Skip to content
Disclosery

DIAL COLUMBIA ETF TR I

Follow

DIVERSIFID FXD (fund)

54 managers (54 13F filers) reported a position in DIAL shares at 2024-12-31, 14,381,392 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
54
13F filers
54
New
4
Added
20
Reduced
18
Sold out
9
Shares held by filers
14,381,392

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 INC6,827,937$120M0.03%+309,58013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co1,280,287$22.4M1.47%+169,09513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,055,371$18.5M<0.01%+60,77213F-HR/ATimelineGroup
LPL Financial LLC913,817$16M0.01%+228,88813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/852,929$15M<0.01%-263,32013F-HRTimelineGroup
UBS Group AGin group UBS Group AG599,295$10.5M<0.01%-13,63513F-HRTimelineGroup
Prentice Wealth Management LLC546,190$9.57M2.77%+28,99713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN485,720$8.51M<0.01%-86,95413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO225,896$3.96M<0.01%+12713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA169,050$2.96M<0.01%+5,88413F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV138,783$2.43M1.65%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC107,742$1.89M<0.01%+3,83313F-HRTimelineGroup
Rehmann Capital Advisory Group101,159$1.77M0.11%+2,45713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC86,779$1.52M<0.01%+53,85613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,322$1.43M<0.01%+5,41113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC73,772$1.29M<0.01%+10,04013F-HRTimeline
Cetera Investment Advisers71,739$1.26M<0.01%-1,15513F-HRTimeline
Acorn Wealth Advisors, LLC66,060$1.16M0.48%-4,07513F-HRTimeline
Millington Financial Advisors, LLC59,371$1.05M0.61%+8,88813F-HRTimeline
New Insight Wealth Advisors52,738$924K0.46%-20,26313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth50,976$894K<0.01%+21,91613F-HR/ATimelineGroup
HBK Sorce Advisory LLC49,944$876K0.03%-13,23813F-HRTimeline
Collaborative Wealth Managment Inc.48,880$857K0.39%-2,10213F-HRTimeline
OneDigital Investment Advisors LLC45,825$803K0.01%-6,60113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS44,660$783K0.03%-1,04413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,166$722K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,343$672K<0.01%13F-HR/ATimelineGroup
Kaydan Wealth Management, Inc.33,825$593K0.2%+11,65313F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department29,399$515K0.38%13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,299$408K<0.01%new13F-HRTimelineGroup
Accelerate Investment Advisors LLC22,563$396K0.35%-2813F-HRTimeline
Cambridge Investment Research Advisors,…21,629$379K<0.01%+6,05813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,701$293K0.01%013F-HRTimelineGroup
Atria Wealth Solutions, Inc.16,014$281K<0.01%-60513F-HRTimeline
Walkner Condon Financial Advisors LLC15,610$274K0.06%-27013F-HRTimeline
NorthRock Partners, LLC15,400$270K0.01%013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,341$234K<0.01%+3313F-HRTimelineGroup
WealthPlan Investment Management, LLC11,753$206K0.02%new13F-HRTimeline
Lifeworks Advisors, LLC11,724$206K0.04%-29513F-HRTimeline
Janney Montgomery Scott LLC11,135$195K<0.01%+50713F-HRTimeline
Global Retirement Partners, LLC5,629$98.7K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,329$94K0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC2,829$49.6K0.02%new13F-HRTimeline
Glass Jacobson Investment Advisors llc2,533$44.4K0.01%+49513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…1,785$31.3K<0.01%-39513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,063$18.6K<0.01%-2,24013F-HRTimeline
COMERICA BANK916$16.1K<0.01%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC778$13.6K<0.01%-11213F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…671$11.8K<0.01%+17513F-HRTimeline
Parallel Advisors, LLC600$10.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC573$10K<0.01%-38813F-HRTimelineGroup
WPG Advisers, LLC350$6.14K0.01%13F-HRTimeline
FMR LLCin group FMR LLC150$2.63K<0.01%013F-HRTimelineGroup
PSI Advisors, LLC42$736<0.01%013F-HRTimeline