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 14 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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
32,923
shares
|
$572,201
0.0% of portfolio
|
Q3 2024
Reduced 43.65%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
24,558
shares
|
$426,818
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
22,591
shares
|
$392,631
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
22,172
shares
|
$385,349
0.12% of portfolio
|
Q3 2024
Added 36.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
16,701
shares
|
$290,263
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,701
shares
|
$290,263
0.07% of portfolio
|
Q1 2024
Reduced 10.05%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,624
shares
|
$288,925
0.0% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
16,619
shares
|
$288,838
0.0% of portfolio
|
Q3 2024
Reduced 34.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,426
shares
|
$285,483
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
15,880
shares
|
$275,994
0.06% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,571
shares
|
$270,623
0.0% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
13,308
shares
|
$231,293
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
12,019
shares
|
$208,890
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,945
shares
|
$207,604
0.0% of portfolio
|
Q3 2024
Reduced 53.83%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
11,387
shares
|
$197,906
0.03% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,628
shares
|
$184,714
0.0% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,085
shares
|
$175,277
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,629
shares
|
$97,832
0.0% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,329
shares
|
$92,618
0.01% of portfolio
|
Q3 2023
Added 119.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,303
shares
|
$57,406
0.0% of portfolio
|
Q1 2023
Reduced 3.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,180
shares
|
$37,888
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
|
$35,420
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,630
shares
|
$28,329
0.0% of portfolio
|
Q3 2024
Reduced 43.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,246
shares
|
$21,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
961
shares
|
$16,702
0.0% of portfolio
|
Q1 2024
Reduced 94.35%
|