Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Columbia ETF Tr I (DIAL)

53 + Investors. Track Smart Money conviction in DIAL. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — DIAL

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DIAL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
54 funds currently hold this stock — 89% of the 3.0-year high of 61 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DIAL is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

24 buying25 selling
Last quarter: 25 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 10 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 22% medium 13% new
35 out of 54 hedge funds have held DIAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~6 new funds/quarter

6 → 9 → 8 → 10 → 6 new funds/Q
New funds entering each quarter: 9 → 8 → 10 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 19% newcomers

65% veterans 17% 1-2yr 19% new
Entry-cohort mix of 54 holders: 35 (65%) are 2+ year veterans, 9 entered 1–2 years ago, and 10 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 85% AUM from top-100 funds

85% from top-100 AUM funds
11 of 53 holders are among the 100 largest funds by AUM, controlling 85% of total institutional value in DIAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DIAL

In 2026 Q2, 24 hedge funds were net buyers of DIAL (6 opened a new position, 18 added to an existing one), while 25 reduced or exited (18 trimmed, 7 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 85% of total institutional value in DIAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 54.

Hedge Fund Ownership: DIAL

How many hedge funds hold DIAL — quarterly history vs. share price
Quarterly hedge fund ownership of DIAL vs. share price

Market Analysis: DIAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIAL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: DIAL
53 + Investors

Track Smart Money conviction in DIAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 53 55 -3.64%
13F Shares 15M 16M -7.56%
Total Value $267M $288M -7.16%
New Positions 6 10 -4
Increased Positions 18 21 -3
Closed Positions 7 8 -1
Reduced Positions 18 10 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DIAL

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Institutional Holders (2026 Q2)

53 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DIAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DIAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fig Financial Advisory Services Inc /Adv 1.65% 138,783 $2.4M
2 Convergence Financial, LLC 0.98% 680,631 $12.4M
3 Hobart Private Capital, LLC 0.75% 240,211 $4.4M
4 BankPlus Wealth Management LLC 0.69% 84,891 $1.5M
5 Millington Financial Advisors, LLC 0.53% 74,234 $1.3M
6 New Insight Wealth Advisors 0.43% 79,842 $1.5M
7 Acorn Wealth Advisors, LLC 0.17% 38,384 $697K
8 5T Wealth, LLC 0.09% 13,486 $245K
9 Morgan Dempsey Capital Management LLC 0.05% 6,888 $125K
10 Pine Valley Investments Ltd Liability Co 0.05% 67,979 $1.2M
11 Walkner Condon Financial Advisors LLC 0.05% 22,885 $416K
12 Mainstay Capital Management LLC /Adv 0.04% 32,919 $598K
13 Concurrent Investment Advisors, LLC 0.03% 209,952 $3.8M
14 First Foundation Advisors 0.02% 35,383 $643K
15 Ameriprise Financial Inc 0.02% 6,247,687 $113.5M
16 Owl Creek Wealth Partners LLC 0.02% 3,563 $65K
17 Synergy Investment Management, LLC 0.01% 2,538 $46K
18 LPL Financial LLC 0.01% 2,456,861 $44.6M
19 Westside Investment Management, Inc. 0.01% 4,000 $73K
20 HBK Sorce Advisory LLC 0.01% 23,690 $426K
21 Private Advisor Group, LLC 0.01% 93,343 $1.7M
22 Glass Jacobson Investment Advisors llc 0.00% 776 $14K
23 NorthRock Partners, LLC 0.00% 15,400 $280K
24 Wells Fargo & Company/Mn 0.00% 829,612 $15.1M
25 Advisory Services Network, LLC 0.00% 10,028 $182K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Columbia ETF Tr I (DIAL)

What does the Smart Money Trend signal show for DIAL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DIAL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DIAL?

More sellers than buyers — 49% buying: Last quarter: 25 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DIAL holders?

Elite ownership — 85% AUM from top-100 funds: 11 of 53 holders are among the 100 largest funds by AUM, controlling 85% of total institutional value in DIAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DIAL?

65% of holders stayed for 2+ years: 35 out of 54 hedge funds have held DIAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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