COLUMBIA ETF TR I (DIAL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
52
Reporting holders
$265.0M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $113.5M | 6,247,687 | 0.02% | 31q | -50.0%-$113.7M |
| LPL Financial LLC | $44.6M | 2,456,861 | 0.01% | 31q | +6.3%+$2.6M |
| BANK OF AMERICA CORP /DE/ | $16.8M | 922,605 | 0.00% | 31q | -25.2%-$5.6M |
| MORGAN STANLEY | $15.8M | 871,399 | 0.00% | 28q | -2.0%-$314.9K |
| WELLS FARGO & COMPANY/MN | $15.1M | 829,612 | 0.00% | 31q | -47.8%-$13.8M |
| UBS Group AG | $12.5M | 685,843 | 0.00% | 30q | +6.0%+$710.2K |
| Convergence Financial, LLC | $12.4M | 680,631 | 0.98% | 4q | +1.8%+$223.4K |
| ROYAL BANK OF CANADA | $6.5M | 356,840 | 0.00% | 31q | +51.7%+$2.2M |
| Hobart Private Capital, LLC | $4.4M | 240,211 | 0.75% | 4q | -37.0%-$2.6M |
| Concurrent Investment Advisors, LLC | $3.8M | 209,952 | 0.03% | 9q | +1343.9%+$3.6M |
| CITADEL ADVISORS LLC | $2.1M | 113,876 | 0.00% | 2q | -80.2%-$8.4M |
| Private Advisor Group, LLC | $1.7M | 93,343 | 0.01% | 4q | +5.3%+$86.0K |
| BankPlus Wealth Management LLC | $1.5M | 84,891 | 0.69% | 7q | +11.6%+$159.9K |
| New Insight Wealth Advisors | $1.5M | 79,842 | 0.43% | 11q | -6.1%-$94.5K |
| Millington Financial Advisors, LLC | $1.3M | 74,234 | 0.53% | 15q | +7.7%+$96.2K |
| Pine Valley Investments Ltd Liability Co | $1.2M | 67,979 | 0.05% | 13q | -95.3%-$25.1M |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 66,218 | 0.00% | 7q | +12.2%+$130.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 60,415 | 0.00% | 31q | +13.6%+$131.8K |
| JANE STREET GROUP, LLC | $701.8K | 38,624 | 0.00% | 2q | -49.0%-$673.2K |
| Acorn Wealth Advisors, LLC | $697.4K | 38,384 | 0.17% | 11q | -11.0%-$86.5K |
| Cetera Investment Advisers | $665.3K | 36,616 | 0.00% | 10q | -15.6%-$122.7K |
| FIRST FOUNDATION ADVISORS | $642.9K | 35,383 | 0.02% | 25q | -32.5%-$309.3K |
| Focus Partners Wealth | $628.0K | 34,564 | 0.00% | 11q | +2.2%+$13.5K |
| OSAIC HOLDINGS, INC. | $609.2K | 33,530 | 0.00% | 26q | +2.2%+$13.3K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $598.1K | 32,919 | 0.04% | 4q | HELD |
| HBK Sorce Advisory LLC | $425.8K | 23,690 | 0.01% | 14q | HELD |
| Walkner Condon Financial Advisors LLC | $415.6K | 22,885 | 0.05% | 12q | +7.5%+$29.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $405.0K | 22,287 | 0.00% | 2q | -88.4%-$3.1M |
| NorthRock Partners, LLC | $279.8K | 15,400 | 0.00% | 11q | HELD |
| Waverly Advisors, LLC | $262.6K | 14,454 | 0.00% | 6q | -2.0%-$5.5K |
| JPMORGAN CHASE & CO | $252.8K | 13,877 | 0.00% | 12q | +22.3%+$46.2K |
| 5T Wealth, LLC | $245.0K | 13,486 | 0.09% | 3q | +23.1%+$46.0K |
| OneDigital Investment Advisors LLC | $238.4K | 13,119 | 0.00% | 28q | -4.9%-$12.2K |
| ENVESTNET ASSET MANAGEMENT INC | $208.8K | 11,490 | 0.00% | 25q | -17.1%-$43.0K |
| Advisory Services Network, LLC | $182.2K | 10,028 | 0.00% | 4q | -10.1%-$20.4K |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $125.2K | 6,888 | 0.05% | 7q | HELD |
| Global Retirement Partners, LLC | $98.0K | 5,391 | 0.00% | 16q | -6.2%-$6.5K |
| Westside Investment Management, Inc. | $72.7K | 4,000 | 0.01% | 6q | HELD |
| Owl Creek Wealth Partners LLC | $64.7K | 3,563 | 0.02% | 2q | HELD |
| Synergy Investment Management, LLC | $46.1K | 2,538 | 0.01% | 2q | HELD |
| SouthState Bank Corp | $32.8K | 1,807 | 0.00% | 6q | -29.9%-$14.0K |
| Steward Partners Investment Advisory, LLC | $30.6K | 1,683 | 0.00% | 25q | HELD |
| FIFTH THIRD BANCORP | $16.6K | 916 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $14.1K | 776 | 0.00% | new | NEW |
| Glass Jacobson Investment Advisors llc | $14.1K | 776 | 0.00% | 14q | HELD |
| HARBOUR INVESTMENTS, INC. | $13.9K | 763 | 0.00% | 18q | -28.2%-$5.5K |
| Farther Finance Advisors, LLC | $13.6K | 747 | 0.00% | new | NEW |
| FMR LLC | $2.7K | 150 | 0.00% | 11q | HELD |
| WPG Advisers, LLC | $1.5K | 84 | 0.00% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $942 | 51,828 | 0.00% | 30q | +103.3% |
| Qube Research & Technologies Ltd | $781 | 43 | 0.00% | new | NEW |
| IFP Advisors, Inc | $273 | 15 | 0.00% | 4q | HELD |
| Strategic Wealth Partners, Ltd. | $1 | 0 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 52 | $265.0M | 14,583,315 | 3 | 15 | 20 | 0.0% |
| Q1 2026 | 54 | $400.8M | 22,164,511 | 8 | 19 | 7 | 0.0% |
| Q4 2025 | 53 | $289.8M | 15,789,985 | 6 | 16 | 20 | 0.0% |
| Q3 2025 | 52 | $272.3M | 14,760,345 | 9 | 11 | 18 | 0.0% |
| Q2 2025 | 51 | $242.9M | 13,340,915 | 4 | 14 | 15 | 0.0% |
| Q1 2025 | 49 | $224.1M | 12,537,049 | 6 | 14 | 19 | 0.0% |
| Q4 2024 | 50 | $251.1M | 14,325,259 | 4 | 15 | 17 | 0.0% |
| Q3 2024 | 52 | $261.8M | 14,165,218 | 3 | 15 | 18 | 0.0% |
| Q2 2024 | 55 | $233.2M | 13,219,849 | 5 | 17 | 18 | 0.0% |
| Q1 2024 | 57 | $318.3M | 17,897,717 | 4 | 22 | 19 | 0.0% |
| Q4 2023 | 59 | $275.1M | 15,242,415 | 8 | 19 | 22 | 0.0% |
| Q3 2023 | 57 | $232.7M | 13,826,061 | 6 | 21 | 21 | 0.0% |
| Q2 2023 | 58 | $257.1M | 14,599,264 | 4 | 18 | 22 | 0.0% |
| Q1 2023 | 66 | $270.5M | 15,144,768 | 7 | 10 | 37 | 0.0% |
| Q4 2022 | 61 | $295.1M | 17,178,584 | 5 | 12 | 33 | 0.0% |
| Q3 2022 | 66 | $365.3M | 21,806,819 | 3 | 16 | 36 | 0.0% |
| Q2 2022 | 79 | $398.5M | 22,564,046 | 7 | 17 | 47 | 0.0% |
| Q1 2022 | 92 | $666.3M | 34,204,074 | 15 | 32 | 37 | 0.0% |
| Q4 2021 | 94 | $832.6M | 38,724,239 | 14 | 42 | 22 | 0.0% |
| Q3 2021 | 75 | $761.3M | 35,641,230 | 5 | 43 | 22 | 0.0% |
| Q2 2021 | 79 | $750.2M | 34,815,116 | 9 | 44 | 19 | 0.0% |
| Q1 2021 | 75 | $576.3M | 27,290,115 | 13 | 38 | 15 | 0.0% |
| Q4 2020 | 68 | $459.6M | 20,808,733 | 22 | 30 | 12 | 0.0% |
| Q3 2020 | 46 | $243.6M | 11,324,220 | 10 | 30 | 4 | 0.0% |
| Q2 2020 | 43 | $194.7M | 9,215,187 | 11 | 18 | 10 | 0.0% |
| Q1 2020 | 36 | $139.4M | 7,017,437 | 8 | 12 | 13 | 0.0% |
| Q4 2019 | 34 | $155.3M | 7,460,911 | 4 | 17 | 4 | 0.0% |
| Q3 2019 | 28 | $123.8M | 5,955,602 | 8 | 13 | 3 | 0.0% |
| Q2 2019 | 22 | $89.5M | 4,383,721 | 6 | 7 | 3 | 0.0% |
| Q1 2019 | 16 | $99.9M | 5,018,862 | 8 | 3 | 3 | 0.0% |
| Q4 2018 | 10 | $90.7M | 4,803,910 | 0 | 0 | 0 | 0.0% |