Who owns Columbia Diversified Fixed Income Allocation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DIAL from SEC Form 13F filings across 52 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 52 institutions disclosed 14.6M shares of Columbia Diversified Fixed Income Allocation ETF worth $265.4M — about 59.7% of shares outstanding; the largest disclosed holder is AMERIPRISE FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
52
13F holders
$265.4M
value, 2026 filers
59.7%
of shares outstanding (14.6M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DIAL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 6.2M | $113.5M | 0.0% | 25.5% | -0.1% |
| 2 | LPL Financial LLC | 2.5M | $44.6M | 0.0% | 10% | +6.3% |
| 3 | BANK OF AMERICA CORP /DE/ | 922,605 | $16.8M | 0.0% | 3.8% | -25.2% |
| 4 | MORGAN STANLEY | 871,399 | $15.8M | 0.0% | 3.6% | -2.0% |
| 5 | WELLS FARGO & COMPANY/MN | 829,612 | $15.1M | 0.0% | 3.4% | +4.3% |
| 6 | UBS Group AG | 685,843 | $12.5M | 0.0% | 2.8% | +6.0% |
| 7 | Convergence Financial, LLC | 680,631 | $12.4M | 1.0% | 2.8% | +1.8% |
| 8 | ROYAL BANK OF CANADA | 356,840 | $6.5M | 0.0% | 1.5% | +51.7% |
| 9 | Hobart Private Capital, LLC | 240,211 | $4.4M | 0.7% | 1% | -37.0% |
| 10 | Concurrent Investment Advisors, LLC | 209,952 | $3.8M | 0.0% | 0.9% | +1343.9% |
| 11 | CITADEL ADVISORS LLC | 113,876 | $2.1M | 0.0% | 0.5% | -80.2% |
| 12 | Private Advisor Group, LLC | 93,343 | $1.7M | 0.0% | 0.4% | +5.3% |
| 13 | BankPlus Wealth Management LLC | 84,891 | $1.5M | 0.7% | 0.3% | +11.6% |
| 14 | New Insight Wealth Advisors | 79,842 | $1.5M | 0.4% | 0.3% | -6.1% |
| 15 | Millington Financial Advisors, LLC | 74,234 | $1.3M | 0.5% | 0.3% | +7.7% |
| 16 | Pine Valley Investments Ltd Liability CoNEW | 67,979 | $1.2M | 0.0% | 0.3% | new |
| 17 | RAYMOND JAMES FINANCIAL INC | 66,218 | $1.2M | 0.0% | 0.3% | +12.2% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 60,415 | $1.1M | 0.0% | 0.2% | +13.6% |
| 19 | JANE STREET GROUP, LLC | 38,624 | $701,798 | 0.0% | 0.2% | -49.0% |
| 20 | Acorn Wealth Advisors, LLC | 38,384 | $697,437 | 0.2% | 0.2% | -11.0% |
| 21 | Cetera Investment Advisers | 36,616 | $665,305 | 0.0% | 0.1% | -15.6% |
| 22 | FIRST FOUNDATION ADVISORS | 35,383 | $642,916 | 0.0% | 0.1% | -32.5% |
| 23 | Focus Partners Wealth | 34,564 | $628,018 | 0.0% | 0.1% | +2.2% |
| 24 | OSAIC HOLDINGS, INC. | 33,530 | $609,239 | 0.0% | 0.1% | +2.2% |
| 25 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 32,919 | $598,139 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.