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Columbia Diversified Fixed Income Allocation ETF (DIAL) Institutional Ownership

Columbia Diversified Fixed Income Allocation ETF logo
$17.79 -0.03 (-0.17%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Columbia Diversified Fixed Income Allocation ETF (NYSEARCA:DIAL)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$37.36M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$20.55M
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DIAL Institutional Buying and Selling by Quarter

Columbia Diversified Fixed Income Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2025NorthRock Partners LLC15,400$270K0.0%N/A0.067%
2/17/2025Focus Partners Wealth50,976$894K0.0%+75.4%0.223%
2/17/2025Cetera Investment Advisers71,739$1.26M0.0%-1.6%0.313%
2/17/2025Citadel Advisors LLC86,779$1.52M0.0%+163.6%0.379%
2/17/2025Bank of America Corp DE852,929$14.95M0.0%-23.6%3.725%
2/17/2025Ameriprise Financial Inc.6,827,937$119.69M0.0%+4.7%29.816%
2/14/2025Jane 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%
2/13/2025First Foundation Advisors44,660$783K0.0%-2.3%0.195%
2/13/2025Raymond 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%
2/13/2025Wells Fargo & Company MN485,720$8.52M0.0%-15.2%2.121%
2/11/2025LPL Financial LLC913,817$16.02M0.0%+33.4%3.990%
2/10/2025Collaborative Wealth Managment Inc.48,880$857K0.4%-4.1%0.213%
2/10/2025Commonwealth 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%
2/7/2025 New Insight Wealth Advisors52,738$924K0.5%-27.8%0.230%
2/6/2025Raymond James Financial Inc.38,343$672K0.0%N/A0.167%
2/5/2025Morgan 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%
1/31/2025Atria Wealth Solutions Inc.16,014$281K0.0%-3.6%0.070%
1/30/2025WealthPlan 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%
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12/26/2024JPMorgan 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%
11/15/2024IHT 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%
11/6/2024Lifeworks 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%
8/22/2024Cetera 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%
7/31/2024Commonwealth 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%
5/24/2024Cetera Investment Advisers97,311$1.73M0.0%N/A0.425%
5/16/2024Jane Street Group LLC559,890$9.96M0.0%+8.5%2.445%
5/10/2024First 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%
4/30/2024Commonwealth 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%
2/9/2024Advisory Services Network LLC9,477$171K0.0%N/A0.038%
2/9/2024Wells Fargo & Company MN737,751$13.32M0.0%-1.8%2.987%
2/7/2024Avantax Advisory Services Inc.70,592$1.27M0.0%N/A0.286%
2/7/2024Collaborative Wealth Managment Inc.50,731$916K0.5%+4.7%0.205%
2/7/2024 Acorn Wealth Advisors LLC38,795$700K0.4%N/A0.157%
2/6/2024Private Advisor Group LLC66,503$1.20M0.0%+7.8%0.269%
2/2/2024Atria 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%
1/24/2024 Walkner Condon Financial Advisors LLC15,080$272K0.1%+10.7%0.061%
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1/22/2024 Glass Jacobson Investment Advisors llc1,927$35K0.0%-58.9%0.008%
1/18/2024Global Retirement Partners LLC13,085$233K0.0%-7.0%0.053%
1/16/2024Raymond James Financial Services Advisors Inc.45,669$824K0.0%-27.9%0.185%
1/16/2024Raymond James & Associates70,195$1.27M0.0%+32.1%0.284%
1/11/2024 Prentice Wealth Management LLC423,867$7.65M3.0%+6.3%1.716%
1/8/2024 Fragasso Group Inc.15,354$277K0.0%N/A0.062%
12/7/2023 Financial Insights Inc.18,325$303K0.1%N/A0.074%
11/16/2023First Foundation Advisors118,415$1.99M0.1%-4.1%0.479%
11/15/2023WealthPlan Investment Management LLC11,380$192K0.0%+2,280.8%0.046%
11/15/2023Ameriprise Financial Inc.7,844,184$132.05M0.0%+2.6%31.758%
(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. ($119.69M), Pine Valley Investments Ltd Liability Co ($22.44M), LPL Financial LLC ($16.02M), Bank of America Corp DE ($14.95M), Wells Fargo & Company MN ($8.52M), Resources Investment Advisors LLC. ($6.15M), and TruNorth Capital Management LLC ($5.65M).Learn more on DIAL's institutional investors.

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

Of the 53 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), HBK Sorce Advisory LLC ($456.47K), TruNorth Capital Management LLC ($305.91K), LPL Financial LLC ($251.98K), JPMorgan Chase & Co. ($198.29K), and Prentice Wealth Management LLC ($180.14K).

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

Institutional investors have bought a total of 3,669,410 shares in the last 24 months. This purchase volume represents approximately $64.98M in transactions.

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

Of the 28 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. ($842.97K), 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 2,870,186 shares in the last 24 months. This volume of shares sold represents approximately $50.81M in transactions.


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