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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,194
shares
|
$351,634
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
16,790
shares
|
$307,592
0.05% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
15,400
shares
|
$282,128
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,170
shares
|
$277,914
0.01% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
14,654
shares
|
$268,461
0.0% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
14,219
shares
|
$260,492
0.0% of portfolio
|
Q3 2025
Reduced 61.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
13,897
shares
|
$254,593
0.0% of portfolio
|
Q3 2025
Reduced 87.3%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
11,846
shares
|
$217,018
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
11,772
shares
|
$215,663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
11,756
shares
|
$215,369
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
10,772
shares
|
$197,343
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
10,549
shares
|
$193,257
0.0% of portfolio
|
Q3 2025
Reduced 19.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,412
shares
|
$190,747
0.0% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,252
shares
|
$187,816
0.0% of portfolio
|
Q3 2025
Reduced 71.4%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
8,300
shares
|
$152,056
0.01% of portfolio
|
Q3 2025
Reduced 28.45%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,830
shares
|
$143,445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
6,888
shares
|
$126,188
0.06% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,748
shares
|
$105,303
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
4,000
shares
|
$73,280
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3,293
shares
|
$60,327
0.0% of portfolio
|
Q3 2025
Reduced 27.97%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$45,800
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,886
shares
|
$34,551
0.01% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,785
shares
|
$32,701
0.0% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,394
shares
|
$25,538
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,063
shares
|
$19,474
0.0% of portfolio
|
Q4 2024
Reduced 67.82%
|
|