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

$54.14 -0.39 (-0.72%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Columbia U.S. Equity Income ETF (NYSEARCA:EQIN)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$20.30M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$10.32M
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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
6/3/2026 NewEdge Advisors LLC98,751$4.85M0.0%-15.9%1.795%
5/19/2026 Western Wealth Management LLC994$49K0.0%N/A0.018%
5/19/2026 NewEdge Advisors LLC95,072$4.67M0.1%-19.0%1.729%
5/13/2026 Cetera Investment Advisers94,141$4.63M0.0%+28.6%1.712%
4/29/2026 Northwest Wealth Advisors LLC4,600$226K0.2%N/A0.084%
4/28/2026 Ascentis Independent Advisors15,624$768K0.1%+36.9%0.284%
4/25/2026 Axis Wealth Partners LLC26,091$1.28M0.7%+1.9%0.474%
4/24/2026 Prism Advisors Inc.34,495$1.70M0.5%-4.1%0.627%
4/20/2026 Keudell Morrison Wealth Management4,250$209K0.0%-20.4%0.079%
2/18/2026 NewEdge Advisors LLC117,408$5.58M0.0%-8.3%2.215%
2/18/2026 IHT Wealth Management LLC14,088$669K0.0%+28.3%0.266%
2/17/2026 Cetera Investment Advisers73,184$3.48M0.0%+125.9%1.381%
2/17/2026 GeoWealth Management LLC20,746$985K0.0%-2.6%0.391%
2/17/2026 Osaic Holdings Inc.26,578$1.26M0.0%-43.4%0.501%
2/16/2026 Cornerstone Financial Management LLC26,056$1.24M1.2%N/A0.492%
2/13/2026 Stifel Financial Corp171,604$8.15M0.0%+43.4%3.238%
2/12/2026 Jane Street Group LLC10,823$514K0.0%-70.3%0.204%
2/12/2026 Commonwealth Equity Services LLC44,555$2.12M0.0%-1.4%0.841%
2/12/2026 Collier Financial4,929$234K0.2%-9.4%0.093%
2/11/2026 LPL Financial LLC1,389,740$66.00M0.0%-2.6%26.222%
2/10/2026 Goldman Sachs Group Inc.49,210$2.34M0.0%+316.4%0.928%
2/10/2026 Redwood Financial Network Corp11,573$550K0.4%-44.9%0.218%
2/6/2026 Keudell Morrison Wealth Management5,339$254K0.1%N/A0.101%
2/6/2026 Global Retirement Partners LLC1,580$75K0.0%+54.6%0.030%
2/3/2026 Amara Financial LLC.28,563$1.36M0.9%-6.5%0.539%
2/2/2026 Mcdonald Partners LLC17,233$818K0.3%+164.1%0.325%
1/30/2026 Axis Wealth Partners LLC25,602$1.22M0.7%-2.2%0.483%
1/29/2026 Golden State Equity Partners11,409$542K0.1%+83.4%0.215%
1/23/2026 Prism Advisors Inc.35,964$1.71M0.5%+6.1%0.679%
1/23/2026 Westside Investment Management Inc.8,929$424K0.1%+16.6%0.168%
1/21/2026 Sowell Financial Services LLC182,747$8.68M0.3%+4.4%3.448%
1/13/2026 Stablepoint Partners LLC8,876$422K0.1%+4.7%0.167%
1/8/2026 Wealth Enhancement Advisory Services LLC21,502$1.05M0.0%+44.9%0.406%
1/1/2026 JPMorgan Chase & Co.15,563$727K0.0%+21.6%0.288%
11/17/2025 NewEdge Advisors LLC128,020$5.98M0.0%+94.5%2.371%
11/17/2025 Susquehanna International Group LLP27,691$1.29M0.0%+30.2%0.513%
11/17/2025 Citadel Advisors LLC38,843$1.81M0.0%+9.7%0.719%
11/17/2025 Ameriprise Financial Inc.598,792$27.96M0.0%-8.7%11.089%
11/14/2025 Raymond James Financial Inc.86,936$4.06M0.0%-9.0%1.610%
11/13/2025 GeoWealth Management LLC21,303$995K0.0%-1.6%0.395%
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11/13/2025 Private Advisor Group LLC12,159$568K0.0%+3.7%0.225%
11/12/2025 Mcdonald Partners LLC6,526$305K0.1%N/A0.121%
11/10/2025 Amara Financial LLC.30,555$1.43M1.1%N/A0.566%
11/7/2025 JPMorgan Chase & Co.15,563$727K0.0%+21.6%0.288%
11/6/2025 Ameritas Advisory Services LLC3,027$141K0.0%N/A0.056%
11/5/2025 Collier Financial5,439$254K0.2%N/A0.101%
11/5/2025 Envestnet Asset Management Inc.7,633$356K0.0%+36.4%0.141%
11/4/2025 Jones Financial Companies Lllp6,938$325K0.0%N/A0.128%
11/3/2025 Stablepoint Partners LLC8,478$396K0.1%N/A0.157%
10/29/2025 Wealth Enhancement Advisory Services LLC14,842$691K0.0%+173.3%0.275%
10/24/2025 Axis Wealth Partners LLC26,170$1.22M0.7%N/A0.494%
10/22/2025 Gladstone Institutional Advisory LLC73,059$3.41M0.1%+10.6%1.378%
10/21/2025 Golden State Equity Partners6,220$289K0.0%+5.1%0.117%
10/17/2025 Sowell Financial Services LLC175,032$8.17M0.3%+1.8%3.302%
10/14/2025 Prism Advisors Inc.33,911$1.58M0.4%+10.8%0.640%
10/14/2025 Parcion Private Wealth LLC15,769$736K0.0%+6.1%0.298%
9/4/2025 Osaic Holdings Inc.28,408$1.28M0.0%+41.4%0.557%
8/15/2025 Redwood Financial Network Corp26,021$1.17M0.8%+2.4%0.510%
8/15/2025 Ameriprise Financial Inc.655,874$29.54M0.0%+2.8%12.860%
8/14/2025 Raymond James Financial Inc.95,499$4.30M0.0%+52.9%1.873%
8/14/2025 NewEdge Advisors LLC65,817$2.96M0.0%+1.0%1.291%
8/13/2025CW Advisors LLC9,514$429K0.0%N/A0.187%
8/13/2025 Smith Moore & CO.5,214$235K0.0%N/A0.102%
8/12/2025 JPMorgan Chase & Co.12,795$576K0.0%+19.2%0.251%
8/8/2025 Intrua Financial LLC6,950$313K0.0%N/A0.136%
8/5/2025 Westside Investment Management Inc.7,660$345K0.1%+180.6%0.150%
8/1/2025 Envestnet Asset Management Inc.5,596$252K0.0%N/A0.110%
7/30/2025 Parcion Private Wealth LLC14,858$669K0.0%+13.2%0.291%
7/25/2025CWM LLC1,650$74K0.0%-34.8%0.032%
7/14/2025 Sowell 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%
7/10/2025 Wealth Enhancement Advisory Services LLC5,430$248K0.0%N/A0.109%
7/8/2025 Prism 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, 50 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 48 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), Raymond James Financial Inc. ($141.87K), Sowell Financial Services LLC ($66.03K), NewEdge Advisors LLC ($62.88K), Cetera Investment Advisers ($61.74K), Stifel Financial Corp ($51.95K), and KWB Wealth ($48.01K).

Institutional investors have bought a total of 429,933 shares in the last 24 months. This purchase volume represents approximately $20.30M in transactions.

Of the 14 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 216,921 shares in the last 24 months. This volume of shares sold represents approximately $10.32M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EQIN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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