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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $815,430 | -11.9% | 48,437 | -7.8% | 0.49% | -11.6% |
| Q2 2023 | $925,451 | -8.0% | 52,553 | -6.7% | 0.55% | -13.2% |
| Q1 2023 | $1,006,181 | +2.8% | 56,306 | -0.5% | 0.63% | -1.4% |
| Q4 2022 | $978,575 | -0.0% | 56,598 | -3.3% | 0.64% | -7.2% |
| Q3 2022 | $979,000 | -10.8% | 58,511 | -5.9% | 0.69% | -3.9% |
| Q2 2022 | $1,098,000 | -24.1% | 62,162 | -8.4% | 0.72% | -9.1% |
| Q4 2021 | $1,447,000 | +16.7% | 67,893 | +6.7% | 0.79% | +10.9% |
| Q1 2021 | $1,240,000 | – | 63,619 | – | 0.72% | – |
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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% |