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Disclosery

DIAL COLUMBIA ETF TR I

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DIVERSIFID FXD (fund)

52 managers (52 13F filers) reported a position in DIAL shares at 2026-06-30, 14,608,453 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
52
13F filers
52
New
2
Added
19
Reduced
18
Sold out
3
Shares held by filers
14,608,453

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,247,687$114M0.02%-4,32013F-HRTimelineGroup
LPL Financial LLC2,456,861$44.6M0.01%+145,45513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/922,605$16.8M<0.01%-310,92613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY871,399$15.8M<0.01%-17,33213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN829,612$15.1M<0.01%+34,40013F-HRTimelineGroup
UBS Group AGin group UBS Group AG685,843$12.5M<0.01%+39,08513F-HRTimelineGroup
Convergence Financial, LLC680,631$12.4M0.98%+12,29313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA356,840$6.48M<0.01%+121,64713F-HRTimelineGroup
Hobart Private Capital, LLC240,211$4.36M0.75%-140,91613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…209,952$3.81M0.03%+195,41113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC113,876$2.07M<0.01%-461,62513F-HRTimelineGroup
Private Advisor Group, LLC93,343$1.7M0.01%+4,73113F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department84,891$1.54M0.69%+8,79913F-HRTimelineGroup
New Insight Wealth Advisors79,842$1.45M0.43%-5,20113F-HRTimeline
Millington Financial Advisors, LLC74,234$1.34M0.53%+5,32613F-HRTimeline
Pine Valley Investments Ltd Liability Co67,979$1.24M0.05%-754,95813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,218$1.2M<0.01%+7,20113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC60,415$1.1M<0.01%+7,25213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,624$702K<0.01%-37,05213F-HRTimelineGroup
Acorn Wealth Advisors, LLC38,384$697K0.17%-4,76113F-HRTimeline
Cetera Investment Advisers36,616$665K<0.01%-6,75213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS35,383$643K0.02%-17,02213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth34,564$628K<0.01%+74213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,530$609K<0.01%+73013F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV32,919$598K0.04%+1013F-HRTimeline
Cambridge Investment Research Advisors,…25,914$471K<0.01%+42513F-HR/ATimeline
HBK Sorce Advisory LLC23,690$426K0.01%013F-HRTimeline
Walkner Condon Financial Advisors LLC22,885$416K0.05%+1,60013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,287$405K<0.01%-169,73913F-HRTimelineGroup
NorthRock Partners, LLC15,400$280K<0.01%013F-HRTimeline
Waverly Advisors, LLC14,454$263K<0.01%-30013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,877$253K<0.01%+2,53413F-HRTimelineGroup
5T Wealth, LLC13,486$245K0.09%+2,53413F-HRTimeline
OneDigital Investment Advisors LLC13,119$238K<0.01%-66913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,490$209K<0.01%-2,36713F-HRTimelineGroup
Advisory Services Network, LLC10,028$182K<0.01%-1,12313F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC6,888$125K0.05%013F-HRTimeline
Global Retirement Partners, LLC5,391$98K<0.01%13F-HRTimeline
Westside Investment Management, Inc.4,000$72.7K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC3,563$64.7K0.02%+113F-HRTimeline
Synergy Investment Management, LLC2,538$46.1K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,807$32.8K<0.01%-77113F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,683$30.6K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…916$16.6K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc776$14.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.763$13.9K<0.01%-30013F-HRTimeline
Farther Finance Advisors, LLC747$13.6K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC150$2.73K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC84$1.53K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd43$781<0.01%new13F-HRTimeline
IFP Advisors, Inc15$273<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.