Columbia Diversified Fixed Income Allocation
DIAL • ARCA
Columbia Diversified Fixed Income Allocation is an exchange-traded fund on ARCA. As of Q3 2025, 49 institutional investors hold shares in this ETF, with total holdings valued at $244.7M. AMERIPRISE FINANCIAL INC is the largest holder with a position valued at $122.1M.
Overview
Overview of institutional ownership in DIAL as of Q3 2025
All Institutions
- Institutions
- 49
- Value Held
- $244.7M
- Shares Held
- 13.3M
- Avg Position
- $5.0M
- Median Position
- $256.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $634.3K
- Shares Held
- 34.4K
- Avg Position
- $634.3K
- Median Position
- $634.3K
Biggest Investors
Institutions with the largest positions in DIAL as of Q3 2025
| Institution | Position Value |
|---|---|
 AMERIPRISE FINANCIAL INC Institution | $122.1M 0.03% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $30.1M 0.01% of portfolio |
L LPL Financial LLC Institution | $22.9M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $16.6M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $16.6M 0.00% of portfolio |
 UBS Group AG Institution | $11.2M 0.00% of portfolio |
C Convergence Financial, LLC RIA/Wealth | $5.8M 0.87% of portfolio |
 Hobart Private Capital, LLC RIA/Wealth | $5.6M 1.18% of portfolio |
M Millington Financial Advisors, LLC RIA/Wealth | $1.4M 0.67% of portfolio |
 FIRST FOUNDATION ADVISORS RIA/Wealth | $1.0M 0.04% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DIAL in Q3 2025
- Traded
- +$28.3M
- Buyers
- 19
- Sellers
- 25
- Total Bought
- +$36.9M
- Total Sold
- −$8.5M
- Avg Position
- $4.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
AMERIPRISE FINANCIAL INC Institution | +$14.9M +805.2K shares |
WELLS FARGO & COMPANY/MN Institution | +$7.7M +417.2K shares |
C Convergence Financial, LLC RIA/Wealth | +$5.8M +315.3K shares |
Hobart Private Capital, LLC RIA/Wealth | +$5.6M +304.6K shares |
L LPL Financial LLC Institution | +$1.5M +81.9K shares |
 Private Advisor Group, LLC RIA/Wealth | +$354.1K +19.2K shares |
 MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth | +$218.6K +11.8K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | +$217.2K +11.8K shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | +$198.7K +10.8K shares |
A Advisory Services Network, LLC RIA/Wealth | +$144.5K +7.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Rehmann Capital Advisory Group RIA/Wealth | −$2.0M −108.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$1.8M −95.5K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.1M −57.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$668.9K −36.7K shares |
 Cetera Investment Advisers RIA/Wealth | −$530.6K −28.8K shares |
BANK OF AMERICA CORP /DE/ Institution | −$501.0K −27.2K shares |
J JANE STREET GROUP, LLC Institution | −$472.2K −25.6K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | −$417.4K −22.6K shares |
MORGAN STANLEY RIA/Wealth | −$334.1K −18.1K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$251.9K −13.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DIAL in Q3 2025
- New Positions
- 6
- New Value
- $12.1M
- Exited Positions
- 7
- Exited Value
- $4.0M
New Positions
| Institution | Position Value |
|---|---|
C Convergence Financial, LLC RIA/Wealth | $5.8M 315.3K shares |
Hobart Private Capital, LLC RIA/Wealth | $5.6M 304.6K shares |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth | $218.6K 11.8K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | $217.2K 11.8K shares |
Strategic Wealth Partners, Ltd. RIA/Wealth | $198.7K 10.8K shares |
 Sunbelt Securities, Inc. RIA/Wealth | $25.7K 1.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Rehmann Capital Advisory Group RIA/Wealth | $2.0M 108.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.1M 57.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $668.9K 36.7K shares |
S STIFEL FINANCIAL CORP Long Only Manager | $251.9K 13.8K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $63.5K 3.5K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $15.7K 865.0 shares |
 Parallel Advisors, LLC RIA/Wealth | $10.9K 600.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in DIAL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DIAL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Hobart Private Capital, LLC RIA/Wealth | 1.18% $5.6M |
C Convergence Financial, LLC RIA/Wealth | 0.87% $5.8M |
M Millington Financial Advisors, LLC RIA/Wealth | 0.67% $1.4M |
 BankPlus Wealth Management LLC RIA/Wealth | 0.56% $944.9K |
 Acorn Wealth Advisors, LLC RIA/Wealth | 0.30% $950.2K |
 Collaborative Wealth Managment Inc. RIA/Wealth | 0.24% $596.9K |
 New Insight Wealth Advisors RIA/Wealth | 0.22% $562.8K |
 Alexis Investment Partners, LLC RIA/Wealth | 0.06% $153.1K |
 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Long Only Manager | 0.06% $127.1K |
 Walkner Condon Financial Advisors LLC RIA/Wealth | 0.05% $309.5K |
Hedge Fund Spotlight
Discover hedge funds investing in DIAL
HBK Sorce Advisory LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerMatthew Atcheson Leffers
- Portfolio Value
- $4.1B
- Positions
- 732
- Last Reported
- Q3 2025
Sector Allocation
Position in Columbia Diversified Fixed Income Allocation
- Market Value
- $634.3K
- Shares Held
- 34.4K
- Portfolio Weight
- 0.02%
- Owned Since
- 2023-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $897.0M | 21.96% | |
ETF ETF | $680.4M | 16.66% | |
ETF ETF | $464.3M | 11.37% |
