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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,243
shares
|
$648,387
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
35,324
shares
|
$631,946
0.05% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
33,825
shares
|
$605,129
0.2% of portfolio
|
Q4 2024
Added 52.56%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
29,399
shares
|
$525,948
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
23,299
shares
|
$416,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
22,563
shares
|
$403,652
0.35% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
21,629
shares
|
$386,942
0.0% of portfolio
|
Q4 2024
Added 38.91%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,701
shares
|
$298,780
0.07% of portfolio
|
Q1 2024
Reduced 10.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
16,701
shares
|
$298,780
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
16,014
shares
|
$286,490
0.0% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
15,610
shares
|
$279,262
0.06% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
15,400
shares
|
$275,506
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
13,341
shares
|
$238,670
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
11,753
shares
|
$210,261
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
11,724
shares
|
$209,742
0.04% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,135
shares
|
$199,205
0.0% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,629
shares
|
$100,702
0.0% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,329
shares
|
$95,335
0.01% of portfolio
|
Q3 2023
Added 119.12%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
2,829
shares
|
$50,610
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
2,533
shares
|
$45,315
0.01% of portfolio
|
Q4 2024
Added 24.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,785
shares
|
$31,933
0.0% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,063
shares
|
$19,017
0.0% of portfolio
|
Q4 2024
Reduced 67.82%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
916
shares
|
$16,387
0.0% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
900
shares
|
$16,101
0.02% of portfolio
|
Q2 2022
Reduced 98.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
778
shares
|
$13,918
0.0% of portfolio
|
Q4 2024
Reduced 12.58%
|