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Disclosery

EQIN COLUMBIA ETF TR I

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ETF (fund)

40 managers (40 13F filers) reported a position in EQIN shares at 2025-06-30, 2,846,534 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
40
13F filers
40
New
7
Added
20
Reduced
6
Sold out
5
Shares held by filers
2,846,534

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,348,261$60.7M0.02%+706,30213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC655,874$29.5M0.01%+17,92013F-HRTimelineGroup
Sowell Financial Services LLC172,004$7.75M0.32%-3,69413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,499$4.3M<0.01%+33,02513F-HRTimelineGroup
Gladstone Institutional Advisory LLC66,044$2.97M0.12%+2,43713F-HRTimeline
NewEdge Advisors, LLC65,817$2.96M0.02%+67313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,342$2.72M<0.01%+43,43813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC52,371$2.36M<0.01%+18,80713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,396$1.59M<0.01%new13F-HRTimelineGroup
Prism Advisors, Inc.30,599$1.38M0.39%-4,25013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,408$1.28M<0.01%+8,32013F-HR/ATimelineGroup
Redwood Financial Network Corp26,021$1.17M0.79%+60613F-HRTimeline
GeoWealth Management, LLC21,647$975K0.04%+7213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,272$958K<0.01%+16,81813F-HRTimelineGroup
Allworth Financial LP21,005$946K<0.01%-21413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,957$809K<0.01%013F-HRTimelineGroup
Parcion Private Wealth LLC14,858$669K0.05%+1,73313F-HRTimeline
Cambridge Investment Research Advisors,…13,455$606K<0.01%-12,39613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,795$576K<0.01%+2,05913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,998$540K0.01%+11,69813F-HRTimelineGroup
Private Advisor Group, LLC11,727$528K<0.01%+2,16413F-HRTimeline
CW Advisors, LLC9,514$429K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.7,660$345K0.06%+4,93013F-HRTimeline
Intrua Financial, LLC6,950$313K0.04%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,918$267K0.05%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,596$252K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,430$248K<0.01%new13F-HRTimeline
SMITH, MOORE & CO.5,214$235K0.02%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.4,927$222K0.03%new13F-HRTimeline
Keudell/Morrison Wealth Management4,525$204K0.05%+8013F-HRTimeline
Archer Investment Corp1,663$74.9K0.02%+513F-HRTimeline
CWM, LLCin group CWM, LLC1,650$74K<0.01%-88213F-HRTimelineGroup
Wells Financial Advisors INC1,410$63.5K0.09%013F-HRTimeline
Global Retirement Partners, LLC1,022$46K<0.01%13F-HRTimeline
Larson Financial Group LLC851$38.3K<0.01%+413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$32K<0.01%013F-HR/ATimelineGroup
Arax Advisory Partners106$4.78K<0.01%-21513F-HRTimeline
Steward Partners Investment Advisory, L…46$2.07K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$78<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.