Columbia Divers Fix Inc. ETFDIALETF
13F holders, Q1 2025 (March 31)53holders −1
7new positions
6sold out
1famous investor
$17.88avg. 13F price*
At the end of Q1 2025, 53 institutions reported holding Columbia Divers Fix Inc. ETF (DIAL) in their 13F filings, down 1 from Q4 2024. 7 opened new positions and 6 sold out. The largest holders were Ameriprise Financial Inc. ($106.3M), Pine Valley Investments Ltd Liability Co ($22.2M) and LPL Financial LLC ($18.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 6 | $4.2M |
All 13F filers, Q4 2024 → Q1 2025: 464,644 shares bought and 2,189,105 shares sold, net −1,724,461 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Ameriprise Financial Inc. | 0.03% | Reduce -12.9% | 5,945,896 | $106.3M |
| Pine Valley Investments Ltd Liability Co | 1.43% | Reduce -3.0% | 1,241,892 | $22.2M |
| LPL Financial LLC | 0.01% | Add +15.7% | 1,057,223 | $18.9M |
| Bank of America Corp. | 0.00% | Add +11.2% | 948,188 | $17.0M |
| Morgan Stanley | 0.00% | Reduce -13.4% | 913,960 | $16.3M |
| UBS Group AG | 0.00% | Reduce -0.5% | 596,106 | $10.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.0% | 451,455 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 172,073 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +224.8% | 133,697 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 109,336 | $2.0M |
| Rehmann Capital Advisory Group | 0.12% | Add +5.9% | 107,132 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +14.2% | 81,902 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 74,087 | $1.3M |
| Millington Financial Advisors, LLC | 0.66% | Add +3.4% | 61,400 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.43% | Reduce -11.6% | 58,387 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.2% | 57,578 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -36.1% | 55,408 | $991K |
| Collaborative Wealth Managment Inc. | 0.38% | Reduce -6.2% | 45,828 | $819K |
| Focus Partners Wealth | 0.00% | Reduce -10.5% | 45,640 | $816K |
| Raymond James Financial Inc. | 0.00% | Add +16.6% | 44,698 | $799K |
| First Foundation Advisors | 0.03% | Reduce -6.8% | 41,639 | $745K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -12.3% | 40,178 | $718K |
| BankPlus Wealth Management LLC | 0.51% | Add +31.9% | 38,769 | $693K |
| New Insight Wealth Advisors | 0.31% | Reduce -27.7% | 38,137 | $682K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -28.0% | 35,958 | $643K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.6% | 22,626 | $405K |
| Prentice Wealth Management LLC | 0.10% | Reduce -96.4% | 19,695 | $352K |
| FMR LLC | 0.00% | Add +10824.0% | 16,386 | $293K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.3% | 16,326 | $292K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.2% | 15,825 | $283K |
| NorthRock Partners, LLC | 0.01% | No change | 15,400 | $275K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -1.4% | 15,390 | $275K |
| Old Mission Capital LLC | 0.01% | New | 14,385 | $257K |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 13,807 | $247K |
| Waverly Advisors, LLC | 0.00% | New | 13,312 | $238K |
| JPMorgan Chase & Co. | 0.00% | Reduce -94.2% | 13,131 | $235K |
| Alexis Investment Partners, LLC | 0.11% | New | 13,100 | $234K |
| WealthPlan Investment Management, LLC | 0.02% | Add +0.0% | 11,755 | $210K |
| HRT Financial LP | 0.00% | New | 11,638 | $208K |
| 5T Wealth, LLC | 0.11% | New | 10,586 | $189K |
| SouthState Bank Corp | 0.01% | New | 6,493 | $116K |
| Morgan Dempsey Capital Management LLC | 0.05% | Add +113.7% | 6,046 | $108K |
| Westside Investment Management, Inc. | 0.02% | New | 4,000 | $72K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 2,533 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,785 | $32K |
| Harbour Investments, Inc. | 0.00% | No change | 1,063 | $19K |
| Comerica Bank | 0.00% | No change | 916 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +28.9% | 865 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 778 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 600 | $11K |
| Cwm, LLC | 0.00% | No change | 573 | $10K |
| WPG Advisers, LLC | 0.01% | No change | 350 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 42 | $751 |
"% 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.