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Columbia Diversified Fixed Income Allocation ETF (DIAL) Institutional Ownership

Columbia Diversified Fixed Income Allocation ETF logo
$17.39 -0.08 (-0.46%)
Closing price 04:10 PM Eastern
Extended Trading
$17.39 0.00 (-0.03%)
As of 07:30 PM Eastern
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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)
23
Total
Institutional Inflows
(last 12 months)
$70.73M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$45.61M
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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
9/23/2026 Envestnet Asset Management Inc.11,490$209K0.0%-17.1%0.053%
9/2/2026 Citadel Advisors LLC113,876$2.07M0.0%-80.2%0.527%
8/22/2026 Concurrent Investment Advisors LLC209,952$3.82M0.0%+1,343.9%0.972%
8/21/2026 Acorn Wealth Advisors LLC38,384$697K0.2%-11.0%0.178%
7/6/2026 Hobart Private Capital LLC240,211$4.37M0.7%-37.0%1.112%
6/8/2026 Pine Valley Investments Ltd Liability Co822,937$14.88M0.7%-43.1%3.547%
5/19/2026 Bank of America Corp DE1,233,531$22.30M0.0%+33.6%5.317%
5/18/2026 Royal Bank of Canada235,193$4.25M0.0%+13.9%1.014%
5/15/2026 Waverly Advisors LLC14,754$267K0.0%-6.6%0.064%
5/13/2026 Cetera Investment Advisers43,368$784K0.0%-3.1%0.187%
4/28/2026 Walkner Condon Financial Advisors LLC21,285$385K0.1%+19.7%0.095%
4/27/2026 Private Advisor Group LLC88,612$1.60M0.0%-3.5%0.396%
2/17/2026 Cetera Investment Advisers44,771$822K0.0%-20.1%0.185%
2/17/2026 Osaic Holdings Inc.33,231$610K0.0%-37.6%0.137%
2/17/2026 Advisory Services Network LLC10,066$185K0.0%+28.6%0.042%
2/17/2026 Royal Bank of Canada206,502$3.79M0.0%+22.4%0.853%
2/16/2026 MML Investors Services LLC16,236$298K0.0%N/A0.067%
2/13/2026 Kestra Advisory Services LLC8,300$152K0.0%N/A0.034%
2/13/2026 Wells Fargo & Company MN605,222$11.11M0.0%-62.9%2.501%
2/12/2026 Commonwealth Equity Services LLC35,122$645K0.0%+37.7%0.145%
2/11/2026 LPL Financial LLC2,183,465$40.08M0.0%+75.6%9.023%
2/11/2026 SouthState Bank Corp2,578$47K0.0%-21.7%0.011%
2/11/2026 Convergence Financial LLC326,547$5.99M0.9%+3.6%1.349%
2/10/2026 Goldman Sachs Group Inc.749,943$13.77M0.0%N/A3.099%
2/10/2026 Acorn Wealth Advisors LLC44,845$823K0.2%-12.9%0.185%
2/9/2026 Millington Financial Advisors LLC67,349$1.24M0.6%-9.1%0.278%
2/9/2026 Collaborative Wealth Managment Inc.30,665$563K0.2%-5.2%0.127%
2/9/2026 HBK Sorce Advisory LLC23,690$437K0.0%-31.1%0.098%
2/4/2026 BankPlus Wealth Management LLC58,402$1.07M0.6%+14.0%0.241%
2/2/2026 Cornerstone Planning Group LLC8,633$159K0.0%N/A0.036%
1/29/2026 UBS Group AG601,390$11.04M0.0%-1.1%2.485%
1/29/2026 Concurrent Investment Advisors LLC13,791$253K0.0%-5.9%0.057%
1/27/2026 Mainstay Capital Management LLC ADV27,821$511K0.0%+134.9%0.115%
1/27/2026 5T Wealth LLC10,986$202K0.1%N/A0.045%
1/27/2026 Hobart Private Capital LLC312,109$5.73M1.1%+2.5%1.290%
1/21/2026 Walkner Condon Financial Advisors LLC17,785$326K0.0%+5.9%0.075%
12/10/2025 Mainstay Capital Management LLC ADV11,846$219K0.0%N/A0.053%
11/19/2025Sunbelt Securities Inc.1,394$26K0.0%N/A0.006%
11/18/2025 Advisory Services Network LLC7,830$144K0.0%N/A0.035%
11/17/2025 First Foundation Advisors56,448$1.04M0.0%-5.5%0.251%
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11/17/2025 Focus Partners Wealth42,147$778K0.0%-8.1%0.187%
11/17/2025 Bank of America Corp DE897,722$16.56M0.0%-2.9%3.990%
11/17/2025 Ameriprise Financial Inc.6,619,968$122.14M0.0%+13.8%29.422%
11/14/2025 Raymond James Financial Inc.43,492$802K0.0%-5.0%0.193%
11/13/2025 UBS Group AG608,235$11.22M0.0%+0.8%2.703%
11/13/2025 Private Advisor Group LLC19,194$354K0.0%N/A0.085%
11/12/2025 Choreo LLC11,772$217K0.0%N/A0.052%
11/10/2025 OneDigital Investment Advisors LLC14,219$262K0.0%-61.4%0.063%
11/10/2025 Convergence Financial LLC315,253$5.82M0.9%N/A1.401%
11/7/2025 Collaborative Wealth Managment Inc.32,354$597K0.2%-5.3%0.144%
11/5/2025 SouthState Bank Corp3,293$61K0.0%-28.0%0.015%
11/5/2025 Envestnet Asset Management Inc.13,897$256K0.0%-87.3%0.062%
10/31/2025 Acorn Wealth Advisors LLC51,504$950K0.3%-11.6%0.234%
10/30/2025 Millington Financial Advisors LLC74,102$1.36M0.7%+4.7%0.337%
10/30/2025 BankPlus Wealth Management LLC51,216$945K0.6%+3.5%0.233%
10/29/2025 New Insight Wealth Advisors30,502$563K0.2%+5.4%0.139%
10/29/2025 Walkner Condon Financial Advisors LLC16,790$310K0.0%+5.7%0.076%
10/16/2025 HBK Sorce Advisory LLC34,361$634K0.0%-4.4%0.157%
10/14/2025 HBK Sorce Advisory LLC34,361$632K0.0%-4.4%0.158%
10/1/2025 Hobart Private Capital LLC304,616$5.62M1.2%N/A1.457%
9/4/2025 Osaic Holdings Inc.53,123$967K0.0%-7.7%0.254%
8/15/2025 Bank of America Corp DE924,879$16.84M0.0%-2.5%4.425%
8/15/2025 Ameriprise Financial Inc.5,814,816$105.89M0.0%-2.2%27.822%
8/14/2025 Jane Street Group LLC35,848$653K0.0%-73.2%0.172%
8/14/2025 Raymond James Financial Inc.45,758$833K0.0%+2.4%0.219%
8/13/2025 Millington Financial Advisors LLC70,761$1.28M0.6%+15.2%0.339%
8/12/2025 JPMorgan Chase & Co.10,742$196K0.0%-18.2%0.051%
8/8/2025 Collaborative Wealth Managment Inc.34,178$622K0.3%-25.4%0.166%
8/8/2025 Cetera Investment Advisers84,809$1.54M0.0%+3.5%0.412%
8/6/2025 SouthState Corp4,572$83K0.0%-29.6%0.022%
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%
7/25/2025Atria 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%
5/16/2025Alexis 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%
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5/1/2025Acorn Wealth Advisors LLC58,387$1.04M0.4%-11.6%0.302%
4/30/2025Rehmann Capital Advisory Group107,132$1.92M0.1%+5.9%0.554%
4/30/2025New 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%
4/25/2025BankPlus 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%
4/22/2025Cambridge Investment Research Advisors Inc.22,626$405K0.0%+4.6%0.110%


DIAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 institutional investors and hedge funds held shares of Columbia Diversified Fixed Income Allocation ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($122.14M), LPL Financial LLC ($40.08M), Bank of America Corp DE ($22.30M), Pine Valley Investments Ltd Liability Co ($14.88M), Goldman Sachs Group Inc. ($13.77M), Wells Fargo & Company MN ($11.11M), and UBS Group AG ($11.04M).Learn more on Columbia Diversified Fixed Income Allocation ETF's 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.

Of the 48 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: LPL Financial LLC ($1.31M), Ameriprise Financial Inc. ($1.11M), Goldman Sachs Group Inc. ($749.94K), Pine Valley Investments Ltd Liability Co ($351.31K), Convergence Financial LLC ($326.55K), Hobart Private Capital LLC ($312.11K), and Bank of America Corp DE ($310.19K).

Institutional investors have bought a total of 3,853,416 shares in the last 24 months. This purchase volume represents approximately $70.73M in transactions.

Of the 21 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: Wells Fargo & Company MN ($1.03M), Pine Valley Investments Ltd Liability Co ($624.49K), Citadel Advisors LLC ($461.63K), Hobart Private Capital LLC ($140.92K), Envestnet Asset Management Inc. ($97.91K), Bank of America Corp DE ($27.16K), and OneDigital Investment Advisors LLC ($22.62K).

Institutional investors have sold a total of 2,500,159 shares in the last 24 months. This volume of shares sold represents approximately $45.61M in transactions.


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Institutional ownership data for NYSEARCA:DIAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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