DIAL · Insider trading · 13F holders · Congress trades
Columbia Diversified Fixed Income Allocation ETF (DIAL)
Who is buying and selling DIAL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 5
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 4
DIAL at a glance
- No open-market insider purchases or sales of DIAL were filed in the last 90 days.
- 5 13F filers hold DIAL among their 50 largest positions, worth $14.8M combined. The biggest bets by portfolio weight are Convergence Financial, LLC (0.8%), Hobart Private Capital, LLC (0.7%) and BankPlus Wealth Management LLC (0.7%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- Members of Congress have disclosed 4 DIAL trades since 2021, 4 purchases and 0 sales in the past year; the latest was Kevin Hern (R-OK), buying $1K–15K on Oct 6, 2021.
- DIAL last closed at $17.52 on Oct 30, 2026.
DIAL insider trading
No open-market insider purchases or sales of DIAL were filed in the last 90 days.
Who owns DIAL? Hedge funds and superinvestors
5 13F filers hold DIAL among their 50 largest positions, worth $14.8M combined. The biggest bets by portfolio weight are Convergence Financial, LLC (0.8%), Hobart Private Capital, LLC (0.7%) and BankPlus Wealth Management LLC (0.7%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Convergence Financial, LLCWealth manager | 0.8% | $6.0M | 349,254 | -48.7% shares | Q3 2026 |
| Hobart Private Capital, LLCWealth manager | 0.7% | $4.4M | 254,134 | +5.8% shares | Q3 2026 |
| BankPlus Wealth Management LLCWealth manager | 0.7% | $1.6M | 93,464 | +10.1% shares | Q3 2026 |
| New Insight Wealth AdvisorsWealth manager | 0.4% | $1.5M | 79,842 | -6.1% shares | Q2 2026 |
| Millington Financial Advisors, LLCWealth manager | 0.5% | $1.3M | 74,234 | +7.7% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 2). Screen DIAL in the grand portfolio →
DIAL stock trades by members of Congress
Members of Congress have disclosed 4 DIAL trades since 2021, 4 purchases and 0 sales in the past year; the latest was Kevin Hern (R-OK), buying $1K–15K on Oct 6, 2021.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Nov 5, 2021 | Kevin HernR-OK · House | Buy | $1K–15K | Oct 6, 2021 | -17.7% |
| Oct 7, 2021 | Kevin HernR-OK · House | Buy | $1K–15K | Sep 7, 2021 | -19.0% |
| Sep 15, 2021 | Kevin HernR-OK · House | Buy | $1K–15K | Aug 5, 2021 | -19.2% |
| Sep 15, 2021 | Kevin HernR-OK · House | Buy | $1K–15K | Jul 7, 2021 | -19.1% |
DIAL questions and answers
Are insiders buying DIAL stock?
No open-market insider purchases or sales of DIAL were filed in the last 90 days.
Which hedge funds own DIAL?
5 13F filers hold DIAL among their 50 largest positions, worth $14.8M combined. The biggest bets by portfolio weight are Convergence Financial, LLC (0.8%), Hobart Private Capital, LLC (0.7%) and BankPlus Wealth Management LLC (0.7%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded DIAL?
Members of Congress have disclosed 4 DIAL trades since 2021, 4 purchases and 0 sales in the past year; the latest was Kevin Hern (R-OK), buying $1K–15K on Oct 6, 2021.
Who is the largest holder of DIAL?
Among 13F filers, Convergence Financial, LLC reports the largest DIAL position, $6.0M (349,254 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Convergence Financial, LLC's: 0.8% of its portfolio.
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