Institutional Ownership Columbia ETF Tr I Diversified (DIAL)
This table provides information about the institutional ownership of Columbia ETF Tr I Diversified (DIAL). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $281 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
8,315,470
shares
|
$147 Million
0.04% of portfolio
|
Q1 2024
Added 3.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,014,441
shares
|
$17.9 Million
0.0% of portfolio
|
Q1 2024
Added 2.16%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
898,291
shares
|
$15.8 Million
1.07% of portfolio
|
Q1 2024
Added 52.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
868,512
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2024
Added 4.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
627,249
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
626,653
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2024
Added 349.26%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
589,546
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2024
Added 470.8%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
559,890
shares
|
$9.88 Million
0.01% of portfolio
|
Q1 2024
Added 8.51%
|
|
|
Prentice Wealth Management LLC
|
Apr 12, 2024 Q1 2024 |
442,263
shares
|
$7.8 Million
2.77% of portfolio
|
Q1 2024
Added 4.34%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jun 17, 2024 Q1 2024 |
273,135
shares
|
$4.82 Million
1.67% of portfolio
|
Q1 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
May 08, 2024 Q1 2024 |
159,630
shares
|
$2.82 Million
1.77% of portfolio
|
Q1 2024
Added 3.68%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
121,787
shares
|
$2.15 Million
0.08% of portfolio
|
Q1 2024
Reduced 31.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
115,080
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2024
Added 15.64%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
101,679
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
97,311
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
96,492
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
88,587
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
80,504
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
65,835
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Apr 26, 2024 Q1 2024 |
64,140
shares
|
$1.13 Million
0.62% of portfolio
|
Q1 2024
Added 65.33%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
63,492
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.33%
|
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
55,078
shares
|
$971,575
0.04% of portfolio
|
Q1 2024
Reduced 48.37%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
51,163
shares
|
$902,515
0.47% of portfolio
|
Q1 2024
Added 0.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
49,630
shares
|
$875,473
0.0% of portfolio
|
Q1 2024
Added 141.98%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
May 06, 2024 Q1 2024 |
47,259
shares
|
$833,648
0.6% of portfolio
|
Q1 2024
Added 3.28%
|
|