Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Columbia ETF Tr I (DIAL)

54 + 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
↑ +3
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — DIAL

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DIAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
55 funds currently hold this stock — 92% of the 3.0-year high of 60 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

31 buying17 selling
Last quarter: 31 funds were net buyers (10 opened a brand new position + 21 added to an existing one). Only 17 were sellers (10 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 9 → 8 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 16% medium 22% new
34 out of 55 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 — ~10 new funds/quarter

8 → 5 → 9 → 8 → 10 new funds/Q
New funds entering each quarter: 5 → 9 → 8 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 27% newcomers

62% veterans 11% 1-2yr 27% new
Entry-cohort mix of 55 holders: 34 (62%) are 2+ year veterans, 6 entered 1–2 years ago, and 15 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 83% AUM from top-100 funds

83% from top-100 AUM funds
14 of 54 holders are among the 100 largest funds by AUM, controlling 83% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q1, 31 hedge funds were net buyers of DIAL (10 opened a new position, 21 added to an existing one), while 17 reduced or exited (10 trimmed, 7 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 83% of total institutional value in DIAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 55.

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

-- --

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

Is It Too Late to Buy Columbia ETF Tr I (DIAL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DIAL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
DIAL
+0.2%
SPY
+13.9%

DIAL outperformed SPY by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DIAL
+1.1%
SPY
+0.2%

Since the filing became public, DIAL outperformed SPY by +0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: DIAL
54 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 54 52 3.85%
13F Shares 15M 16M -3.01%
Total Value $273M $286M -4.42%
New Positions 10 8 +2
Increased Positions 21 17 +4
Closed Positions 8 7 +1
Reduced Positions 9 19 -10
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 Q1)

54 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hobart Private Capital, LLC 1.35% 381,127 $6.9M
2 Convergence Financial, LLC 1.28% 668,338 $12.1M
3 BankPlus Wealth Management LLC 0.71% 76,092 $1.4M
4 Pine Valley Investments Ltd Liability Co 0.68% 822,937 $14.9M
5 New Insight Wealth Advisors 0.55% 85,043 $1.5M
6 Millington Financial Advisors, LLC 0.53% 68,908 $1.3M
7 Acorn Wealth Advisors, LLC 0.23% 43,145 $780K
8 5T Wealth, LLC 0.08% 10,952 $198K
9 Morgan Dempsey Capital Management LLC 0.06% 6,888 $125K
10 Walkner Condon Financial Advisors LLC 0.05% 21,285 $385K
11 Mainstay Capital Management LLC /Adv 0.05% 32,909 $595K
12 First Foundation Advisors 0.04% 52,405 $947K
13 Boreal Capital Management LLC 0.04% 2,500 $45K
14 Ameriprise Financial Inc 0.03% 6,252,007 $113.0M
15 Owl Creek Wealth Partners LLC 0.02% 3,562 $64K
16 Synergy Investment Management, LLC 0.02% 2,538 $46K
17 WealthPlan Investment Management, LLC 0.01% 11,756 $213K
18 LPL Financial LLC 0.01% 2,311,406 $41.8M
19 Westside Investment Management, Inc. 0.01% 4,000 $72K
20 HBK Sorce Advisory LLC 0.01% 23,690 $432K
21 Private Advisor Group, LLC 0.01% 88,612 $1.6M
22 Glass Jacobson Investment Advisors llc 0.00% 776 $14K
23 NorthRock Partners, LLC 0.00% 15,400 $278K
24 Concurrent Investment Advisors, LLC 0.00% 14,541 $263K
25 Wells Fargo & Company/Mn 0.00% 795,212 $14.4M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DIAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DIAL?

More buyers than sellers — 65% buying: Last quarter: 31 funds were net buyers (10 opened a brand new position + 21 added to an existing one). Only 17 were sellers (10 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DIAL holders?

Elite ownership — 83% AUM from top-100 funds: 14 of 54 holders are among the 100 largest funds by AUM, controlling 83% 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?

62% of holders stayed for 2+ years: 34 out of 55 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.

Is it too late to buy Columbia ETF Tr I (DIAL) following the 2026 Q1 hedge fund 13F filings?

As of today, DIAL has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), DIAL has gained +0.2% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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