Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / DIVERSIFID FXD
-
Number of holders
-
75
-
Total 13F shares, excl. options
-
35,641,230
-
Shares change
-
+1,136,651
-
Total reported value, excl. options
-
$761,271,767
-
Value change
-
+$24,221,007
-
Number of buys
-
49
-
Number of sells
-
-30
-
Price
-
$21.36
Significant Holders of COLUMBIA ETF TR I - DIVERSIFID FXD (DIAL) as of Q3 2021
82 filings reported holding DIAL - COLUMBIA ETF TR I - DIVERSIFID FXD as of Q3 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 35,641,230 shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (11,389,259 shares), Resources Investment Advisors, LLC. (5,849,035 shares), TruWealth Advisors, LLC (3,175,756 shares), BANK OF AMERICA CORP /DE/ (1,830,999 shares), ENVESTNET ASSET MANAGEMENT INC (1,338,937 shares), Raymond James Financial Services Advisors, Inc. (1,291,738 shares), MORGAN STANLEY (1,283,758 shares), Bogart Wealth, LLC (1,124,041 shares), ADVISOR GROUP HOLDINGS, INC. (824,185 shares), and LPL Financial LLC (799,220 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.