Columbia Divers Fix Inc. ETFDIALETF
13F holders, Q4 2024 (December 31)54holders −3
4new positions
9sold out
1famous investor
$17.53avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding Columbia Divers Fix Inc. ETF (DIAL) in their 13F filings, down 3 from Q3 2024. 4 opened new positions and 9 sold out. The largest holders were Ameriprise Financial Inc. ($119.7M), Pine Valley Investments Ltd Liability Co ($22.4M) and Morgan Stanley ($18.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 9 | $6.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,007,712 shares bought and 792,219 shares sold, net +215,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Ameriprise Financial Inc. | 0.03% | Add +4.8% | 6,827,937 | $119.7M |
| Pine Valley Investments Ltd Liability Co | 1.47% | Add +15.2% | 1,280,287 | $22.4M |
| Morgan Stanley | 0.00% | Add +6.1% | 1,055,371 | $18.5M |
| LPL Financial LLC | 0.01% | Add +33.4% | 913,817 | $16.0M |
| Bank of America Corp. | 0.00% | Reduce -23.6% | 852,929 | $15.0M |
| UBS Group AG | 0.00% | Reduce -2.2% | 599,295 | $10.5M |
| Prentice Wealth Management LLC | 2.77% | Add +5.6% | 546,190 | $9.6M |
| Wells Fargo & Company | 0.00% | Reduce -15.2% | 485,720 | $8.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 225,896 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 169,050 | $3.0M |
| Fig Financial Advisory Services Inc. | 1.65% | — | 138,783 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 107,742 | $1.9M |
| Rehmann Capital Advisory Group | 0.11% | Add +2.5% | 101,159 | $1.8M |
| Citadel Advisors | 0.00% | Add +163.6% | 86,779 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +7.1% | 81,322 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.8% | 73,772 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 71,739 | $1.3M |
| Acorn Wealth Advisors, LLC | 0.48% | Reduce -5.8% | 66,060 | $1.2M |
| Millington Financial Advisors, LLC | 0.61% | Add +17.6% | 59,371 | $1.0M |
| New Insight Wealth Advisors | 0.46% | Reduce -27.8% | 52,738 | $924K |
| Focus Partners Wealth | 0.00% | Add +75.4% | 50,976 | $894K |
| HBK Sorce Advisory LLC | 0.03% | Reduce -20.9% | 49,944 | $876K |
| Collaborative Wealth Managment Inc. | 0.39% | Reduce -4.1% | 48,880 | $857K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -12.6% | 45,825 | $803K |
| First Foundation Advisors | 0.03% | Reduce -2.3% | 44,660 | $783K |
| Jane Street Group, LLC | 0.00% | New | 41,166 | $722K |
| Raymond James Financial Inc. | 0.00% | — | 38,343 | $672K |
| Kaydan Wealth Management, Inc. | 0.20% | Add +52.6% | 33,825 | $593K |
| BankPlus Wealth Management LLC | 0.38% | — | 29,399 | $515K |
| Susquehanna International Group, LLP | 0.00% | New | 23,299 | $408K |
| Accelerate Investment Advisors LLC | 0.35% | Reduce -0.1% | 22,563 | $396K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +38.9% | 21,629 | $379K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 16,701 | $293K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.6% | 16,014 | $281K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -1.7% | 15,610 | $274K |
| NorthRock Partners, LLC | 0.01% | No change | 15,400 | $270K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 13,341 | $234K |
| WealthPlan Investment Management, LLC | 0.02% | New | 11,753 | $206K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -2.5% | 11,724 | $206K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.8% | 11,135 | $195K |
| Global Retirement Partners, LLC | 0.00% | No change | 5,629 | $99K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 5,329 | $94K |
| Morgan Dempsey Capital Management LLC | 0.02% | New | 2,829 | $50K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +24.3% | 2,533 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -18.1% | 1,785 | $31K |
| Harbour Investments, Inc. | 0.00% | Reduce -67.8% | 1,063 | $19K |
| Comerica Bank | 0.00% | No change | 916 | $16K |
| Principal Securities, Inc. | 0.00% | Reduce -12.6% | 778 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +35.3% | 671 | $12K |
| Parallel Advisors, LLC | 0.00% | No change | 600 | $11K |
| Cwm, LLC | 0.00% | Reduce -40.4% | 573 | $10K |
| WPG Advisers, LLC | 0.01% | — | 350 | $6K |
| FMR LLC | 0.00% | No change | 150 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 42 | $736 |
"% 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.