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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
34,178
shares
|
$621,356
0.28% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
28,934
shares
|
$526,020
0.22% of portfolio
|
Q2 2025
Reduced 24.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,926
shares
|
$434,974
0.0% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,701
shares
|
$303,624
0.07% of portfolio
|
Q1 2024
Reduced 10.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
15,880
shares
|
$288,698
0.05% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
15,400
shares
|
$279,972
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
15,186
shares
|
$276,081
0.01% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,170
shares
|
$275,790
0.01% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
13,835
shares
|
$251,520
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,131
shares
|
$238,721
0.0% of portfolio
|
Q1 2025
Reduced 94.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
11,812
shares
|
$214,742
0.0% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
11,756
shares
|
$213,724
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
11,600
shares
|
$210,888
0.09% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
6,888
shares
|
$125,223
0.05% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,748
shares
|
$104,498
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
4,572
shares
|
$83,118
0.0% of portfolio
|
Q2 2025
Reduced 29.59%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
4,000
shares
|
$72,720
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,489
shares
|
$63,430
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$45,450
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,785
shares
|
$32,451
0.0% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,781
shares
|
$32,378
0.01% of portfolio
|
Q2 2025
Reduced 29.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,063
shares
|
$19,325
0.0% of portfolio
|
Q4 2024
Reduced 67.82%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
916
shares
|
$16,652
0.0% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
900
shares
|
$16,362
0.02% of portfolio
|
Q2 2022
Reduced 98.41%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
865
shares
|
$15,725
0.0% of portfolio
|
Q1 2025
Added 28.91%
|