EQIN Institutional Ownership & Shareholders
COLUMBIA US EQ IN ETF-USD IN (EQIN) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $169.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of EQIN tracked by InsiderSet, reporting ownership valued at approximately $68.91M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $74.47M, representing an estimated gain of +8.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed EQIN value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ameriprise Financial Inc, Stifel Financial Corp, and several other long-term asset managers with concentrated positions in COLUMBIA US EQ IN ETF-USD IN (EQIN).
This page ranks the largest institutional EQIN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$169.66M
Largest Holder
Lpl Financial Llc
Largest Position
$68.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,343,278 | $68,911,905 | $74,472,138 | +$5,560,233 | +8.07% | |
| Ameriprise Financial Inc | 0.01% | 607,536 | $31,167,388 | $33,682,160 | +$2,514,772 | +8.07% | |
| Stifel Financial Corp | 0.01% | 211,842 | $10,867,765 | $11,744,648 | +$876,883 | +8.07% | |
| Sowell Financial Services Llc | 0.32% | 197,405 | $10,107,880 | $10,944,252 | +$836,372 | +8.27% | |
| Raymond James Financial Inc | 0.00% | 128,335 | $6,583,707 | $7,114,969 | +$531,262 | +8.07% | |
| Cetera Investment Advisers | 0.00% | 103,878 | $5,329,101 | $5,759,059 | +$429,958 | +8.07% | |
| Newedge Advisors, Llc | 0.01% | 93,722 | $4,808,043 | $5,196,004 | +$387,961 | +8.07% | |
| Gladstone Institutional Advisory Llc | 0.13% | 79,299 | $4,068,117 | $4,396,384 | +$328,267 | +8.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,500 | $2,944,230 | $3,187,835 | +$243,605 | +8.27% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 39,610 | $2,032,044 | $2,196,002 | +$163,958 | +8.07% | |
| Jones Financial Companies Lllp | 0.00% | 35,176 | $1,818,915 | $1,950,179 | +$131,264 | +7.22% | |
| Goldman Sachs Group Inc | 0.00% | 32,113 | $1,647,439 | $1,780,364 | +$132,925 | +8.07% | |
| Osaic Holdings, Inc. | 0.00% | 30,794 | $1,579,737 | $1,707,238 | +$127,501 | +8.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 29,383 | $1,540,248 | $1,629,011 | +$88,763 | +5.76% | |
| Amara Financial, Llc. | 0.88% | 28,709 | $1,472,821 | $1,591,644 | +$118,823 | +8.07% | |
| Cornerstone Financial Management Llc | 1.13% | 27,466 | $1,409,045 | $1,522,732 | +$113,687 | +8.07% | |
| Mcdonald Partners Llc | 0.33% | 26,788 | $1,374,278 | $1,485,143 | +$110,865 | +8.07% | |
| Axis Wealth Partners, Llc | 0.64% | 25,986 | $1,333,138 | $1,440,679 | +$107,541 | +8.07% | |
| Geowealth Management, Llc | 0.04% | 21,943 | $1,125,705 | $1,216,533 | +$90,828 | +8.07% | |
| Allworth Financial Lp | 0.00% | 20,995 | $1,077,059 | $1,163,975 | +$86,916 | +8.07% | |
| Private Advisor Group, Llc | 0.00% | 18,980 | $973,683 | $1,052,263 | +$78,580 | +8.07% | |
| Parcion Private Wealth Llc | 0.05% | 18,844 | $964,886 | $1,044,723 | +$79,837 | +8.27% | |
| Jpmorgan Chase & Co | 0.00% | 16,973 | $876,092 | $940,993 | +$64,901 | +7.41% | |
| Westside Investment Management, Inc. | 0.10% | 15,935 | $816,278 | $883,446 | +$67,168 | +8.23% | |
| Iht Wealth Management, Llc | 0.02% | 14,056 | $721,106 | $779,273 | +$58,167 | +8.07% | |
| Stablepoint Partners, Llc | 0.08% | 11,712 | $600,828 | $649,320 | +$48,492 | +8.07% | |
| Envestnet Asset Management Inc | 0.00% | 7,954 | $408,037 | $440,975 | +$32,938 | +8.07% | |
| Intrua Financial, Llc | 0.04% | 7,400 | $378,909 | $410,260 | +$31,351 | +8.27% | |
| Citadel Advisors Llc | 0.00% | 7,120 | $365,265 | $394,737 | +$29,472 | +8.07% | |
| Ameritas Advisory Services, Llc | 0.01% | 5,732 | $294,043 | $317,786 | +$23,743 | +8.07% | |
| Redwood Financial Network Corp | 0.14% | 4,829 | $247,719 | $267,723 | +$20,004 | +8.08% | |
| Collier Financial | 0.16% | 4,681 | $240,143 | $259,517 | +$19,374 | +8.07% | |
| Northwest Wealth Advisors, Llc | 0.12% | 4,539 | $232,437 | $251,645 | +$19,208 | +8.26% | |
| Mml Investors Services, Llc | 0.00% | 4,282 | $219,650 | $237,397 | +$17,747 | +8.08% | |
| Susquehanna International Group, Llp | 0.00% | 4,252 | $218,133 | $235,733 | +$17,600 | +8.07% | |
| Keudell/Morrison Wealth Management | 0.04% | 4,063 | $208,041 | $225,255 | +$17,214 | +8.27% | |
| Royal Bank Of Canada | 0.00% | 3,182 | $163,000 | $176,412 | +$13,412 | +8.23% | |
| Us Bancorp \De\ | 0.00% | 2,046 | $104,962 | $113,431 | +$8,469 | +8.07% | |
| Archer Investment Corp | 0.02% | 1,684 | $86,376 | $93,362 | +$6,986 | +8.09% | |
| Cwm, Llc | 0.00% | 1,551 | $76,229 | $85,988 | +$9,759 | +12.80% | |
| Transce3Nd, Llc | 0.05% | 932 | $50,696 | $51,671 | +$975 | +1.92% | |
| Larson Financial Group Llc | 0.00% | 869 | $44,559 | $48,178 | +$3,619 | +8.12% | |
| Wells Fargo & Company/Mn | 0.00% | 853 | $43,743 | $47,291 | +$3,548 | +8.11% | |
| Medallion Wealth Advisors, Llc | 0.01% | 724 | $37,141 | $40,139 | +$2,998 | +8.07% | |
| Harbour Investments, Inc. | 0.00% | 666 | $34,167 | $36,923 | +$2,756 | +8.07% | |
| Fmr Llc | 0.00% | 500 | $25,651 | $27,720 | +$2,069 | +8.07% | |
| Action Point Financial Planning, Llc | 0.00% | 300 | $15,390 | $16,632 | +$1,242 | +8.07% | |
| Arax Advisory Partners | 0.00% | 210 | $10,783 | $11,643 | +$860 | +7.97% | |
| Morgan Stanley | 0.00% | 61 | $3,134 | $3,382 | +$248 | +7.91% |
Frequently asked questions about EQIN
Who are the largest institutional holders of EQIN?
The largest institutional holders of EQIN reported in the latest SEC Form 13F filings include Lpl Financial Llc, Ameriprise Financial Inc, Stifel Financial Corp, Sowell Financial Services Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported EQIN position.
What is EQIN institutional ownership?
This page tracks EQIN positions reported by institutional investment managers through SEC Form 13F. COLUMBIA US EQ IN ETF-USD IN (EQIN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EQIN?
InsiderSet currently tracks 49 institutional managers reporting EQIN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EQIN shareholders.
How much EQIN stock do institutions own?
Institutional investment managers disclosed approximately $169.66M in EQIN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EQIN institutional ownership last updated?
The latest EQIN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EQIN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EQIN position after the reporting date.
Are institutions buying or selling EQIN?
Institutional buying and selling can be analyzed by comparing EQIN positions across consecutive 13F reporting periods. InsiderSet's EQIN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EQIN ownership changes.
How has EQIN institutional ownership changed over time?
InsiderSet tracks EQIN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.