Free Trial
→ Ex-Hedge Fund Manager Uncovers $100 Trillion Land Shift (From Stansberry Research) (Ad) Free DIAL Stock Alerts

Columbia Diversified Fixed Income Allocation ETF (DIAL) Institutional Ownership

Columbia Diversified Fixed Income Allocation ETF logo
$18.14 +0.04 (+0.22%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$18.14 0.00 (0.00%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
2.16%
Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$33.09M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$34.73M
Get DIAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Columbia Diversified Fixed Income Allocation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DIAL Institutional Buying and Selling by Quarter

Columbia Diversified Fixed Income Allocation ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/31/2025 Glass Jacobson Investment Advisors llc1,781$32K0.0%-29.7%0.009%
7/30/2025 Rehmann Capital Advisory Group108,387$1.97M0.1%+1.2%0.526%
7/30/2025 Alexis Investment Partners LLC11,600$211K0.1%-11.5%0.056%
7/29/2025 Morgan Dempsey Capital Management LLC6,888$125K0.1%+13.9%0.033%
7/25/2025 Atria Wealth Solutions Inc.15,170$276K0.0%-4.1%0.074%
7/25/2025 Concurrent Investment Advisors LLC15,186$277K0.0%-7.0%0.074%
7/21/2025 Ameritas Advisory Services LLC3,489$64K0.0%N/A0.017%
7/16/2025 New Insight Wealth Advisors28,934$527K0.2%-24.1%0.140%
7/16/2025 BankPlus Wealth Management LLC49,494$901K0.6%+27.7%0.240%
5/20/2025Focus Partners Wealth45,640$816K0.0%-10.5%0.231%
5/19/2025Jane Street Group LLC133,697$2.39M0.0%+224.8%0.675%
5/16/2025 Alexis Investment Partners LLC13,100$234K0.1%N/A0.068%
5/15/2025Royal Bank of Canada172,073$3.08M0.0%+1.8%0.889%
5/15/2025OLD Mission Capital LLC14,385$257K0.0%N/A0.074%
5/14/2025Ameriprise Financial Inc.5,945,896$106.31M0.0%-12.9%30.728%
5/12/2025SouthState Corp6,493$116K0.0%N/A0.034%
5/8/2025Collaborative Wealth Managment Inc.45,828$819K0.4%-6.2%0.237%
5/8/2025First Foundation Advisors41,639$745K0.0%-6.8%0.215%
5/7/2025LPL Financial LLC1,057,223$18.90M0.0%+15.7%5.464%
5/6/2025Cetera Investment Advisers81,902$1.46M0.0%+14.2%0.423%
5/1/2025Acorn 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%
4/29/2025Envestnet Asset Management Inc.109,336$1.96M0.0%+1.5%0.565%
4/29/2025OneDigital Investment Advisors LLC40,178$718K0.0%-12.3%0.208%
4/25/2025Westside Investment Management Inc.4,000$72K0.0%N/A0.021%
4/25/2025 BankPlus Wealth Management LLC38,769$693K0.5%+31.9%0.200%
4/23/2025HBK Sorce Advisory LLC35,958$643K0.0%-28.0%0.175%
4/22/20255T 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%
4/14/2025Millington Financial Advisors LLC61,400$1.08M0.7%+3.4%0.300%
2/17/2025 NorthRock Partners LLC15,400$270K0.0%N/A0.067%
2/17/2025Focus 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%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

Discover the under-the-radar project I believe will skyrocket as a result.
2/14/2025OneDigital 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%
2/13/2025Envestnet 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%
2/10/2025HBK 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%
2/5/2025 Morgan Dempsey Capital Management LLC2,829$50K0.0%N/A0.012%
2/4/2025Acorn Wealth Advisors LLC66,060$1.16M0.5%-5.8%0.288%
2/4/2025Millington 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%
12/26/2024JPMorgan 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%
11/13/2024Acorn Wealth Advisors LLC70,135$1.30M0.6%+14.8%0.306%
11/6/2024OneDigital 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%
8/8/2024Envestnet Asset Management Inc.111,385$1.97M0.0%+9.5%0.486%
8/8/2024HBK 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%
7/30/2024Millington Financial Advisors LLC48,081$848K0.6%+1.7%0.210%
7/29/2024 Ameritas Advisory Services LLC18,209$321K0.0%-18.8%0.080%
7/26/2024Walkner 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%
5/9/2024HBK 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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
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%
(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, 61 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 Columbia Diversified Fixed Income Allocation ETF's institutional investors.

What percentage of Columbia Diversified Fixed Income Allocation ETF's stock is owned by institutional investors?

2.16% of Columbia Diversified Fixed Income Allocation ETF's stock is owned by institutional investors. Learn more on DIAL's institutional investor holdings.

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

Of the 52 institutional investors that purchased Columbia Diversified Fixed Income Allocation ETF's 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), Jane Street Group LLC ($177.60K), and Prentice Wealth Management LLC ($164.89K).

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

Institutional investors have bought a total of 1,854,612 shares in the last 24 months. This purchase volume represents approximately $33.09M in transactions.

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

Of the 16 institutional investors that sold Columbia Diversified Fixed Income Allocation ETF's 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), Bank of America Corp DE ($263.32K), Wells Fargo & Company MN ($86.95K), HBK Sorce Advisory LLC ($77.26K), New Insight Wealth Advisors ($44.07K), and OneDigital Investment Advisors LLC ($29.60K).

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

Institutional investors have sold a total of 1,950,430 shares in the last 24 months. This volume of shares sold represents approximately $34.73M in transactions.


Related Companies

This page (NYSEARCA:DIAL) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored
One stock to replace Nvidia
I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce compet...
InvestorPlace | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored
Alien rocks potentially worth trillions…
It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 tri...
Porter & Company | Sponsored
Trump’s crypto advisor may have revealed the next big crypto opportunity
While investors chase Bitcoin toward $100K, D.C. insiders are quietly loading up on something else. One of Tru...
Weiss Ratings | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Too busy to trade? Good.
Too busy to trade? That might be your edge. This after-hours strategy is built for people who don’t sit at ...
Timothy Sykes | Sponsored