Columbia ETF Trust I - EQIN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,343,278 | 68,911 | 0.02% | 0.02% | 1 | +8,874 | 0.67% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 607,536 | 31,167 | 0.01% | 0.01% | 2 | -2,633 | -0.43% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 211,842 | 10,867 | 0.01% | 0.01% | 3 | +13,037 | 6.56% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 192,761 | 9,888 | 0.32% | 0.34% | 4 | +3,178 | 1.68% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 128,335 | 6,583 | 0.0% | 0.0% | 5 | +27,916 | 27.8% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 103,878 | 5,329 | 0.0% | 0.0% | 6 | +9,737 | 10.34% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 93,722 | 4,808 | 0.01% | 0.02% | 7 | -5,029 | -5.09% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 79,299 | 4,068 | 0.13% | 0.14% | 8 | +4,825 | 6.48% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 51,798 | 2,657 | 0.0% | 0.0% | 9 | +5,986 | 13.07% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 39,610 | 2,032 | 0.02% | 0.0% | 10 | +31,384 | 381.52% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 35,176 | 1,818 | 0.0% | 0.0% | 11 | +18,130 | 106.36% | Q2 2026 | Aug 14, 2026 |
| Prism Advisors, Inc. | History | Added to | 34,658 | 1,778 | 0.43% | 0.45% | 12 | +163 | 0.47% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 32,113 | 1,647 | 0.0% | 0.0% | 13 | +16,897 | 111.05% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 30,794 | 1,579 | 0.0% | 0.0% | 14 | +6,530 | 26.91% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,775 | 1,508 | 0.0% | 0.0% | 15 | +2,137 | 8.02% | Q2 2026 | Jul 15, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 28,709 | 1,472 | 0.88% | 0.94% | 16 | +846 | 3.04% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 27,466 | 1,409 | 1.13% | 1.17% | 17 | +1,603 | 6.2% | Q2 2026 | Aug 28, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 26,788 | 1,374 | 0.33% | 0.27% | 18 | +3,406 | 14.57% | Q2 2026 | Jul 28, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 25,986 | 1,333 | 0.64% | 0.68% | 19 | -105 | -0.4% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | Added to | 21,943 | 1,125 | 0.04% | 0.04% | 20 | +385 | 1.79% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | Added to | 20,995 | 1,077 | 0.0% | 0.0% | 21 | +7 | 0.03% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 18,980 | 973 | 0.0% | 0.0% | 22 | +434 | 2.34% | Q2 2026 | Jul 27, 2026 |
| Parcion Private Wealth LLC | History | Added to | 18,656 | 957 | 0.05% | 0.06% | 23 | +19 | 0.1% | Q2 2026 | Jul 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 17,415 | 893 | 0.12% | 0.13% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,973 | 876 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,056 | 721 | 0.02% | 0.01% | 26 | +2,964 | 26.72% | Q2 2026 | Aug 14, 2026 |
| Stablepoint Partners, LLC | History | Added to | 11,712 | 600 | 0.08% | 0.07% | 27 | +2,164 | 22.66% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,954 | 408 | 0.0% | 0.0% | 28 | +132 | 1.69% | Q2 2026 | Aug 03, 2026 |
| Intrua Financial, LLC | History | Added to | 7,400 | 379 | 0.03% | 0.04% | 29 | +450 | 6.47% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,120 | 365 | 0.0% | — | 30 | +7,120 | New | Q2 2026 | Sep 02, 2026 |
| Ameritas Advisory Services, LLC | History | New | 5,732 | 294 | 0.01% | — | 31 | +5,732 | New | Q2 2026 | Aug 14, 2026 |
| Redwood Financial Network Corp | History | Reduced | 4,829 | 247 | 0.14% | 0.29% | 32 | -4,086 | -45.83% | Q2 2026 | Aug 07, 2026 |
| Collier Financial | History | Added to | 4,681 | 240 | 0.16% | 0.17% | 33 | +8 | 0.17% | Q2 2026 | Jul 30, 2026 |
| Northwest Wealth Advisors, LLC | History | Reduced | 4,516 | 231 | 0.13% | 0.16% | 34 | -84 | -1.83% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,282 | 219 | 0.0% | 0.0% | 35 | -302 | -6.59% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,252 | 218 | 0.0% | 0.0% | 36 | -1,119 | -20.83% | Q2 2026 | Aug 14, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 4,225 | 216 | 0.04% | 0.04% | 37 | -25 | -0.59% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 3,512 | 180 | 0.0% | — | 38 | +3,512 | New | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,182 | 163 | 0.0% | 0.0% | 39 | +2,982 | 1491.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 2,046 | 104 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | Added to | 1,684 | 86 | 0.02% | 0.02% | 41 | +5 | 0.3% | Q2 2026 | Aug 03, 2026 |
| CWM, LLC | History | No change | 1,551 | 76 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 869 | 44 | 0.0% | 0.0% | 43 | +5 | 0.58% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 853 | 43 | 0.0% | 0.0% | 44 | +656 | 332.99% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 724 | 37 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 666 | 34 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 500 | 25 | 0.0% | — | 47 | +499 | 49900.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 300 | 15 | 0.0% | — | 48 | +300 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Reduced | 210 | 10 | 0.0% | 0.0% | 49 | -293 | -58.25% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Added to | 61 | 3 | 0.0% | — | 50 | +60 | 6000.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,360 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -15,624 | -100.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q2 2026 | Aug 12, 2026 |