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 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
6,619,968
shares
|
$121 Million
0.03% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,632,390
shares
|
$29.9 Million
0.01% of portfolio
|
Q3 2025
Added 34.33%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,280,287
shares
|
$23.5 Million
1.34% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,243,622
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
898,438
shares
|
$16.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
897,722
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
608,235
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
315,253
shares
|
$5.78 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
304,616
shares
|
$5.58 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
168,776
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
74,102
shares
|
$1.36 Million
0.66% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
56,448
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
56,052
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
53,291
shares
|
$976,291
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
51,504
shares
|
$943,553
0.32% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
51,216
shares
|
$938,277
0.56% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
45,541
shares
|
$834,311
0.01% of portfolio
|
Q3 2023
Reduced 4.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
43,492
shares
|
$796,773
0.0% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,243
shares
|
$663,971
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
35,324
shares
|
$647,135
0.05% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
34,361
shares
|
$629,493
0.02% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
32,354
shares
|
$592,725
0.25% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
30,502
shares
|
$558,796
0.21% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
25,511
shares
|
$467,361
0.0% of portfolio
|
Q3 2025
Reduced 61.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
24,141
shares
|
$442,263
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|