Columbia Divers Fix Inc. ETFDIALETF

13F holders, Q2 2025 (June 30)
54holders +1
4new positions
5sold out
1famous investor
$18.21avg. 13F price*

At the end of Q2 2025, 54 institutions reported holding Columbia Divers Fix Inc. ETF (DIAL) in their 13F filings, up 1 from Q1 2025. 4 opened new positions and 5 sold out. The largest holders were Ameriprise Financial Inc. ($105.9M), Pine Valley Investments Ltd Liability Co ($22.7M) and Wells Fargo & Company ($22.1M). 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

020406080 Q1 2024: 62Q1 2024Q2 2024: 61Q2 2024Q3 2024: 57Q3 2024Q4 2024: 54Q4 2024Q1 2025: 53Q1 2025Q2 2025: 54Q2 2025Q3 2025: 55Q3 2025Q4 2025: 54Q4 2025Q1 2026: 53Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$761K
Exits5$1.0M

All 13F filers, Q1 2025 → Q2 2025: 974,042 shares bought and 370,933 shares sold, net +603,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 54 holders

Ameriprise Financial Inc. 0.03% Reduce -2.2% 5,814,816 $105.9M
Pine Valley Investments Ltd Liability Co 1.33% Add +0.2% 1,244,363 $22.7M
Wells Fargo & Company 0.00% Add +169.2% 1,215,182 $22.1M
LPL Financial LLC 0.01% Add +9.9% 1,161,741 $21.2M
Bank of America Corp. 0.00% Reduce -2.5% 924,879 $16.8M
Morgan Stanley 0.00% Add +0.3% 916,548 $16.7M
UBS Group AG 0.00% Add +1.3% 603,666 $11.0M
Royal Bank of Canada 0.00% Add +1.5% 174,688 $3.2M
Envestnet Asset Management Inc. 0.00% Add +0.1% 109,435 $2.0M
Rehmann Capital Advisory Group 0.12% Add +1.2% 108,387 $2.0M
Cetera Investment Advisers 0.00% Add +3.5% 84,809 $1.5M
Millington Financial Advisors, LLC 0.65% Add +15.3% 70,761 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -10.1% 66,604 $1.2M
First Foundation Advisors 0.04% Add +43.5% 59,741 $1.1M
Acorn Wealth Advisors, LLC 0.39% Reduce -0.2% 58,257 $1.1M
Citadel Advisors 0.00% Add +4.3% 57,785 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -7.7% 53,123 $967K
BankPlus Wealth Management LLC 0.60% Add +27.7% 49,494 $901K
Focus Partners Wealth 0.00% Add +0.5% 45,852 $835K
Raymond James Financial Inc. 0.00% Add +2.4% 45,758 $833K
OneDigital Investment Advisors LLC 0.01% Reduce -8.3% 36,843 $671K
Susquehanna International Group, LLP 0.00% New 36,731 $669K
HBK Sorce Advisory LLC 0.02% No change 35,958 $655K
Jane Street Group, LLC 0.00% Reduce -73.2% 35,848 $653K
Collaborative Wealth Managment Inc. 0.27% Reduce -25.4% 34,178 $622K
New Insight Wealth Advisors 0.22% Reduce -24.1% 28,934 $527K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.8% 23,926 $436K
Walkner Condon Financial Advisors LLC 0.05% Add +3.2% 15,880 $289K
NorthRock Partners, LLC 0.01% No change 15,400 $280K
Concurrent Investment Advisors, LLC 0.01% Reduce -7.0% 15,186 $277K
Atria Wealth Solutions, Inc. 0.01% Reduce -4.1% 15,170 $276K
Stifel Financial Corp. 0.00% Add +0.2% 13,835 $252K
Waverly Advisors, LLC 0.00% Reduce -11.3% 11,812 $215K
WealthPlan Investment Management, LLC 0.02% Add +0.0% 11,756 $214K
Alexis Investment Partners, LLC 0.09% Reduce -11.4% 11,600 $211K
JPMorgan Chase & Co. 0.00% Reduce -18.2% 10,742 $196K
Morgan Dempsey Capital Management LLC 0.05% Add +13.9% 6,888 $125K
Global Retirement Partners, LLC 0.00% — 5,748 $105K
SouthState Bank Corp 0.00% Reduce -29.6% 4,572 $83K
Westside Investment Management, Inc. 0.01% No change 4,000 $73K
Ameritas Advisory Services, LLC 0.00% New 3,489 $64K
Boreal Capital Management LLC 0.04% — 2,500 $46K
Steward Partners Investment Advisory, LLC 0.00% No change 1,785 $33K
Glass Jacobson Investment Advisors llc 0.01% Reduce -29.7% 1,781 $32K
Zions Bancorporation, National Association 0.00% New 1,521 $28K
Harbour Investments, Inc. 0.00% No change 1,063 $19K
Comerica Bank 0.00% No change 916 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 865 $16K
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
FMR LLC 0.00% Reduce -99.1% 150 $3K
North Star Investment Management Corp. 0.00% New 63 $1K

"% 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.