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Get Institutions for : 
Columbia Diversified Fixed Income Allocation Etf (DIAL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    4
Total shares held : 
 14,243,244  
% of shares held : 
 26.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 290,775  
% of shares held change : 
   0.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 208,311
 1.46%
 
Increased Positions :
19
 1,010,961
 7.1%
 
Unchanged Positions :
10
 27,805
 0.2%
 
Decreased Positions :
25
-836,824
-5.88%
 
Closed Positions :
5
-91,673
-0.64%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERIPRISE FINANCIAL INC 410 - 2024-03-31 8,315,470 $147,942,000 310,666
   MORGAN STANLEY 2790 - 2024-03-31 1,014,441 $18,037,000 21,428
   Pine Valley Investments Ltd Liability Co 11 - 2024-03-31 898,291 $15,972,000 309,270
   BANK OF AMERICA CORP /DE/ 2126 - 2024-03-31 868,512 $15,442,000 34,548
   LPL FINANCIAL CORP 1258 - 2024-03-31 626,653 $11,142,000 487,167
   UBS Group AG 1573 - 2024-03-31 589,546 $10,482,000 486,262
   JANE STREET GROUP LLC 808 - 2024-03-31 559,890 $9,955,000 43,901
   Prentice Wealth Management LLC 10 - 2024-03-31 442,263 $7,864,000 18,396
   New Insight Wealth Advisors 18 - 2024-03-31 159,630 $2,838,000 5,664
   ROYAL BANK OF CANADA 2506 - 2024-03-31 115,080 $2,046,000 15,566
   ENVESTNET ASSET MANAGEMENT INC 2617 - 2024-03-31 101,679 $1,808,000 5,199
   Rehmann Capital Advisory Group 142 - 2024-03-31 88,058 $1,566,000 5,601
   Acorn Wealth Advisors LLC 40 - 2024-03-31 64,140 $1,140,000 25,345
   Collaborative Wealth Managment Inc. 53 - 2024-03-31 51,163 $910,000 432
   CITADEL ADVISORS LLC 3188 - 2024-03-31 49,630 $882,000 29,120
   Millington Financial Advisors LLC 43 - 2024-03-31 47,259 $840,000 1,500
   Kestra Advisory Services LLC 1714 - 2024-03-31 25,657 $456,000 2,747
   Ameritas Advisory Services LLC 615 - 2024-03-31 22,429 $399,000 7,820
   STIFEL FINANCIAL CORP 3013 - 2024-03-31 13,258 $236,000 127
   Prime Capital Investment Advisors LLC 900 - 2024-03-31 12,068 $215,000 50
   PRIVATE CAPITAL MANAGEMENT LLC 180 - 2024-03-31 11,702 $208,000 437
   Feltz Wealth PLAN Inc. 288 - 2024-03-31 11,465 $204,000 7
   J P MORGAN CHASE & CO 4318 - 2024-03-31 8,366 $149,000 8,357
   Glass Jacobson Investment Advisors llc 397 - 2024-03-31 1,961 $35,000 34
  24 Records found
  1    
  Page 1 of 1
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