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 2025-03-31, 12,645,973 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
54
13F filers
54
New
7
Added
17
Reduced
20
Sold out
6
Shares held by filers
12,645,973

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC5,945,896$106M0.03%-882,04113F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co1,241,892$22.2M1.43%-38,39513F-HRTimeline
LPL Financial LLC1,057,223$18.9M0.01%+143,40613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/948,188$17M<0.01%+95,25913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY913,960$16.3M<0.01%-141,41113F-HRTimelineGroup
UBS Group AGin group UBS Group AG596,106$10.7M<0.01%-3,18913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN451,455$8.07M<0.01%-34,26513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA172,073$3.08M<0.01%+3,02313F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC133,697$2.39M<0.01%+92,53113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC109,336$1.95M<0.01%+1,59413F-HRTimelineGroup
Rehmann Capital Advisory Group107,132$1.92M0.12%+5,97313F-HRTimeline
Cetera Investment Advisers81,902$1.46M<0.01%+10,16313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,087$1.32M<0.01%+31513F-HRTimeline
Millington Financial Advisors, LLC61,400$1.07M0.66%+2,02913F-HRTimeline
Acorn Wealth Advisors, LLC58,387$1.04M0.43%-7,67313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,578$1.03M<0.01%-23,74413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,408$991K<0.01%-31,37113F-HRTimelineGroup
Collaborative Wealth Managment Inc.45,828$819K0.38%-3,05213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth45,640$816K<0.01%-5,33613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,698$799K<0.01%+6,35513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS41,639$745K0.03%-3,02113F-HRTimelineGroup
OneDigital Investment Advisors LLC40,178$718K0.01%-5,64713F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department38,769$693K0.51%+9,37013F-HRTimelineGroup
New Insight Wealth Advisors38,137$682K0.31%-14,60113F-HRTimeline
HBK Sorce Advisory LLC35,958$643K0.02%-13,98613F-HRTimeline
Cambridge Investment Research Advisors,…22,626$405K<0.01%+99713F-HRTimeline
Prentice Wealth Management LLC19,695$352K0.1%-526,49513F-HRTimeline
FMR LLCin group FMR LLC16,386$293K<0.01%+16,23613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,326$292K0.01%-37513F-HRTimelineGroup
Atria Wealth Solutions, Inc.15,825$283K<0.01%-18913F-HRTimeline
NorthRock Partners, LLC15,400$275K0.01%013F-HRTimeline
Walkner Condon Financial Advisors LLC15,390$275K0.06%-22013F-HRTimeline
OLD MISSION CAPITAL LLC14,385$257K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,807$247K<0.01%+46613F-HRTimelineGroup
Waverly Advisors, LLC13,312$238K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,131$235K<0.01%-212,76513F-HRTimelineGroup
Alexis Investment Partners, LLC13,100$234K0.11%new13F-HRTimeline
WealthPlan Investment Management, LLC11,755$210K0.02%+213F-HRTimeline
HRT FINANCIAL LP11,638$208K<0.01%new13F-HRTimeline
5T Wealth, LLC10,586$189K0.11%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,493$116K0.01%new13F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC6,046$108K0.05%+3,21713F-HRTimeline
Westside Investment Management, Inc.4,000$71.5K0.02%new13F-HRTimeline
Glass Jacobson Investment Advisors llc2,533$44.4K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,785$31.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,063$19K<0.01%013F-HRTimeline
COMERICA BANK916$16.4K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…865$15.5K<0.01%+19413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC778$13.6K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC600$10.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC573$10K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC350$6.26K0.01%013F-HRTimeline
PSI Advisors, LLC42$751<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5,32913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.