EQIN · Columbia U.S. Equity Income ETF ETF
$54.26
-0.36 (-0.67%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $1,774,296
Total Shares: 34,586
Institutional Ownership Trend
5 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
79.4%
−20.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,730
Highly concentrated−3,270
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
+39.6%
Shares held:
+33.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | +1,603 | 27,466 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 7,120 | $365,263 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Cornerstone Financial Management LLC EQIN | $1,409,033 | 79.41% | 27,466 | Shares | 2026-08-28 | |
| Mega CITADEL ADVISORS LLC EQIN | $365,263 | 20.59% | 7,120 | Shares | 2026-09-02 |