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
$103M +$19.2M +889,170 +23%
Morgan Stanley
2
Morgan Stanley
New York
$19.6M +$4.5M +208,671 +30%
Bank of America
3
Bank of America
North Carolina
$17.7M +$6.62M +306,887 +60%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.2M +$4.61M +213,640 +70%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.57M +$7.21M +334,332 +302%
Wells Fargo
6
Wells Fargo
California
$9.29M +$788K +36,526 +9%
LPL Financial
7
LPL Financial
California
$8.18M +$4.44M +205,824 +118%
HI
8
Horizon Investments
North Carolina
$8.12M -$8.18M -379,066 -50%
UBS Group
9
UBS Group
Switzerland
$6.2M +$166K +7,674 +3%
LWPC
10
Legacy Wealth Partners (California)
California
$5.83M +$1.56M +72,474 +36%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.6M +$955K +44,249 +20%
WP
12
WealthPLAN Partners
Nebraska
$3.68M +$344K +15,961 +10%
EH
13
Equitable Holdings
New York
$3.17M +$202K +9,370 +7%
NA
14
NewEdge Advisors
Louisiana
$2.84M +$692K +32,078 +32%
SDWMA
15
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.74M +$388K +17,960 +16%
PAG
16
Private Advisor Group
New Jersey
$2.65M +$290K +13,431 +12%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.4M +$40.3K +1,869 +2%
ARG
18
Advisory Resource Group
Oklahoma
$2.33M +$2.33M +108,176 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.06M +$141K +6,534 +7%
LNC
20
Lincoln National Corp
Pennsylvania
$1.69M +$1.7M +78,642 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.66M +$437K +20,250 +36%
IAIM
22
International Assets Investment Management
Florida
$1.63M -$207K -9,599 -11%
EP
23
Eudaimonia Partners
Tennessee
$1.42M +$1.43M +66,224 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.23M +$922K +42,752 +293%
FFA
25
First Foundation Advisors
California
$1.21M +$1,000K +46,328 +478%