EQIN institutional holders

Columbia U.S. Equity Income ETF · 50 reporting institutions · $171.2M reported value

Institutional holdings

Institutions reporting EQIN, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$68.9M23,4582026-06-30
Ameriprise Financial Inc$31.2M02026-06-30
Stifel Financial Corp$10.9M02026-06-30
Sowell Financial Services LLC$9.9M1082026-06-30
Raymond James Financial Inc$6.6M02026-06-30
Cetera Investment Advisers$5.3M10,3702026-06-30
Newedge Advisors$4.8M6012026-06-30
Gladstone Institutional Advisory LLC$4.1M1082026-06-30
Commonwealth Equity Services, LLC$2.7M2,8632026-06-30
Stratos Wealth Partners, Ltd.$2M3862026-06-30
Jones Financial Companies LLLP$1.8M02026-06-30
Prism Advisors, Inc.$1.8M52026-06-30
Goldman Sachs Group Inc$1.6M02026-06-30
Osaic Holdings, Inc.$1.6M02026-06-30
Wealth Enhancement Advisory Services, LLC$1.5M1,0262026-06-30
Amara Financial, Llc.$1.5M32026-06-30
Cornerstone Financial Management LLC$1.4M42026-06-30
McDonald Partners LLC$1.4M242026-06-30
Axis Wealth Partners, LLC$1.3M72026-06-30
Geowealth Management, LLC$1.1M02026-06-30
Allworth Financial, LP$1.1M3172026-06-30
Private Advisor Group, LLC$973.7K9272026-06-30
Parcion Private Wealth LLC$957.1K142026-06-30
Westside Investment Management, LLC$893.4K72026-06-30
Jpmorgan Chase & Co$876.1K02026-06-30
Iht Wealth Management LLC$721.1K1592026-06-30
Stablepoint Partners, LLC$600.8K52026-06-30
Envestnet Pmc$408K602026-06-30
Intrua Financial, LLC$379.6K362026-06-30
Citadel Advisors LLC$365.3K02026-06-30
Ameritas Advisory Services, LLC$294K5502026-06-30
Redwood Financial Network Corp$247.7K82026-06-30
Collier Financial, Inc$240.1K12026-06-30
West Invest$231.7K72026-06-30
MML Investors Services, LLC$219.7K5,1202026-06-30
Susquehanna International Group, LLP$218.1K02026-06-30
Keudell/morrison Wealth Management$216.7K82026-06-30
Global Retirement Partners LLC$180.2K4912026-06-30
Archer Investment Corp$172.8K782026-06-30
Royal Bank of Canada$163K02026-06-30
US Bancorp$105K02026-06-30
Cwm, LLC$76.2K6672026-03-31
Larson Financial Group LLC$44.6K672026-06-30
Wells Fargo & Company/mn$43.7K02026-06-30
Medallion Wealth Advisors, LLC$37.1K62026-06-30
Harbour Investments, Inc.$34.2K2472026-06-30
Fmr LLC$25.7K02026-06-30
Fiduciary Financial Advisors$15.4K512026-06-30
Arax Advisory Partners$10.8K2322026-06-30
Morgan Stanley$3.1K23,1852026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30