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 | 6,247,687 | 113,520 | 0.02% | 0.03% | 1 | -4,320 | -0.07% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 2,456,861 | 44,641 | 0.01% | 0.01% | 2 | +145,455 | 6.29% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 922,605 | 16,763 | 0.0% | 0.0% | 3 | -310,926 | -25.21% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 871,399 | 15,833 | 0.0% | 0.0% | 4 | -17,332 | -1.95% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 829,612 | 15,074 | 0.0% | 0.0% | 5 | +34,400 | 4.33% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 685,843 | 12,461 | 0.0% | 0.0% | 6 | +39,085 | 6.04% | Q2 2026 | Aug 13, 2026 |
| Convergence Financial, LLC | History | Added to | 680,631 | 12,367 | 0.98% | 1.28% | 7 | +12,293 | 1.84% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 356,840 | 6,484 | 0.0% | 0.0% | 8 | +121,647 | 51.72% | Q2 2026 | Aug 14, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 240,211 | 4,364 | 0.75% | 1.35% | 9 | -140,916 | -36.97% | Q2 2026 | Jul 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 209,952 | 3,814 | 0.03% | 0.0% | 10 | +195,411 | 1343.86% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 113,876 | 2,069 | 0.0% | 0.0% | 11 | -461,625 | -80.21% | Q2 2026 | Sep 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 93,343 | 1,696 | 0.01% | 0.01% | 12 | +4,731 | 5.34% | Q2 2026 | Jul 27, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 84,891 | 1,542 | 0.69% | 0.71% | 13 | +8,799 | 11.56% | Q2 2026 | Jul 17, 2026 |
| New Insight Wealth Advisors | History | Reduced | 79,842 | 1,450 | 0.43% | 0.55% | 14 | -5,201 | -6.12% | Q2 2026 | Jul 27, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 74,234 | 1,340 | 0.53% | 0.53% | 15 | +5,326 | 7.73% | Q2 2026 | Aug 07, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 67,979 | 1,235 | 0.05% | 0.68% | 16 | -754,958 | -91.74% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 66,218 | 1,203 | 0.0% | 0.0% | 17 | +7,201 | 12.2% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 60,415 | 1,097 | 0.0% | 0.0% | 18 | +7,252 | 13.64% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 38,624 | 701 | 0.0% | 0.0% | 19 | -37,052 | -48.96% | Q2 2026 | Aug 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 38,384 | 697 | 0.17% | 0.23% | 20 | -4,761 | -11.03% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 36,616 | 665 | 0.0% | 0.0% | 21 | -6,752 | -15.57% | Q2 2026 | Aug 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 35,383 | 642 | 0.02% | 0.04% | 22 | -17,022 | -32.48% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 34,564 | 628 | 0.0% | 0.0% | 23 | +742 | 2.19% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 33,530 | 609 | 0.0% | 0.0% | 24 | +730 | 2.23% | Q2 2026 | Aug 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 32,919 | 598 | 0.04% | 0.05% | 25 | +10 | 0.03% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,914 | 471 | 0.0% | 0.0% | 26 | +425 | 1.67% | Q2 2026 | Jul 27, 2026 |
| HBK Sorce Advisory LLC | History | No change | 23,690 | 425 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 22,885 | 415 | 0.05% | 0.05% | 28 | +1,600 | 7.52% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 22,287 | 404 | 0.0% | 0.0% | 29 | -169,739 | -88.39% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 15,400 | 279 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 14,454 | 262 | 0.0% | 0.0% | 31 | -300 | -2.03% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,877 | 252 | 0.0% | 0.0% | 32 | +2,534 | 22.34% | Q2 2026 | Aug 12, 2026 |
| 5T Wealth, LLC | History | Added to | 13,486 | 245 | 0.09% | 0.08% | 33 | +2,534 | 23.14% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,119 | 238 | 0.0% | 0.0% | 34 | -669 | -4.85% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 11,490 | 208 | 0.0% | 0.0% | 35 | -2,367 | -17.08% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,028 | 182 | 0.0% | 0.0% | 36 | -1,123 | -10.07% | Q2 2026 | Aug 12, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 6,888 | 125 | 0.05% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 5,391 | 97 | 0.0% | — | 38 | +5,391 | New | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,000 | 72 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 3,563 | 64 | 0.02% | 0.02% | 40 | +1 | 0.03% | Q2 2026 | Jul 20, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,538 | 46 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | Reduced | 1,807 | 32 | 0.0% | 0.0% | 42 | -771 | -29.91% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,683 | 30 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,169 | 21 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 916 | 16 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 776 | 14 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | New | 747 | 13 | 0.0% | — | 48 | +747 | New | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 763 | 13 | 0.0% | 0.0% | 47 | -300 | -28.22% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 573 | 10 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,756 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,500 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -542 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 43 | 0 | — | — | — | +43 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |