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Columbia Diversified Fixed Income Allocation ETF (DIAL) Institutional Ownership

Columbia Diversified Fixed Income Allocation ETF logo
$18.10 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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)
27
Total
Institutional Inflows
(last 12 months)
$67.72M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$39.74M
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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
6/8/2026Pine Valley Investments Ltd Liability Co822,937$14.88M0.7%-43.1%3.547%
5/19/2026Bank of America Corp DE1,233,531$22.30M0.0%+33.6%5.317%
5/18/2026Royal Bank of Canada235,193$4.25M0.0%+13.9%1.014%
5/15/2026Waverly Advisors LLC14,754$267K0.0%-6.6%0.064%
5/13/2026Cetera Investment Advisers43,368$784K0.0%-3.1%0.187%
4/28/2026Walkner Condon Financial Advisors LLC21,285$385K0.1%+19.7%0.095%
4/27/2026Private Advisor Group LLC88,612$1.60M0.0%-3.5%0.396%
2/17/2026Cetera Investment Advisers44,771$822K0.0%-20.1%0.185%
2/17/2026Osaic Holdings Inc.33,231$610K0.0%-37.6%0.137%
2/17/2026Advisory Services Network LLC10,066$185K0.0%+28.6%0.042%
2/17/2026Royal Bank of Canada206,502$3.79M0.0%+22.4%0.853%
2/16/2026MML Investors Services LLC16,236$298K0.0%N/A0.067%
2/13/2026Kestra Advisory Services LLC8,300$152K0.0%N/A0.034%
2/13/2026Wells Fargo & Company MN605,222$11.11M0.0%-62.9%2.501%
2/12/2026Commonwealth Equity Services LLC35,122$645K0.0%+37.7%0.145%
2/11/2026LPL Financial LLC2,183,465$40.08M0.0%+75.6%9.023%
2/11/2026SouthState Bank Corp2,578$47K0.0%-21.7%0.011%
2/11/2026Convergence Financial LLC326,547$5.99M0.9%+3.6%1.349%
2/10/2026Goldman Sachs Group Inc.749,943$13.77M0.0%N/A3.099%
2/10/2026Acorn Wealth Advisors LLC44,845$823K0.2%-12.9%0.185%
2/9/2026Millington Financial Advisors LLC67,349$1.24M0.6%-9.1%0.278%
2/9/2026Collaborative Wealth Managment Inc.30,665$563K0.2%-5.2%0.127%
2/9/2026HBK Sorce Advisory LLC23,690$437K0.0%-31.1%0.098%
2/4/2026BankPlus Wealth Management LLC58,402$1.07M0.6%+14.0%0.241%
2/2/2026Cornerstone Planning Group LLC8,633$159K0.0%N/A0.036%
1/29/2026UBS Group AG601,390$11.04M0.0%-1.1%2.485%
1/29/2026Concurrent Investment Advisors LLC13,791$253K0.0%-5.9%0.057%
1/27/2026Mainstay Capital Management LLC ADV27,821$511K0.0%+134.9%0.115%
1/27/20265T Wealth LLC10,986$202K0.1%N/A0.045%
1/27/2026Hobart Private Capital LLC312,109$5.73M1.1%+2.5%1.290%
1/21/2026Walkner Condon Financial Advisors LLC17,785$326K0.0%+5.9%0.075%
12/10/2025Mainstay Capital Management LLC ADV11,846$219K0.0%N/A0.053%
11/19/2025Sunbelt Securities Inc.1,394$26K0.0%N/A0.006%
11/18/2025Advisory Services Network LLC7,830$144K0.0%N/A0.035%
11/17/2025First Foundation Advisors56,448$1.04M0.0%-5.5%0.251%
11/17/2025Focus Partners Wealth42,147$778K0.0%-8.1%0.187%
11/17/2025Bank of America Corp DE897,722$16.56M0.0%-2.9%3.990%
11/17/2025Ameriprise Financial Inc.6,619,968$122.14M0.0%+13.8%29.422%
11/14/2025Raymond James Financial Inc.43,492$802K0.0%-5.0%0.193%
11/13/2025UBS Group AG608,235$11.22M0.0%+0.8%2.703%
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11/13/2025Private Advisor Group LLC19,194$354K0.0%N/A0.085%
11/12/2025Choreo LLC11,772$217K0.0%N/A0.052%
11/10/2025OneDigital Investment Advisors LLC14,219$262K0.0%-61.4%0.063%
11/10/2025Convergence Financial LLC315,253$5.82M0.9%N/A1.401%
11/7/2025Collaborative Wealth Managment Inc.32,354$597K0.2%-5.3%0.144%
11/5/2025SouthState Bank Corp3,293$61K0.0%-28.0%0.015%
11/5/2025Envestnet Asset Management Inc.13,897$256K0.0%-87.3%0.062%
10/31/2025Acorn Wealth Advisors LLC51,504$950K0.3%-11.6%0.234%
10/30/2025Millington Financial Advisors LLC74,102$1.36M0.7%+4.7%0.337%
10/30/2025BankPlus Wealth Management LLC51,216$945K0.6%+3.5%0.233%
10/29/2025New Insight Wealth Advisors30,502$563K0.2%+5.4%0.139%
10/29/2025Walkner Condon Financial Advisors LLC16,790$310K0.0%+5.7%0.076%
10/16/2025HBK Sorce Advisory LLC34,361$634K0.0%-4.4%0.157%
10/14/2025HBK Sorce Advisory LLC34,361$632K0.0%-4.4%0.158%
10/1/2025Hobart Private Capital LLC304,616$5.62M1.2%N/A1.457%
9/4/2025Osaic Holdings Inc.53,123$967K0.0%-7.7%0.254%
8/15/2025Bank of America Corp DE924,879$16.84M0.0%-2.5%4.425%
8/15/2025Ameriprise Financial Inc.5,814,816$105.89M0.0%-2.2%27.822%
8/14/2025Jane Street Group LLC35,848$653K0.0%-73.2%0.172%
8/14/2025Raymond James Financial Inc.45,758$833K0.0%+2.4%0.219%
8/13/2025Millington Financial Advisors LLC70,761$1.28M0.6%+15.2%0.339%
8/12/2025JPMorgan Chase & Co.10,742$196K0.0%-18.2%0.051%
8/8/2025Collaborative Wealth Managment Inc.34,178$622K0.3%-25.4%0.166%
8/8/2025Cetera Investment Advisers84,809$1.54M0.0%+3.5%0.412%
8/6/2025SouthState Corp4,572$83K0.0%-29.6%0.022%
7/31/2025Glass Jacobson Investment Advisors llc1,781$32K0.0%-29.7%0.009%
7/30/2025Rehmann Capital Advisory Group108,387$1.97M0.1%+1.2%0.526%
7/30/2025Alexis Investment Partners LLC11,600$211K0.1%-11.5%0.056%
7/29/2025Morgan 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%
7/25/2025Concurrent Investment Advisors LLC15,186$277K0.0%-7.0%0.074%
7/21/2025Ameritas Advisory Services LLC3,489$64K0.0%N/A0.017%
7/16/2025New Insight Wealth Advisors28,934$527K0.2%-24.1%0.140%
7/16/2025BankPlus 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%
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%
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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%
4/17/2025Prentice Wealth Management LLC19,695$352K0.1%-96.4%0.096%
4/14/2025Millington Financial Advisors LLC61,400$1.08M0.7%+3.4%0.300%
2/17/2025NorthRock 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%


DIAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 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 ($382.00K), 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 3,687,644 shares in the last 24 months. This purchase volume represents approximately $67.72M in transactions.

Of the 27 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), Ameriprise Financial Inc. ($131.08K), Jane Street Group LLC ($97.85K), Envestnet Asset Management Inc. ($95.54K), Bank of America Corp DE ($50.47K), and Osaic Holdings Inc. ($24.52K).

Institutional investors have sold a total of 2,176,393 shares in the last 24 months. This volume of shares sold represents approximately $39.74M in transactions.


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This page (NYSEARCA:DIAL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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