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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 2025-09-30, 14,800,021 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
55
13F filers
55
New
9
Added
12
Reduced
20
Sold out
7
Shares held by filers
14,800,021

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC6,619,968$122M0.03%+805,15213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,632,390$30.1M0.01%+417,20813F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co1,315,483$24.3M1.26%+71,12013F-HRTimeline
LPL Financial LLC1,243,622$22.9M0.01%+81,88113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY898,438$16.6M<0.01%-18,11013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/897,722$16.6M<0.01%-27,15713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG608,235$11.2M<0.01%+4,56913F-HRTimelineGroup
Convergence Financial, LLC315,253$5.82M0.87%new13F-HRTimeline
Hobart Private Capital, LLC304,616$5.62M1.18%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA168,776$3.11M<0.01%-5,91213F-HRTimelineGroup
Millington Financial Advisors, LLC74,102$1.36M0.66%+3,34113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS56,448$1.04M0.04%-3,29313F-HRTimelineGroup
Cetera Investment Advisers56,052$1.03M<0.01%-28,75713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,291$976K<0.01%+16813F-HRTimelineGroup
Acorn Wealth Advisors, LLC51,504$950K0.3%-6,75313F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department51,216$945K0.56%+1,72213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,492$802K<0.01%-2,26613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth42,147$778K<0.01%-3,70513F-HRTimelineGroup
HBK Sorce Advisory LLC34,361$634K0.02%-1,59713F-HR/ATimeline
Collaborative Wealth Managment Inc.32,354$597K0.24%-1,82413F-HRTimeline
New Insight Wealth Advisors30,502$563K0.21%+1,56813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,511$471K<0.01%-41,09313F-HRTimeline
Cambridge Investment Research Advisors,…24,141$445K<0.01%+21513F-HRTimeline
Private Advisor Group, LLC19,194$354K<0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC16,790$310K0.05%+91013F-HRTimeline
NorthRock Partners, LLC15,400$284K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,654$270K<0.01%-53213F-HRTimelineGroup
OneDigital Investment Advisors LLC14,219$262K<0.01%-22,62413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,897$256K<0.01%-95,53813F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,846$219K0.02%new13F-HRTimeline
CHOREO, LLC11,772$217K<0.01%new13F-HRTimeline
WealthPlan Investment Management, LLC11,756$217K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.10,772$199K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,549$195K<0.01%-19313F-HR/ATimelineGroup
Waverly Advisors, LLC10,412$192K<0.01%-1,40013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,252$189K<0.01%-25,59613F-HRTimelineGroup
Alexis Investment Partners, LLC8,300$153K0.06%-3,30013F-HRTimeline
Advisory Services Network, LLC7,830$144K<0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC6,888$127K0.06%013F-HRTimeline
Global Retirement Partners, LLC5,748$106K<0.01%013F-HRTimeline
Westside Investment Management, Inc.4,000$73.8K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,293$60.8K<0.01%-1,27913F-HRTimelineGroup
Boreal Capital Management LLC2,500$46.1K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,886$34.8K0.01%+10513F-HRTimeline
Steward Partners Investment Advisory, L…1,785$32.9K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,521$28.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,394$25.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,063$19.6K<0.01%013F-HRTimeline
COMERICA BANK916$16.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC778$14.4K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC573$11K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC181$3.34K<0.01%-16913F-HRTimeline
FMR LLCin group FMR LLC150$2.77K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.63$1.16K<0.01%013F-HRTimeline
IFP Advisors, Inc15$277<0.01%new13F-HR/ATimeline