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Columbia U.S. Equity Income ETF (EQIN) Institutional Ownership

$52.43 +0.22 (+0.42%)
As of 07/10/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Columbia U.S. Equity Income ETF (NYSEARCA:EQIN)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$24.27M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$10.53M
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EQIN Institutional Buying and Selling by Quarter

Columbia U.S. Equity Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC98,751$4.85M0.0%-15.9%1.795%
5/19/2026Western Wealth Management LLC994$49K0.0%N/A0.018%
5/19/2026NewEdge Advisors LLC95,072$4.67M0.1%-19.0%1.729%
5/13/2026Cetera Investment Advisers94,141$4.63M0.0%+28.6%1.712%
4/29/2026Northwest Wealth Advisors LLC4,600$226K0.2%N/A0.084%
4/28/2026Ascentis Independent Advisors15,624$768K0.1%+36.9%0.284%
4/25/2026Axis Wealth Partners LLC26,091$1.28M0.7%+1.9%0.474%
4/24/2026Prism Advisors Inc.34,495$1.70M0.5%-4.1%0.627%
4/20/2026Keudell Morrison Wealth Management4,250$209K0.0%-20.4%0.079%
2/18/2026NewEdge Advisors LLC117,408$5.58M0.0%-8.3%2.215%
2/18/2026IHT Wealth Management LLC14,088$669K0.0%+28.3%0.266%
2/17/2026Cetera Investment Advisers73,184$3.48M0.0%+125.9%1.381%
2/17/2026GeoWealth Management LLC20,746$985K0.0%-2.6%0.391%
2/17/2026Osaic Holdings Inc.26,578$1.26M0.0%-43.4%0.501%
2/16/2026Cornerstone Financial Management LLC26,056$1.24M1.2%N/A0.492%
2/13/2026Stifel Financial Corp171,604$8.15M0.0%+43.4%3.238%
2/12/2026Jane Street Group LLC10,823$514K0.0%-70.3%0.204%
2/12/2026Commonwealth Equity Services LLC44,555$2.12M0.0%-1.4%0.841%
2/12/2026Collier Financial4,929$234K0.2%-9.4%0.093%
2/11/2026LPL Financial LLC1,389,740$66.00M0.0%-2.6%26.222%
2/10/2026Goldman Sachs Group Inc.49,210$2.34M0.0%+316.4%0.928%
2/10/2026Redwood Financial Network Corp11,573$550K0.4%-44.9%0.218%
2/6/2026Keudell Morrison Wealth Management5,339$254K0.1%N/A0.101%
2/6/2026Global Retirement Partners LLC1,580$75K0.0%+54.6%0.030%
2/3/2026Amara Financial LLC.28,563$1.36M0.9%-6.5%0.539%
2/2/2026Mcdonald Partners LLC17,233$818K0.3%+164.1%0.325%
1/30/2026Axis Wealth Partners LLC25,602$1.22M0.7%-2.2%0.483%
1/29/2026Golden State Equity Partners11,409$542K0.1%+83.4%0.215%
1/23/2026Prism Advisors Inc.35,964$1.71M0.5%+6.1%0.679%
1/23/2026Westside Investment Management Inc.8,929$424K0.1%+16.6%0.168%
1/21/2026Sowell Financial Services LLC182,747$8.68M0.3%+4.4%3.448%
1/13/2026 Stablepoint Partners LLC8,876$422K0.1%+4.7%0.167%
1/8/2026Wealth Enhancement Advisory Services LLC21,502$1.05M0.0%+44.9%0.406%
1/1/2026JPMorgan Chase & Co.15,563$727K0.0%+21.6%0.288%
11/17/2025NewEdge Advisors LLC128,020$5.98M0.0%+94.5%2.371%
11/17/2025Susquehanna International Group LLP27,691$1.29M0.0%+30.2%0.513%
11/17/2025Citadel Advisors LLC38,843$1.81M0.0%+9.7%0.719%
11/17/2025Ameriprise Financial Inc.598,792$27.96M0.0%-8.7%11.089%
11/14/2025Raymond James Financial Inc.86,936$4.06M0.0%-9.0%1.610%
11/13/2025GeoWealth Management LLC21,303$995K0.0%-1.6%0.395%
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11/13/2025Private Advisor Group LLC12,159$568K0.0%+3.7%0.225%
11/12/2025Mcdonald Partners LLC6,526$305K0.1%N/A0.121%
11/10/2025Amara Financial LLC.30,555$1.43M1.1%N/A0.566%
11/7/2025JPMorgan Chase & Co.15,563$727K0.0%+21.6%0.288%
11/6/2025Ameritas Advisory Services LLC3,027$141K0.0%N/A0.056%
11/5/2025Collier Financial5,439$254K0.2%N/A0.101%
11/5/2025Envestnet Asset Management Inc.7,633$356K0.0%+36.4%0.141%
11/4/2025Jones Financial Companies Lllp6,938$325K0.0%N/A0.128%
11/3/2025 Stablepoint Partners LLC8,478$396K0.1%N/A0.157%
10/29/2025Wealth Enhancement Advisory Services LLC14,842$691K0.0%+173.3%0.275%
10/24/2025Axis Wealth Partners LLC26,170$1.22M0.7%N/A0.494%
10/22/2025Gladstone Institutional Advisory LLC73,059$3.41M0.1%+10.6%1.378%
10/21/2025Golden State Equity Partners6,220$289K0.0%+5.1%0.117%
10/17/2025Sowell Financial Services LLC175,032$8.17M0.3%+1.8%3.302%
10/14/2025Prism Advisors Inc.33,911$1.58M0.4%+10.8%0.640%
10/14/2025Parcion Private Wealth LLC15,769$736K0.0%+6.1%0.298%
9/4/2025Osaic Holdings Inc.28,408$1.28M0.0%+41.4%0.557%
8/15/2025Redwood Financial Network Corp26,021$1.17M0.8%+2.4%0.510%
8/15/2025Ameriprise Financial Inc.655,874$29.54M0.0%+2.8%12.860%
8/14/2025Raymond James Financial Inc.95,499$4.30M0.0%+52.9%1.873%
8/14/2025NewEdge Advisors LLC65,817$2.96M0.0%+1.0%1.291%
8/13/2025CW Advisors LLC9,514$429K0.0%N/A0.187%
8/13/2025Smith Moore & CO.5,214$235K0.0%N/A0.102%
8/12/2025JPMorgan Chase & Co.12,795$576K0.0%+19.2%0.251%
8/8/2025Intrua Financial LLC6,950$313K0.0%N/A0.136%
8/5/2025Westside Investment Management Inc.7,660$345K0.1%+180.6%0.150%
8/1/2025Envestnet Asset Management Inc.5,596$252K0.0%N/A0.110%
7/30/2025Parcion Private Wealth LLC14,858$669K0.0%+13.2%0.291%
7/25/2025CWM LLC1,650$74K0.0%-34.8%0.032%
7/14/2025Sowell Financial Services LLC172,004$7.75M0.3%-2.1%3.440%
7/10/2025 Redhawk Wealth Advisors Inc.4,927$222K0.0%N/A0.099%
7/10/2025Wealth Enhancement Advisory Services LLC5,430$248K0.0%N/A0.109%
7/8/2025Prism Advisors Inc.30,599$1.38M0.4%-12.2%0.624%
5/19/2025Jane Street Group LLC21,105$966K0.0%-27.7%0.485%
5/16/2025Redwood Financial Network Corp25,415$1.16M0.9%-1.5%0.584%
5/16/2025NewEdge Advisors LLC65,144$2.98M0.0%-26.0%1.498%
5/7/2025LPL Financial LLC641,959$29.38M0.0%+26.8%17.588%
5/6/2025Assetmark Inc.1,177$54K0.0%+314.4%0.032%
5/5/2025Private Advisor Group LLC9,563$438K0.0%-11.2%0.262%
5/2/2025Parcion Private Wealth LLC13,125$601K0.0%+7.1%0.360%
5/1/2025Prism Advisors Inc.34,849$1.60M0.5%+4.0%0.955%
4/30/2025Allworth Financial LP21,219$917K0.0%+83.1%0.581%
4/25/2025Westside Investment Management Inc.2,730$125K0.0%N/A0.075%
4/23/2025Golden State Equity Partners5,918$271K0.1%N/A0.162%
4/23/2025Keudell Morrison Wealth Management4,445$203K0.0%-21.9%0.122%
4/22/2025Cambridge Investment Research Advisors Inc.25,851$1.18M0.0%-24.3%0.708%
4/17/2025Sowell Financial Services LLC175,698$8.04M0.4%+18.1%5.324%
4/15/2025Collier Financial5,751$263K0.2%-15.8%0.174%
4/10/2025KWB Wealth48,010$2.13M0.3%+387.7%1.455%
2/18/2025Novem Group8,775$389K0.1%N/A0.000%
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2/17/2025Redwood Financial Network Corp25,814$1.15M0.9%+11.2%0.000%
2/17/2025Citadel Advisors LLC42,706$1.89M0.0%N/A0.000%
2/14/2025Jane Street Group LLC29,180$1.29M0.0%+8.5%0.000%
2/14/2025GeoWealth Management LLC23,566$1.05M0.0%+2.0%0.000%
2/13/2025NewEdge Advisors LLC88,073$3.91M0.0%-5.6%0.000%
2/13/2025Raymond James Financial Inc.54,424$2.41M0.0%N/A0.000%
2/12/2025JPMorgan Chase & Co.10,806$479K0.0%+3.1%0.000%
2/11/2025LPL Financial LLC506,130$22.45M0.0%+107.1%0.000%
2/10/2025Commonwealth Equity Services LLC22,536$999K0.0%+42.1%0.000%
2/7/2025Sowell Financial Services LLC148,714$6.60M0.3%+23.5%0.000%


EQIN Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 institutional investors and hedge funds held shares of Columbia U.S. Equity Income ETF. The most heavily invested institutionals were LPL Financial LLC ($66.00M), Ameriprise Financial Inc. ($27.96M), Sowell Financial Services LLC ($8.68M), Stifel Financial Corp ($8.15M), NewEdge Advisors LLC ($4.85M), Cetera Investment Advisers ($4.63M), and Raymond James Financial Inc. ($4.06M).Learn more on Columbia U.S. Equity Income ETF's institutional investors.

Of the 52 institutional investors that purchased Columbia U.S. Equity Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($397.55K), NewEdge Advisors LLC ($156.66K), Raymond James Financial Inc. ($141.87K), Sowell Financial Services LLC ($66.03K), Cetera Investment Advisers ($61.74K), Stifel Financial Corp ($51.95K), and KWB Wealth ($48.01K).

Institutional investors have bought a total of 518,153 shares in the last 24 months. This purchase volume represents approximately $24.27M in transactions.

Of the 16 institutional investors that sold Columbia U.S. Equity Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($57.08K), NewEdge Advisors LLC ($51.61K), LPL Financial LLC ($36.99K), Jane Street Group LLC ($25.67K), Osaic Holdings Inc. ($20.41K), Redwood Financial Network Corp ($9.42K), and Raymond James Financial Inc. ($8.56K).

Institutional investors have sold a total of 221,497 shares in the last 24 months. This volume of shares sold represents approximately $10.53M in transactions.


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This page (NYSEARCA:EQIN) was last updated on 7/11/2026 by MarketBeat.com Staff.
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