Columbia Divers Fix Inc. ETFDIALETF
13F holders, Q1 2024 (March 31)62holders
1famous investor
$17.79avg. 13F price*
At the end of Q1 2024, 62 institutions reported holding Columbia Divers Fix Inc. ETF (DIAL) in their 13F filings. The largest holders were Ameriprise Financial Inc. ($147.9M), Morgan Stanley ($18.0M) and Pine Valley Investments Ltd Liability Co ($16.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Columbia Divers Fix Inc. ETF
- CUSIP
- 19761L508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.7M |
| Exits | 7 | $3.2M |
Ownership 62 holders
| Ameriprise Financial Inc. | 0.04% | Add +3.9% | 8,315,470 | $147.9M |
| Morgan Stanley | 0.00% | Add +2.2% | 1,014,441 | $18.0M |
| Pine Valley Investments Ltd Liability Co | 1.25% | Add +52.5% | 898,291 | $16.0M |
| Bank of America Corp. | 0.00% | Add +4.1% | 868,512 | $15.4M |
| Wells Fargo & Company | 0.00% | Reduce -15.0% | 627,249 | $11.2M |
| LPL Financial LLC | 0.01% | Add +349.3% | 626,653 | $11.1M |
| UBS Group AG | 0.00% | Add +470.8% | 589,546 | $10.5M |
| Jane Street Group, LLC | 0.01% | Add +8.5% | 559,890 | $10.0M |
| Prentice Wealth Management LLC | 2.73% | Add +4.3% | 442,263 | $7.9M |
| TruNorth Capital Management, LLC | 1.67% | — | 273,135 | $4.9M |
| New Insight Wealth Advisors | 1.77% | Add +3.7% | 159,630 | $2.8M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -31.7% | 121,787 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +15.6% | 115,080 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.4% | 101,679 | $1.8M |
| Cetera Investment Advisers | 0.00% | New | 97,311 | $1.7M |
| Bank of Montreal | 0.00% | New | 96,492 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -7.1% | 88,587 | $1.6M |
| Rehmann Capital Advisory Group | 0.12% | Add +6.8% | 88,058 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.2% | 80,504 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -6.2% | 65,835 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.60% | Add +65.3% | 64,140 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.3% | 63,492 | $1.1M |
| First Foundation Advisors | 0.04% | Reduce -48.4% | 55,078 | $979K |
| Collaborative Wealth Managment Inc. | 0.46% | Add +0.8% | 51,163 | $910K |
| Citadel Advisors | 0.00% | Add +142.0% | 49,630 | $882K |
| Millington Financial Advisors, LLC | 0.60% | Add +3.3% | 47,259 | $840K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.8% | 43,931 | $781K |
| GYL Financial Synergies, LLC | 0.05% | Reduce -55.0% | 35,695 | $635K |
| Focus Partners Wealth | 0.00% | Reduce -27.9% | 31,588 | $562K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.1% | 29,155 | $518K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.0% | 25,657 | $456K |
| Ameritas Advisory Services, LLC | 0.02% | Add +53.5% | 22,429 | $399K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.0% | 17,850 | $317K |
| Imprint Wealth LLC | 0.07% | Reduce -10.1% | 16,701 | $294K |
| Kaydan Wealth Management, Inc. | 0.10% | New | 15,911 | $283K |
| NorthRock Partners, LLC | 0.01% | No change | 15,400 | $274K |
| Private Advisor Group, LLC | 0.00% | Reduce -77.0% | 15,284 | $272K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 15,265 | $271K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -0.7% | 14,980 | $266K |
| Financial Insights, Inc. | 0.07% | Reduce -11.5% | 14,302 | $254K |
| Old Mission Capital LLC | 0.01% | Reduce -75.5% | 14,237 | $253K |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 13,258 | $236K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.4% | 12,068 | $215K |
| Private Capital Management LLC | 0.05% | Add +3.9% | 11,702 | $208K |
| WealthPLAN Partners, LLC | 0.02% | Add +0.1% | 11,465 | $204K |
| IHT Wealth Management, LLC | 0.01% | Reduce -22.4% | 11,318 | $201K |
| Global Retirement Partners, LLC | 0.01% | Reduce -23.9% | 9,951 | $177K |
| JPMorgan Chase & Co. | 0.00% | Add +92855.6% | 8,366 | $149K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 5,329 | $95K |
| Harbour Investments, Inc. | 0.00% | No change | 3,303 | $59K |
| NewEdge Advisors, LLC | 0.00% | Reduce -60.1% | 2,906 | $52K |
| Qube Research & Technologies Ltd | 0.00% | No change | 2,495 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.7% | 2,180 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.8% | 1,961 | $35K |
| Cwm, LLC | 0.00% | Reduce -94.3% | 961 | $17K |
| Comerica Bank | 0.00% | Reduce -3.4% | 916 | $16K |
| Principal Securities, Inc. | 0.00% | No change | 778 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 600 | $11K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 250 | $4K |
| FMR LLC | 0.00% | No change | 150 | $3K |
| Colonial Trust Advisors | 0.00% | New | 66 | $1K |
| PSI Advisors, LLC | 0.00% | No change | 42 | $747 |
"% of holder's portfolio" is DIAL's weight in each manager's 13F, not the share of Columbia Divers Fix Inc. ETF the manager owns.