Columbia ETF Trust I - DIAL

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$290.2M

QoQ value delta ($000)

+$20.51M (+7.6%)

Implied price effect (QoQ)

-0.51%

Total shares

15,812,631

QoQ shares delta

+1,192,158 (+8.15%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 6 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
AMERIPRISE FINANCIAL INC	121,915	6,642,094	0.03%
LPL Financial LLC	40,077	2,183,465	0.01%
Pine Valley Investments Ltd Liability Co	26,567	1,447,429	1.23%
BANK OF AMERICA CORP /DE/	16,947	923,341	0.0%
MORGAN STANLEY	16,907	921,138	0.0%
GOLDMAN SACHS GROUP INC	13,765	749,943	0.0%
WELLS FARGO & COMPANY/MN	11,108	605,222	0.0%
UBS Group AG	11,038	601,390	0.0%
Convergence Financial, LLC	5,993	326,547	0.87%
Hobart Private Capital, LLC	5,728	312,109	1.12%
ROYAL BANK OF CANADA	3,791	206,502	0.0%
Private Advisor Group, LLC	1,685	91,820	0.01%
New Insight Wealth Advisors	1,440	78,489	0.51%
Millington Financial Advisors, LLC	1,242	67,349	0.55%
BankPlus Wealth Management LLC	1,071	58,402	0.59%
FIRST FOUNDATION ADVISORS	961	52,404	0.04%
RAYMOND JAMES FINANCIAL INC	857	46,729	0.0%
Acorn Wealth Advisors, LLC	823	44,845	0.25%
Cetera Investment Advisers	821	44,771	0.0%
Focus Partners Wealth	750	40,996	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	644	35,122	0.0%
OSAIC HOLDINGS, INC.	610	33,231	0.0%
Collaborative Wealth Managment Inc.	562	30,665	0.2%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	510	27,821	0.04%
HBK Sorce Advisory LLC	436	23,690	0.01%