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 | No change | 1,343,278 | 68,911 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 607,536 | 31,167 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 211,842 | 10,867 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 197,405 | 10,107 | 0.32% | 0.32% | 4 | +4,644 | 2.41% | Q3 2026 | Oct 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 128,335 | 6,583 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 103,878 | 5,329 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 93,722 | 4,808 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 79,299 | 4,068 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 57,500 | 2,944 | 0.0% | 0.0% | 9 | +5,702 | 11.01% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 39,610 | 2,032 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 35,176 | 1,818 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 32,113 | 1,647 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30,794 | 1,579 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,383 | 1,540 | 0.0% | 0.0% | 14 | +608 | 2.11% | Q3 2026 | Oct 13, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 28,709 | 1,472 | 0.88% | 0.88% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 27,466 | 1,409 | 1.13% | 1.13% | 16 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Axis Wealth Partners, LLC | History | No change | 25,986 | 1,333 | 0.64% | 0.64% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | No change | 21,943 | 1,125 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 20,995 | 1,077 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 18,980 | 973 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parcion Private Wealth LLC | History | Added to | 18,844 | 964 | 0.05% | 0.05% | 21 | +188 | 1.01% | Q3 2026 | Oct 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,973 | 876 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stablepoint Partners, LLC | History | Added to | 16,376 | 838 | 0.11% | 0.08% | 23 | +4,664 | 39.82% | Q3 2026 | Nov 03, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 15,935 | 816 | 0.1% | 0.12% | 24 | -1,480 | -8.5% | Q3 2026 | Nov 02, 2026 |
| IHT Wealth Management, LLC | History | No change | 14,056 | 721 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 13,485 | 690 | 0.16% | 0.33% | 26 | -13,303 | -49.66% | Q3 2026 | Nov 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,954 | 408 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Intrua Financial, LLC | History | No change | 7,400 | 378 | 0.04% | 0.03% | 28 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,120 | 365 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,732 | 294 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Collier Financial | History | No change | 4,681 | 240 | 0.16% | 0.16% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 4,539 | 232 | 0.11% | 0.13% | 32 | +23 | 0.51% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,282 | 219 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,252 | 218 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 4,063 | 208 | 0.04% | 0.04% | 35 | -162 | -3.83% | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,512 | 180 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,182 | 163 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 2,046 | 104 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 1,684 | 86 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Transce3nd, LLC | History | New | 932 | 50 | 0.05% | — | 40 | +932 | New | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | No change | 869 | 44 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 853 | 43 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 724 | 37 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 666 | 34 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 500 | 25 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 300 | 15 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 210 | 10 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 61 | 3 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prism Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.43% | — | -34,658 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Redwood Financial Network Corp | History | Closed out | 0 | 0 | — | 0.14% | — | -4,829 | -100.0% | Q3 2026 | Nov 03, 2026 |