CDDYX — Columbia Fds Ser Tr I Institutional Holders · Q2 2026
Who owns Columbia Fds Ser Tr I (CDDYX)? 5 institutions reported holding $4.27M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($2.0M), Diversified Trust Co ($1.0M), Wealthspire Advisors, LLC ($835,206).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $2.0M | 48,844 | Added |
| 2 | Diversified Trust Co | $1.0M | 25,004 | Added |
| 3 | Wealthspire Advisors, LLC | $835,206 | 20,592 | New |
| 4 | Fulton Bank, N.A. | $220,793 | 5,443 | Hold |
| 5 | NORTH STAR ASSET MANAGEMENT INC | $216,373 | 5,335 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30