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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $245 | -99.9% | 12,526 | -49.6% | 0.01% | -41.7% |
| Q3 2022 | $477,000 | -0.2% | 24,873 | -0.2% | 0.01% | -20.0% |
| Q2 2022 | $478,000 | -48.2% | 24,926 | -48.3% | 0.02% | +25.0% |
| Q1 2022 | $923,000 | +92.3% | 48,195 | +113.9% | 0.01% | +33.3% |
| Q4 2021 | $480,000 | +36.4% | 22,530 | +37.2% | 0.01% | +28.6% |
| Q3 2021 | $352,000 | +262.9% | 16,420 | +263.8% | 0.01% | +250.0% |
| Q2 2021 | $97,000 | +15.5% | 4,514 | +13.1% | 0.00% | 0.0% |
| Q1 2021 | $84,000 | +320.0% | 3,992 | +341.1% | 0.00% | +100.0% |
| Q4 2020 | $20,000 | 0.0% | 905 | -2.6% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | -66.1% | 929 | -66.6% | 0.00% | -80.0% |
| Q2 2020 | $59,000 | -40.4% | 2,784 | -45.9% | 0.01% | -50.0% |
| Q1 2020 | $99,000 | +41.4% | 5,143 | +53.0% | 0.01% | +100.0% |
| Q4 2019 | $70,000 | -40.2% | 3,361 | -40.6% | 0.01% | -37.5% |
| Q3 2019 | $117,000 | – | 5,659 | – | 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% |