CDDRX — Columbia Div Income Cl R5 Institutional Holders · Q2 2026
Who owns Columbia Div Income Cl R5 (CDDRX)? 3 institutions reported holding $435,052 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Sequent Asset Management, LLC ($239,926), Kelleher Financial Advisors ($195,126), Garton & Associates Financial Advisors LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sequent Asset Management, LLC | $239,926 | 5,927 | Hold |
| 2 | KELLEHER FINANCIAL ADVISORS | $195,126 | 4,820 | Trimmed |
| 3 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30