Who owns DIAL?
Columbia Diversified Fixed Income Allocation ETF · Columbia Threadneedle
52 institutions reported holding DIAL, worth $265.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DIAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Ameriprise Financial Inc. | Minneapolis, MN | $113.5M | 6,247,687 | −4,320 shares |
| LPL Financial LLC | Fort Mill, SC | $44.6M | 2,456,861 | +145,455 shares |
| Bank of America Corp. | Charlotte, NC | $16.8M | 922,605 | −310,926 shares |
| Morgan Stanley | New York, NY | $15.8M | 871,399 | −17,332 shares |
| Wells Fargo & Company | San Francisco, CA | $15.1M | 829,612 | +34,400 shares |
| UBS Group AG | Zurich, Switzerland | $12.5M | 685,843 | +39,085 shares |
| Convergence Financial, LLC | Columbia, MO | $12.4M | 680,631 | +12,293 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $6.5M | 356,840 | +121,647 shares |
| Hobart Private Capital, LLC | Charlotte, NC | $4.4M | 240,211 | −140,916 shares |
| Concurrent Investment Advisors, LLC | Tampa, FL | $3.8M | 209,952 | +195,411 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DIAL?
52 institutional managers reported holding DIAL in Form 13F filings for June 30, 2026, worth $265.9M in total. The largest reported position was held by Ameriprise Financial Inc., at $113.5M.
Did institutions buy or sell DIAL last quarter?
Reported 13F value fell 2.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DIAL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.