Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / DIVERSIFID FXD
-
Number of holders
-
75
-
Total 13F shares, excl. options
-
27,274,107
-
Shares change
-
+5,929,033
-
Total reported value, excl. options
-
$576,015,951
-
Value change
-
+$125,094,118
-
Number of buys
-
55
-
Number of sells
-
-22
-
Price
-
$21.12
Significant Holders of COLUMBIA ETF TR I - DIVERSIFID FXD (DIAL) as of Q1 2021
82 filings reported holding DIAL - COLUMBIA ETF TR I - DIVERSIFID FXD as of Q1 2021.
COLUMBIA ETF TR I - DIVERSIFID FXD (DIAL) has 75 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27,274,107 shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (6,129,860 shares), Resources Investment Advisors, LLC. (4,740,829 shares), TruWealth Advisors, LLC (3,112,418 shares), BANK OF AMERICA CORP /DE/ (1,432,000 shares), Raymond James Financial Services Advisors, Inc. (1,400,554 shares), ENVESTNET ASSET MANAGEMENT INC (1,219,473 shares), MORGAN STANLEY (1,157,628 shares), ADVISOR GROUP HOLDINGS, INC. (973,095 shares), Sloy Dahl & Holst, LLC (831,287 shares), and LPL Financial LLC (700,521 shares).
This table shows the top 75 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.