COLUMBIA DIVERSIFIED ETF (DIAL) Institutional Ownership Changes & 13F Activity
COLUMBIA DIVERSIFIED ETF (DIAL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Convergence Financial, Llc, Bank Of America Corp, Susquehanna International Group, Llp, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +189,990 | +31.4% | 795,212 | $14.38M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +906 | — | 906 | $16.38K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +310,190 | +33.6% | 1,233,531 | $22.30M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +5 | +0.4% | 1,169 | $21.13K | Q1 2026 | May 18, 2026 |
| Citadel Advisors Llc | Buy | +575,501 | — | 575,501 | $10.41M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +192,026 | — | 192,026 | $3.47M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -32,407 | -3.5% | 888,731 | $16.07M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +28,691 | +13.9% | 235,193 | $4.25M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -7,174 | -17.5% | 33,822 | $611.51K | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, Llc | Buy | +2,538 | — | 2,538 | $45.89K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,085 | +10.8% | 11,151 | $201.61K | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Sell | -1,050 | -6.6% | 14,754 | $266.75K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -431 | -1.3% | 32,800 | $593.02K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +42 | — | 42 | $752.00 | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +12,288 | +26.3% | 59,017 | $1.07M | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners Llc | Buy | +3,562 | — | 3,562 | $64.41K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Sell | -1,403 | -3.1% | 43,368 | $784.10K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +75,676 | — | 75,676 | $1.37M | Q1 2026 | May 12, 2026 |
| Mainstay Capital Management Llc | Buy | +5,088 | +18.3% | 32,909 | $595.00K | Q1 2026 | May 12, 2026 |
| Convergence Financial, Llc | Buy | +341,791 | +104.7% | 668,338 | $12.08M | Q1 2026 | May 11, 2026 |
| New Insight Wealth Advisors | Buy | +6,554 | +8.4% | 85,043 | $1.54M | Q1 2026 | May 08, 2026 |
| Millington Financial Advisors, Llc | Buy | +1,559 | +2.3% | 68,908 | $1.26M | Q1 2026 | May 08, 2026 |
| Onedigital Investment Advisors Llc | Buy | +10 | +0.1% | 13,788 | $249.29K | Q1 2026 | May 08, 2026 |
| Northwestern Mutual Wealth Management Co | Buy | +542 | — | 542 | $9.80K | Q1 2026 | May 07, 2026 |
| Lpl Financial Llc | Buy | +127,941 | +5.9% | 2,311,406 | $41.79M | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Buy | +45,368 | +7.5% | 646,758 | $11.69M | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +160 | +1.2% | 13,857 | $250.53K | Q1 2026 | May 04, 2026 |
| First Foundation Advisors | Buy | +1 | +0.0% | 52,405 | $947.49K | Q1 2026 | May 04, 2026 |
| Fifth Third Bancorp | Buy | +916 | — | 916 | $16.56K | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +3,416 | +15.5% | 25,489 | $461.00K | Q1 2026 | Apr 30, 2026 |
Frequently asked questions about DIAL activity
Which institutional owners are buying DIAL?
Institutional owners buying DIAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DIAL activity?
"Buy" means an investor increased their reported position in DIAL compared to the prior reporting period. This reflects growing exposure to COLUMBIA DIVERSIFIED ETF (DIAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DIAL increasing?
Institutional interest in DIAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.