EQIN Institutional Ownership
Columbia U.S. Equity Income ETF
1W: -1.3%
1M: -5.6%
3M: -2.0%
YTD: +7.4%
1Y: +11.1%
3Y: +46.7%
5Y: +62.0%
$51.36
+0.15 (+0.29%)
Weekly Expected Move ±1.1%
$50
$51
$51
$52
$52
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EQIN
53
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
171M
Total Invested
4
New Positions
31
Increased
13
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (56 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,343,278 | $69M | +8,874 | +0.7% | 9Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 607,536 | $31M | -2,633 | -0.4% | 9Q | SEC ↗ |
| 3 | STIFEL FINANCIAL CORP | 211,842 | $11M | +13,037 | +6.6% | 6Q | SEC ↗ |
| 4 | Sowell Financial Services LLC | 192,761 | $10M | +3,178 | +1.7% | 9Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 128,335 | $7M | +27,916 | +27.8% | 7Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 103,878 | $5M | +9,737 | +10.3% | 4Q | SEC ↗ |
| 7 | NewEdge Advisors, LLC | 93,722 | $5M | -5,029 | -5.1% | 9Q | SEC ↗ |
| 8 | Gladstone Institutional Advisory LLC | 79,299 | $4M | +4,825 | +6.5% | 7Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 51,798 | $3M | +5,986 | +13.1% | 9Q | SEC ↗ |
| 10 | Stratos Wealth Partners, LTD. | 39,610 | $2M | +31,384 | +381.5% | 2Q | SEC ↗ |
| 11 | JONES FINANCIAL COMPANIES LLLP | 35,176 | $2M | +18,130 | +106.4% | 4Q | SEC ↗ |
| 12 | Prism Advisors, Inc. | 34,658 | $2M | +163 | +0.5% | 9Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 32,113 | $2M | +16,897 | +111.0% | 8Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 30,794 | $2M | +6,530 | +26.9% | 9Q | SEC ↗ |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 28,775 | $1M | +2,137 | +8.0% | 5Q | SEC ↗ |
| 16 | AMARA FINANCIAL, LLC. | 28,709 | $1M | +846 | +3.0% | 4Q | SEC ↗ |
| 17 | Cornerstone Financial Management LLC | 27,466 | $1M | +1,603 | +6.2% | 3Q | SEC ↗ |
| 18 | MCDONALD PARTNERS LLC | 26,788 | $1M | +3,406 | +14.6% | 4Q | SEC ↗ |
| 19 | Axis Wealth Partners, LLC | 25,986 | $1M | -105 | -0.4% | 4Q | SEC ↗ |
| 20 | GeoWealth Management, LLC | 21,943 | $1M | +385 | +1.8% | 9Q | SEC ↗ |
| 21 | Allworth Financial LP | 20,995 | $1M | +7 | +0.0% | 9Q | SEC ↗ |
| 22 | Private Advisor Group, LLC | 18,980 | $975K | +434 | +2.3% | 9Q | SEC ↗ |
| 23 | Parcion Private Wealth LLC | 18,656 | $958K | +19 | +0.1% | 9Q | SEC ↗ |
| 24 | Westside Investment Management, Inc. | 17,415 | $894K | — | +0.0% | 6Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 16,973 | $872K | — | +0.0% | 9Q | SEC ↗ |
| 26 | IHT Wealth Management, LLC | 14,056 | $722K | +2,964 | +26.7% | 4Q | SEC ↗ |
| 27 | Stablepoint Partners, LLC | 11,712 | $602K | +2,164 | +22.7% | 4Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 7,954 | $409K | +132 | +1.7% | 5Q | SEC ↗ |
| 29 | Intrua Financial, LLC | 7,400 | $380K | +450 | +6.5% | 5Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC NEW | 7,120 | $366K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Ameritas Advisory Services, LLC NEW | 5,732 | $294K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Redwood Financial Network Corp | 4,829 | $248K | -4,086 | -45.8% | 9Q | SEC ↗ |
| 33 | Collier Financial | 4,681 | $240K | +8 | +0.2% | 4Q | SEC ↗ |
| 34 | Northwest Wealth Advisors, LLC | 4,516 | $232K | -84 | -1.8% | 2Q | SEC ↗ |
| 35 | MML INVESTORS SERVICES, LLC | 4,282 | $220K | -302 | -6.6% | 4Q | SEC ↗ |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,252 | $218K | -1,119 | -20.8% | 8Q | SEC ↗ |
| 37 | Keudell/Morrison Wealth Management | 4,225 | $217K | -25 | -0.6% | 3Q | SEC ↗ |
| 38 | Global Retirement Partners, LLC NEW | 3,512 | $180K | — | +0.0% | 1Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 3,182 | $163K | +2,982 | +1491.0% | 9Q | SEC ↗ |
| 40 | US BANCORP \DE | 2,046 | $105K | — | +0.0% | 3Q | SEC ↗ |
| 41 | Archer Investment Corp | 1,684 | $86K | +5 | +0.3% | 9Q | SEC ↗ |
| 42 | CWM, LLC | 1,551 | $80K | — | +0.0% | 7Q | SEC ↗ |
| 43 | Larson Financial Group LLC | 869 | $45K | +5 | +0.6% | 9Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 853 | $44K | +656 | +333.0% | 9Q | SEC ↗ |
| 45 | Medallion Wealth Advisors, LLC | 724 | $37K | — | +0.0% | 4Q | SEC ↗ |
| 46 | HARBOUR INVESTMENTS, INC. | 666 | $34K | — | +0.0% | 2Q | SEC ↗ |
| 47 | FMR LLC | 500 | $26K | +499 | +49900.0% | 2Q | SEC ↗ |
| 48 | FIDUCIARY FINANCIAL ADVISORS NEW | 300 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Arax Advisory Partners | 210 | $11K | -293 | -58.3% | 3Q | SEC ↗ |
| 50 | MORGAN STANLEY | 61 | $3K | +60 | +6000.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 7,120 | $366K |
| Ameritas Advisory Services, LLC | 5,732 | $294K |
| Global Retirement Partners, LLC | 3,512 | $180K |
| FIDUCIARY FINANCIAL ADVISORS | 300 | $15K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 34,360 | $2M |
| Ascentis Independent Advisors | 15,624 | $802K |
| Wells Financial Advisors INC | 1,410 | $72K |
| Western Wealth Management, LLC | 994 | $51K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 405 | $21K |
| UBS Group AG | 78 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Stratos Wealth Partners, LTD. | +31,384 | +381.5% | 39,610 |
| RAYMOND JAMES FINANCIAL INC | +27,916 | +27.8% | 128,335 |
| JONES FINANCIAL COMPANIES LLLP | +18,130 | +106.4% | 35,176 |
| GOLDMAN SACHS GROUP INC | +16,897 | +111.0% | 32,113 |
| STIFEL FINANCIAL CORP | +13,037 | +6.6% | 211,842 |
| Cetera Investment Advisers | +9,737 | +10.3% | 103,878 |
| LPL Financial LLC | +8,874 | +0.7% | 1,343,278 |
| OSAIC HOLDINGS, INC. | +6,530 | +26.9% | 30,794 |
| COMMONWEALTH EQUITY SERVICES, LLC | +5,986 | +13.1% | 51,798 |
| Gladstone Institutional Advisory LL | +4,825 | +6.5% | 79,299 |
| MCDONALD PARTNERS LLC | +3,406 | +14.6% | 26,788 |
| Sowell Financial Services LLC | +3,178 | +1.7% | 192,761 |
| ROYAL BANK OF CANADA | +2,982 | +1491.0% | 3,182 |
| IHT Wealth Management, LLC | +2,964 | +26.7% | 14,056 |
| Stablepoint Partners, LLC | +2,164 | +22.7% | 11,712 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +2,137 | +8.0% | 28,775 |
| Cornerstone Financial Management LL | +1,603 | +6.2% | 27,466 |
| AMARA FINANCIAL, LLC. | +846 | +3.0% | 28,709 |
| WELLS FARGO & COMPANY/MN | +656 | +333.0% | 853 |
| FMR LLC | +499 | +49900.0% | 500 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NewEdge Advisors, LLC | -5,029 | -5.1% | 93,722 |
| Redwood Financial Network Corp | -4,086 | -45.8% | 4,829 |
| AMERIPRISE FINANCIAL INC | -2,633 | -0.4% | 607,536 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,119 | -20.8% | 4,252 |
| MML INVESTORS SERVICES, LLC | -302 | -6.6% | 4,282 |
| Arax Advisory Partners | -293 | -58.3% | 210 |
| Axis Wealth Partners, LLC | -105 | -0.4% | 25,986 |
| Northwest Wealth Advisors, LLC | -84 | -1.8% | 4,516 |
| Keudell/Morrison Wealth Management | -25 | -0.6% | 4,225 |