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Columbia Divers FIX Inc ETF (DIAL)

CUSIP: 19761L508 | NYSE | 223 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Convergence Financial, LLC349,254
0.8% of portfolio›$6.0M
Hobart Private Capital, LLC254,134
0.7% of portfolio›$4.4M
Concurrent Investment Advisors, LLC251,279
0.0% of portfolio›$4.3M
BankPlus Wealth Management LLC93,464
0.7% of portfolio›$1.6M
Acorn Wealth Advisors, LLC32,850
0.1% of portfolio›$565.0K
Cambridge Investment Research Advisors, Inc.24,207
0.0% of portfolio›$416.0K
Walkner Condon Financial Advisors LLC22,120
0.0% of portfolio›$380.3K
Commonwealth Equity Services, LLC13,036
0.0% of portfolio›$224.2K
Westside Investment Management, Inc.4,000
0.0% of portfolio›$68.8K
Owl Creek Wealth Partners LLC2,787
0.0% of portfolio›$47.9K
William Mack & Associates, Inc.2,086
0.0% of portfolio›$35.9K
Glass Jacobson Investment Advisors llc776
0.0% of portfolio›$13.3K
Farther Finance Advisors, LLC628
0.0% of portfolio›$10.8K
Assetmark, Inc203
0.0% of portfolio›$3.5K
WPG Advisers, LLC84
0.0% of portfolio›$1.4K
IFS Advisors, LLC63
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Convergence Financial, LLC
349,254$6.0M0.8%ETFMediumColumbia, MO2026-10-27
Hobart Private Capital, LLC
254,134$4.4M0.7%ETFMediumCharlotte, NC2026-10-19
Concurrent Investment Advisors, LLC
251,279$4.3M0.0%GrowthMediumTampa, FL2026-10-16
BankPlus Wealth Management LLC
93,464$1.6M0.7%ETFLowJackson, MS2026-10-13
Acorn Wealth Advisors, LLC
32,850$565.0K0.1%ETFLowGrand Blanc, MI2026-10-19
Cambridge Investment Research Advisors, Inc.
24,207$416.0K0.0%ETFLowFairfield, IA2026-11-02
Walkner Condon Financial Advisors LLC
22,120$380.3K0.0%ETFLowVerona, WI2026-11-02
Commonwealth Equity Services, LLC
13,036$224.2K0.0%ETFLowWaltham, MA2026-11-02
Westside Investment Management, Inc.
4,000$68.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Owl Creek Wealth Partners LLC
2,787$47.9K0.0%IndexLowGreenwood Village, CO2026-10-20
William Mack & Associates, Inc.
2,086$35.9K0.0%ETFLowTroy, MI2026-10-27
Glass Jacobson Investment Advisors llc
776$13.3K0.0%ETFLowOwings Mills, MD2026-10-26
Farther Finance Advisors, LLC
628$10.8K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
203$3.5K0.0%ETFLowConcord, CA2026-10-21
WPG Advisers, LLC
84$1.4K0.0%CoreLowBaltimore, MD2026-10-27
IFS Advisors, LLC
63$1.1K0.0%ETFLowOverland Park, KS2026-10-14