We are live on ! Find out more
DIAL icon

Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$82.2M +$30.1M +1,456,941 +60%
HI
2
Horizon Investments
North Carolina
$15.9M +$10.5M +505,610 +200%
Morgan Stanley
3
Morgan Stanley
New York
$14.8M +$1.84M +89,117 +15%
Bank of America
4
Bank of America
North Carolina
$10.9M +$250K +12,101 +2%
Wells Fargo
5
Wells Fargo
California
$8.35M +$989K +47,809 +14%
Citadel Advisors
6
Citadel Advisors
Florida
$7.24M +$5.75M +278,077 +431%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.45M +$3.34M +161,615 +113%
UBS Group
8
UBS Group
Switzerland
$5.93M -$231K -11,166 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.56M +$1.7M +82,371 +62%
LWPC
10
Legacy Wealth Partners (California)
California
$4.19M -$585K -28,294 -12%
LPL Financial
11
LPL Financial
California
$3.68M +$11.4K +550 +0.3%
WP
12
WealthPLAN Partners
Nebraska
$3.32M +$3.17M +153,229 New
EH
13
Equitable Holdings
New York
$2.91M +$501K +24,234 +21%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.33M +$2.29M +110,573 New
PAG
15
Private Advisor Group
New Jersey
$2.32M +$9.39K +454 +0.4%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.31M +$968K +46,793 +74%
SDWMA
17
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.31M +$190K +9,180 +9%
NA
18
NewEdge Advisors
Louisiana
$2.12M +$1.19M +57,596 +135%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.88M +$5.54K +268 +0.3%
IAIM
20
International Assets Investment Management
Florida
$1.8M +$1.76M +85,130 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.2M +$161K +7,786 +16%
22CM
22
20/20 Capital Management
California
$1M +$948K +45,819 New
RCAG
23
Rehmann Capital Advisory Group
Michigan
$985K +$964K +46,637 New
AFM
24
Andesa Financial Management
Pennsylvania
$919K +$452K +21,855 +101%
OIA
25
OneDigital Investment Advisors
Kansas
$565K +$16.9K +818 +3%