 0.09% New 6,526 $305K
Ascentis Independent Advisors 0.05% Add +5.1% 6,220 $289K
Collier Financial 0.19% — 5,439 $254K
MML Investors Services, LLC 0.00% New 4,483 $209K
Ameritas Advisory Services, LLC 0.01% New 3,027 $141K
Archer Investment Corp 0.02% Add +0.3% 1,668 $78K
Cwm, LLC 0.00% Reduce -0.4% 1,644 $77K
Wells Financial Advisors INC 0.09% No change 1,410 $66K
Global Retirement Partners, LLC 0.00% No change 1,022 $48K
Larson Financial Group LLC 0.00% Add +0.5% 855 $40K
Medallion Wealth Advisors, LLC 0.01% New 724 $34K
Tripletail Wealth Management, LLC 0.01% New 200 $9K
Royal Bank of Canada 0.00% Reduce -71.4% 200 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 46 $2K
Wells Fargo & Company 0.00% No change 2 $76

"% 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.