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 160 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 $899 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
250,274
shares
|
$7.52 Million
1.93% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
231,311
shares
|
$6.95 Million
0.87% of portfolio
|
Q4 2024
Added 35.86%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
229,774
shares
|
$6.91 Million
0.18% of portfolio
|
Q3 2024
Added 399.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
224,517
shares
|
$6.75 Million
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
213,590
shares
|
$6.42 Million
3.69% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
211,922
shares
|
$6.37 Million
0.0% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
205,344
shares
|
$6.17 Million
2.37% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
205,207
shares
|
$6.17 Million
1.21% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,119
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
193,020
shares
|
$5.8 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
187,252
shares
|
$5.63 Million
2.51% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
187,175
shares
|
$5.63 Million
0.03% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
173,968
shares
|
$5.23 Million
1.09% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
169,813
shares
|
$5.1 Million
3.66% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
165,896
shares
|
$4.99 Million
0.09% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
165,896
shares
|
$4.99 Million
0.65% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
154,723
shares
|
$4.65 Million
1.21% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
153,312
shares
|
$4.61 Million
0.14% of portfolio
|
Q4 2024
Reduced 71.94%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
151,944
shares
|
$4.57 Million
1.56% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
151,197
shares
|
$4.54 Million
0.28% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
147,080
shares
|
$4.42 Million
0.73% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
145,191
shares
|
$4.36 Million
0.04% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
143,787
shares
|
$4.32 Million
0.13% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
138,360
shares
|
$4.16 Million
0.01% of portfolio
|
Q3 2024
Added 34.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
137,871
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2024
Added 1.51%
|