19 institutions reported holding $18.0M of COLUMBIA DIVERSIFIED FIXED INC ALLC ETF (DIAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hobart Private Capital, LLC ($4.4M), Concurrent Investment Advisors, LLC ($3.8M), Private Advisor Group, LLC ($1.7M), BankPlus Wealth Management LLC ($1.5M), New Insight Wealth Advisors ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hobart Private Capital, LLC | $4.4M | 240,211 | Trimmed |
| 2 | Concurrent Investment Advisors, LLC | $3.8M | 209,952 | Added |
| 3 | Private Advisor Group, LLC | $1.7M | 93,343 | Added |
| 4 | BankPlus Wealth Management LLC | $1.5M | 84,891 | Added |
| 5 | New Insight Wealth Advisors | $1.5M | 79,842 | Trimmed |
| 6 | Pine Valley Investments Ltd Liability Co | $1.2M | 67,979 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 60,415 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $942,000 | 51,828 | Added |
| 9 | Acorn Wealth Advisors, LLC | $697,437 | 38,384 | Trimmed |
| 10 | Walkner Condon Financial Advisors LLC | $415,595 | 22,885 | Added |
| 11 | 5T Wealth, LLC | $245,043 | 13,486 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $208,768 | 11,490 | Trimmed |
| 13 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $125,158 | 6,888 | Hold |
| 14 | Westside Investment Management, Inc. | $72,680 | 4,000 | Hold |
| 15 | Owl Creek Wealth Partners LLC | $64,734 | 3,563 | Added |
| 16 | Glass Jacobson Investment Advisors llc | $14,100 | 776 | Hold |
| 17 | Farther Finance Advisors, LLC | $13,573 | 747 | New |
| 18 | IFP Advisors, Inc | $273 | 15 | Hold |
| 19 | WealthPlan Investment Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30