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 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $246 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
32,923
shares
|
$586,029
0.0% of portfolio
|
Q3 2024
Reduced 43.65%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
24,558
shares
|
$437,132
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
22,591
shares
|
$402,119
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
22,172
shares
|
$394,661
0.12% of portfolio
|
Q3 2024
Added 36.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
16,701
shares
|
$297,277
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,701
shares
|
$297,277
0.07% of portfolio
|
Q1 2024
Reduced 10.05%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,624
shares
|
$295,907
0.0% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
16,619
shares
|
$295,818
0.0% of portfolio
|
Q3 2024
Reduced 34.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,426
shares
|
$292,382
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
15,880
shares
|
$282,664
0.06% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,571
shares
|
$277,163
0.0% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
13,308
shares
|
$236,882
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
12,019
shares
|
$213,938
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,945
shares
|
$212,621
0.0% of portfolio
|
Q3 2024
Reduced 53.83%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
11,387
shares
|
$202,688
0.03% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,628
shares
|
$189,178
0.0% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,085
shares
|
$179,513
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,629
shares
|
$100,196
0.0% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,329
shares
|
$94,856
0.01% of portfolio
|
Q3 2023
Added 119.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,303
shares
|
$58,793
0.0% of portfolio
|
Q1 2023
Reduced 3.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,180
shares
|
$38,804
0.0% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,038
shares
|
$36,276
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,630
shares
|
$29,014
0.0% of portfolio
|
Q3 2024
Reduced 43.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,246
shares
|
$22,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
961
shares
|
$17,105
0.0% of portfolio
|
Q1 2024
Reduced 94.35%
|