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Columbia Diversified Fixed Income Allocation ETF
DIAL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Ameriprise
1
Ameriprise
Minnesota
USD 114 M -USD 78.5 k -4,320 -0.1%
LPL Financial
2
LPL Financial
California
USD 44.6 M +USD 2.64 M +145,455 +6%
Bank of America
3
Bank of America
North Carolina
USD 16.8 M -USD 5.65 M -310,926 -25%
Morgan Stanley
4
Morgan Stanley
New York
USD 15.8 M -USD 315 k -17,332 -2%
Wells Fargo
5
Wells Fargo
California
USD 15.1 M +USD 625 k +34,400 +4%
UBS Group
6
UBS Group
Switzerland
USD 12.5 M +USD 711 k +39,085 +6%
Convergence Financial
7
Convergence Financial
Missouri
USD 12.4 M +USD 224 k +12,293 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 6.48 M +USD 2.21 M +121,647 +52%
HPC
9
Hobart Private Capital
North Carolina
USD 4.36 M -USD 2.56 M -140,916 -37%
Concurrent Investment Advisors
10
Concurrent Investment Advisors
Florida
USD 3.81 M +USD 3.55 M +195,411 +1,344%
Citadel Advisors
11
Citadel Advisors
Florida
USD 2.07 M -USD 8.39 M -461,625 -80%
Private Advisor Group
12
Private Advisor Group
New Jersey
USD 1.7 M +USD 86 k +4,731 +5%
BWM
13
BankPlus Wealth Management
Mississippi
USD 1.54 M +USD 160 k +8,799 +12%
NIWA
14
New Insight Wealth Advisors
California
USD 1.45 M -USD 94.6 k -5,201 -6%
MFA
15
Millington Financial Advisors
Illinois
USD 1.34 M +USD 96.8 k +5,326 +8%
Pine Valley Investments
16
Pine Valley Investments
New Jersey
USD 1.24 M -USD 13.7 M -754,958 -92%
Raymond James Financial
17
Raymond James Financial
Florida
USD 1.2 M +USD 131 k +7,201 +12%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 1.1 M +USD 132 k +7,252 +14%
Jane Street
19
Jane Street
New York
USD 702 k -USD 674 k -37,052 -49%
AWA
20
Acorn Wealth Advisors
Michigan
USD 697 k -USD 86.6 k -4,761 -11%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
USD 665 k -USD 123 k -6,752 -16%
First Foundation Advisors
22
First Foundation Advisors
California
USD 643 k -USD 310 k -17,022 -32%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
USD 628 k +USD 13.5 k +742 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
USD 609 k +USD 13.3 k +730 +2%
Mainstay Capital Management
25
Mainstay Capital Management
Michigan
USD 598 k +USD 182 +10 +0%
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