Funds holding COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF
2 funds declare a position · 0 ETFs and 2 other funds · 111M $ · US19761L5084
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Columbia Thermostat Fund COLUMBIA ACORN TRUST | 4,487,194 | 81.1M $ | 6.44 % | as of Mar 31, 2026 · Original filing |
| 2 | Columbia Income Builder Fund Columbia Funds Series Trust II | 1,633,929 | 29.8M $ | 3.56 % | as of Apr 30, 2026 · Original filing |
Institutional managers
54 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 6,252,007 | 113M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 2,311,406 | 41.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,233,531 | 22.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 888,731 | 16.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 795,212 | 14.4M $ | as of Mar 31, 2026 |
| Convergence Financial, LLC | 668,338 | 12.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 646,758 | 11.7M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 575,501 | 10.4M $ | as of Mar 31, 2026 |
| Hobart Private Capital, LLC | 381,127 | 6.9M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 235,193 | 4.3M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 192,026 | 3.5M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 88,612 | 1.6M $ | as of Mar 31, 2026 |
| New Insight Wealth Advisors | 85,043 | 1.5M $ | as of Mar 31, 2026 |
| BankPlus Wealth Management LLC | 76,092 | 1.4M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 75,676 | 1.4M $ | as of Mar 31, 2026 |
| Millington Financial Advisors, LLC | 68,908 | 1.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 59,017 | 1.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 53,163 | 961.2K $ | as of Mar 31, 2026 |
| FIRST FOUNDATION ADVISORS | 52,405 | 947.5K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 43,368 | 784.1K $ | as of Mar 31, 2026 |
| Acorn Wealth Advisors, LLC | 43,145 | 780.1K $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 33,822 | 611.5K $ | as of Mar 31, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 32,909 | 595K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 32,800 | 593K $ | as of Mar 31, 2026 |
| HBK Sorce Advisory LLC | 23,690 | 432.2K $ | as of Mar 31, 2026 |