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 | No change | 6,247,687 | 113,520 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,456,861 | 44,641 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 922,605 | 16,763 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 871,399 | 15,833 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 829,612 | 15,074 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 685,843 | 12,461 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 356,840 | 6,484 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Convergence Financial, LLC | History | Reduced | 349,254 | 6,007 | 0.84% | 0.98% | 8 | -331,377 | -48.69% | Q3 2026 | Oct 27, 2026 |
| Hobart Private Capital, LLC | History | Added to | 254,134 | 4,371 | 0.74% | 0.75% | 9 | +13,923 | 5.8% | Q3 2026 | Oct 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 251,279 | 4,321 | 0.03% | 0.03% | 10 | +41,327 | 19.68% | Q3 2026 | Oct 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 113,876 | 2,069 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Private Advisor Group, LLC | History | No change | 93,343 | 1,696 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 93,464 | 1,607 | 0.7% | 0.69% | 13 | +8,573 | 10.1% | Q3 2026 | Oct 13, 2026 |
| New Insight Wealth Advisors | History | No change | 79,842 | 1,450 | 0.43% | 0.43% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Millington Financial Advisors, LLC | History | No change | 74,234 | 1,340 | 0.53% | 0.53% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 67,979 | 1,235 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 66,218 | 1,203 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 38,624 | 701 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 36,616 | 665 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 35,383 | 642 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 34,564 | 628 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 33,530 | 609 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 32,919 | 598 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 32,850 | 565 | 0.14% | 0.17% | 24 | -5,534 | -14.42% | Q3 2026 | Oct 19, 2026 |
| HBK Sorce Advisory LLC | History | No change | 23,690 | 425 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,207 | 416 | 0.0% | 0.0% | 26 | -1,707 | -6.59% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,287 | 404 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 22,120 | 380 | 0.04% | 0.05% | 28 | -765 | -3.34% | Q3 2026 | Oct 30, 2026 |
| NorthRock Partners, LLC | History | No change | 15,400 | 279 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 14,454 | 262 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,877 | 252 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 5T Wealth, LLC | History | No change | 13,486 | 245 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 13,119 | 238 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,036 | 224 | 0.0% | 0.0% | 34 | -47,379 | -78.42% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,490 | 208 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Advisory Services Network, LLC | History | No change | 10,028 | 182 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 6,888 | 125 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,391 | 97 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,000 | 68 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 2,787 | 47 | 0.01% | 0.02% | 40 | -776 | -21.78% | Q3 2026 | Oct 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 |
| William Mack & Associates, Inc. | History | New | 2,086 | 35 | 0.01% | — | 42 | +2,086 | New | Q3 2026 | Oct 27, 2026 |
| SouthState Bank Corp | History | No change | 1,807 | 32 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,683 | 30 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 916 | 16 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 763 | 13 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 776 | 13 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 628 | 10 | 0.0% | 0.0% | 48 | -119 | -15.93% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | New | 203 | 3 | 0.0% | — | 49 | +203 | New | Q3 2026 | Oct 21, 2026 |
| FMR LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFS Advisors, LLC | History | New | 63 | 1 | 0.0% | — | 52 | +63 | New | Q3 2026 | Oct 14, 2026 |
| WPG Advisers, LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |