COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 59 filers reported holding COLUMBIA ETF TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,714,103 | -0.0% | 398,818 | +4.6% | 3.03% | -0.4% |
| Q2 2023 | $6,714,658 | +2.7% | 381,298 | +4.2% | 3.04% | -2.4% |
| Q1 2023 | $6,541,296 | +7.2% | 366,049 | +3.7% | 3.12% | +1.5% |
| Q4 2022 | $6,102,350 | +723.5% | 352,941 | +702.8% | 3.08% | +659.3% |
| Q3 2022 | $741,000 | -20.7% | 43,964 | -17.0% | 0.40% | -57.5% |
| Q2 2022 | $935,000 | -57.4% | 52,964 | -53.0% | 0.95% | -9.6% |
| Q1 2022 | $2,193,000 | -81.8% | 112,755 | -80.1% | 1.05% | -81.3% |
| Q4 2021 | $12,053,000 | +7.8% | 565,516 | +8.0% | 5.64% | +4.3% |
| Q3 2021 | $11,180,000 | +4.2% | 523,417 | +5.2% | 5.41% | -1.8% |
| Q2 2021 | $10,727,000 | +4.8% | 497,767 | +2.7% | 5.51% | -3.4% |
| Q1 2021 | $10,234,000 | – | 484,541 | – | 5.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 2,541,228 | $56,136,000 | 8.38% |
| OneDigital Investment Advisors LLC | 3,930,781 | $86,831,000 | 4.52% |
| Signature Wealth Management Partners, LLC | 170,099 | $3,757,000 | 3.76% |
| Legacy Wealth Partners, Inc. | 262,588 | $5,801,000 | 3.65% |
| Advisory Resource Group | 226,234 | $4,998,000 | 2.48% |
| Silicon Hills Wealth Management, LLC | 50,971 | $1,126,000 | 1.02% |
| Schneider Downs Wealth Management Advisors, LP | 129,730 | $2,866,000 | 0.80% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 46,000 | $1,016,000 | 0.66% |
| F3Logic, LLC | 206,296 | $4,546,000 | 0.64% |
| Financial Insights, Inc. | 33,911 | $749,000 | 0.58% |