DIAL Institutional Ownership
Columbia Diversified Fixed Income Allocation ETF
1W: -1.1%
1M: -3.6%
3M: -5.4%
YTD: -5.8%
1Y: -6.3%
3Y: +13.5%
5Y: -5.6%
$17.14
-0.01 (-0.06%)
Weekly Expected Move ±0.7%
$17
$17
$17
$17
$17
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DIAL
58
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
265M
Total Invested
4
New Positions
19
Increased
23
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (65 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 6,247,687 | 107M | -4,320 | -0.1% | 16Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,456,861 | 42M | +145,455 | +6.3% | 35Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 922,605 | 16M | -310,926 | -25.2% | 15Q | SEC ↗ |
| 4 | MORGAN STANLEY | 871,399 | 15M | -17,332 | -2.0% | 28Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 829,612 | 14M | +34,400 | +4.3% | 31Q | SEC ↗ |
| 6 | UBS Group AG | 685,843 | 12M | +39,085 | +6.0% | 30Q | SEC ↗ |
| 7 | Convergence Financial, LLC | 680,631 | 12M | +12,293 | +1.8% | 4Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 356,840 | 6M | +121,647 | +51.7% | 32Q | SEC ↗ |
| 9 | Hobart Private Capital, LLC | 240,211 | 4M | -140,916 | -37.0% | 4Q | SEC ↗ |
| 10 | Concurrent Investment Advisors, LLC | 209,952 | 4M | +195,411 | +1343.9% | 9Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 113,876 | 2M | -461,625 | -80.2% | 2Q | SEC ↗ |
| 12 | Private Advisor Group, LLC | 93,343 | 2M | +4,731 | +5.3% | 4Q | SEC ↗ |
| 13 | BankPlus Wealth Management LLC | 84,891 | 1M | +8,799 | +11.6% | 7Q | SEC ↗ |
| 14 | New Insight Wealth Advisors | 79,842 | 1M | -5,201 | -6.1% | 11Q | SEC ↗ |
| 15 | Millington Financial Advisors, LLC | 74,234 | 1M | +5,326 | +7.7% | 15Q | SEC ↗ |
| 16 | Pine Valley Investments Ltd Liability | 67,979 | 1M | -754,958 | -91.7% | 14Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 66,218 | 1M | +7,201 | +12.2% | 7Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 60,415 | 1M | +7,252 | +13.6% | 35Q | SEC ↗ |
| 19 | JANE STREET GROUP, LLC | 38,624 | 662K | -37,052 | -49.0% | 2Q | SEC ↗ |
| 20 | Acorn Wealth Advisors, LLC | 38,384 | 658K | -4,761 | -11.0% | 11Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 36,616 | 628K | -6,752 | -15.6% | 10Q | SEC ↗ |
| 22 | FIRST FOUNDATION ADVISORS | 35,383 | 606K | -17,022 | -32.5% | 23Q | SEC ↗ |
| 23 | Focus Partners Wealth | 34,564 | 592K | +742 | +2.2% | 11Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 33,530 | 575K | +730 | +2.2% | 26Q | SEC ↗ |
| 25 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 32,919 | 564K | +10 | +0.0% | 4Q | SEC ↗ |
| 26 | Cambridge Investment Research Advisors | 25,914 | 444K | +425 | +1.7% | 30Q | SEC ↗ |
| 27 | HBK Sorce Advisory LLC | 23,690 | 406K | — | +0.0% | 14Q | SEC ↗ |
| 28 | Walkner Condon Financial Advisors LLC | 22,885 | 392K | +1,600 | +7.5% | 12Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,287 | 382K | -169,739 | -88.4% | 2Q | SEC ↗ |
| 30 | NorthRock Partners, LLC | 15,400 | 264K | — | +0.0% | 11Q | SEC ↗ |
| 31 | Waverly Advisors, LLC | 14,454 | 248K | -300 | -2.0% | 6Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 13,877 | 238K | +2,534 | +22.3% | 12Q | SEC ↗ |
| 33 | 5T Wealth, LLC | 13,486 | 231K | +2,534 | +23.1% | 3Q | SEC ↗ |
| 34 | OneDigital Investment Advisors LLC | 13,119 | 225K | -669 | -4.9% | 28Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 11,490 | 197K | -2,367 | -17.1% | 25Q | SEC ↗ |
| 36 | Advisory Services Network, LLC | 10,028 | 172K | -1,123 | -10.1% | 4Q | SEC ↗ |
| 37 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 6,888 | 118K | — | +0.0% | 7Q | SEC ↗ |
| 38 | Global Retirement Partners, LLC NEW | 5,391 | 92K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Westside Investment Management, Inc. | 4,000 | 69K | — | +0.0% | 6Q | SEC ↗ |
| 40 | Owl Creek Wealth Partners LLC | 3,563 | 61K | +1 | +0.0% | 2Q | SEC ↗ |
| 41 | Synergy Investment Management, LLC | 2,538 | 44K | — | +0.0% | 2Q | SEC ↗ |
| 42 | SouthState Bank Corp | 1,807 | 31K | -771 | -29.9% | 6Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 1,683 | 29K | — | +0.0% | 25Q | SEC ↗ |
| 44 | Sunbelt Securities, Inc. | 1,169 | 20K | +5 | +0.4% | 3Q | SEC ↗ |
| 45 | FIFTH THIRD BANCORP | 916 | 16K | — | +0.0% | 2Q | SEC ↗ |
| 46 | MERCER GLOBAL ADVISORS INC /ADV NEW | 776 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Glass Jacobson Investment Advisors llc | 776 | 13K | — | +0.0% | 13Q | SEC ↗ |
| 48 | HARBOUR INVESTMENTS, INC. | 763 | 13K | -300 | -28.2% | 17Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC NEW | 747 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 50 | CWM, LLC | 573 | 10K | — | +0.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 5,391 | 92K |
| MERCER GLOBAL ADVISORS INC /ADV | 776 | 13K |
| Farther Finance Advisors, LLC | 747 | 13K |
| Qube Research & Technologies Ltd | 43 | 1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 749,943 | 13M |
| Collaborative Wealth Managment Inc. | 30,665 | 526K |
| MML INVESTORS SERVICES, LLC | 16,236 | 278K |
| WealthPlan Investment Management, L | 11,756 | 201K |
| Cornerstone Planning Group LLC | 8,633 | 148K |
| Kestra Advisory Services, LLC | 8,300 | 142K |
| Western Wealth Management, LLC | 906 | 16K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 542 | 9K |
| THURSTON, SPRINGER, MILLER, HERD & | 119 | 2K |
| JONES FINANCIAL COMPANIES LLLP | 42 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Concurrent Investment Advisors, LLC | +195,411 | +1343.9% | 209,952 |
| LPL Financial LLC | +145,455 | +6.3% | 2,456,861 |
| ROYAL BANK OF CANADA | +121,647 | +51.7% | 356,840 |
| UBS Group AG | +39,085 | +6.0% | 685,843 |
| WELLS FARGO & COMPANY/MN | +34,400 | +4.3% | 829,612 |
| Convergence Financial, LLC | +12,293 | +1.8% | 680,631 |
| BankPlus Wealth Management LLC | +8,799 | +11.6% | 84,891 |
| COMMONWEALTH EQUITY SERVICES, LLC | +7,252 | +13.6% | 60,415 |
| RAYMOND JAMES FINANCIAL INC | +7,201 | +12.2% | 66,218 |
| Millington Financial Advisors, LLC | +5,326 | +7.7% | 74,234 |
| Private Advisor Group, LLC | +4,731 | +5.3% | 93,343 |
| 5T Wealth, LLC | +2,534 | +23.1% | 13,486 |
| JPMORGAN CHASE & CO | +2,534 | +22.3% | 13,877 |
| Walkner Condon Financial Advisors L | +1,600 | +7.5% | 22,885 |
| Focus Partners Wealth | +742 | +2.2% | 34,564 |
| OSAIC HOLDINGS, INC. | +730 | +2.2% | 33,530 |
| Cambridge Investment Research Advis | +425 | +1.7% | 25,914 |
| MAINSTAY CAPITAL MANAGEMENT LLC /AD | +10 | +0.0% | 32,919 |
| Sunbelt Securities, Inc. | +5 | +0.4% | 1,169 |
| Owl Creek Wealth Partners LLC | +1 | +0.0% | 3,563 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Pine Valley Investments Ltd Liabili | -754,958 | -91.7% | 67,979 |
| CITADEL ADVISORS LLC | -461,625 | -80.2% | 113,876 |
| BANK OF AMERICA CORP /DE | -310,926 | -25.2% | 922,605 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -169,739 | -88.4% | 22,287 |
| Hobart Private Capital, LLC | -140,916 | -37.0% | 240,211 |
| JANE STREET GROUP, LLC | -37,052 | -49.0% | 38,624 |
| MORGAN STANLEY | -17,332 | -2.0% | 871,399 |
| FIRST FOUNDATION ADVISORS | -17,022 | -32.5% | 35,383 |
| Cetera Investment Advisers | -6,752 | -15.6% | 36,616 |
| New Insight Wealth Advisors | -5,201 | -6.1% | 79,842 |
| Acorn Wealth Advisors, LLC | -4,761 | -11.0% | 38,384 |
| AMERIPRISE FINANCIAL INC | -4,320 | -0.1% | 6,247,687 |
| ENVESTNET ASSET MANAGEMENT INC | -2,367 | -17.1% | 11,490 |
| Advisory Services Network, LLC | -1,123 | -10.1% | 10,028 |
| SouthState Bank Corp | -771 | -29.9% | 1,807 |
| OneDigital Investment Advisors LLC | -669 | -4.9% | 13,119 |
| HARBOUR INVESTMENTS, INC. | -300 | -28.2% | 763 |
| Waverly Advisors, LLC | -300 | -2.0% | 14,454 |