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Disclosery

DIAL COLUMBIA ETF TR I

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DIVERSIFID FXD (fund)

54 managers (54 13F filers) reported a position in DIAL shares at 2026-03-31, 15,962,312 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
54
13F filers
54
New
7
Added
22
Reduced
10
Sold out
7
Shares held by filers
15,962,312

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC6,252,007$113M0.03%-390,08713F-HR/ATimelineGroup
LPL Financial LLC2,311,406$41.8M0.01%+127,94113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,233,531$22.3M<0.01%+310,19013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY888,731$16.1M<0.01%-32,40713F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co822,937$14.9M0.72%-624,49213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN795,212$14.4M<0.01%+189,99013F-HR/ATimelineGroup
Convergence Financial, LLC668,338$12.1M1.28%+341,79113F-HRTimeline
UBS Group AGin group UBS Group AG646,758$11.7M<0.01%+45,36813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC575,501$10.4M0.01%new13F-HRTimelineGroup
Hobart Private Capital, LLC381,127$6.89M1.35%+69,01813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA235,193$4.25M<0.01%+28,69113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…192,026$3.47M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC88,612$1.6M0.01%-3,20813F-HRTimeline
New Insight Wealth Advisors85,043$1.54M0.55%+6,55413F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department76,092$1.38M0.71%+17,69013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC75,676$1.37M<0.01%new13F-HRTimelineGroup
Millington Financial Advisors, LLC68,908$1.26M0.53%+1,55913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,017$1.07M<0.01%+12,28813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,163$961K<0.01%+18,04113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS52,405$947K0.04%+113F-HRTimelineGroup
Cetera Investment Advisers43,368$784K<0.01%-1,40313F-HRTimeline
Acorn Wealth Advisors, LLC43,145$780K0.23%-1,70013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth33,822$612K<0.01%-7,17413F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV32,909$595K0.05%+5,08813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,800$593K<0.01%-43113F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,489$461K<0.01%+3,41613F-HRTimeline
HBK Sorce Advisory LLC23,690$432K0.01%013F-HRTimeline
Walkner Condon Financial Advisors LLC21,285$385K0.05%+3,50013F-HRTimeline
NorthRock Partners, LLC15,400$278K<0.01%013F-HRTimeline
Waverly Advisors, LLC14,754$267K<0.01%-1,05013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,541$263K<0.01%+75013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,857$251K<0.01%+16013F-HRTimelineGroup
OneDigital Investment Advisors LLC13,788$249K<0.01%+1013F-HRTimeline
WealthPlan Investment Management, LLC11,756$213K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,343$204K<0.01%+78813F-HR/ATimelineGroup
Advisory Services Network, LLC11,151$202K<0.01%+1,08513F-HRTimeline
5T Wealth, LLC10,952$198K0.08%-3413F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC6,888$125K0.06%013F-HRTimeline
Westside Investment Management, Inc.4,000$72.3K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC3,562$64.4K0.02%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,578$46.6K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC2,538$45.9K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,683$30.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,169$21.1K<0.01%+513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,063$19.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…916$16.6K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc776$14K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC573$10.4K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…542$9.8K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC150$2.71K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC84$1.52K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42$752<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc15$271<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.