COLUMBIA US EQTY INC ETF EQIN
$52.32
+1.2% 52w: $43.18 – $52.32
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data43.1847.7552.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
49
+2 QoQ
13F value
$158.1M
+4.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EQIN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.3M | $65.6M | 0.0% | -4.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 610.2K | $30.0M | 0.0% | +1.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 198.8K | $9.8M | 0.0% | +15.9% |
| Sowell Financial Services LLC | Wealth advisor | 189.6K | $9.3M | 0.3% | +3.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 100.4K | $4.9M | 0.0% | +42.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 98.8K | $4.9M | 0.0% | -15.9% |
| Cetera Investment Advisers | Wealth advisor | 94.1K | $4.6M | 0.0% | +28.6% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 74.5K | $3.7M | 0.1% | +4.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 45.8K | $2.3M | 0.0% | +2.8% |
| Prism Advisors, Inc. | Wealth advisor | 34.5K | $1.7M | 0.5% | -4.1% |
| JANE STREET GROUP, LLC | Market maker | 34.4K | $1.7M | 0.0% | +217.5% |
| AMARA FINANCIAL, LLC. | Wealth advisor | 27.9K | $1.4M | 0.9% | -2.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 26.6K | $1.3M | 0.0% | +23.9% |
| Axis Wealth Partners, LLC | Wealth advisor | 26.1K | $1.3M | 0.7% | +1.9% |
| Cornerstone Financial Management LLC | Wealth advisor | 25.9K | $1.3M | 1.2% | -0.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 24.3K | $1.2M | 0.0% | -8.7% |
| MCDONALD PARTNERS LLC | Other | 23.4K | $1.1M | 0.3% | +35.7% |
| GeoWealth Management, LLC | Wealth advisor | 21.6K | $1.1M | 0.0% | +3.9% |
| Allworth Financial LP | Wealth advisor | 21.0K | $1.0M | 0.0% | -0.1% |
| Parcion Private Wealth LLC | Wealth advisor | 18.6K | $916K | 0.1% | +18.2% |
| Private Advisor Group, LLC | Wealth advisor | 18.5K | $912K | 0.0% | +37.4% |
| Westside Investment Management, Inc. | Diversified mechanical | 17.4K | $856K | 0.1% | +95.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 17.0K | $826K | 0.0% | +40.4% |
| JPMORGAN CHASE & CO | Bank broker | 17.0K | $825K | 0.0% | +9.1% |
| Ascentis Independent Advisors | Other | 15.6K | $768K | 0.1% | +36.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 15.2K | $748K | 0.0% | -69.1% |
| IHT Wealth Management, LLC | Wealth advisor | 11.1K | $545K | 0.0% | -21.3% |
| Stablepoint Partners, LLC | Other | 9.5K | $469K | 0.1% | +7.6% |
| Redwood Financial Network Corp | Wealth advisor | 8.9K | $438K | 0.3% | -23.0% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 8.2K | $404K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.8K | $384K | 0.0% | -12.2% |
| Intrua Financial, LLC | Wealth advisor | 7.0K | $342K | 0.0% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 5.4K | $264K | 0.0% | -66.9% |
| Collier Financial | Wealth advisor | 4.7K | $230K | 0.2% | -5.2% |
| Northwest Wealth Advisors, LLC | Wealth advisor | 4.6K | $226K | 0.2% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 4.6K | $225K | 0.0% | -0.6% |
| Keudell/Morrison Wealth Management | Wealth advisor | 4.3K | $209K | 0.0% | -20.4% |
| US BANCORP \DE\ | Wealth advisor | 2.0K | $101K | 0.0% | Held |
| Archer Investment Corp | Wealth advisor | 1.7K | $83K | 0.0% | +0.3% |
| CWM, LLC | Wealth advisor | 1.6K | $76K | 0.0% | Held |
| Larson Financial Group LLC | Wealth advisor | 864 | $42K | 0.0% | +0.5% |
| Medallion Wealth Advisors, LLC | Wealth advisor | 724 | $36K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 666 | $33K | 0.0% | New |
| Arax Advisory Partners | Wealth advisor | 503 | $25K | 0.0% | +0.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 405 | $20K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 200 | $10K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 197 | $10K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 1 | $54 | 0.0% | Held |
| FMR LLC | Long only active | 1 | $49 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.