COLUMBIA DIVERS FIX INC ETF DIAL
$18.11
+0.2% 52w: $17.13 – $18.29
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data17.1317.7118.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
54
-1 QoQ
13F value
$288.6M
-0.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DIAL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | Bank broker | 6.3M | $113.0M | 0.0% | -5.9% |
| LPL Financial LLC | Bank broker | 2.3M | $41.8M | 0.0% | +5.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $22.3M | 0.0% | +33.6% |
| MORGAN STANLEY | Bank broker | 888.7K | $16.1M | 0.0% | -3.5% |
| Pine Valley Investments Ltd Liability Co | Other | 822.9K | $14.9M | 0.7% | -43.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 795.2K | $14.4M | 0.0% | +31.4% |
| Convergence Financial, LLC | Wealth advisor | 668.3K | $12.1M | 1.3% | +104.7% |
| UBS Group AG | Bank broker | 646.8K | $11.7M | 0.0% | +7.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 575.5K | $10.4M | 0.0% | New |
| Hobart Private Capital, LLC | Wealth advisor | 381.1K | $6.9M | 1.4% | +22.1% |
| ROYAL BANK OF CANADA | Bank broker | 235.2K | $4.3M | 0.0% | +13.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 192.0K | $3.5M | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 88.6K | $1.6M | 0.0% | -3.5% |
| New Insight Wealth Advisors | Wealth advisor | 85.0K | $1.5M | 0.6% | +8.4% |
| BankPlus Wealth Management LLC | Wealth advisor | 76.1K | $1.4M | 0.7% | +30.3% |
| JANE STREET GROUP, LLC | Market maker | 75.7K | $1.4M | 0.0% | New |
| Millington Financial Advisors, LLC | Wealth advisor | 68.9K | $1.3M | 0.5% | +2.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 59.0K | $1.1M | 0.0% | +26.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 53.2K | $961K | 0.0% | +51.4% |
| FIRST FOUNDATION ADVISORS | Other | 52.4K | $947K | 0.0% | 0.0% |
| Cetera Investment Advisers | Wealth advisor | 43.4K | $784K | 0.0% | -3.1% |
| Acorn Wealth Advisors, LLC | Wealth advisor | 43.1K | $780K | 0.2% | -3.8% |
| Focus Partners Wealth | Wealth advisor | 33.8K | $612K | 0.0% | -17.5% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | Wealth advisor | 32.9K | $595K | 0.0% | +18.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 32.8K | $593K | 0.0% | -1.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 25.5K | $461K | 0.0% | +15.5% |
| HBK Sorce Advisory LLC | Wealth advisor | 23.7K | $432K | 0.0% | Held |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 21.3K | $385K | 0.1% | +19.7% |
| NorthRock Partners, LLC | Wealth advisor | 15.4K | $278K | 0.0% | Held |
| Waverly Advisors, LLC | Wealth advisor | 14.8K | $267K | 0.0% | -6.6% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 14.5K | $263K | 0.0% | +5.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 13.9K | $251K | 0.0% | +1.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 13.8K | $249K | 0.0% | +0.1% |
| WealthPlan Investment Management, LLC | Wealth advisor | 11.8K | $213K | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 11.3K | $204K | 0.0% | +7.5% |
| Advisory Services Network, LLC | Diversified mechanical | 11.2K | $202K | 0.0% | +10.8% |
| 5T Wealth, LLC | Wealth advisor | 11.0K | $198K | 0.1% | -0.3% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC ★2 | Fundamental diversified | 6.9K | $125K | 0.1% | Held |
| Westside Investment Management, Inc. | Diversified mechanical | 4.0K | $72K | 0.0% | Held |
| Owl Creek Wealth Partners LLC | Wealth advisor | 3.6K | $64K | 0.0% | — |
| SouthState Bank Corp | Diversified mechanical | 2.6K | $47K | 0.0% | Held |
| Synergy Investment Management, LLC | Wealth advisor | 2.5K | $46K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.7K | $30K | 0.0% | Held |
| Sunbelt Securities, Inc. | Diversified mechanical | 1.2K | $21K | 0.0% | +0.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.1K | $19K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 916 | $17K | 0.0% | New |
| Glass Jacobson Investment Advisors llc | Wealth advisor | 776 | $14K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 573 | $10K | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 542 | $10K | 0.0% | New |
| FMR LLC | Long only active | 150 | $3K | 0.0% | Held |
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