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Columbia Divers FIX Inc ETF (DIAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,905,969 from 2,456,861
Change-550,892 (-22%)
Value$32.8M (-$11.9M)
Filed 2026-11-06
Convergence Financial, LLC
DECREASED
Shares349,254 from 680,631
Change-331,377 (-49%)
Value$6.0M (-$6.4M)
Filed 2026-10-27
Hobart Private Capital, LLC
INCREASED
Shares254,134 from 240,211
Change+13,923 (+6%)
Value$4.4M (+$6.5K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares251,279 from 209,952
Change+41,327 (+20%)
Value$4.3M (+$507.2K)
Filed 2026-10-16
BankPlus Wealth Management LLC
INCREASED
Shares93,464 from 84,891
Change+8,573 (+10%)
Value$1.6M (+$65.1K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
DECREASED
Shares32,850 from 38,384
Change-5,534 (-14%)
Value$565.0K (-$132.4K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares24,207 from 25,914
Change-1,707 (-7%)
Value$416.0K (-$55.0K)
Filed 2026-11-02
HBK Sorce Advisory LLC
UNCHANGED
Shares23,690 from 23,690
Change0 (0%)
Value$415.5K (-$10.3K)
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
DECREASED
Shares22,120 from 22,885
Change-765 (-3%)
Value$380.3K (-$35.3K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares13,036 from 60,415
Change-47,379 (-78%)
Value$224.2K (-$873.5K)
Filed 2026-11-02
Westside Investment Management, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$68.8K (-$3.9K)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
DECREASED
Shares2,787 from 3,563
Change-776 (-22%)
Value$47.9K (-$16.8K)
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares2,086
Change+2,086
Value$35.9K
Filed 2026-10-27
Fifth Third Bancorp
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$15.8K (-$889)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$13.3K (-$752)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares628 from 747
Change-119 (-16%)
Value$10.8K (-$2.8K)
Filed 2026-10-08
Assetmark, Inc
NEW
Shares203
Change+203
Value$3.5K
Filed 2026-10-21
WPG Advisers, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$1.4K (-$81)
Filed 2026-10-27
IFS Advisors, LLC
NEW
Shares63
Change+63
Value$1.1K
Filed 2026-10-14
IFP Advisors, Inc
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$273)
Filed 2026-10-16
Ameriprise Financial Inc
N/A
Shares— from 6,247,687
Change-6,247,687 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 922,605
Change-922,605 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 871,399
Change-871,399 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 829,612
Change-829,612 (-100%)
Value—
UBS Group AG
N/A
Shares— from 685,843
Change-685,843 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 356,840
Change-356,840 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 113,876
Change-113,876 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 93,343
Change-93,343 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 79,842
Change-79,842 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 74,234
Change-74,234 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 67,979
Change-67,979 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 66,218
Change-66,218 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 38,624
Change-38,624 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 36,616
Change-36,616 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 35,383
Change-35,383 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 34,564
Change-34,564 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 33,530
Change-33,530 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 32,919
Change-32,919 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,287
Change-22,287 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 15,400
Change-15,400 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,454
Change-14,454 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,877
Change-13,877 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 13,486
Change-13,486 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,119
Change-13,119 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,028
Change-10,028 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 6,888
Change-6,888 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 763
Change-763 (-100%)
Value—
FMR LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 43
Change-43 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED1,905,9692,456,861-550,892-22%$44.6M$32.8M-$11.9M2026-11-06
Convergence Financial, LLC
DECREASED349,254680,631-331,377-49%$12.4M$6.0M-$6.4M2026-10-27
Hobart Private Capital, LLC
INCREASED254,134240,211+13,923+6%$4.4M$4.4M+$6.5K2026-10-19
Concurrent Investment Advisors, LLC
INCREASED251,279209,952+41,327+20%$3.8M$4.3M+$507.2K2026-10-16
BankPlus Wealth Management LLC
INCREASED93,46484,891+8,573+10%$1.5M$1.6M+$65.1K2026-10-13
Acorn Wealth Advisors, LLC
DECREASED32,85038,384-5,534-14%$697.4K$565.0K-$132.4K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED24,20725,914-1,707-7%$471.0K$416.0K-$55.0K2026-11-02
HBK Sorce Advisory LLC
UNCHANGED23,69023,69000%$425.8K$415.5K-$10.3K2026-11-06
Walkner Condon Financial Advisors LLC
DECREASED22,12022,885-765-3%$415.6K$380.3K-$35.3K2026-11-02
Commonwealth Equity Services, LLC
DECREASED13,03660,415-47,379-78%$1.1M$224.2K-$873.5K2026-11-02
Westside Investment Management, Inc.
UNCHANGED4,0004,00000%$72.7K$68.8K-$3.9K2026-11-02
Owl Creek Wealth Partners LLC
DECREASED2,7873,563-776-22%$64.7K$47.9K-$16.8K2026-10-20
William Mack & Associates, Inc.
NEW2,086—+2,086——$35.9K—2026-10-27
Fifth Third Bancorp
UNCHANGED91691600%$16.6K$15.8K-$8892026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED77677600%$14.1K$13.3K-$7522026-10-26
Farther Finance Advisors, LLC
DECREASED628747-119-16%$13.6K$10.8K-$2.8K2026-10-08
Assetmark, Inc
NEW203—+203——$3.5K—2026-10-21
WPG Advisers, LLC
UNCHANGED848400%$1.5K$1.4K-$812026-10-27
IFS Advisors, LLC
NEW63—+63——$1.1K—2026-10-14
IFP Advisors, Inc
CLOSED015-15-100%$273$0-$2732026-10-16
Ameriprise Financial Inc
N/A—6,247,687-6,247,687-100%$113.5M———
Bank of America Corp
N/A—922,605-922,605-100%$16.8M———
Morgan Stanley
N/A—871,399-871,399-100%$15.8M———
Wells Fargo & Company
N/A—829,612-829,612-100%$15.1M———
UBS Group AG
N/A—685,843-685,843-100%$12.5M———
Royal Bank of Canada
N/A—356,840-356,840-100%$6.5M———
Citadel Advisors LLC
N/A—113,876-113,876-100%$2.1M———
Private Advisor Group, LLC
N/A—93,343-93,343-100%$1.7M———
New Insight Wealth Advisors
N/A—79,842-79,842-100%$1.5M———
Millington Financial Advisors, LLC
N/A—74,234-74,234-100%$1.3M———
Pine Valley Investments Ltd Liability Co
N/A—67,979-67,979-100%$1.2M———
Raymond James Financial Inc
N/A—66,218-66,218-100%$1.2M———
Jane Street Group, LLC
N/A—38,624-38,624-100%$701.8K———
Cetera Investment Advisers
N/A—36,616-36,616-100%$665.3K———
First Foundation Advisors
N/A—35,383-35,383-100%$642.9K———
Focus Partners Wealth
N/A—34,564-34,564-100%$628.0K———
Osaic Holdings, Inc.
N/A—33,530-33,530-100%$609.2K———
Mainstay Capital Management LLC
N/A—32,919-32,919-100%$598.1K———
Susquehanna International Group, LLP
N/A—22,287-22,287-100%$405.0K———
NorthRock Partners, LLC
N/A—15,400-15,400-100%$279.8K———
Waverly Advisors, LLC
N/A—14,454-14,454-100%$262.6K———
JPMorgan Chase & Co
N/A—13,877-13,877-100%$252.8K———
5T Wealth, LLC
N/A—13,486-13,486-100%$245.0K———
OneDigital Investment Advisors LLC
N/A—13,119-13,119-100%$238.4K———
Envestnet Asset Management Inc
N/A—11,490-11,490-100%$208.8K———
Advisory Services Network, LLC
N/A—10,028-10,028-100%$182.2K———
Morgan Dempsey Capital Management LLC
N/A—6,888-6,888-100%$125.2K———
Global Retirement Partners, LLC
N/A—5,391-5,391-100%$98.0K———
Synergy Investment Management, LLC
N/A—2,538-2,538-100%$46.1K———
SouthState Bank Corp
N/A—1,807-1,807-100%$32.8K———
Steward Partners Investment Advisory, LLC
N/A—1,683-1,683-100%$30.6K———
Harbour Investments, Inc.
N/A—763-763-100%$13.9K———
FMR LLC
N/A—150-150-100%$2.7K———
Qube Research & Technologies Ltd
N/A—43-43-100%$781———
Strategic Wealth Partners, Ltd.
N/A—00—$1———
Showing 55 of 55 institutions