Columbia Divers Fix Inc. ETFDIALETF

13F holders, Q4 2025 (December 31)
54holders −1
6new positions
6sold out
$18.36avg. 13F price*

At the end of Q4 2025, 54 institutions reported holding Columbia Divers Fix Inc. ETF (DIAL) in their 13F filings, down 1 from Q3 2025. 6 opened new positions and 6 sold out. The largest holders were Ameriprise Financial Inc. ($121.9M), LPL Financial LLC ($40.1M) and Pine Valley Investments Ltd Liability Co ($26.6M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$14.6M
Exits6$603K

All 13F filers, Q3 2025 → Q4 2025: 2,158,215 shares bought and 1,145,605 shares sold, net +1,012,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 54 holders

Ameriprise Financial Inc. 0.03% Add +0.3% 6,642,094 $121.9M
LPL Financial LLC 0.01% Add +75.6% 2,183,465 $40.1M
Pine Valley Investments Ltd Liability Co 1.32% Add +10.0% 1,447,429 $26.6M
Bank of America Corp. 0.00% Add +2.9% 923,341 $16.9M
Morgan Stanley 0.00% Add +2.5% 921,138 $16.9M
Goldman Sachs Group Inc. 0.00% New 749,943 $13.8M
Wells Fargo & Company 0.00% Reduce -62.9% 605,222 $11.1M
UBS Group AG 0.00% Reduce -1.1% 601,390 $11.0M
Convergence Financial, LLC 0.87% Add +3.6% 326,547 $6.0M
Hobart Private Capital, LLC 1.12% Add +2.5% 312,109 $5.7M
Royal Bank of Canada 0.00% Add +22.4% 206,502 $3.8M
Private Advisor Group, LLC 0.01% Add +378.4% 91,820 $1.7M
New Insight Wealth Advisors 0.51% Add +157.3% 78,489 $1.4M
Millington Financial Advisors, LLC 0.55% Reduce -9.1% 67,349 $1.2M
BankPlus Wealth Management LLC 0.59% Add +14.0% 58,402 $1.1M
First Foundation Advisors 0.04% Reduce -7.2% 52,404 $962K
Raymond James Financial Inc. 0.00% Add +7.4% 46,729 $858K
Acorn Wealth Advisors, LLC 0.25% Reduce -12.9% 44,845 $823K
Cetera Investment Advisers 0.00% Reduce -20.1% 44,771 $822K
Focus Partners Wealth 0.00% Reduce -2.7% 40,996 $750K
Commonwealth Equity Services, LLC 0.00% Add +37.7% 35,122 $645K
Osaic Holdings, Inc. 0.00% Reduce -37.6% 33,231 $610K
Collaborative Wealth Managment Inc. 0.20% Reduce -5.2% 30,665 $563K
Mainstay Capital Management LLC 0.04% Add +134.9% 27,821 $511K
HBK Sorce Advisory LLC 0.01% Reduce -31.1% 23,690 $437K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.6% 22,073 $405K
Walkner Condon Financial Advisors LLC 0.05% Add +5.9% 17,785 $326K
MML Investors Services, LLC 0.00% New 16,236 $298K
Waverly Advisors, LLC 0.00% Add +51.8% 15,804 $290K
NorthRock Partners, LLC 0.00% No change 15,400 $283K
Concurrent Investment Advisors, LLC 0.00% Reduce -5.9% 13,791 $253K
OneDigital Investment Advisors LLC 0.00% Reduce -3.1% 13,778 $253K
Envestnet Asset Management Inc. 0.00% Reduce -1.4% 13,697 $251K
WealthPlan Investment Management, LLC 0.01% No change 11,756 $216K
5T Wealth, LLC 0.08% New 10,986 $202K
JPMorgan Chase & Co. 0.00% Add +0.1% 10,555 $194K
Advisory Services Network, LLC 0.00% Add +28.6% 10,066 $185K
Cornerstone Planning Group LLC 0.02% New 8,633 $159K
Kestra Advisory Services, LLC 0.00% New 8,300 $152K
Morgan Dempsey Capital Management LLC 0.06% No change 6,888 $126K
Global Retirement Partners, LLC 0.00% No change 5,748 $106K
Westside Investment Management, Inc. 0.01% No change 4,000 $73K
SouthState Bank Corp 0.00% Reduce -21.7% 2,578 $47K
Boreal Capital Management LLC 0.04% No change 2,500 $46K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.7% 1,683 $31K
Sunbelt Securities, Inc. 0.00% Reduce -16.5% 1,164 $21K
Harbour Investments, Inc. 0.00% No change 1,063 $20K
Comerica Bank 0.00% No change 916 $17K
Glass Jacobson Investment Advisors llc 0.01% Reduce -58.9% 776 $14K
Cwm, LLC 0.00% No change 573 $11K
FMR LLC 0.00% No change 150 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 119 $2K
WPG Advisers, LLC 0.00% Reduce -53.6% 84 $2K
IFP Advisors, Inc 0.00% No change 15 $275

"% 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.