Who Owns Columbia Diversified Fixed Income Allocation ETF (DIAL)?Hedge Fund & Institutional Holders

$18.16+0.07 (+0.37%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1900000015000001e+228T

% of Float Held

—

QoQ Change in Holders

+10 / -4

Price History

$17.36$17.67$17.98$18.29$18.61Sep 24Jun 25Mar 26

DIAL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+26K+$16.0B
GOLDMAN SACHS GROUP INCNew Position+750K+$13.0B
New Insight Wealth AdvisorsNew Position+78K+$1.4B
Millington Financial Advisors, LLCNew Position+67K+$1.2B
BankPlus Wealth Management LLCNew Position+58K+$1.1B
Acorn Wealth Advisors, LLCNew Position+45K+$823.0M
Private Advisor Group, LLCIncreased+73K+$645.9M
Walkner Condon Financial Advisors LLCNew Position+18K+$326.0M
MAINSTAY CAPITAL MANAGEMENT LLC /ADVIncreased+16K+$291.4M
WealthPlan Investment Management, LLCNew Position+12K+$215.0M
5T Wealth, LLCNew Position+11K+$201.0M
Convergence Financial, LLCIncreased+11K+$176.6M
Cornerstone Planning Group LLCNew Position+9K+$159.0M
Hobart Private Capital, LLCIncreased+7K+$107.8M
Westside Investment Management, Inc.New Position+4K+$73.0M

DIAL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-1.0M-$20.1B
Cetera Investment AdvisersDecreased-11K-$1.0B
OSAIC HOLDINGS, INC.Decreased-20K-$976.1M
Focus Partners WealthDecreased-1K-$777.6M
HBK Sorce Advisory LLCDecreased-11K-$631.9M
OneDigital Investment Advisors LLCDecreased-441-$262.3M
CHOREO, LLCClosed Position-12K-$217.2M
JANE STREET GROUP, LLCClosed Position-10K-$189.1M
UBS Group AGDecreased-7K-$184.9M
Alexis Investment Partners, LLCClosed Position-8K-$153.1M
FIRST FOUNDATION ADVISORSDecreased-4K-$80.5M
Collaborative Wealth Managment Inc.Decreased-2K-$34.9M
Steward Partners Investment Advisory, LLCDecreased-102-$32.9M
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Closed Position-2K-$28.1M
Sunbelt Securities, Inc.Decreased-230-$4.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC6,521,771$119.0B26.89%Share
2BANK OF AMERICA CORP /DE/868,148$15.0B1.09%Share
3GOLDMAN SACHS GROUP INC749,943$13.0B1.60%Share
4UBS Group AG600,793$11.0B1.79%Share
5Convergence Financial, LLC326,547$6.0B0.87%Share
6Hobart Private Capital, LLC311,382$5.7B1.12%Share
7WELLS FARGO & COMPANY/MN318,502$5.0B0.91%Share
8WELLS FARGO & COMPANY/MN286,720$5.0B0.91%Share
9ROYAL BANK OF CANADA206,184$3.0B0.49%Share
10AMERIPRISE FINANCIAL INC120,323$2.0B0.45%Share
11New Insight Wealth Advisors78,489$1.4B0.51%Share
12Millington Financial Advisors, LLC67,349$1.2B0.55%Share
13BankPlus Wealth Management LLC58,402$1.1B0.59%Share
14BANK OF AMERICA CORP /DE/55,193$1.0B0.07%Share
15Private Advisor Group, LLC91,820$1.0B4.70%Share
16FIRST FOUNDATION ADVISORS52,404$961.0M0.04%Share
17Acorn Wealth Advisors, LLC44,845$823.0M0.25%Share
18Collaborative Wealth Managment Inc.30,665$562.0M0.20%Share
19MAINSTAY CAPITAL MANAGEMENT LLC /ADV27,821$510.0M0.04%Share
20Walkner Condon Financial Advisors LLC17,785$326.0M0.05%Share
21WealthPlan Investment Management, LLC11,756$215.0M0.01%Share
225T Wealth, LLC10,986$201.0M0.08%Share
23Cornerstone Planning Group LLC8,633$159.0M0.02%Share
24MORGAN DEMPSEY CAPITAL MANAGEMENT LLC6,888$126.0M0.06%Share
25Westside Investment Management, Inc.4,000$73.0M0.01%Share
26SouthState Bank Corp2,578$47.0M0.00%Share
27LPL Financial LLC2,183,465$40.0M0.01%Share
28Sunbelt Securities, Inc.1,164$21.0M0.00%Share
29COMERICA BANK916$16.0M0.06%Share
30MORGAN STANLEY921,129$16.0M0.00%Share
31Glass Jacobson Investment Advisors llc776$14.0M0.01%Share
32Hobart Private Capital, LLC727$13.0M0.00%Share
33UBS Group AG597$10.0M0.00%Share
34THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.119$2.0M0.00%Share
35WPG Advisers, LLC84$1.0M0.00%Share
36Concurrent Investment Advisors, LLC11,851$217K0.00%Share
37Boreal Capital Management LLC2,500$46K0.04%Share
38Concurrent Investment Advisors, LLC1,940$35K0.00%Share
39HARBOUR INVESTMENTS, INC.1,063$19K0.00%Share
40CWM, LLC573$11K0.00%Share
41IFP Advisors, Inc15$00.00%Share
42OneDigital Investment Advisors LLC13,778$00.00%Share
43Advisory Services Network, LLC10,066$00.00%Share
44HBK Sorce Advisory LLC23,690$00.00%Share
45RAYMOND JAMES FINANCIAL INC6,046$00.00%Share
46RAYMOND JAMES FINANCIAL INC40,683$00.00%Share
47FMR LLC150$00.00%Share
48Steward Partners Investment Advisory, LLC1,683$00.00%Share
49MML INVESTORS SERVICES, LLC16,236$00.00%Share
50Cetera Investment Advisers44,771$00.00%Share

DIAL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202553$194.6B+16
Q3 202537$209.3B-13
Q2 202550$198.7B-2
Q1 202552$202.1B+7
Q4 202445$863.2B+6
Q3 202439$36.0T-4
Q2 202443$28.0T+1
Q1 202442$29.1T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DIAL (Columbia Diversified Fixed Income Allocation ETF). The largest holder is AMERIPRISE FINANCIAL INC with $119.0B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own DIAL?

As of Q4 2025, 50 institutional investors report holding DIAL (Columbia Diversified Fixed Income Allocation ETF) in their 13F filings.

Who is the largest institutional holder of DIAL?

The largest institutional holder of DIAL is AMERIPRISE FINANCIAL INC with $119.0B in shares.

Is institutional ownership of DIAL increasing or decreasing?

This quarter, 10 institutions opened new positions in DIAL and 4 closed their positions.