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Columbia Diversified Fixed Income Allocation ETF
DIAL

54 hedge funds and large institutions have $290M invested in Columbia Diversified Fixed Income Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $273M → $290M (+$17.2M)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

1.33% less ownership

Funds ownership: 69.48% → 68.16% (-1.3%)

2% less funds holding

Funds holding: 55 → 54 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$17.3M
2
Goldman Sachs
Goldman Sachs
New York
+$13.8M
3
PVI
Pine Valley Investments
New Jersey
+$2.43M
4
PAG
Private Advisor Group
New Jersey
+$1.34M
5
NIWA
New Insight Wealth Advisors
California
+$884K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$18.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$369K
3
CL
Choreo LLC
Illinois
-$217K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$208K
5
SWP
Strategic Wealth Partners
Ohio
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$405K -$38.1K -2,068 -9%
WCFA
27
Walkner Condon Financial Advisors
Wisconsin
$326K +$18.3K +995 +6%
MML Investors Services
28
MML Investors Services
Massachusetts
$298K +$299K +16,236 New
WA
29
Waverly Advisors
Alabama
$290K +$99.3K +5,392 +52%
NP
30
NorthRock Partners
Minnesota
$283K – – –
CIA
31
Concurrent Investment Advisors
Florida
$253K -$15.9K -863 -6%
OIA
32
OneDigital Investment Advisors
Kansas
$253K -$8.12K -441 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$251K -$3.68K -200 -1%
WIM
34
WealthPlan Investment Management
Nebraska
$216K – – –
5W
35
5T Wealth
California
$202K +$202K +10,986 New
JP Morgan Chase
36
JP Morgan Chase
New York
$194K +$110 +6 +0.1%
ASN
37
Advisory Services Network
Georgia
$185K +$41.2K +2,236 +29%
CPG
38
Cornerstone Planning Group
New Jersey
$159K +$159K +8,633 New
KAS
39
Kestra Advisory Services
Texas
$152K +$153K +8,300 New
MDCM
40
Morgan Dempsey Capital Management
Wisconsin
$126K – – –
GRP
41
Global Retirement Partners
California
$106K – – –
WIM
42
Westside Investment Management
California
$73.4K – – –
SC
43
SouthState Corp
Florida
$47.3K -$13.2K -715 -22%
BCM
44
Boreal Capital Management
Florida
$45.9K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$30.9K -$1.88K -102 -6%
SS
46
Sunbelt Securities
Texas
$21.4K -$4.24K -230 -16%
HI
47
Harbour Investments
Wisconsin
$19.5K – – –
Comerica Bank
48
Comerica Bank
Texas
$16.8K – – –
GJIA
49
Glass Jacobson Investment Advisors
Maryland
$14.2K -$20.4K -1,110 -59%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
1
2
3

DIAL Hedge Fund Activity: Q4 2025 in Review

54 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q4 2025, worth a combined $290M — up 6.3% from $273M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DIAL and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 18 added.

The largest buyer was LPL Financial, adding an estimated $17.3M. The largest seller was Wells Fargo, cutting an estimated $18.9M.

  • 54 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q4 2025, down from 55 in Q3 2025.
  • Funds reported $290M of Columbia Diversified Fixed Income Allocation ETF stock for Q4 2025, up 6.3% quarter-over-quarter.
  • 6 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q4 2025 and 7 closed out, a net change of -1 holder.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q4 2025 was LPL Financial, an estimated $17.3M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q4 2025 was Wells Fargo, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2025.