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Disclosery

DIAL COLUMBIA ETF TR I

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DIVERSIFID FXD (fund)

55 managers (55 13F filers) reported a position in DIAL shares at 2025-06-30, 13,257,330 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
55
New
4
Added
20
Reduced
17
Sold out
5
Shares held by filers
13,257,330

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC5,814,816$106M0.03%-131,08013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co1,244,363$22.7M1.33%+2,47113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,215,182$22.1M<0.01%+763,72713F-HRTimelineGroup
LPL Financial LLC1,161,741$21.2M0.01%+104,51813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/924,879$16.8M<0.01%-23,30913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY916,548$16.7M<0.01%+2,58813F-HRTimelineGroup
UBS Group AGin group UBS Group AG603,666$11M<0.01%+7,56013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA174,688$3.18M<0.01%+2,61513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC109,435$1.99M<0.01%+9913F-HRTimelineGroup
Rehmann Capital Advisory Group108,387$1.97M0.12%+1,25513F-HRTimeline
Cetera Investment Advisers84,809$1.54M<0.01%+2,90713F-HRTimeline
Millington Financial Advisors, LLC70,761$1.28M0.65%+9,36113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,604$1.21M<0.01%-7,48313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS59,741$1.09M0.04%+18,10213F-HRTimelineGroup
Acorn Wealth Advisors, LLC58,257$1.06M0.39%-13013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,785$1.05M<0.01%+2,37713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,123$967K<0.01%-4,45513F-HR/ATimelineGroup
BankPlus Wealth Management LLCin group BankPlus Trust Department49,494$901K0.6%+10,72513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth45,852$835K<0.01%+21213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,758$833K<0.01%+1,06013F-HRTimelineGroup
OneDigital Investment Advisors LLC36,843$671K0.01%-3,33513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,731$669K<0.01%new13F-HRTimelineGroup
HBK Sorce Advisory LLC35,958$655K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,848$653K<0.01%-97,84913F-HRTimelineGroup
Collaborative Wealth Managment Inc.34,178$622K0.27%-11,65013F-HRTimeline
New Insight Wealth Advisors28,934$527K0.22%-9,20313F-HRTimeline
Cambridge Investment Research Advisors,…23,926$436K<0.01%+1,30013F-HRTimeline
Walkner Condon Financial Advisors LLC15,880$289K0.05%+49013F-HRTimeline
NorthRock Partners, LLC15,400$280K0.01%013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,186$277K0.01%-1,14013F-HRTimelineGroup
Atria Wealth Solutions, Inc.15,170$276K0.01%-65513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,835$252K<0.01%+2813F-HRTimelineGroup
Waverly Advisors, LLC11,812$215K<0.01%-1,50013F-HRTimeline
WealthPlan Investment Management, LLC11,756$214K0.02%+113F-HRTimeline
Alexis Investment Partners, LLC11,600$211K0.09%-1,50013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,742$196K<0.01%-2,38913F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC6,888$125K0.05%+84213F-HRTimeline
Global Retirement Partners, LLC5,748$105K<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,572$83.3K<0.01%-1,92113F-HRTimelineGroup
Westside Investment Management, Inc.4,000$72.8K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,489$63.5K<0.01%new13F-HRTimelineGroup
Boreal Capital Management LLC2,500$45.5K0.04%13F-HRTimeline
Steward Partners Investment Advisory, L…1,785$32.5K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,781$32.4K0.01%-75213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,521$27.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,063$19.4K<0.01%013F-HRTimeline
COMERICA BANK916$16.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…865$15.7K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC778$14.2K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC600$10.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC573$10K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC350$6.37K0.01%013F-HRTimeline
FMR LLCin group FMR LLC150$2.73K<0.01%-16,23613F-HRTimelineGroup
North Star Investment Management Corp.63$1.15K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.