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
$113M -$7.16M -390,087 -6%
LPL Financial
2
LPL Financial
California
$41.8M +$2.35M +127,941 +6%
Bank of America
3
Bank of America
North Carolina
$22.3M +$5.7M +310,190 +34%
Morgan Stanley
4
Morgan Stanley
New York
$16.1M -$595K -32,407 -4%
PVI
5
Pine Valley Investments
New Jersey
$14.9M -$11.5M -624,492 -43%
Wells Fargo
6
Wells Fargo
California
$14.4M +$3.49M +189,990 +31%
CF
7
Convergence Financial
Missouri
$12.1M +$6.28M +341,791 +105%
UBS Group
8
UBS Group
Switzerland
$11.7M +$833K +45,368 +8%
Citadel Advisors
9
Citadel Advisors
Florida
$10.4M +$10.6M +575,501 New
HPC
10
Hobart Private Capital
North Carolina
$6.89M +$1.27M +69,018 +22%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.25M +$527K +28,691 +14%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.47M +$3.53M +192,026 New
PAG
13
Private Advisor Group
New Jersey
$1.6M -$58.9K -3,208 -3%
NIWA
14
New Insight Wealth Advisors
California
$1.54M +$120K +6,554 +8%
BWM
15
BankPlus Wealth Management
Mississippi
$1.38M +$325K +17,690 +30%
Jane Street
16
Jane Street
New York
$1.37M +$1.39M +75,676 New
MFA
17
Millington Financial Advisors
Illinois
$1.26M +$28.6K +1,559 +2%
Raymond James Financial
18
Raymond James Financial
Florida
$1.07M +$226K +12,288 +26%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$961K +$331K +18,041 +51%
FFA
20
First Foundation Advisors
California
$947K +$18 +1 +0%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$784K -$25.8K -1,403 -3%
AWA
22
Acorn Wealth Advisors
Michigan
$780K -$31.2K -1,700 -4%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$612K -$132K -7,174 -17%
MCM
24
Mainstay Capital Management
Michigan
$595K +$93.4K +5,088 +18%
Osaic Holdings
25
Osaic Holdings
Arizona
$593K -$7.92K -431 -1%