Institutional Ownership Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $906 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,958,602
shares
|
$120 Million
0.01% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,748,567
shares
|
$114 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,243,236
shares
|
$37.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
868,104
shares
|
$26.3 Million
5.5% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
866,460
shares
|
$26.3 Million
0.46% of portfolio
|
Q1 2025
Added 104.17%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
793,639
shares
|
$24.1 Million
7.26% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
788,298
shares
|
$23.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
706,086
shares
|
$21.4 Million
3.94% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
641,795
shares
|
$19.5 Million
0.88% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
640,231
shares
|
$19.4 Million
0.02% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
624,260
shares
|
$18.9 Million
0.03% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
611,025
shares
|
$18.5 Million
0.11% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
575,588
shares
|
$17.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
543,012
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
500,225
shares
|
$15.2 Million
2.89% of portfolio
|
Q1 2025
Reduced 30.69%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
491,377
shares
|
$14.9 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
472,272
shares
|
$14.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
464,843
shares
|
$14.1 Million
0.26% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
450,695
shares
|
$13.7 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
445,777
shares
|
$13.5 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
408,672
shares
|
$12.4 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
340,806
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
310,558
shares
|
$9.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
308,442
shares
|
$9.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 57.96%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
302,620
shares
|
$9.17 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.57%
|