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 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,945,896
shares
|
$108 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,280,287
shares
|
$23.2 Million
1.34% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,057,223
shares
|
$19.2 Million
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
948,188
shares
|
$17.2 Million
0.0% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
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
|
May 13, 2025 Q1 2025 |
596,106
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
451,455
shares
|
$8.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
172,073
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
133,697
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Added 224.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
109,336
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
81,902
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
74,087
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
61,400
shares
|
$1.11 Million
0.66% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
58,387
shares
|
$1.06 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
57,578
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 41.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
55,408
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.15%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
49,494
shares
|
$898,316
0.6% of portfolio
|
Q2 2025
Added 27.66%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
45,828
shares
|
$831,778
0.39% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
45,541
shares
|
$826,569
0.01% of portfolio
|
Q3 2023
Reduced 4.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
44,698
shares
|
$811,268
0.0% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
41,639
shares
|
$755,747
0.03% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
40,178
shares
|
$729,230
0.01% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,243
shares
|
$657,810
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
35,958
shares
|
$652,637
0.03% of portfolio
|
Q1 2025
Reduced 28.0%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
35,324
shares
|
$641,130
0.05% of portfolio
|
Q3 2024
Added 0.08%
|