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 57 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
6,518,357
shares
|
$116 Million
0.03% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,116,249
shares
|
$19.8 Million
0.0% of portfolio
|
Q3 2024
Added 40.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
994,599
shares
|
$17.7 Million
0.0% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
928,973
shares
|
$16.5 Million
1.07% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
684,929
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
612,930
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
572,674
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
517,193
shares
|
$9.19 Million
2.91% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
305,906
shares
|
$5.43 Million
1.67% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
225,769
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2024
Added 721.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
163,166
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Added 41.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
103,909
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
75,911
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
73,001
shares
|
$1.3 Million
0.71% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
72,894
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.85%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
70,135
shares
|
$1.25 Million
0.59% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,732
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
63,182
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
52,426
shares
|
$931,085
0.01% of portfolio
|
Q3 2024
Reduced 24.87%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
50,982
shares
|
$905,440
0.44% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
50,483
shares
|
$896,578
0.58% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
45,704
shares
|
$811,703
0.03% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
45,541
shares
|
$808,808
0.01% of portfolio
|
Q3 2023
Reduced 4.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,243
shares
|
$643,675
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
35,324
shares
|
$627,354
0.05% of portfolio
|
Q3 2024
Added 0.08%
|