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Disclosery

EQIN COLUMBIA ETF TR I

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ETF (fund)

42 managers (42 13F filers) reported a position in EQIN shares at 2024-12-31, 1,780,323 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
42
13F filers
42
New
8
Added
15
Reduced
8
Sold out
4
Shares held by filers
1,780,323

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC577,474$25.6M0.01%013F-HRTimelineGroup
LPL Financial LLC506,130$22.4M0.01%+261,72213F-HRTimeline
Sowell Financial Services LLC148,714$6.59M0.35%+28,30113F-HRTimeline
NewEdge Advisors, LLC88,073$3.91M0.02%-5,23813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,424$2.41M<0.01%13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,706$1.89M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…34,148$1.51M0.01%new13F-HRTimeline
Prism Advisors, Inc.33,495$1.49M0.45%-17213F-HRTimeline
Gladstone Institutional Advisory LLC29,647$1.31M0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,180$1.29M<0.01%+2,28613F-HRTimelineGroup
Redwood Financial Network Corp25,814$1.14M0.85%+2,59713F-HRTimeline
GeoWealth Management, LLC23,566$1.05M0.03%+46913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,536$999K<0.01%+6,67913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,144$849K<0.01%+18,70413F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,957$796K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,708$652K<0.01%+2,07813F-HRTimelineGroup
Parcion Private Wealth LLC12,260$544K0.04%+3,04613F-HRTimeline
Allworth Financial LP11,589$532K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,806$479K<0.01%+32413F-HRTimelineGroup
Private Advisor Group, LLC10,768$478K<0.01%-47613F-HRTimeline
KWB Wealth9,844$466K0.06%new13F-HRTimeline
NOVEM GROUP8,775$389K0.06%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,146$317K0.19%new13F-HRTimeline
Signal Advisors Wealth, LLC7,146$317K0.04%-6913F-HRTimeline
Collier Financial6,833$303K0.27%13F-HRTimeline
Keudell/Morrison Wealth Management5,690$252K0.07%+17513F-HRTimeline
Redhawk Wealth Advisors, Inc.5,145$228K0.03%-54413F-HRTimeline
Fermata Advisors, LLC5,054$224K0.04%+4913F-HRTimeline
CWM, LLCin group CWM, LLC2,547$113K<0.01%-10713F-HRTimelineGroup
NorthRock Partners, LLC1,700$75.4K<0.01%013F-HR/ATimeline
Archer Investment Corp1,652$73.3K0.02%+2713F-HRTimeline
Global Retirement Partners, LLC1,508$66.9K<0.01%+85513F-HRTimeline
Wells Financial Advisors INC1,410$62.5K0.09%013F-HRTimeline
Larson Financial Group LLC842$37.3K<0.01%+2313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$31K<0.01%013F-HRTimelineGroup
Carolina Wealth Advisors, LLC561$24.9K0.01%-19913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC300$13.3K<0.01%-45913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC284$12.6K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…46$2.04K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$44<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.