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 54 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
6,827,937
shares
|
$122 Million
0.03% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,280,287
shares
|
$22.9 Million
1.34% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,055,371
shares
|
$18.8 Million
0.0% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
913,817
shares
|
$16.3 Million
0.01% of portfolio
|
Q4 2024
Added 33.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
852,929
shares
|
$15.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
599,295
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
546,190
shares
|
$9.75 Million
2.83% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
485,720
shares
|
$8.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
225,896
shares
|
$4.03 Million
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
169,050
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
107,742
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
86,779
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 163.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
75,911
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,772
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
71,739
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
66,060
shares
|
$1.18 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
59,371
shares
|
$1.06 Million
0.61% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
52,738
shares
|
$941,900
0.46% of portfolio
|
Q4 2024
Reduced 27.76%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
49,944
shares
|
$891,999
0.03% of portfolio
|
Q4 2024
Reduced 20.95%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
48,880
shares
|
$872,996
0.4% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
45,825
shares
|
$818,434
0.01% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
45,541
shares
|
$813,362
0.01% of portfolio
|
Q3 2023
Reduced 4.93%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
44,660
shares
|
$797,627
0.03% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
41,166
shares
|
$735,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
38,343
shares
|
$684,805
0.0% of portfolio
|
Q4 2024
New holding
|