Columbia US Eqty Inc ETF (EQIN)

CUSIP: 19761L854 | NYSE | 76 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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LPL Financial LLC1,361,178

0.0% of portfolio$69.7M

Sowell Financial Services LLC197,405

0.3% of portfolio$10.1M

Commonwealth Equity Services, LLC57,500

0.0% of portfolio$2.9M

Wealth Enhancement Advisory Services, LLC29,383

0.0% of portfolio$1.5M

Allworth Financial LP20,995

0.0% of portfolio$1.1M

Parcion Private Wealth LLC18,844

0.1% of portfolio$964.9K

Stablepoint Partners, LLC16,376

0.1% of portfolio$838.5K

Westside Investment Management, Inc.15,935

0.1% of portfolio$816.3K

Mcdonald Partners LLC13,485

0.2% of portfolio$690.5K

Intrua Financial, LLC7,400

0.0% of portfolio$378.9K

Collier Financial4,579

0.2% of portfolio$234.5K

Northwest Wealth Advisors, LLC4,539

0.1% of portfolio$232.4K

Keudell ison Wealth Management4,063

0.0% of portfolio$208.0K

US Bancorp \de\2,046

0.0% of portfolio$104.8K

Archer Investment Corp1,689

0.0% of portfolio$86.5K

Transce3nd, LLC932

0.1% of portfolio$50.7K

Larson Financial Group LLC873

0.0% of portfolio$44.7K

				Style	Turnover	Location	Filed
LPL Financial LLC	1,361,178	$69.7M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Sowell Financial Services LLC	197,405	$10.1M	0.3%	Core	Low	North Little Rock, AR	2026-10-23
Commonwealth Equity Services, LLC	57,500	$2.9M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Wealth Enhancement Advisory Services, LLC	29,383	$1.5M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Allworth Financial LP	20,995	$1.1M	0.0%	Index	Low	Folsom, CA	2026-11-06
Parcion Private Wealth LLC	18,844	$964.9K	0.1%	Core	Medium	Bellevue, WA	2026-10-28
Stablepoint Partners, LLC	16,376	$838.5K	0.1%	Core	Low	Braintree, MA	2026-11-03
Westside Investment Management, Inc.	15,935	$816.3K	0.1%	Growth	Low	Santa Monica, CA	2026-11-02
Mcdonald Partners LLC	13,485	$690.5K	0.2%	Core	Low	Cleveland, OH	2026-11-03
Intrua Financial, LLC	7,400	$378.9K	0.0%	ETF	Medium	Houston, TX	2026-10-28
Collier Financial	4,579	$234.5K	0.2%	ETF	Low	Denver, CO	2026-11-06
Northwest Wealth Advisors, LLC	4,539	$232.4K	0.1%	ETF	Very Low	Bellingham, WA	2026-11-02
Keudell ison Wealth Management	4,063	$208.0K	0.0%	ETF	Medium	Salem, OR	2026-10-16
US Bancorp \de\	2,046	$104.8K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Archer Investment Corp	1,689	$86.5K	0.0%	Core	Medium	Carmel, IN	2026-11-05
Transce3nd, LLC	932	$50.7K	0.1%	Growth	Low	Buda, TX	2026-10-26
Larson Financial Group LLC	873	$44.7K	0.0%	Growth	Low	St Louis, MO	2026-11-05