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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
137,736
shares
|
$4.14 Million
0.12% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
131,038
shares
|
$3.94 Million
1.65% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
126,691
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
122,255
shares
|
$3.67 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
117,494
shares
|
$3.53 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
116,127
shares
|
$3.49 Million
0.06% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
113,355
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
109,765
shares
|
$3.3 Million
1.49% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
107,167
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Added 44.13%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
102,363
shares
|
$3.08 Million
0.22% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
101,535
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
97,514
shares
|
$2.93 Million
1.93% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
95,879
shares
|
$2.88 Million
0.09% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
95,583
shares
|
$2.87 Million
0.13% of portfolio
|
Q4 2024
Added 48.11%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
95,525
shares
|
$2.87 Million
1.38% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
95,437
shares
|
$2.87 Million
0.69% of portfolio
|
Q4 2024
Reduced 39.89%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
93,796
shares
|
$2.82 Million
0.62% of portfolio
|
Q3 2024
Added 255.31%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
93,542
shares
|
$2.81 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
90,807
shares
|
$2.73 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
88,682
shares
|
$2.67 Million
1.87% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
88,200
shares
|
$2.65 Million
0.62% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
86,424
shares
|
$2.6 Million
0.08% of portfolio
|
Q4 2023
Added 745.47%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
84,185
shares
|
$2.53 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
84,071
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2024
Added 32.05%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
82,204
shares
|
$2.47 Million
0.1% of portfolio
|
Q4 2024
Added 4.44%
|