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 58 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $235 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
5,970,509
shares
|
$106 Million
0.03% of portfolio
|
Q2 2024
Reduced 28.2%
|
|
|
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%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
914,107
shares
|
$16.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
797,167
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
672,741
shares
|
$12 Million
0.01% of portfolio
|
Q2 2024
Added 7.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
603,074
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
592,362
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
517,193
shares
|
$9.19 Million
2.91% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
458,002
shares
|
$8.14 Million
0.01% of portfolio
|
Q2 2024
Reduced 18.2%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
305,906
shares
|
$5.44 Million
1.67% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Aug 15, 2024 Q2 2024 |
146,004
shares
|
$2.59 Million
1.52% of portfolio
|
Q2 2024
Reduced 8.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
115,268
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
111,385
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2024
Added 9.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
88,728
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
76,392
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
71,753
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2024
Reduced 41.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
69,780
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2024
Reduced 21.23%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,732
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
61,101
shares
|
$1.09 Million
0.56% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
58,430
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 17.73%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
54,845
shares
|
$974,595
0.04% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
51,056
shares
|
$907,265
0.45% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
50,483
shares
|
$897,082
0.58% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
45,541
shares
|
$809,263
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
|
$644,038
0.0% of portfolio
|
Q3 2024
Added 0.42%
|