Columbia U.S. Equity Income is an exchange-traded fund on ARCA. As of Q3 2025, 45 institutional investors hold shares in this ETF, with total holdings valued at $147.8M. LPL Financial LLC is the largest holder with a position valued at $66.6M.
Overview of institutional ownership in EQIN as of Q3 2025
Institutions with the largest positions in EQIN as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $66.6M 0.02% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $28.0M 0.01% of portfolio |
Sowell Financial Services LLC RIA/Wealth | $8.2M 0.31% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $6.0M 0.03% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $5.6M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $4.1M 0.00% of portfolio |
Gladstone Institutional Advisory LLC RIA/Wealth | $3.4M 0.13% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.2M 0.00% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $2.1M 0.00% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.8M 0.00% of portfolio |
Institutional buying and selling activity for EQIN in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$3.7M +78.5K shares |
Goss Wealth Management LLC RIA/Wealth | +$2.9M +62.2K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$2.8M +59.3K shares |
J JANE STREET GROUP, LLC Institution | +$1.7M +36.5K shares |
Cetera Investment Advisers RIA/Wealth | +$1.5M +32.4K shares |
AMARA FINANCIAL, LLC. RIA/Wealth | +$1.4M +30.6K shares |
Axis Wealth Partners, LLC RIA/Wealth | +$1.2M +26.2K shares |
A Advisor Group Holdings, Inc. Institution | +$860.0K +18.6K shares |
IHT Wealth Management, LLC RIA/Wealth | +$512.8K +11.0K shares |
+$438.2K +9.4K shares |
| Institution | Net Sold |
|---|---|
AMERIPRISE FINANCIAL INC Institution | −$2.7M −57.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$399.8K −8.6K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$334.6K −7.2K shares |
GOLDMAN SACHS GROUP INC Institution | −$286.6K −6.1K shares |
SMITH, MOORE & CO. RIA/Wealth | −$234.8K −5.2K shares |
Redwood Financial Network Corp RIA/Wealth | −$234.7K −5.0K shares |
Redhawk Wealth Advisors, Inc. RIA/Wealth | −$221.9K −4.9K shares |
NorthRock Partners, LLC RIA/Wealth | −$76.6K −1.7K shares |
R ROYAL BANK OF CANADA Institution | −$23.3K −500.0 shares |
−$17.7K −380.0 shares |
Institutions that initiated new positions or completely exited EQIN in Q3 2025
| Institution | Position Value |
|---|---|
Cetera Investment Advisers RIA/Wealth | $1.5M 32.4K shares |
AMARA FINANCIAL, LLC. RIA/Wealth | $1.4M 30.6K shares |
Axis Wealth Partners, LLC RIA/Wealth | $1.2M 26.2K shares |
IHT Wealth Management, LLC RIA/Wealth | $512.8K 11.0K shares |
Stablepoint Partners, LLC RIA/Wealth | $395.8K 8.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $325.1K 6.9K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $209.3K 4.5K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $141.3K 3.0K shares |
| Institution | Previous Position |
|---|---|
SMITH, MOORE & CO. RIA/Wealth | $234.8K 5.2K shares |
Redhawk Wealth Advisors, Inc. RIA/Wealth | $221.9K 4.9K shares |
NorthRock Partners, LLC RIA/Wealth | $76.6K 1.7K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $4.8K 106.0 shares |
Institutions with the largest Call and Put options positions in EQIN as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with EQIN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
AMARA FINANCIAL, LLC. RIA/Wealth | 1.05% $1.4M |
Axis Wealth Partners, LLC RIA/Wealth | 0.72% $1.2M |
Redwood Financial Network Corp RIA/Wealth | 0.62% $980.2K |
0.46% $1.6M | |
Sowell Financial Services LLC RIA/Wealth | 0.31% $8.2M |
Collier Financial RIA/Wealth | 0.19% $253.9K |
Gladstone Institutional Advisory LLC RIA/Wealth | 0.13% $3.4M |
MCDONALD PARTNERS LLC RIA/Wealth | 0.09% $304.7K |
Wells Financial Advisors INC RIA/Wealth | 0.09% $65.8K |
Stablepoint Partners, LLC RIA/Wealth | 0.06% $395.8K |
Discover hedge funds investing in EQIN

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
We use cookies for analytics. See our Privacy and Cookie Policy.