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Disclosery

EQIN COLUMBIA ETF TR I

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ETF (fund)

38 managers (38 13F filers) reported a position in EQIN shares at 2025-03-31, 2,005,209 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
38
13F filers
38
New
5
Added
15
Reduced
11
Sold out
8
Shares held by filers
2,005,209

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC641,959$29.4M0.01%+135,82913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC637,954$29.2M0.01%+60,48013F-HRTimelineGroup
Sowell Financial Services LLC175,698$8.04M0.37%+26,98413F-HRTimeline
NewEdge Advisors, LLC65,144$2.98M0.02%-22,92913F-HRTimeline
Gladstone Institutional Advisory LLC63,607$2.91M0.14%+33,96013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,474$2.86M<0.01%+8,05013F-HRTimelineGroup
KWB Wealth48,010$2.13M0.26%+38,16613F-HRTimeline
Prism Advisors, Inc.34,849$1.59M0.49%+1,35413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,564$1.54M<0.01%+11,02813F-HRTimeline
Cambridge Investment Research Advisors,…25,851$1.18M<0.01%-8,29713F-HRTimeline
Redwood Financial Network Corp25,415$1.16M0.89%-39913F-HRTimeline
GeoWealth Management, LLC21,575$987K0.04%-1,99113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,105$966K<0.01%-8,07513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,088$919K<0.01%+94413F-HRTimelineGroup
Allworth Financial LP21,219$917K0.01%+9,63013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,957$822K<0.01%013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,904$774K<0.01%new13F-HRTimelineGroup
Parcion Private Wealth LLC13,125$601K0.05%+86513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,736$491K<0.01%-7013F-HRTimelineGroup
Private Advisor Group, LLC9,563$438K<0.01%-1,20513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,918$271K0.05%new13F-HRTimelineGroup
Collier Financial5,751$263K0.22%-1,08213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,454$204K<0.01%-10,25413F-HRTimelineGroup
Keudell/Morrison Wealth Management4,445$203K0.05%-1,24513F-HRTimeline
MCDONALD PARTNERS LLC4,422$202K0.05%new13F-HRTimeline
Westside Investment Management, Inc.2,730$125K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,532$116K<0.01%-1513F-HRTimelineGroup
NorthRock Partners, LLC1,700$77.8K<0.01%013F-HRTimeline
Archer Investment Corp1,658$75.9K0.02%+613F-HRTimeline
Wells Financial Advisors INC1,410$64.5K0.09%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,177$53.9K<0.01%+89313F-HRTimelineGroup
Larson Financial Group LLC847$38.7K<0.01%+513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$32K<0.01%013F-HR/ATimelineGroup
Arax Advisory Partners321$14.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC300$13.3K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…46$2.1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$44<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.