Who owns Columbia U.S. Equity Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EQIN from SEC Form 13F filings across 49 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 49 institutions disclosed 3.3M shares of Columbia U.S. Equity Income ETF worth $171.0M — about 61.4% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
49
13F holders
$171.0M
value, 2026 filers
61.4%
of shares outstanding (3.3M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EQIN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.3M | $68.9M | 0.0% | 24.7% | +0.7% |
| 2 | AMERIPRISE FINANCIAL INC | 607,536 | $31.2M | 0.0% | 11.2% | -0.4% |
| 3 | STIFEL FINANCIAL CORP | 211,842 | $10.9M | 0.0% | 3.9% | +6.6% |
| 4 | Sowell Financial Services LLC | 192,761 | $9.9M | 0.3% | 3.6% | +1.7% |
| 5 | RAYMOND JAMES FINANCIAL INC | 128,335 | $6.6M | 0.0% | 2.4% | +27.8% |
| 6 | Cetera Investment Advisers | 103,878 | $5.3M | 0.0% | 1.9% | +10.3% |
| 7 | NewEdge Advisors, LLC | 93,722 | $4.8M | 0.0% | 1.7% | -1.4% |
| 8 | Gladstone Institutional Advisory LLC | 79,299 | $4.1M | 0.1% | 1.5% | +6.5% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 51,798 | $2.7M | 0.0% | 1% | +13.1% |
| 10 | Stratos Wealth Partners, LTD. | 39,610 | $2.0M | 0.0% | 0.7% | +381.5% |
| 11 | JONES FINANCIAL COMPANIES LLLP | 35,176 | $1.8M | 0.0% | 0.6% | +106.4% |
| 12 | Prism Advisors, Inc. | 34,658 | $1.8M | 0.4% | 0.6% | +0.5% |
| 13 | GOLDMAN SACHS GROUP INC | 32,113 | $1.6M | 0.0% | 0.6% | +111.0% |
| 14 | OSAIC HOLDINGS, INC. | 30,794 | $1.6M | 0.0% | 0.6% | +26.9% |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28,775 | $1.5M | 0.0% | 0.5% | +8.0% |
| 16 | AMARA FINANCIAL, LLC. | 28,709 | $1.5M | 0.9% | 0.5% | +3.0% |
| 17 | Cornerstone Financial Management LLC | 27,466 | $1.4M | 1.1% | 0.5% | +6.2% |
| 18 | MCDONALD PARTNERS LLC | 26,788 | $1.4M | 0.3% | 0.5% | +14.6% |
| 19 | Axis Wealth Partners, LLC | 25,986 | $1.3M | 0.6% | 0.5% | -0.4% |
| 20 | GeoWealth Management, LLC | 21,943 | $1.1M | 0.0% | 0.4% | +1.8% |
| 21 | Allworth Financial LP | 20,995 | $1.1M | 0.0% | 0.4% | 0.0% |
| 22 | Private Advisor Group, LLC | 18,980 | $973,683 | 0.0% | 0.3% | +2.3% |
| 23 | Parcion Private Wealth LLC | 18,656 | $957,077 | 0.1% | 0.3% | +0.1% |
| 24 | Westside Investment Management, Inc. | 17,415 | $893,412 | 0.1% | 0.3% | 0.0% |
| 25 | JPMORGAN CHASE & CO | 16,973 | $876,092 | 0.0% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.