EQIN · Columbia U.S. Equity Income ETF ETF

Alerts for EQIN

$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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $1,774,296

Total Shares: 34,586

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

79.4%

+36.7 pts

Top 5

100.0%

+22.1 pts

Top 10

100.0%

+13.0 pts

HHI

6,730

Highly concentrated+4,410

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

1

Decreased

0

Sold Out

49

Unchanged

0

Holder count: -48

Institutional value: -98.8%

Shares held: -98.9%

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, 2026

No 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, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega LPL Financial LLC	1,334,404	$65,584,622
Mega AMERIPRISE FINANCIAL INC	610,169	$29,989,195
Large STIFEL FINANCIAL CORP	198,805	$9,771,066
Mid Sowell Financial Services LLC	189,583	$9,317,814
Mega RAYMOND JAMES FINANCIAL INC	100,419	$4,935,492

Filter: New 1 Increased 1 Reduced 0 Sold out 49 Unchanged 0

Showing 2 of 2

All Common Calls Puts

Compact Export CSV

Cornerstone Financial Management LLC EQIN

$1,409,033

79.41%

27,466

CITADEL ADVISORS LLC EQIN

$365,263

20.59%

7,120

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	7,120	$365,263	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	577,474	$28,382,269	94.6%	Defined
Ameriprise Financial Services, LLC	31,613	$1,553,747	5.2%	Defined
Ameriprise Bank, FSB	1,082	$53,179	0.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	198,805	$9,771,066	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	60,849	$2,990,667	60.6%	Defined
Raymond James Financial Services Advisors, Inc.	39,570	$1,944,825	39.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	34,360	$1,688,759	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	15,453	$759,499	63.7%	Defined
CW Advisors, LLC	8,811	$433,051	36.3%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	17,046	$837,793	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	16,973	$834,205	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	15,216	$747,851	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	5,371	$263,979	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	2,046	$100,558	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	200	$9,829	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	197	$9,682	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1	$49	100.0%	Defined