Columbia ETF Trust I - DIAL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,252,007 | 113,037 | 0.03% | 0.03% | 1 | -390,087 | -5.87% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,311,406 | 41,790 | 0.01% | 0.01% | 2 | +127,941 | 5.86% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,233,531 | 22,302 | 0.0% | 0.0% | 3 | +310,190 | 33.59% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 888,731 | 16,068 | 0.0% | 0.0% | 4 | -32,407 | -3.52% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 822,937 | 14,878 | 0.68% | 1.23% | 5 | -624,492 | -43.14% | Q1 2026 | Jun 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 795,212 | 14,377 | 0.0% | 0.0% | 6 | +189,990 | 31.39% | Q1 2026 | May 11, 2026 |
| Convergence Financial, LLC | History | Added to | 668,338 | 12,083 | 1.28% | 0.87% | 7 | +341,791 | 104.67% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 646,758 | 11,693 | 0.0% | 0.0% | 8 | +45,368 | 7.54% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 575,501 | 10,405 | 0.0% | — | 9 | +575,501 | New | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Added to | 381,127 | 6,890 | 1.35% | 1.12% | 10 | +69,018 | 22.11% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 235,193 | 4,253 | 0.0% | 0.0% | 11 | +28,691 | 13.89% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 192,026 | 3,471 | 0.0% | — | 12 | +192,026 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 88,612 | 1,602 | 0.01% | 0.01% | 13 | -3,208 | -3.49% | Q1 2026 | Apr 24, 2026 |
| New Insight Wealth Advisors | History | Added to | 85,043 | 1,537 | 0.55% | 0.51% | 14 | +6,554 | 8.35% | Q1 2026 | May 07, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 76,092 | 1,375 | 0.71% | 0.59% | 15 | +17,690 | 30.29% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 75,676 | 1,368 | 0.0% | — | 16 | +75,676 | New | Q1 2026 | May 12, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 68,908 | 1,259 | 0.53% | 0.55% | 17 | +1,559 | 2.31% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 59,017 | 1,067 | 0.0% | 0.0% | 18 | +12,288 | 26.3% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,163 | 961 | 0.0% | 0.0% | 19 | +18,041 | 51.37% | Q1 2026 | Apr 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 52,405 | 947 | 0.04% | 0.04% | 20 | +1 | 0.0% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 43,368 | 784 | 0.0% | 0.0% | 21 | -1,403 | -3.13% | Q1 2026 | May 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 43,145 | 780 | 0.23% | 0.25% | 22 | -1,700 | -3.79% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Reduced | 33,822 | 611 | 0.0% | 0.0% | 23 | -7,174 | -17.5% | Q1 2026 | May 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 32,909 | 594 | 0.05% | 0.04% | 24 | +5,088 | 18.29% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,800 | 593 | 0.0% | 0.0% | 25 | -431 | -1.3% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,489 | 461 | 0.0% | 0.0% | 26 | +3,416 | 15.48% | Q1 2026 | Apr 30, 2026 |
| HBK Sorce Advisory LLC | History | No change | 23,690 | 432 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 21,285 | 384 | 0.05% | 0.05% | 28 | +3,500 | 19.68% | Q1 2026 | Apr 28, 2026 |
| NorthRock Partners, LLC | History | No change | 15,400 | 278 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 14,754 | 266 | 0.0% | 0.0% | 30 | -1,050 | -6.64% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,541 | 262 | 0.0% | 0.0% | 31 | +750 | 5.44% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,857 | 250 | 0.0% | 0.0% | 32 | +160 | 1.17% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,788 | 249 | 0.0% | 0.0% | 33 | +10 | 0.07% | Q1 2026 | May 08, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 11,756 | 212 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,343 | 203 | 0.0% | 0.0% | 35 | +788 | 7.47% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,151 | 201 | 0.0% | 0.0% | 36 | +1,085 | 10.78% | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | Reduced | 10,952 | 198 | 0.08% | 0.08% | 37 | -34 | -0.31% | Q1 2026 | Apr 13, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 6,888 | 124 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,748 | 105 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,000 | 72 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 3,562 | 64 | 0.02% | — | 41 | +3,562 | New | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | No change | 2,578 | 46 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Synergy Investment Management, LLC | History | New | 2,538 | 45 | 0.01% | — | 44 | +2,538 | New | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | No change | 2,500 | 45 | 0.04% | 0.03% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,683 | 30 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,169 | 21 | 0.0% | 0.0% | 46 | +5 | 0.43% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,063 | 19 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 916 | 16 | 0.0% | — | 49 | +916 | New | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 906 | 16 | 0.0% | — | 50 | +906 | New | Q1 2026 | May 19, 2026 |
| COMERICA BANK | History | No change | 916 | 16 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 776 | 14 | 0.0% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | No change | 573 | 10 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 542 | 9 | 0.0% | — | 53 | +542 | New | Q1 2026 | May 07, 2026 |
| FMR LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -749,943 | -100.0% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -30,665 | -100.0% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,236 | -100.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,633 | -100.0% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,300 | -100.0% | Q1 2026 | Apr 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 42 | 0 | — | — | — | +42 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |