COLUMBIA DIVERSIFIED ETF (DIAL) Institutional Shareholders
COLUMBIA DIVERSIFIED ETF (DIAL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $264.89M in DIAL holdings during the latest filing period.
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 $109.74M, representing an estimated loss of -3.33% 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
53
Total Reported Value
$264.89M
Largest Holder
Ameriprise Financial Inc
Largest Position
$113.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
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 | $109,740,622 | -$3,779,851 | -3.33% | |
| Lpl Financial Llc | 0.01% | 2,456,861 | $44,641,167 | $43,154,763 | -$1,486,404 | -3.33% | |
| Bank Of America Corp | 0.00% | 922,605 | $16,763,736 | $16,205,557 | -$558,179 | -3.33% | |
| Morgan Stanley | 0.00% | 871,399 | $15,833,342 | $15,306,123 | -$527,219 | -3.33% | |
| Wells Fargo & Company/Mn | 0.00% | 829,612 | $15,074,049 | $14,572,135 | -$501,914 | -3.33% | |
| Ubs Group Ag | 0.00% | 685,843 | $12,461,767 | $12,046,832 | -$414,935 | -3.33% | |
| Convergence Financial, Llc | 0.98% | 680,631 | $12,367,052 | $11,955,284 | -$411,768 | -3.33% | |
| Royal Bank Of Canada | 0.00% | 356,840 | $6,484,000 | $6,267,895 | -$216,105 | -3.33% | |
| Hobart Private Capital, Llc | 0.75% | 240,211 | $4,364,642 | $4,219,306 | -$145,336 | -3.33% | |
| Concurrent Investment Advisors, Llc | 0.03% | 209,952 | $3,814,824 | $3,687,807 | -$127,017 | -3.33% | |
| Citadel Advisors Llc | 0.00% | 113,876 | $2,069,127 | $2,000,232 | -$68,895 | -3.33% | |
| Private Advisor Group, Llc | 0.01% | 93,343 | $1,696,042 | $1,639,570 | -$56,472 | -3.33% | |
| Bankplus Wealth Management Llc | 0.69% | 84,891 | $1,542,473 | $1,491,110 | -$51,363 | -3.33% | |
| New Insight Wealth Advisors | 0.43% | 79,842 | $1,450,729 | $1,402,425 | -$48,304 | -3.33% | |
| Millington Financial Advisors, Llc | 0.53% | 74,234 | $1,340,290 | $1,303,920 | -$36,370 | -2.71% | |
| Pine Valley Investments Ltd Liability Co | 0.05% | 67,979 | $1,235,185 | $1,194,051 | -$41,134 | -3.33% | |
| Raymond James Financial Inc | 0.00% | 66,218 | $1,203,188 | $1,163,119 | -$40,069 | -3.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 60,415 | $1,097,740 | $1,061,189 | -$36,551 | -3.33% | |
| Jane Street Group, Llc | 0.00% | 38,624 | $701,798 | $678,431 | -$23,367 | -3.33% | |
| Acorn Wealth Advisors, Llc | 0.17% | 38,384 | $697,437 | $674,215 | -$23,222 | -3.33% | |
| Cetera Investment Advisers | 0.00% | 36,616 | $665,305 | $643,160 | -$22,145 | -3.33% | |
| First Foundation Advisors | 0.02% | 35,383 | $642,916 | $621,502 | -$21,414 | -3.33% | |
| Focus Partners Wealth | 0.00% | 34,564 | $628,018 | $607,117 | -$20,901 | -3.33% | |
| Osaic Holdings, Inc. | 0.00% | 33,530 | $609,239 | $588,954 | -$20,285 | -3.33% | |
| Mainstay Capital Management Llc | 0.04% | 32,919 | $598,139 | $578,222 | -$19,917 | -3.33% | |
| Hbk Sorce Advisory Llc | 0.01% | 23,690 | $425,783 | $416,115 | -$9,668 | -2.27% | |
| Walkner Condon Financial Advisors Llc | 0.05% | 22,885 | $415,595 | $401,975 | -$13,620 | -3.28% | |
| Susquehanna International Group, Llp | 0.00% | 22,287 | $404,955 | $391,471 | -$13,484 | -3.33% | |
| Northrock Partners, Llc | 0.00% | 15,400 | $279,818 | $270,501 | -$9,317 | -3.33% | |
| Waverly Advisors, Llc | 0.00% | 14,454 | $262,629 | $253,885 | -$8,744 | -3.33% | |
| Jpmorgan Chase & Co | 0.00% | 13,877 | $252,772 | $243,750 | -$9,022 | -3.57% | |
| 5T Wealth, Llc | 0.09% | 13,486 | $245,043 | $236,882 | -$8,161 | -3.33% | |
| Onedigital Investment Advisors Llc | 0.00% | 13,119 | $238,380 | $230,435 | -$7,945 | -3.33% | |
| Envestnet Asset Management Inc | 0.00% | 11,490 | $208,768 | $201,822 | -$6,946 | -3.33% | |
| Advisory Services Network, Llc | 0.00% | 10,028 | $182,209 | $176,142 | -$6,067 | -3.33% | |
| Morgan Dempsey Capital Management Llc | 0.05% | 6,888 | $125,158 | $120,988 | -$4,170 | -3.33% | |
| Westside Investment Management, Inc. | 0.01% | 4,000 | $72,680 | $70,260 | -$2,420 | -3.33% | |
| Owl Creek Wealth Partners Llc | 0.02% | 3,563 | $64,734 | $62,584 | -$2,150 | -3.32% | |
| Synergy Investment Management, Llc | 0.01% | 2,538 | $46,115 | $44,580 | -$1,535 | -3.33% | |
| Southstate Bank Corp | 0.00% | 1,807 | $32,834 | $31,740 | -$1,094 | -3.33% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,683 | $30,580 | $29,562 | -$1,018 | -3.33% | |
| Sunbelt Securities, Inc. | 0.00% | 1,169 | $21,134 | $20,533 | -$601 | -2.84% | |
| Fifth Third Bancorp | 0.00% | 916 | $16,644 | $16,090 | -$554 | -3.33% | |
| Glass Jacobson Investment Advisors Llc | 0.00% | 776 | $14,100 | $13,630 | -$470 | -3.33% | |
| Harbour Investments, Inc. | 0.00% | 763 | $13,864 | $13,402 | -$462 | -3.33% | |
| Farther Finance Advisors, Llc | 0.00% | 747 | $13,573 | $13,121 | -$452 | -3.33% | |
| Cwm, Llc | 0.00% | 573 | $10,360 | $10,065 | -$295 | -2.85% | |
| Fmr Llc | 0.00% | 150 | $2,726 | $2,635 | -$91 | -3.35% | |
| Wpg Advisers, Llc | 0.00% | 84 | $1,526 | $1,475 | -$51 | -3.31% | |
| Qube Research & Technologies Ltd | 0.00% | 43 | $781 | $755 | -$26 | -3.29% |
Frequently asked questions about DIAL
Who owns the most DIAL stock?
The largest holders of DIAL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COLUMBIA DIVERSIFIED ETF (DIAL).
Is DIAL widely held by superinvestors?
Many widely followed stocks like DIAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DIAL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.