Columbia ETF Trust I - DIAL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 6,642,094 | 121,915 | 0.03% | 0.03% | 1 | +22,126 | 0.33% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 2,183,465 | 40,077 | 0.01% | 0.01% | 2 | +939,843 | 75.57% | Q4 2025 | Feb 11, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 1,447,429 | 26,567 | 1.23% | 1.19% | 3 | +131,946 | 10.03% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 923,341 | 16,947 | 0.0% | 0.0% | 4 | +25,619 | 2.85% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 921,138 | 16,907 | 0.0% | 0.0% | 5 | +22,700 | 2.53% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 749,943 | 13,765 | 0.0% | — | 6 | +749,943 | New | Q4 2025 | Mar 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 605,222 | 11,108 | 0.0% | 0.01% | 7 | -1,027,168 | -62.92% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 601,390 | 11,038 | 0.0% | 0.0% | 8 | -6,845 | -1.13% | Q4 2025 | Jan 29, 2026 |
| Convergence Financial, LLC | History | Added to | 326,547 | 5,993 | 0.87% | 0.87% | 9 | +11,294 | 3.58% | Q4 2025 | Feb 11, 2026 |
| Hobart Private Capital, LLC | History | Added to | 312,109 | 5,728 | 1.12% | 1.18% | 10 | +7,493 | 2.46% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 206,502 | 3,791 | 0.0% | — | 11 | +206,502 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 91,820 | 1,685 | 0.01% | 0.0% | 12 | +72,626 | 378.38% | Q4 2025 | Feb 17, 2026 |
| New Insight Wealth Advisors | History | Added to | 78,489 | 1,440 | 0.51% | 0.21% | 13 | +47,987 | 157.32% | Q4 2025 | Feb 17, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 67,349 | 1,242 | 0.55% | 0.66% | 14 | -6,753 | -9.11% | Q4 2025 | Feb 09, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 58,402 | 1,071 | 0.59% | 0.56% | 15 | +7,186 | 14.03% | Q4 2025 | Feb 04, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 52,404 | 961 | 0.04% | 0.04% | 16 | -4,044 | -7.16% | Q4 2025 | Feb 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 46,729 | 857 | 0.0% | 0.0% | 17 | +3,237 | 7.44% | Q4 2025 | Feb 18, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 44,845 | 823 | 0.25% | 0.3% | 18 | -6,659 | -12.93% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 44,771 | 821 | 0.0% | 0.0% | 19 | -11,281 | -20.13% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 40,996 | 750 | 0.0% | 0.0% | 20 | -1,151 | -2.73% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,122 | 644 | 0.0% | 0.0% | 21 | +9,611 | 37.67% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33,231 | 610 | 0.0% | 0.0% | 22 | -20,060 | -37.64% | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 30,665 | 562 | 0.2% | 0.24% | 23 | -1,689 | -5.22% | Q4 2025 | Feb 09, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 27,821 | 510 | 0.04% | 0.02% | 24 | +15,975 | 134.86% | Q4 2025 | Jan 27, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 23,690 | 436 | 0.01% | 0.02% | 25 | -10,671 | -31.06% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,073 | 405 | 0.0% | 0.0% | 26 | -2,068 | -8.57% | Q4 2025 | Feb 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 17,785 | 326 | 0.05% | 0.05% | 27 | +995 | 5.93% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 16,236 | 298 | 0.0% | — | 28 | +16,236 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 15,804 | 290 | 0.0% | 0.0% | 29 | +5,392 | 51.79% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | No change | 15,400 | 282 | 0.0% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,791 | 253 | 0.0% | 0.0% | 31 | -863 | -5.89% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,778 | 252 | 0.0% | 0.0% | 32 | -441 | -3.1% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 13,697 | 251 | 0.0% | 0.0% | 33 | -200 | -1.44% | Q4 2025 | Feb 10, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 11,756 | 215 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| 5T Wealth, LLC | History | New | 10,986 | 201 | 0.08% | — | 35 | +10,986 | New | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 10,555 | 193 | 0.0% | 0.0% | 36 | +6 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,066 | 184 | 0.0% | 0.0% | 37 | +2,236 | 28.56% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | New | 8,633 | 159 | 0.02% | — | 38 | +8,633 | New | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,300 | 152 | 0.0% | — | 39 | +8,300 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 6,888 | 126 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,748 | 105 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,000 | 73 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SouthState Bank Corp | History | Reduced | 2,578 | 47 | 0.0% | 0.0% | 43 | -715 | -21.71% | Q4 2025 | Feb 11, 2026 |
| Boreal Capital Management LLC | History | No change | 2,500 | 45 | 0.03% | 0.04% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,683 | 30 | 0.0% | 0.0% | 45 | -102 | -5.71% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,164 | 21 | 0.0% | 0.0% | 46 | -230 | -16.5% | Q4 2025 | Feb 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,063 | 19 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 09, 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 | Reduced | 776 | 14 | 0.01% | 0.01% | 49 | -1,110 | -58.85% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | No change | 573 | 11 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 119 | 2 | 0.0% | — | 52 | +119 | New | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | Reduced | 84 | 1 | 0.0% | 0.0% | 53 | -97 | -53.59% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,772 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,252 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,521 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -778 | -100.0% | Q3 2025 | Nov 12, 2025 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Oct 22, 2025 |
| IFP Advisors, Inc | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |