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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $16,254 | -1.5% | 923 | 0.0% | 0.00% | – |
| Q1 2023 | $16,494 | +3.4% | 923 | 0.0% | 0.00% | – |
| Q4 2022 | $15,959 | +6.4% | 923 | 0.0% | 0.00% | – |
| Q3 2022 | $15,000 | -6.2% | 923 | 0.0% | 0.00% | – |
| Q2 2022 | $16,000 | -20.0% | 923 | -8.4% | 0.00% | – |
| Q1 2022 | $20,000 | -53.5% | 1,008 | -50.2% | 0.00% | – |
| Q4 2021 | $43,000 | 0.0% | 2,023 | 0.0% | 0.00% | – |
| Q3 2021 | $43,000 | – | 2,023 | – | 0.00% | – |
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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% |