Columbia US Eqty Inc ETF (EQIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares1,361,178 from 1,343,278

Change+17,900 (+1%)

Value$69.7M (+$785.7K)

Filed 2026-11-06

Sowell Financial Services LLC

INCREASED

Shares197,405 from 192,761

Change+4,644 (+2%)

Value$10.1M (+$219.0K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

INCREASED

Shares57,500 from 51,798

Change+5,702 (+11%)

Value$2.9M (+$286.9K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares29,383 from 28,775

Change+608 (+2%)

Value$1.5M (+$31.5K)

Filed 2026-10-13

Amara Financial, Llc.

DECREASED

Shares27,114 from 28,709

Change-1,595 (-6%)

Value$1.4M (-$84.5K)

Filed 2026-11-09

Allworth Financial LP

UNCHANGED

Shares20,995 from 20,995

Change0 (0%)

Value$1.1M ($0)

Filed 2026-11-06

Parcion Private Wealth LLC

INCREASED

Shares18,844 from 18,656

Change+188 (+1%)

Value$964.9K (+$7.8K)

Filed 2026-10-28

Stablepoint Partners, LLC

INCREASED

Shares16,376 from 11,712

Change+4,664 (+40%)

Value$838.5K (+$237.7K)

Filed 2026-11-03

Westside Investment Management, Inc.

DECREASED

Shares15,935 from 17,415

Change-1,480 (-8%)

Value$816.3K (-$77.1K)

Filed 2026-11-02

Mcdonald Partners LLC

DECREASED

Shares13,485 from 26,788

Change-13,303 (-50%)

Value$690.5K (-$683.8K)

Filed 2026-11-03

Intrua Financial, LLC

UNCHANGED

Shares7,400 from 7,400

Change0 (0%)

Value$378.9K (-$721)

Filed 2026-10-28

Collier Financial

DECREASED

Shares4,579 from 4,681

Change-102 (-2%)

Value$234.5K (-$5.7K)

Filed 2026-11-06

Northwest Wealth Advisors, LLC

INCREASED

Shares4,539 from 4,516

Change+23 (+1%)

Value$232.4K (+$773)

Filed 2026-11-02

Keudell ison Wealth Management

DECREASED

Shares4,063 from 4,225

Change-162 (-4%)

Value$208.0K (-$8.7K)

Filed 2026-10-16

US Bancorp \de\

UNCHANGED

Shares2,046 from 2,046

Change0 (0%)

Value$104.8K (-$199)

Filed 2026-11-05

Archer Investment Corp

INCREASED

Shares1,689 from 1,684

Change+5 (+0%)

Value$86.5K (+$114)

Filed 2026-11-05

Transce3nd, LLC

NEW

Shares932

Change+932

Value$50.7K

Filed 2026-10-26

Larson Financial Group LLC

INCREASED

Shares873 from 869

Change+4 (+0%)

Value$44.7K (+$149)

Filed 2026-11-05

Harbour Investments, Inc.

UNCHANGED

Shares666 from 666

Change0 (0%)

Value$34.1K (-$65)

Filed 2026-11-09

Prism Advisors, Inc.

CLOSED

Shares0 from 34,658

Change-34,658 (-100%)

Value$0 (-$1.8M)

Filed 2026-10-09

Redwood Financial Network Corp

CLOSED

Shares0 from 4,829

Change-4,829 (-100%)

Value$0 (-$247.7K)

Filed 2026-11-03

Ameriprise Financial Inc

N/A

Shares— from 607,536

Change-607,536 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 211,842

Change-211,842 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 128,335

Change-128,335 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 103,878

Change-103,878 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 93,722

Change-93,722 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 79,299

Change-79,299 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 39,610

Change-39,610 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 35,176

Change-35,176 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 32,113

Change-32,113 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 30,794

Change-30,794 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 27,466

Change-27,466 (-100%)

Value—

Axis Wealth Partners, LLC

N/A

Shares— from 25,986

Change-25,986 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 21,943

Change-21,943 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 18,980

Change-18,980 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 16,973

Change-16,973 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 14,056

Change-14,056 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,954

Change-7,954 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 7,120

Change-7,120 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 5,732

Change-5,732 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,282

Change-4,282 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,252

Change-4,252 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,512

Change-3,512 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,182

Change-3,182 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 853

Change-853 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 724

Change-724 (-100%)

Value—

FMR LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 300

Change-300 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 210

Change-210 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 61

Change-61 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,361,178	1,343,278	+17,900	+1%	$68.9M	$69.7M	+$785.7K	2026-11-06
Sowell Financial Services LLC	INCREASED	197,405	192,761	+4,644	+2%	$9.9M	$10.1M	+$219.0K	2026-10-23
Commonwealth Equity Services, LLC	INCREASED	57,500	51,798	+5,702	+11%	$2.7M	$2.9M	+$286.9K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	29,383	28,775	+608	+2%	$1.5M	$1.5M	+$31.5K	2026-10-13
Amara Financial, Llc.	DECREASED	27,114	28,709	-1,595	-6%	$1.5M	$1.4M	-$84.5K	2026-11-09
Allworth Financial LP	UNCHANGED	20,995	20,995	0	0%	$1.1M	$1.1M	$0	2026-11-06
Parcion Private Wealth LLC	INCREASED	18,844	18,656	+188	+1%	$957.1K	$964.9K	+$7.8K	2026-10-28
Stablepoint Partners, LLC	INCREASED	16,376	11,712	+4,664	+40%	$600.8K	$838.5K	+$237.7K	2026-11-03
Westside Investment Management, Inc.	DECREASED	15,935	17,415	-1,480	-8%	$893.4K	$816.3K	-$77.1K	2026-11-02
Mcdonald Partners LLC	DECREASED	13,485	26,788	-13,303	-50%	$1.4M	$690.5K	-$683.8K	2026-11-03
Intrua Financial, LLC	UNCHANGED	7,400	7,400	0	0%	$379.6K	$378.9K	-$721	2026-10-28
Collier Financial	DECREASED	4,579	4,681	-102	-2%	$240.1K	$234.5K	-$5.7K	2026-11-06
Northwest Wealth Advisors, LLC	INCREASED	4,539	4,516	+23	+1%	$231.7K	$232.4K	+$773	2026-11-02
Keudell ison Wealth Management	DECREASED	4,063	4,225	-162	-4%	$216.7K	$208.0K	-$8.7K	2026-10-16
US Bancorp \de\	UNCHANGED	2,046	2,046	0	0%	$105.0K	$104.8K	-$199	2026-11-05
Archer Investment Corp	INCREASED	1,689	1,684	+5	+0%	$86.4K	$86.5K	+$114	2026-11-05
Transce3nd, LLC	NEW	932	—	+932	—	—	$50.7K	—	2026-10-26
Larson Financial Group LLC	INCREASED	873	869	+4	+0%	$44.6K	$44.7K	+$149	2026-11-05
Harbour Investments, Inc.	UNCHANGED	666	666	0	0%	$34.2K	$34.1K	-$65	2026-11-09
Prism Advisors, Inc.	CLOSED	0	34,658	-34,658	-100%	$1.8M	$0	-$1.8M	2026-10-09
Redwood Financial Network Corp	CLOSED	0	4,829	-4,829	-100%	$247.7K	$0	-$247.7K	2026-11-03
Ameriprise Financial Inc	N/A	—	607,536	-607,536	-100%	$31.2M	—	—	—
Stifel Financial Corp	N/A	—	211,842	-211,842	-100%	$10.9M	—	—	—
Raymond James Financial Inc	N/A	—	128,335	-128,335	-100%	$6.6M	—	—	—
Cetera Investment Advisers	N/A	—	103,878	-103,878	-100%	$5.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	93,722	-93,722	-100%	$4.8M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	79,299	-79,299	-100%	$4.1M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	39,610	-39,610	-100%	$2.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	35,176	-35,176	-100%	$1.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	32,113	-32,113	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	30,794	-30,794	-100%	$1.6M	—	—	—
Cornerstone Financial Management LLC	N/A	—	27,466	-27,466	-100%	$1.4M	—	—	—
Axis Wealth Partners, LLC	N/A	—	25,986	-25,986	-100%	$1.3M	—	—	—
GeoWealth Management, LLC	N/A	—	21,943	-21,943	-100%	$1.1M	—	—	—
Private Advisor Group, LLC	N/A	—	18,980	-18,980	-100%	$973.7K	—	—	—
JPMorgan Chase & Co	N/A	—	16,973	-16,973	-100%	$876.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	14,056	-14,056	-100%	$721.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,954	-7,954	-100%	$408.0K	—	—	—
Citadel Advisors LLC	N/A	—	7,120	-7,120	-100%	$365.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	5,732	-5,732	-100%	$294.0K	—	—	—
MML Investors Services, LLC	N/A	—	4,282	-4,282	-100%	$219.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,252	-4,252	-100%	$218.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,512	-3,512	-100%	$180.2K	—	—	—
Royal Bank of Canada	N/A	—	3,182	-3,182	-100%	$163.0K	—	—	—
Wells Fargo & Company	N/A	—	853	-853	-100%	$43.7K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	724	-724	-100%	$37.1K	—	—	—
FMR LLC	N/A	—	500	-500	-100%	$25.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	300	-300	-100%	$15.4K	—	—	—
Arax Advisory Partners	N/A	—	210	-210	-100%	$10.8K	—	—	—
Morgan Stanley	N/A	—	61	-61	-100%	$3.1K	—	—	—

Showing 50 of 50 institutions