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 56 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $244 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,814,816
shares
|
$106 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,280,287
shares
|
$23.3 Million
1.34% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,215,182
shares
|
$22.1 Million
0.0% of portfolio
|
Q2 2025
Added 169.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,161,741
shares
|
$21.1 Million
0.01% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
924,879
shares
|
$16.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
913,960
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
603,666
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
174,688
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
109,435
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
84,809
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
83,002
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 44.16%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
70,761
shares
|
$1.29 Million
0.65% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
66,604
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
59,741
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Added 43.47%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
58,257
shares
|
$1.06 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
57,785
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
49,494
shares
|
$899,800
0.6% of portfolio
|
Q2 2025
Added 27.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
45,758
shares
|
$831,880
0.0% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
45,541
shares
|
$827,935
0.01% of portfolio
|
Q3 2023
Reduced 4.93%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
36,843
shares
|
$669,805
0.01% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
36,731
shares
|
$667,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,243
shares
|
$658,897
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
35,958
shares
|
$653,716
0.02% of portfolio
|
Q1 2025
Reduced 28.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,848
shares
|
$651,716
0.0% of portfolio
|
Q2 2025
Reduced 73.19%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
35,324
shares
|
$642,190
0.05% of portfolio
|
Q3 2024
Added 0.08%
|