EQIN

Columbia US Eqty Inc ETFETF$53.04 1.22%
UnclassifiedUSCUSIP 19761L854· EOD Jul 24, 2026◍ Confluence graph
Tracked 13F Holders
42
-30 QoQ
13F Value (tracked)
$155.7M
13F Moves · latest Q
10 added
0 trimmed
Recent Filings
0

Price & smart-money activity

$53.04 1.22%5Y +47.3%
$30.93$36.87$42.81$48.74$54.68202120222023202420252026733626374927596
Hover for who · click for detailEnd-of-day closing prices52w $44.16 – $53.04

Who owns EQIN?

42 tracked 13F filers

42 tracked 13F filers disclose a position in EQIN as of the latest SEC 13F filings, a combined $155.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$65.6M
1.3M
−4.0%
Reduced · −55K sh
Q1 2026
2AMERIPRISE FINANCIAL INC
$30.0M
610K
+1.3%
Added · +8K sh
Q1 2026
3STIFEL FINANCIAL CORP
$9.8M
199K
+16%
Added · +27K sh
Q1 2026
4Sowell Financial Services LLC
$9.9M
193K
+1.7%
Added · +3K sh
Q2 2026
5RAYMOND JAMES FINANCIAL INC
$4.9M
100K
+43%
Added · +30K sh
Q1 2026
6NewEdge Advisors, LLC
$4.9M
99K
−16%
Reduced · −19K sh
Q1 2026
7Cetera Investment Advisers
$4.6M
94K
+29%
Added · +21K sh
Q1 2026
8Gladstone Institutional Advisory LLC
$4.1M
79K
+6.5%
Added · +5K sh
Q2 2026
9COMMONWEALTH EQUITY SERVICES, LLC
$2.3M
46K
+2.8%
Added · +1K sh
Q1 2026
10Prism Advisors, Inc.
$1.8M
35K
+0.5%
Added · +163 sh
Q2 2026
11JANE STREET GROUP, LLC
$1.7M
34K
+217%
Added · +24K sh
Q1 2026
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.5M
29K
+8.0%
Added · +2K sh
Q2 2026
13MCDONALD PARTNERS LLC
$1.4M
27K
+15%
Added · +3K sh
Q2 2026
14Axis Wealth Partners, LLC
$1.3M
26K
−0.4%
Reduced · −105 sh
Q2 2026
15OSAIC HOLDINGS, INC.
$1.2M
24K
−8.7%
Reduced · −2K sh
Q1 2026
16GeoWealth Management, LLC
$1.1M
22K
+3.9%
Added · +812 sh
Q1 2026
17Allworth Financial LP
$1.0M
21K
−0.1%
Reduced · −31 sh
Q1 2026
18Parcion Private Wealth LLC
$957K
19K
+0.1%
Added · +19 sh
Q2 2026
19Private Advisor Group, LLC
$912K
19K
+37%
Added · +5K sh
Q1 2026
20Westside Investment Management, Inc.
$893K
17K
Held
Q2 2026
21JONES FINANCIAL COMPANIES LLLP
$826K
17K
+40%
Added · +5K sh
Q1 2026
22JPMORGAN CHASE & CO
$825K
17K
+9.1%
Added · +1K sh
Q1 2026
23GOLDMAN SACHS GROUP INC
$748K
15K
−69%
Reduced · −34K sh
Q1 2026
24Stablepoint Partners, LLC
$601K
12K
+23%
Added · +2K sh
Q2 2026
25IHT Wealth Management, LLC
$545K
11K
−21%
Reduced · −3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is EQIN being bought or sold by institutions?

Last quarter, 1 fund opened a new position in EQIN and 9 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
9
funds
Reduced
0
funds
Exited
0
funds

Funds that own EQIN also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV13 funds$6.4B
APPLE INCAAPL13 funds$3.6B
NVIDIA CORPNVDA13 funds$3.0B
MICROSOFT CORPMSFT13 funds$3.0B
AMAZON.COM INCAMZN13 funds$2.4B
VANGUARD S&P 500 ETFVOO13 funds$2.0B
SS SPDR S&P 500 ETF TRUST-USSPY13 funds$2.0B
ALPHABET INC-CL AGOOGL13 funds$2.0B
ISHARES CORE U.S. AGGREGATEAGG13 funds$1.9B
INVESCO QQQ TRUST SERIES 1QQQ13 funds$1.5B
ISHRS US E F R A ETF-USD INCDYNF13 funds$1.5B
JPMORGAN CHASE & COJPM13 funds$1.4B

Ranked by how many of EQIN's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

12 funds-16 since Q3 2024
02142Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $23.2M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in EQIN

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EQIN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EQIN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EQIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.