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 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
35,324
shares
|
$633,712
0.05% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,626
shares
|
$405,910
0.0% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
19,695
shares
|
$353,328
0.1% of portfolio
|
Q1 2025
Reduced 96.39%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,701
shares
|
$299,615
0.07% of portfolio
|
Q1 2024
Reduced 10.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
16,326
shares
|
$292,888
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,825
shares
|
$283,900
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
15,400
shares
|
$276,276
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,390
shares
|
$276,096
0.06% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
14,385
shares
|
$258,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
13,807
shares
|
$247,697
0.0% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
13,312
shares
|
$238,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,131
shares
|
$235,570
0.0% of portfolio
|
Q1 2025
Reduced 94.19%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
13,100
shares
|
$235,014
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
11,755
shares
|
$210,884
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
11,638
shares
|
$208,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
10,586
shares
|
$189,912
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6,493
shares
|
$116,484
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
6,046
shares
|
$108,465
0.05% of portfolio
|
Q1 2025
Added 113.72%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,629
shares
|
$100,984
0.0% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,000
shares
|
$71,760
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,533
shares
|
$45,442
0.01% of portfolio
|
Q4 2024
Added 24.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,785
shares
|
$32,022
0.0% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,063
shares
|
$19,070
0.0% of portfolio
|
Q4 2024
Reduced 67.82%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
916
shares
|
$16,433
0.0% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
900
shares
|
$16,146
0.02% of portfolio
|
Q2 2022
Reduced 98.41%
|