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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
21,922
shares
|
$658,975
0.0% of portfolio
|
Q3 2024
Added 38.79%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
21,904
shares
|
$658,434
0.27% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
21,392
shares
|
$643,043
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
20,257
shares
|
$608,925
0.02% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
18,896
shares
|
$568,013
1.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
18,576
shares
|
$558,394
0.06% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,765
shares
|
$534,015
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2024 Q3 2024 |
17,547
shares
|
$527,462
0.08% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
17,514
shares
|
$526,470
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
17,343
shares
|
$521,330
0.45% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
17,175
shares
|
$516,280
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
17,053
shares
|
$512,613
0.07% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
17,017
shares
|
$511,531
0.17% of portfolio
|
Q4 2024
Reduced 31.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
16,901
shares
|
$508,044
0.0% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
16,722
shares
|
$502,663
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
16,654
shares
|
$500,619
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
15,959
shares
|
$479,727
0.05% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,265
shares
|
$458,865
0.01% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
14,800
shares
|
$444,888
0.03% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
14,673
shares
|
$441,070
0.07% of portfolio
|
Q3 2024
Reduced 21.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,131
shares
|
$394,717
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
13,128
shares
|
$394,627
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
12,897
shares
|
$387,683
0.05% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,869
shares
|
$356,782
0.01% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
11,860
shares
|
$356,511
0.16% of portfolio
|
Q4 2024
Added 14.55%
|