COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF

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DIAL·19761L508·US·ETF·Unknown - Unknown

DIAL (COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF) is held by 26 institutional investors as of Q2 2026. Largest holders: AMERIPRISE FINANCIAL INC ($113.5M), LPL Financial LLC ($44.6M), BANK OF AMERICA CORP /DE/ ($16.8M). Net institutional sentiment: Mixed.

26

Holders

(2 Elite)

$234.9M

Total Value

52% (25)

Consensus

13 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)48

Insider (Form 4)43

Activist (13D/13G)61

Congressional (STOCK Act)82

Holder Quality

57

★★★★★

Elite

69

★★★★

Strong

65

★★★

Solid

23

★★

Below

22

★

Weak

Held by 26 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DIAL.

Top Holders

Top Holders (26)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AMERIPRISE FINANCIAL INC	Decreased	6.2M(-0.1%)	$113.5M	0.0%	+7.30%	0
LPL Financial LLC	Increased	2.5M(+6.3%)	$44.6M	0.0%	+4.98%	31
BANK OF AMERICA CORP /DE/	Decreased	922,605(-25.2%)	$16.8M	0.0%	+7.71%	0
MORGAN STANLEY	Decreased	871,399(-1.9%)	$15.8M	0.0%	+11.93%	0
WELLS FARGO & COMPANY/MN	Increased	829,612(+4.3%)	$15.1M	0.0%	+6.07%	29
UBS Group AG	Increased	685,843(+6.0%)	$12.5M	0.0%	+11.01%	30
ROYAL BANK OF CANADA	Increased	356,840(+51.7%)	$6.5M	0.0%	+3.34%	38
CITADEL ADVISORS LLC	Decreased	113,876(-80.2%)	$2.1M	0.0%	+1.34%	0
Private Advisor Group, LLC	Increased	93,343(+5.3%)	$1.7M	0.0%	+0.81%	27
RAYMOND JAMES FINANCIAL INC	Increased	66,218(+12.2%)	$1.2M	0.0%	+6.64%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	60,415(+13.6%)	$1.1M	0.0%	+4.00%	29
JANE STREET GROUP, LLC	Decreased	38,624(-49.0%)	$701,798	0.0%	+1.34%	0
Cetera Investment Advisers	Decreased	36,616(-15.6%)	$665,305	0.0%	+12.34%	0
FWFocus Partners Wealth	Increased	34,564(+2.2%)	$628,018	0.0%	+10.83%	25
OSAIC HOLDINGS, INC.	Increased	33,530(+2.2%)	$609,239	0.0%	+12.25%	25
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	22,287(-88.4%)	$404,955	0.0%	+1.34%	0
WAWaverly Advisors, LLC	Decreased	14,454(-2.0%)	$262,629	0.0%	+5.15%	0
JPMORGAN CHASE & CO	Increased	13,877(+22.3%)	$252,772	0.0%	+4.55%	19
OneDigital Investment Advisors LLC	Decreased	13,119(-4.8%)	$238,380	0.0%	+2.37%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	11,490(-17.1%)	$208,768	0.0%	+12.20%	0

Showing 1-20 of 28

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DIALCOLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer