DIAL Institutional Ownership & Shareholders
COLUMBIA DIVERSIFIED ETF (DIAL) is currently held by 55 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $258.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of DIAL tracked by InsiderSet, reporting ownership valued at approximately $113.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $109.40M, representing an estimated loss of -3.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed DIAL value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in COLUMBIA DIVERSIFIED ETF (DIAL).
This page ranks the largest institutional DIAL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
55
Total Reported Value
$258.08M
Largest Holder
Ameriprise Financial Inc
Largest Position
$113.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.02% | 6,247,687 | $113,520,473 | $109,396,999 | -$4,123,474 | -3.63% | |
| Lpl Financial Llc | 0.01% | 2,456,861 | $44,641,167 | $43,019,636 | -$1,621,531 | -3.63% | |
| Bank Of America Corp | 0.00% | 922,605 | $16,763,736 | $16,154,814 | -$608,922 | -3.63% | |
| Morgan Stanley | 0.00% | 871,399 | $15,833,342 | $15,258,196 | -$575,146 | -3.63% | |
| Wells Fargo & Company/Mn | 0.00% | 829,612 | $15,074,049 | $14,526,506 | -$547,543 | -3.63% | |
| Ubs Group Ag | 0.00% | 685,843 | $12,461,767 | $12,009,111 | -$452,656 | -3.63% | |
| Royal Bank Of Canada | 0.00% | 356,840 | $6,484,000 | $6,248,268 | -$235,732 | -3.64% | |
| Convergence Financial, Llc | 0.84% | 349,254 | $6,007,161 | $6,115,438 | +$108,277 | +1.80% | |
| Hobart Private Capital, Llc | 0.74% | 254,134 | $4,371,113 | $4,449,886 | +$78,773 | +1.80% | |
| Concurrent Investment Advisors, Llc | 0.03% | 251,279 | $4,321,995 | $4,399,895 | +$77,900 | +1.80% | |
| Citadel Advisors Llc | 0.00% | 113,876 | $2,069,127 | $1,993,969 | -$75,158 | -3.63% | |
| Private Advisor Group, Llc | 0.01% | 93,343 | $1,696,042 | $1,634,436 | -$61,606 | -3.63% | |
| Bankplus Wealth Management Llc | 0.70% | 93,464 | $1,607,559 | $1,636,555 | +$28,996 | +1.80% | |
| New Insight Wealth Advisors | 0.43% | 79,842 | $1,450,729 | $1,398,033 | -$52,696 | -3.63% | |
| Millington Financial Advisors, Llc | 0.53% | 74,234 | $1,340,290 | $1,299,837 | -$40,453 | -3.02% | |
| Pine Valley Investments Ltd Liability Co | 0.05% | 67,979 | $1,235,185 | $1,190,312 | -$44,873 | -3.63% | |
| Raymond James Financial Inc | 0.00% | 66,218 | $1,203,188 | $1,159,477 | -$43,711 | -3.63% | |
| Commonwealth Equity Services, Llc | 0.00% | 60,415 | $1,097,740 | $1,057,867 | -$39,873 | -3.63% | |
| Jane Street Group, Llc | 0.00% | 38,624 | $701,798 | $676,306 | -$25,492 | -3.63% | |
| Cetera Investment Advisers | 0.00% | 36,616 | $665,305 | $641,146 | -$24,159 | -3.63% | |
| First Foundation Advisors | 0.02% | 35,383 | $642,916 | $619,556 | -$23,360 | -3.63% | |
| Focus Partners Wealth | 0.00% | 34,564 | $628,018 | $605,216 | -$22,802 | -3.63% | |
| Osaic Holdings, Inc. | 0.00% | 33,530 | $609,239 | $587,110 | -$22,129 | -3.63% | |
| Mainstay Capital Management Llc | 0.04% | 32,919 | $598,139 | $576,412 | -$21,727 | -3.63% | |
| Acorn Wealth Advisors, Llc | 0.14% | 32,850 | $565,020 | $575,204 | +$10,184 | +1.80% | |
| Hbk Sorce Advisory Llc | 0.01% | 23,690 | $425,783 | $414,812 | -$10,971 | -2.58% | |
| Walkner Condon Financial Advisors Llc | 0.05% | 22,885 | $415,595 | $400,716 | -$14,879 | -3.58% | |
| Susquehanna International Group, Llp | 0.00% | 22,287 | $404,955 | $390,245 | -$14,710 | -3.63% | |
| Northrock Partners, Llc | 0.00% | 15,400 | $279,818 | $269,654 | -$10,164 | -3.63% | |
| Waverly Advisors, Llc | 0.00% | 14,454 | $262,629 | $253,090 | -$9,539 | -3.63% | |
| Jpmorgan Chase & Co | 0.00% | 13,877 | $252,772 | $242,986 | -$9,786 | -3.87% | |
| 5T Wealth, Llc | 0.09% | 13,486 | $245,043 | $236,140 | -$8,903 | -3.63% | |
| Onedigital Investment Advisors Llc | 0.00% | 13,119 | $238,380 | $229,714 | -$8,666 | -3.64% | |
| Envestnet Asset Management Inc | 0.00% | 11,490 | $208,768 | $201,190 | -$7,578 | -3.63% | |
| Advisory Services Network, Llc | 0.00% | 10,028 | $182,209 | $175,590 | -$6,619 | -3.63% | |
| Morgan Dempsey Capital Management Llc | 0.05% | 6,888 | $125,158 | $120,609 | -$4,549 | -3.63% | |
| Westside Investment Management, Inc. | 0.01% | 4,000 | $72,680 | $70,040 | -$2,640 | -3.63% | |
| Owl Creek Wealth Partners Llc | 0.01% | 2,787 | $47,938 | $48,800 | +$862 | +1.80% | |
| Synergy Investment Management, Llc | 0.01% | 2,538 | $46,115 | $44,440 | -$1,675 | -3.63% | |
| William Mack & Associates, Inc. | 0.01% | 2,086 | $35,880 | $36,526 | +$646 | +1.80% | |
| Southstate Bank Corp | 0.00% | 1,807 | $32,834 | $31,641 | -$1,193 | -3.63% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,683 | $30,580 | $29,469 | -$1,111 | -3.63% | |
| Sunbelt Securities, Inc. | 0.00% | 1,169 | $21,134 | $20,469 | -$665 | -3.15% | |
| Fifth Third Bancorp | 0.00% | 916 | $16,644 | $16,039 | -$605 | -3.63% | |
| Harbour Investments, Inc. | 0.00% | 763 | $13,864 | $13,360 | -$504 | -3.63% | |
| Glass Jacobson Investment Advisors Llc | 0.00% | 776 | $13,348 | $13,588 | +$240 | +1.80% | |
| Farther Finance Advisors, Llc | 0.00% | 628 | $10,802 | $10,996 | +$194 | +1.80% | |
| Cwm, Llc | 0.00% | 573 | $10,360 | $10,033 | -$327 | -3.15% | |
| Assetmark, Inc | 0.00% | 203 | $3,492 | $3,555 | +$63 | +1.79% | |
| Fmr Llc | 0.00% | 150 | $2,726 | $2,627 | -$99 | -3.65% |
Frequently asked questions about DIAL
Who are the largest institutional holders of DIAL?
The largest institutional holders of DIAL reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported DIAL position.
What is DIAL institutional ownership?
This page tracks DIAL positions reported by institutional investment managers through SEC Form 13F. COLUMBIA DIVERSIFIED ETF (DIAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DIAL?
InsiderSet currently tracks 55 institutional managers reporting DIAL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DIAL shareholders.
How much DIAL stock do institutions own?
Institutional investment managers disclosed approximately $258.08M in DIAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DIAL institutional ownership last updated?
The latest DIAL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DIAL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DIAL position after the reporting date.
Are institutions buying or selling DIAL?
Institutional buying and selling can be analyzed by comparing DIAL positions across consecutive 13F reporting periods. InsiderSet's DIAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DIAL ownership changes.
How has DIAL institutional ownership changed over time?
InsiderSet tracks DIAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.