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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: 3-31-2022 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 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
   WELLS FARGO & CO/MN 1460 - 2024-03-31 627,249 $11,153,000 -110,502
   HBK SORCE ADVISORY LLC 133 - 2024-03-31 121,787 $2,165,000 -56,604
   FINANCIAL NETWORK 925 - 2023-12-31 118,896 $2,146,000 -15,602
   ROYAL BANK OF CANADA 2635 - 2023-12-31 99,514 $1,796,000 -34,441
   Resources Investment Advisors Inc. 387 - 2024-03-31 88,587 $1,575,000 -6,737
   Advisor Group Holdings Inc. 1972 - 2024-03-31 80,504 $1,431,000 -9,124
   GYL Financial Synergies LLC 153 - 2023-12-31 79,244 $1,430,000 -32,304
   RAYMOND JAMES & ASSOCIATES 2479 - 2024-03-31 65,835 $1,171,000 -4,360
   COMMONWEALTH EQUITY SERVICES LLC. 2130 - 2024-03-31 63,492 $1,129,000 -4,291
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 174 - 2024-03-31 55,078 $979,000 -51,595
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2193 - 2024-03-31 43,931 $781,000 -1,738
   COLONY GROUP LLC 473 - 2023-09-30 45,541 $767,000 -2,362
   Atria Wealth Solutions Inc. 1111 - 2023-12-31 32,775 $592,000 -1,000
   CITADEL ADVISORS LLC 3882 - 2023-12-31 20,510 $370,000 -73,967
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2642 - 2024-03-31 17,850 $317,000 -941
   Imprint Wealth LLC 231 - 2024-03-31 16,701 $294,000 -1,865
   Private Advisor Group LLC 1901 - 2024-03-31 15,284 $272,000 -51,219
   JANNEY MONTGOMERY SCOTT LLC 2387 - 2024-03-31 15,265 $271,000 -318
   Walkner Condon Financial Advisors LLC 226 - 2024-03-31 14,980 $266,000 -100
   Ameritas Advisory Services LLC 581 - 2023-12-31 14,609 $264,000 -148,476
   IHT Wealth Management LLC 815 - 2023-12-31 14,578 $263,000 -1,486
   Financial Insights Inc. 148 - 2024-03-31 14,302 $254,000 -1,858
   Global Retirement Partners LLC 832 - 2024-03-31 9,951 $177,000 -3,134
   Goss Wealth Management LLC 1842 - 2023-12-31 7,279 $131,000 -908
   CWM LLC 2984 - 2024-03-31 961 $17,000 -16,054
  25 Records found
  1    
  Page 1 of 1
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