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Columbia Diversified Fixed Income Allocation ETF (DIAL) Institutional Ownership

Columbia Diversified Fixed Income Allocation ETF logo
$17.79 +0.04 (+0.23%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Columbia Diversified Fixed Income Allocation ETF (NYSEARCA:DIAL)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$39.81M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$34.60M
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DIAL Institutional Buying and Selling by Quarter

Columbia Diversified Fixed Income Allocation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth45,640$816K0.0%-10.5%0.231%
5/19/2025 Jane Street Group LLC133,697$2.39M0.0%+224.8%0.675%
5/16/2025 Alexis Investment Partners LLC13,100$234K0.1%N/A0.068%
5/15/2025 Royal Bank of Canada172,073$3.08M0.0%+1.8%0.889%
5/15/2025 OLD Mission Capital LLC14,385$257K0.0%N/A0.074%
5/14/2025 Ameriprise Financial Inc.5,945,896$106.31M0.0%-12.9%30.728%
5/12/2025 SouthState Corp6,493$116K0.0%N/A0.034%
5/8/2025 Collaborative Wealth Managment Inc.45,828$819K0.4%-6.2%0.237%
5/8/2025 First Foundation Advisors41,639$745K0.0%-6.8%0.215%
5/7/2025 LPL Financial LLC1,057,223$18.90M0.0%+15.7%5.464%
5/6/2025 Cetera Investment Advisers81,902$1.46M0.0%+14.2%0.423%
5/1/2025 Acorn Wealth Advisors LLC58,387$1.04M0.4%-11.6%0.302%
4/30/2025 Rehmann Capital Advisory Group107,132$1.92M0.1%+5.9%0.554%
4/30/2025 New Insight Wealth Advisors38,137$682K0.3%-27.7%0.197%
4/29/2025 Envestnet Asset Management Inc.109,336$1.96M0.0%+1.5%0.565%
4/29/2025 OneDigital Investment Advisors LLC40,178$718K0.0%-12.3%0.208%
4/25/2025 Westside Investment Management Inc.4,000$72K0.0%N/A0.021%
4/25/2025 BankPlus Wealth Management LLC38,769$693K0.5%+31.9%0.200%
4/23/2025 HBK Sorce Advisory LLC35,958$643K0.0%-28.0%0.175%
4/22/2025 5T Wealth LLC10,586$189K0.1%N/A0.052%
4/22/2025 Cambridge Investment Research Advisors Inc.22,626$405K0.0%+4.6%0.110%
4/17/2025 Prentice Wealth Management LLC19,695$352K0.1%-96.4%0.096%
4/14/2025 Millington Financial Advisors LLC61,400$1.08M0.7%+3.4%0.300%
2/17/2025 NorthRock Partners LLC15,400$270K0.0%N/A0.067%
2/17/2025 Focus Partners Wealth50,976$894K0.0%+75.4%0.223%
2/17/2025 Cetera Investment Advisers71,739$1.26M0.0%-1.6%0.313%
2/17/2025 Citadel Advisors LLC86,779$1.52M0.0%+163.6%0.379%
2/17/2025 Bank of America Corp DE852,929$14.95M0.0%-23.6%3.725%
2/17/2025 Ameriprise Financial Inc.6,827,937$119.69M0.0%+4.7%29.816%
2/14/2025 Jane Street Group LLC41,166$722K0.0%N/A0.180%
2/14/2025 Rehmann Capital Advisory Group101,159$1.77M0.1%+2.5%0.442%
2/14/2025 OneDigital Investment Advisors LLC45,825$803K0.0%-12.6%0.200%
2/13/2025 First Foundation Advisors44,660$783K0.0%-2.3%0.195%
2/13/2025 Raymond James Financial Inc.38,343$672K0.0%N/A0.167%
2/13/2025 Envestnet Asset Management Inc.107,742$1.89M0.0%+3.7%0.470%
2/13/2025 Wells Fargo & Company MN485,720$8.52M0.0%-15.2%2.121%
2/11/2025 LPL Financial LLC913,817$16.02M0.0%+33.4%3.990%
2/10/2025 Collaborative Wealth Managment Inc.48,880$857K0.4%-4.1%0.213%
2/10/2025 Commonwealth Equity Services LLC73,772$1.29M0.0%+15.8%0.322%
2/10/2025 HBK Sorce Advisory LLC49,944$876K0.0%-21.0%0.218%
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2/7/2025 New Insight Wealth Advisors52,738$924K0.5%-27.8%0.230%
2/6/2025 Raymond James Financial Inc.38,343$672K0.0%N/A0.167%
2/5/2025 Morgan Dempsey Capital Management LLC2,829$50K0.0%N/A0.012%
2/4/2025 Acorn Wealth Advisors LLC66,060$1.16M0.5%-5.8%0.288%
2/4/2025 Millington Financial Advisors LLC59,371$1.05M0.6%+17.6%0.259%
2/4/2025Pine Valley Investments Ltd Liability Co1,280,287$22.44M1.3%+15.2%5.591%
2/3/2025 Prentice Wealth Management LLC546,190$9.58M2.8%+5.6%2.385%
1/31/2025 Atria Wealth Solutions Inc.16,014$281K0.0%-3.6%0.070%
1/30/2025 WealthPlan Investment Management LLC11,753$206K0.0%N/A0.051%
1/22/2025 BankPlus Wealth Management LLC29,399$515K0.4%N/A0.128%
1/16/2025 Kaydan Wealth Management Inc.33,825$593K0.2%+52.6%0.148%
12/26/2024 JPMorgan Chase & Co.225,769$4.17M0.0%+721.5%0.986%
11/25/2024Pine Valley Investments Ltd Liability Co1,111,192$20.54M1.2%+19.6%4.852%
11/18/2024 Rehmann Capital Advisory Group98,702$1.83M0.1%+2.3%0.431%
11/15/2024 IHT Wealth Management LLC16,426$303K0.0%N/A0.072%
11/13/2024 Acorn Wealth Advisors LLC70,135$1.30M0.6%+14.8%0.306%
11/6/2024 OneDigital Investment Advisors LLC52,426$969K0.0%-24.9%0.229%
11/6/2024 Lifeworks Advisors LLC12,019$222K0.0%N/A0.052%
10/24/2024 TruNorth Capital Management LLC305,906$5.65M1.7%+7.5%1.336%
10/16/2024 Kaydan Wealth Management Inc.22,172$410K0.1%+36.3%0.097%
10/11/2024 Accelerate Investment Advisors LLC22,591$417K0.4%N/A0.099%
10/7/2024 Prentice Wealth Management LLC517,193$9.56M2.8%+2.9%2.258%
8/22/2024 Cetera Investment Advisers88,728$1.57M0.0%-8.8%0.387%
8/8/2024 Envestnet Asset Management Inc.111,385$1.97M0.0%+9.5%0.486%
8/8/2024 HBK Sorce Advisory LLC71,753$1.27M0.0%-41.1%0.313%
7/31/2024 Commonwealth Equity Services LLC64,741$1.14M0.0%+2.0%0.283%
7/31/2024 Concurrent Investment Advisors LLC16,701$295K0.0%N/A0.073%
7/30/2024Pine Valley Investments Ltd Liability Co928,973$16.39M1.1%+3.4%4.057%
7/30/2024 Millington Financial Advisors LLC48,081$848K0.6%+1.7%0.210%
7/29/2024 Ameritas Advisory Services LLC18,209$321K0.0%-18.8%0.080%
7/26/2024 Walkner Condon Financial Advisors LLC15,880$280K0.1%+6.0%0.069%
7/18/2024 TruNorth Capital Management LLC284,520$5.02M1.6%+4.2%1.242%
7/16/2024 Financial Insights Inc.12,439$219K0.1%-13.0%0.054%
7/11/2024 Prentice Wealth Management LLC502,801$8.87M2.9%+13.7%2.196%
6/17/2024 TruNorth Capital Management LLC273,135$4.86M1.7%N/A1.193%
5/24/2024 Cetera Investment Advisers97,311$1.73M0.0%N/A0.425%
5/16/2024 Jane Street Group LLC559,890$9.96M0.0%+8.5%2.445%
5/10/2024 First Foundation Advisors55,078$979K0.0%-48.4%0.241%
5/9/2024 HBK Sorce Advisory LLC121,787$2.17M0.1%-31.7%0.532%
5/9/2024 New Insight Wealth Advisors159,630$2.84M1.8%+3.7%0.697%
5/3/2024 Rehmann Capital Advisory Group88,058$1.57M0.1%+6.8%0.376%
4/30/2024 Commonwealth Equity Services LLC63,492$1.13M0.0%-6.3%0.271%
4/26/2024 Financial Insights Inc.14,302$254K0.1%-11.5%0.061%
4/23/2024Global Retirement Partners LLC9,951$177K0.0%-24.0%0.043%
4/15/2024 Prentice Wealth Management LLC442,263$7.86M2.7%+4.3%1.791%
4/12/2024 Kaydan Wealth Management Inc.15,911$283K0.1%N/A0.064%
2/12/2024Pine Valley Investments Ltd Liability Co589,021$10.63M0.8%+15.7%2.385%
2/9/2024 Advisory Services Network LLC9,477$171K0.0%N/A0.038%
2/9/2024 Wells Fargo & Company MN737,751$13.32M0.0%-1.8%2.987%
2/7/2024 Avantax Advisory Services Inc.70,592$1.27M0.0%N/A0.286%
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2/7/2024 Collaborative Wealth Managment Inc.50,731$916K0.5%+4.7%0.205%
2/7/2024 Acorn Wealth Advisors LLC38,795$700K0.4%N/A0.157%
2/6/2024 Private Advisor Group LLC66,503$1.20M0.0%+7.8%0.269%
2/2/2024 Atria Wealth Solutions Inc.32,775$592K0.0%-3.0%0.133%
2/1/2024 Millington Financial Advisors LLC45,759$826K0.7%-6.4%0.185%
2/1/2024 CWM LLC17,015$307K0.0%N/A0.069%
1/30/2024Imprint Wealth LLC18,566$335K0.3%+3.5%0.075%
1/25/2024 HBK Sorce Advisory LLC178,391$3.22M0.1%-6.1%0.722%
1/25/2024 Financial Insights Inc.16,160$292K0.1%-11.8%0.065%
1/24/2024 International Assets Investment Management LLC11,877$214K0.0%N/A0.048%
(Data available from 1/1/2016 forward)

DIAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DIAL shares?

During the previous two years, 64 institutional investors and hedge funds held shares of Columbia Diversified Fixed Income Allocation ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($106.31M), Pine Valley Investments Ltd Liability Co ($22.44M), LPL Financial LLC ($18.90M), Bank of America Corp DE ($14.95M), Wells Fargo & Company MN ($8.52M), TruNorth Capital Management LLC ($5.65M), and JPMorgan Chase & Co. ($4.17M).Learn more on DIAL's institutional investors.

Which institutional investors have been buying Columbia Diversified Fixed Income Allocation ETF stock?

Of the 55 institutional investors that purchased Columbia Diversified Fixed Income Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pine Valley Investments Ltd Liability Co ($517.44K), Ameriprise Financial Inc. ($506.35K), LPL Financial LLC ($395.38K), TruNorth Capital Management LLC ($305.91K), JPMorgan Chase & Co. ($198.29K), Prentice Wealth Management LLC ($180.14K), and Jane Street Group LLC ($177.60K).

How much institutional buying is happening at Columbia Diversified Fixed Income Allocation ETF?

Institutional investors have bought a total of 3,449,506 shares in the last 24 months. This purchase volume represents approximately $61.05M in transactions.

Which Columbia Diversified Fixed Income Allocation ETF major shareholders have been selling company stock?

Of the 26 institutional investors that sold Columbia Diversified Fixed Income Allocation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($882.04K), Prentice Wealth Management LLC ($526.50K), HBK Sorce Advisory LLC ($411.94K), Bank of America Corp DE ($263.32K), Raymond James Financial Services Advisors Inc. ($170.09K), Enzi Wealth ($169.72K), and Wells Fargo & Company MN ($100.39K).

How much institutional selling is happening at Columbia Diversified Fixed Income Allocation ETF?

Institutional investors have sold a total of 2,775,092 shares in the last 24 months. This volume of shares sold represents approximately $49.12M in transactions.



This page (NYSEARCA:DIAL) was last updated on 5/25/2025 by MarketBeat.com Staff
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