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 13.3 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 |
---|---|---|---|---|---|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
36,092
shares
|
$668,062
0.0% of portfolio
|
Q2 2024
Reduced 17.84%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
35,297
shares
|
$653,347
0.05% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
27,481
shares
|
$508,673
0.0% of portfolio
|
Q2 2024
Added 228.48%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
25,869
shares
|
$478,835
0.0% of portfolio
|
Q2 2024
Added 0.83%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
25,430
shares
|
$470,709
0.01% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
24,580
shares
|
$454,975
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
24,558
shares
|
$454,568
0.49% of portfolio
|
Q4 2022
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
18,209
shares
|
$337,048
0.01% of portfolio
|
Q2 2024
Reduced 18.81%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
17,074
shares
|
$316,039
0.0% of portfolio
|
Q2 2024
Added 11.71%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
16,701
shares
|
$309,135
0.01% of portfolio
|
Q2 2024
New holding
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,701
shares
|
$309,135
0.07% of portfolio
|
Q1 2024
Reduced 10.05%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2024 Q2 2024 |
16,267
shares
|
$301,102
0.1% of portfolio
|
Q2 2024
Added 2.24%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
15,880
shares
|
$293,938
0.06% of portfolio
|
Q2 2024
Added 6.01%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
15,095
shares
|
$279,408
0.0% of portfolio
|
Q2 2024
Reduced 15.43%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
13,283
shares
|
$245,868
0.0% of portfolio
|
Q2 2024
Added 0.19%
|
|
Financial Insights, Inc.
|
Jul 16, 2024 Q2 2024 |
12,439
shares
|
$230,245
0.06% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
12,037
shares
|
$222,804
0.0% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
11,660
shares
|
$215,826
0.02% of portfolio
|
Q2 2024
Added 1.7%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
10,208
shares
|
$188,950
0.0% of portfolio
|
Q2 2024
Reduced 33.13%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
10,085
shares
|
$186,673
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
9,951
shares
|
$184,193
0.01% of portfolio
|
Q1 2024
Reduced 23.95%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
5,329
shares
|
$98,639
0.01% of portfolio
|
Q3 2023
Added 119.12%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,303
shares
|
$61,138
0.0% of portfolio
|
Q1 2023
Reduced 3.79%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
2,909
shares
|
$53,845
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,180
shares
|
$40,351
0.0% of portfolio
|
Q1 2024
Reduced 5.67%
|