Columbia ETF Trust I - EQIN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,389,740 | 65,998 | 0.02% | 0.02% | 1 | -36,986 | -2.59% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 602,510 | 28,605 | 0.01% | 0.01% | 2 | +3,718 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 182,747 | 8,678 | 0.32% | 0.31% | 3 | +7,715 | 4.41% | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 171,604 | 8,149 | 0.01% | 0.01% | 4 | +51,946 | 43.41% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 117,408 | 5,575 | 0.02% | 0.03% | 5 | -10,612 | -8.29% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 73,184 | 3,475 | 0.0% | 0.0% | 6 | +40,785 | 125.88% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 71,286 | 3,385 | 0.13% | 0.13% | 7 | -1,773 | -2.43% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 70,372 | 3,341 | 0.0% | 0.0% | 8 | -16,564 | -19.05% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 49,210 | 2,336 | 0.0% | 0.0% | 9 | +37,392 | 316.4% | Q4 2025 | Mar 25, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 44,555 | 2,115 | 0.0% | 0.0% | 10 | -649 | -1.44% | Q4 2025 | Feb 12, 2026 |
| Prism Advisors, Inc. | History | Added to | 35,964 | 1,707 | 0.46% | 0.43% | 11 | +2,053 | 6.05% | Q4 2025 | Jan 23, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 28,563 | 1,356 | 0.94% | 1.05% | 12 | -1,992 | -6.52% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,578 | 1,262 | 0.0% | 0.0% | 13 | -20,411 | -43.44% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 26,056 | 1,237 | 1.16% | — | 14 | +26,056 | New | Q4 2025 | Feb 13, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 25,602 | 1,215 | 0.67% | 0.71% | 15 | -568 | -2.17% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,502 | 1,048 | 0.0% | 0.0% | 16 | +6,660 | 44.87% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 21,019 | 998 | 0.0% | — | 17 | +21,019 | New | Q4 2025 | Feb 05, 2026 |
| GeoWealth Management, LLC | History | Reduced | 20,746 | 985 | 0.04% | 0.04% | 18 | -557 | -2.61% | Q4 2025 | Feb 17, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 17,233 | 818 | 0.26% | 0.09% | 19 | +10,707 | 164.07% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,241 | 771 | 0.0% | 0.0% | 20 | -11,450 | -41.35% | Q4 2025 | Feb 17, 2026 |
| Parcion Private Wealth LLC | History | No change | 15,769 | 748 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | No change | 15,563 | 739 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,088 | 669 | 0.02% | 0.01% | 23 | +3,104 | 28.26% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,496 | 640 | 0.0% | 0.0% | 24 | +1,337 | 11.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,143 | 576 | 0.0% | 0.0% | 25 | +5,205 | 75.02% | Q4 2025 | Feb 17, 2026 |
| Redwood Financial Network Corp | History | Reduced | 11,573 | 549 | 0.35% | 0.62% | 26 | -9,422 | -44.88% | Q4 2025 | Feb 10, 2026 |
| Golden State Equity Partners | History | Added to | 11,409 | 541 | 0.09% | 0.05% | 27 | +5,189 | 83.42% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,823 | 513 | 0.0% | 0.0% | 28 | -25,674 | -70.35% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 8,929 | 424 | 0.07% | 0.06% | 29 | +1,269 | 16.57% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,906 | 422 | 0.0% | 0.0% | 30 | +1,273 | 16.68% | Q4 2025 | Feb 10, 2026 |
| Stablepoint Partners, LLC | History | Added to | 8,876 | 421 | 0.07% | 0.06% | 31 | +398 | 4.69% | Q4 2025 | Jan 13, 2026 |
| Intrua Financial, LLC | History | No change | 6,950 | 330 | 0.03% | 0.04% | 32 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keudell/Morrison Wealth Management | History | New | 5,339 | 253 | 0.05% | — | 33 | +5,339 | New | Q4 2025 | Feb 06, 2026 |
| Collier Financial | History | Reduced | 4,929 | 234 | 0.18% | 0.19% | 34 | -510 | -9.38% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,612 | 219 | 0.0% | 0.0% | 35 | +129 | 2.88% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 2,046 | 97 | 0.0% | — | 36 | +2,046 | New | Q4 2025 | Jan 30, 2026 |
| Archer Investment Corp | History | Added to | 1,674 | 79 | 0.02% | 0.02% | 37 | +6 | 0.36% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,580 | 75 | 0.0% | 0.0% | 38 | +558 | 54.6% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 1,551 | 74 | 0.0% | 0.0% | 39 | -93 | -5.66% | Q4 2025 | Jan 26, 2026 |
| Wells Financial Advisors INC | History | No change | 1,410 | 66 | 0.13% | 0.09% | 40 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 860 | 40 | 0.0% | 0.0% | 41 | +5 | 0.58% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 501 | 23 | 0.0% | — | 42 | +501 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 200 | 9 | 0.0% | — | 43 | +200 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 78 | 3 | 0.0% | — | 44 | +78 | New | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,843 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,075 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,490 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,027 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |