COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 68 filers reported holding COLUMBIA ETF TR I in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $138,635 | -49.2% | 7,758 | -50.8% | 0.00% | -50.0% |
| Q4 2022 | $272,905 | +25.2% | 15,784 | +20.9% | 0.01% | 0.0% |
| Q3 2022 | $218,000 | -8.8% | 13,053 | -3.6% | 0.01% | 0.0% |
| Q2 2022 | $239,000 | +1493.3% | 13,547 | +1898.1% | 0.01% | +700.0% |
| Q4 2020 | $15,000 | +50.0% | 678 | +47.7% | 0.00% | – |
| Q3 2020 | $10,000 | – | 459 | – | 0.00% | – |
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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% |