COLUMBIA ETF TR I

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DIAL·19761L508·US·etf·Unknown - Unknown

DIVERSIFID FXD

DIAL (COLUMBIA ETF TR I) is held by 25 institutional investors as of Q1 2026. Largest holders: AMERIPRISE FINANCIAL INC ($113M), LPL Financial LLC ($41.8M), BANK OF AMERICA CORP /DE/ ($22.3M). Net institutional sentiment: Mixed.

25

Holders

Avg rating(3 Elite)

$245.4M

Total Value

62% (28)

Fund Consensus

16 buying - 10 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how DIAL's score breaks down across 4 SEC sources

Holder Quality

3

★★★★★

Elite

12

★★★★

Strong

11

★★★

Solid

2

★★

Below

0

★

Weak

Held by 25 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (25)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AMERIPRISE FINANCIAL INC	Decreased	6.3M(-5.9%)	$113M	0.0%	+4.98%	0
LPL Financial LLC	Increased	2.3M(+5.9%)	$41.8M	0.0%	+2.96%	31
BANK OF AMERICA CORP /DE/	Increased	1.2M(+33.6%)	$22.3M	0.0%	+4.96%	37
MORGAN STANLEY	Decreased	888,731(-3.5%)	$16.1M	0.0%	+9.53%	0
WELLS FARGO & COMPANY/MN	Increased	795,212(+31.4%)	$14.4M	0.0%	+3.83%	36
UBS Group AG	Increased	646,758(+7.5%)	$11.7M	0.0%	+9.28%	30
CITADEL ADVISORS LLC	New	575,501	$10.4M	0.0%	-2.23%	38
ROYAL BANK OF CANADA	Increased	235,193(+13.9%)	$4.3M	0.0%	+5.03%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	192,026	$3.5M	0.0%	-2.23%	37
Private Advisor Group, LLC	Decreased	88,612(-3.5%)	$1.6M	0.0%	-1.41%	0
JANE STREET GROUP, LLC	New	75,676	$1.4M	0.0%	-2.23%	35
RAYMOND JAMES FINANCIAL INC	Increased	59,017(+26.3%)	$1.1M	0.0%	+4.91%	31
COMMONWEALTH EQUITY SERVICES, LLC	Increased	53,163(+51.4%)	$961,190	0.0%	+1.97%	35
Cetera Investment Advisers	Decreased	43,368(-3.1%)	$784,095	0.0%	+9.98%	0
FWFocus Partners Wealth	Decreased	33,822(-17.5%)	$611,510	0.0%	+9.20%	0
OSAIC HOLDINGS, INC.	Decreased	32,800(-1.3%)	$593,024	0.0%	+10.30%	0
WAWaverly Advisors, LLC	Decreased	14,754(-6.6%)	$266,752	0.0%	+2.99%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	13,857(+1.2%)	$250,533	0.0%	+9.91%	23
OneDigital Investment Advisors LLC	Increased	13,788(+0.1%)	$249,288	0.0%	+0.34%	23
JPMORGAN CHASE & CO	Increased	11,343(+7.5%)	$203,664	0.0%	+7.37%	17

Showing 1-20 of 28

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer