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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 2025-12-31, 15,812,631 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
55
13F filers
55
New
6
Added
18
Reduced
20
Sold out
6
Shares held by filers
15,812,631

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC6,642,094$122M0.03%+22,12613F-HRTimelineGroup
LPL Financial LLC2,183,465$40.1M0.01%+939,84313F-HRTimeline
Pine Valley Investments Ltd Liability Co1,447,429$26.6M1.32%+131,94613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/923,341$16.9M<0.01%+25,61913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY921,138$16.9M<0.01%+22,70013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC749,943$13.8M<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN605,222$11.1M<0.01%-1,027,16813F-HRTimelineGroup
UBS Group AGin group UBS Group AG601,390$11M<0.01%-6,84513F-HRTimelineGroup
Convergence Financial, LLC326,547$5.99M0.87%+11,29413F-HRTimeline
Hobart Private Capital, LLC312,109$5.73M1.12%+7,49313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA206,502$3.79M<0.01%+37,72613F-HRTimelineGroup
Private Advisor Group, LLC91,820$1.69M0.01%+72,62613F-HRTimeline
New Insight Wealth Advisors78,489$1.44M0.51%+47,98713F-HRTimeline
Millington Financial Advisors, LLC67,349$1.24M0.55%-6,75313F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department58,402$1.07M0.59%+7,18613F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS52,404$962K0.04%-4,04413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,729$858K<0.01%+3,23713F-HRTimelineGroup
Acorn Wealth Advisors, LLC44,845$823K0.25%-6,65913F-HRTimeline
Cetera Investment Advisers44,771$822K<0.01%-11,28113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth40,996$750K<0.01%-1,15113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,122$645K<0.01%+9,61113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,231$610K<0.01%-20,06013F-HRTimelineGroup
Collaborative Wealth Managment Inc.30,665$563K0.2%-1,68913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV27,821$511K0.04%+15,97513F-HRTimeline
HBK Sorce Advisory LLC23,690$437K0.01%-10,67113F-HRTimeline
Cambridge Investment Research Advisors,…22,073$405K<0.01%-2,06813F-HRTimeline
Walkner Condon Financial Advisors LLC17,785$326K0.05%+99513F-HRTimeline
MML INVESTORS SERVICES, LLC16,236$298K<0.01%new13F-HRTimeline
Waverly Advisors, LLC15,804$290K<0.01%+5,39213F-HRTimeline
NorthRock Partners, LLC15,400$283K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,791$253K<0.01%-86313F-HRTimelineGroup
OneDigital Investment Advisors LLC13,778$253K<0.01%-44113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,697$251K<0.01%-20013F-HRTimelineGroup
WealthPlan Investment Management, LLC11,756$216K0.01%013F-HRTimeline
5T Wealth, LLC10,986$202K0.08%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,555$194K<0.01%+613F-HRTimelineGroup
Advisory Services Network, LLC10,066$185K<0.01%+2,23613F-HRTimeline
Cornerstone Planning Group LLC8,633$159K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,300$152K<0.01%new13F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC6,888$126K0.06%013F-HRTimeline
Global Retirement Partners, LLC5,748$106K<0.01%013F-HRTimeline
Westside Investment Management, Inc.4,000$73.4K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,578$47.3K<0.01%-71513F-HRTimelineGroup
Boreal Capital Management LLC2,500$45.9K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,683$30.9K<0.01%-10213F-HRTimeline
Sunbelt Securities, Inc.1,164$21.4K<0.01%-23013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,063$19.5K<0.01%013F-HRTimeline
COMERICA BANK916$16.8K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc776$14.2K0.01%-1,11013F-HRTimeline
CWM, LLCin group CWM, LLC573$11K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC150$2.75K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…119$2.18K<0.01%new13F-HRTimeline
WPG Advisers, LLC84$1.54K<0.01%-9713F-HRTimeline
IFP Advisors, Inc15$275<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$1<0.01%-10,77213F-HRTimelineAmount filed as zero, left out of ratios.