Columbia ETF Trust I - INEQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Private Advisor Group, LLC | History | No change | 414,696 | 15,979 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 174,945 | 6,741 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 148,562 | 5,724 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 120,362 | 4,637 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | No change | 57,766 | 2,225 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Insights, Inc. | History | No change | 57,093 | 2,199 | 0.58% | 0.58% | 6 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Westside Investment Management, Inc. | History | No change | 45,607 | 1,757 | 0.23% | 0.23% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 45,387 | 1,749 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 44,288 | 1,706 | 0.21% | 0.21% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 44,047 | 1,697 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 39,667 | 1,528 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 28,363 | 1,092 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 27,347 | 1,053 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 25,350 | 1,005 | 0.1% | 0.09% | 14 | +559 | 2.25% | Q3 2026 | Oct 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 25,122 | 968 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 18,990 | 731 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,523 | 675 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axis Wealth Partners, LLC | History | No change | 9,521 | 366 | 0.18% | 0.18% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VestGen Advisors, LLC | History | No change | 7,000 | 269 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,805 | 261 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 6,503 | 250 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madison Wealth Partners, Inc | History | No change | 5,678 | 218 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,769 | 183 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,000 | 79 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,997 | 76 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 553 | 21 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 19 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 158 | 6 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | No change | 137 | 5 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,034 | -100.0% | Q3 2026 | Oct 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |