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 | $568,602 | +7.4% | 33,775 | +12.4% | 0.01% | +14.3% |
| Q2 2023 | $529,357 | -1.5% | 30,060 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $537,172 | +1.3% | 30,060 | -2.0% | 0.01% | 0.0% |
| Q4 2022 | $530,284 | +0.1% | 30,670 | -3.2% | 0.01% | -11.1% |
| Q3 2022 | $529,839 | +29.2% | 31,670 | +36.4% | 0.01% | +12.5% |
| Q2 2022 | $410,000 | -43.9% | 23,210 | -38.2% | 0.01% | -33.3% |
| Q1 2022 | $731,000 | – | 37,538 | – | 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% |