COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 75 filers reported holding COLUMBIA ETF TR I in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,993,517 | -8.3% | 118,415 | -4.1% | 0.09% | -1.1% |
| Q2 2023 | $2,173,834 | -8.1% | 123,443 | -6.7% | 0.09% | -13.8% |
| Q1 2023 | $2,364,755 | -0.6% | 132,331 | -3.8% | 0.11% | -4.4% |
| Q4 2022 | $2,378,919 | -3.4% | 137,589 | -6.5% | 0.11% | -5.8% |
| Q3 2022 | $2,463,000 | -3.1% | 147,192 | +2.2% | 0.12% | +8.0% |
| Q2 2022 | $2,543,000 | -12.5% | 143,991 | -3.4% | 0.11% | +6.7% |
| Q1 2022 | $2,905,000 | -11.7% | 149,056 | -3.5% | 0.10% | -7.1% |
| Q4 2021 | $3,290,000 | -0.9% | 154,401 | -0.6% | 0.11% | -8.9% |
| Q3 2021 | $3,320,000 | +0.5% | 155,409 | +1.4% | 0.12% | -2.4% |
| Q2 2021 | $3,302,000 | +38.3% | 153,239 | +35.6% | 0.13% | +24.5% |
| Q1 2021 | $2,387,000 | +47.2% | 113,008 | +53.9% | 0.10% | +41.7% |
| Q4 2020 | $1,622,000 | +34.6% | 73,406 | +31.0% | 0.07% | +28.6% |
| Q3 2020 | $1,205,000 | +487.8% | 56,030 | +477.5% | 0.06% | +409.1% |
| Q2 2020 | $205,000 | – | 9,702 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 6,446,223 | $125,637,000 | 4.74% |
| Sweet Financial Partners, LLC | 844,906 | $16,467,000 | 4.41% |
| Naviter Wealth, LLC | 593,850 | $11,574,000 | 3.86% |
| Syverson Strege & Co | 165,663 | $3,229,000 | 3.51% |
| Signature Wealth Management Partners, LLC | 118,379 | $2,307,000 | 1.97% |
| Stegent Equity Advisors, Inc. | 76,047 | $1,482,000 | 1.25% |
| Financial Insights, Inc. | 69,689 | $1,358,000 | 1.25% |
| Ameritas Advisory Services, LLC | 1,476,840 | $28,784,000 | 1.05% |
| Prentice Wealth Management LLC | 112,755 | $2,193,000 | 1.05% |
| BIVIN & ASSOCIATES, INC. | 56,633 | $1,104,000 | 1.01% |