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 | Reduced | 1,334,404 | 65,583 | 0.02% | 0.02% | 1 | -55,336 | -3.98% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 610,169 | 29,988 | 0.01% | 0.01% | 2 | +7,659 | 1.27% | Q1 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 198,805 | 9,770 | 0.01% | 0.01% | 3 | +27,201 | 15.85% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 189,583 | 9,317 | 0.34% | 0.32% | 4 | +6,836 | 3.74% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 100,419 | 4,935 | 0.0% | 0.0% | 5 | +30,047 | 42.7% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 98,751 | 4,853 | 0.02% | 0.02% | 6 | -18,657 | -15.89% | Q1 2026 | Jun 02, 2026 |
| Cetera Investment Advisers | History | Added to | 94,141 | 4,626 | 0.0% | 0.0% | 7 | +20,957 | 28.64% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 74,474 | 3,660 | 0.14% | 0.13% | 8 | +3,188 | 4.47% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 45,812 | 2,251 | 0.0% | 0.0% | 9 | +1,257 | 2.82% | Q1 2026 | Apr 27, 2026 |
| Prism Advisors, Inc. | History | Reduced | 34,495 | 1,695 | 0.45% | 0.46% | 10 | -1,469 | -4.08% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 34,360 | 1,688 | 0.0% | 0.0% | 11 | +23,537 | 217.47% | Q1 2026 | May 12, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 27,863 | 1,369 | 0.94% | 0.94% | 12 | -700 | -2.45% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,638 | 1,307 | 0.0% | 0.0% | 13 | +5,136 | 23.89% | Q1 2026 | Apr 08, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 26,091 | 1,282 | 0.68% | 0.67% | 14 | +489 | 1.91% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 25,863 | 1,271 | 1.17% | 1.16% | 15 | -193 | -0.74% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,264 | 1,192 | 0.0% | 0.0% | 16 | -2,314 | -8.71% | Q1 2026 | May 15, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 23,382 | 1,149 | 0.27% | 0.26% | 17 | +6,149 | 35.68% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 21,558 | 1,059 | 0.04% | 0.04% | 18 | +812 | 3.91% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 20,988 | 1,031 | 0.0% | 0.0% | 19 | -31 | -0.15% | Q1 2026 | May 14, 2026 |
| Parcion Private Wealth LLC | History | Added to | 18,637 | 915 | 0.06% | 0.05% | 20 | +2,868 | 18.19% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 18,546 | 911 | 0.0% | 0.0% | 21 | +5,050 | 37.42% | Q1 2026 | Apr 24, 2026 |
| Westside Investment Management, Inc. | History | Added to | 17,415 | 855 | 0.13% | 0.07% | 22 | +8,486 | 95.04% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,046 | 825 | 0.0% | 0.0% | 23 | +4,903 | 40.38% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,973 | 824 | 0.0% | 0.0% | 24 | +1,410 | 9.06% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 15,624 | 767 | 0.06% | 0.09% | 25 | +4,215 | 36.94% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,216 | 747 | 0.0% | 0.0% | 26 | -33,994 | -69.08% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,092 | 545 | 0.01% | 0.02% | 27 | -2,996 | -21.27% | Q1 2026 | May 15, 2026 |
| Stablepoint Partners, LLC | History | Added to | 9,548 | 469 | 0.07% | 0.07% | 28 | +672 | 7.57% | Q1 2026 | Apr 30, 2026 |
| Redwood Financial Network Corp | History | Reduced | 8,915 | 438 | 0.29% | 0.35% | 29 | -2,658 | -22.97% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 8,226 | 404 | 0.0% | — | 30 | +8,226 | New | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,822 | 384 | 0.0% | 0.0% | 31 | -1,084 | -12.17% | Q1 2026 | May 04, 2026 |
| Intrua Financial, LLC | History | No change | 6,950 | 341 | 0.04% | 0.03% | 32 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,371 | 263 | 0.0% | 0.0% | 33 | -10,870 | -66.93% | Q1 2026 | May 15, 2026 |
| Collier Financial | History | Reduced | 4,673 | 229 | 0.17% | 0.18% | 34 | -256 | -5.19% | Q1 2026 | May 11, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 4,600 | 226 | 0.16% | — | 35 | +4,600 | New | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,584 | 225 | 0.0% | 0.0% | 36 | -28 | -0.61% | Q1 2026 | May 04, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 4,250 | 208 | 0.04% | 0.05% | 37 | -1,089 | -20.4% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | No change | 2,046 | 100 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Added to | 1,679 | 82 | 0.02% | 0.02% | 39 | +5 | 0.3% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | No change | 1,551 | 76 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,580 | 75 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 864 | 42 | 0.0% | 0.0% | 42 | +4 | 0.47% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 724 | 35 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 666 | 32 | 0.0% | — | 44 | +666 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 503 | 24 | 0.0% | 0.0% | 45 | +2 | 0.4% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 405 | 19 | 0.0% | — | 46 | +405 | New | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 200 | 10 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 197 | 9 | 0.0% | — | 48 | +197 | New | Q1 2026 | Jul 08, 2026 |
| Wells Financial Advisors INC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,410 | -100.0% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |