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INEQ COLUMBIA ETF TR I

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INTL EQ INCO ETF (fund)

21 managers (21 13F filers) reported a position in INEQ shares at 2025-03-31, 976,782 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
21
13F filers
21
New
5
Added
6
Reduced
2
Sold out
1
Shares held by filers
976,782

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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC613,336$19.9M0.01%+30,47313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC84,552$2.74M0.04%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,380$1.73M<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.48,390$1.57M0.33%-3,40013F-HRTimeline
KWB Wealth52,708$1.55M0.19%+40,78113F-HRTimeline
LPL Financial LLC35,085$1.14M<0.01%+15,82713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,828$967K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,848$676K<0.01%+1,09213F-HR/ATimelineGroup
Fermata Advisors, LLC16,901$548K0.1%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,784$252K<0.01%-1,88613F-HRTimelineGroup
Legacy Financial Advisors, Inc.7,540$244K0.04%+1813F-HRTimeline
Farther Finance Advisors, LLC2,000$64.9K<0.01%013F-HRTimeline
NorthRock Partners, LLC1,700$55.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,513$49K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC500$16.2K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.315$10.2K<0.01%+11513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC242$7.1K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.158$5.12K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$48<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$48<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.