DIAL institutional holders

COLUMBIA ETF TR I · 13F, 2026Q2

Managers holding51
Shares held14,634,367
Reported value$265.9m
Quarter flows3 new, 19 added, 18 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AMERIPRISE FINANCIAL INC6,247,687$113.5m0.0%
LPL Financial LLC2,456,861$44.6m0.0%
BANK OF AMERICA CORP /DE/922,605$16.8m0.0%
MORGAN STANLEY871,399$15.8m0.0%
WELLS FARGO & COMPANY/MN829,612$15.1m0.0%
UBS Group AG685,843$12.5m0.0%
Convergence Financial, LLC680,631$12.4m1.0%
ROYAL BANK OF CANADA356,840$6.5m0.0%
Hobart Private Capital, LLC240,211$4.4m0.7%
Concurrent Investment Advisors, LLC209,952$3.8m0.0%
CITADEL ADVISORS LLC113,876$2.1m0.0%
Private Advisor Group, LLC93,343$1.7m0.0%
BankPlus Wealth Management LLC84,891$1.5m0.7%
New Insight Wealth Advisors79,842$1.5m0.4%
Millington Financial Advisors, LLC74,234$1.3m0.5%
Pine Valley Investments Ltd Liability Co67,979$1.2m0.0%
RAYMOND JAMES FINANCIAL INC66,218$1.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC60,415$1.1m0.0%
Cambridge Investment Research Advisors, Inc.51,828$942,0000.0%
JANE STREET GROUP, LLC38,624$701,7980.0%
Acorn Wealth Advisors, LLC38,384$697,4370.2%
Cetera Investment Advisers36,616$665,3050.0%
FIRST FOUNDATION ADVISORS35,383$642,9160.0%
Focus Partners Wealth34,564$628,0180.0%
OSAIC HOLDINGS, INC.33,530$609,2390.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DIAL"). DIAL price history · All 13F data

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