4 institutions reported holding $2.8M of COLUMBIA DIVIDEND INCOME FUND INST2 CLASS (CDDRX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Redwood Wealth Management Group, LLC ($2.3M), Garton & Associates Financial Advisors LLC ($310,537), KELLEHER FINANCIAL ADVISORS ($222,442), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Redwood Wealth Management Group, LLC | $2.3M | 60,044 | Trimmed |
| 2 | Garton & Associates Financial Advisors LLC | $310,537 | 8,157 | Added |
| 3 | KELLEHER FINANCIAL ADVISORS | $222,442 | 5,843 | Added |
| 4 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31