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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $328,000 | -0.3% | 15,400 | 0.0% | 0.02% | -7.4% |
| Q3 2021 | $329,000 | -0.9% | 15,400 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $332,000 | +2.2% | 15,400 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $325,000 | -4.4% | 15,400 | 0.0% | 0.03% | -11.8% |
| Q4 2020 | $340,000 | +4.6% | 15,400 | +0.1% | 0.03% | -12.8% |
| Q2 2020 | $325,000 | +6.2% | 15,388 | -0.1% | 0.04% | -9.3% |
| Q1 2020 | $306,000 | -52.2% | 15,400 | -50.0% | 0.04% | +26.5% |
| Q4 2019 | $640,000 | +100.0% | 30,777 | +99.9% | 0.03% | -22.7% |
| Q3 2019 | $320,000 | +1.6% | 15,400 | 0.0% | 0.04% | -51.1% |
| Q2 2019 | $315,000 | +2.9% | 15,400 | 0.0% | 0.09% | +11.1% |
| Q1 2019 | $306,000 | +5.2% | 15,400 | 0.0% | 0.08% | -6.9% |
| Q4 2018 | $291,000 | -1.0% | 15,400 | 0.0% | 0.09% | +2.4% |
| Q3 2018 | $294,000 | 0.0% | 15,400 | 0.0% | 0.08% | -15.0% |
| Q2 2018 | $294,000 | -2.3% | 15,400 | 0.0% | 0.10% | +2.0% |
| Q1 2018 | $301,000 | – | 15,400 | – | 0.10% | – |
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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% |