INEQ Institutional Ownership
Columbia International Equity Income ETF
1W: -2.9%
1M: -6.2%
3M: -0.3%
YTD: +5.5%
1Y: +13.4%
3Y: +68.6%
5Y: +73.8%
$39.36
+0.40 (+1.03%)
Weekly Expected Move ±2.3%
$38
$38
$39
$40
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — INEQ
35
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
53M
Total Invested
7
New Positions
16
Increased
8
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (37 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 414,696 | $16M | +212,016 | +104.6% | 2Q | SEC ↗ |
| 2 | U.S. Capital Wealth Advisors, LLC NEW | 179,596 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Arax Advisory Partners NEW | 174,945 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 4 | LPL Financial LLC | 148,562 | $6M | +13,476 | +10.0% | 9Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 120,362 | $5M | +8,723 | +7.8% | 3Q | SEC ↗ |
| 6 | Retirement Planning Group, LLC | 57,766 | $2M | +7,380 | +14.6% | 2Q | SEC ↗ |
| 7 | Financial Insights, Inc. | 57,093 | $2M | +992 | +1.8% | 4Q | SEC ↗ |
| 8 | Westside Investment Management, Inc. | 45,607 | $2M | -521 | -1.1% | 9Q | SEC ↗ |
| 9 | FLOW TRADERS U.S. LLC | 45,387 | $2M | +7,796 | +20.7% | 3Q | SEC ↗ |
| 10 | LaSalle St. Investment Advisors, LLC | 44,288 | $2M | +33,844 | +324.1% | 2Q | SEC ↗ |
| 11 | BENJAMIN EDWARDS INC | 44,047 | $2M | -2,593 | -5.6% | 6Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 39,667 | $2M | +7,253 | +22.4% | 9Q | SEC ↗ |
| 13 | HARBOUR INVESTMENTS, INC. | 28,363 | $1M | -223 | -0.8% | 5Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 27,347 | $1M | +6,005 | +28.1% | 4Q | SEC ↗ |
| 15 | PNC Financial Services Group, Inc. | 25,122 | $989K | +7,361 | +41.4% | 6Q | SEC ↗ |
| 16 | HBW ADVISORY SERVICES LLC | 24,791 | $976K | +1,300 | +5.5% | 4Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,990 | $747K | -838 | -4.2% | 9Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 17,523 | $690K | -339,193 | -95.1% | 2Q | SEC ↗ |
| 19 | Axis Wealth Partners, LLC | 9,521 | $375K | +3,712 | +63.9% | 3Q | SEC ↗ |
| 20 | VestGen Advisors, LLC | 7,000 | $276K | -100 | -1.4% | 3Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 6,805 | $268K | +1,165 | +20.7% | 9Q | SEC ↗ |
| 22 | Legacy Financial Advisors, Inc. | 6,503 | $256K | +348 | +5.7% | 9Q | SEC ↗ |
| 23 | Madison Wealth Partners, Inc NEW | 5,678 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Capital Investment Advisory Services, NEW | 4,769 | $188K | — | +0.0% | 1Q | SEC ↗ |
| 25 | AdvisorNet Financial, Inc | 2,034 | $80K | +4 | +0.2% | 5Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC | 2,000 | $79K | — | +0.0% | 9Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 1,997 | $79K | -40 | -2.0% | 8Q | SEC ↗ |
| 28 | Medallion Wealth Advisors, LLC NEW | 553 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Noble Wealth Management PBC | 500 | $20K | — | +0.0% | 4Q | SEC ↗ |
| 30 | DHJJ Financial Advisors, Ltd. | 158 | $6K | — | +0.0% | 7Q | SEC ↗ |
| 31 | UBS Group AG NEW | 137 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 32 | MERCER GLOBAL ADVISORS INC /ADV NEW | 130 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Integrated Wealth Concepts LLC NEW | 84 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 34 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 6Q | SEC ↗ |
| 35 | WELLS FARGO & COMPANY/MN | 1 | $0K | +1 | — | 9Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC | 0 | $0K | -14,220 | -100.0% | 2Q | SEC ↗ |
| 37 | Western Wealth Management, LLC | 0 | $0K | -716 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 179,596 | $7M |
| Arax Advisory Partners | 174,945 | $7M |
| Madison Wealth Partners, Inc | 5,678 | $223K |
| Capital Investment Advisory Service | 4,769 | $188K |
| Medallion Wealth Advisors, LLC | 553 | $22K |
| UBS Group AG | 137 | $5K |
| MERCER GLOBAL ADVISORS INC /ADV | 130 | $5K |
| Integrated Wealth Concepts LLC | 84 | $3K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 14,220 | $560K |
| Western Wealth Management, LLC | 716 | $28K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | +212,016 | +104.6% | 414,696 |
| LaSalle St. Investment Advisors, LL | +33,844 | +324.1% | 44,288 |
| LPL Financial LLC | +13,476 | +10.0% | 148,562 |
| Cetera Investment Advisers | +8,723 | +7.8% | 120,362 |
| FLOW TRADERS U.S. LLC | +7,796 | +20.7% | 45,387 |
| Retirement Planning Group, LLC | +7,380 | +14.6% | 57,766 |
| PNC Financial Services Group, Inc. | +7,361 | +41.4% | 25,122 |
| ENVESTNET ASSET MANAGEMENT INC | +7,253 | +22.4% | 39,667 |
| COMMONWEALTH EQUITY SERVICES, LLC | +6,005 | +28.1% | 27,347 |
| Axis Wealth Partners, LLC | +3,712 | +63.9% | 9,521 |
| HBW ADVISORY SERVICES LLC | +1,300 | +5.5% | 24,791 |
| AMERIPRISE FINANCIAL INC | +1,165 | +20.7% | 6,805 |
| Financial Insights, Inc. | +992 | +1.8% | 57,093 |
| Legacy Financial Advisors, Inc. | +348 | +5.7% | 6,503 |
| AdvisorNet Financial, Inc | +4 | +0.2% | 2,034 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -339,193 | -95.1% | 17,523 |
| BENJAMIN EDWARDS INC | -2,593 | -5.6% | 44,047 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -838 | -4.2% | 18,990 |
| Westside Investment Management, Inc | -521 | -1.1% | 45,607 |
| HARBOUR INVESTMENTS, INC. | -223 | -0.8% | 28,363 |
| VestGen Advisors, LLC | -100 | -1.4% | 7,000 |
| OSAIC HOLDINGS, INC. | -40 | -2.0% | 1,997 |